Tag: Sweet Financial

FEATURE
Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

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Something every financial planner dreams about doing is helping their retirees achieve a far better retirement than they had ever hoped for.

Our guest, Amber Knips has a lot of experience doing just that.

In this episode, Brittany Anderson chats with Amber Knips, wealth advisor at Sweet Financial, about the biggest obstacles modern-day retirees face and what strategies they can use to mitigate these struggles, both financial and mental.

Amber discusses: 

  • Where she sees retirees getting the most ‘stuck’ and what modern-day obstacles they face the most 
  • How she uses “fear mitigation” with retirees when they are afraid of overspending (and the risk of inexperience because of this fear)
  • What dreaming big means to her and how this mentality applies to retirees like you
  • How to apply the 50/50 retirement approach – the misconception that retirement is either full-time traveling or full-time doing nothing at home
  • And more

Resources: 

Connect With Amber Knips, CFP®:

Connect With Sweet Financial Partners:

About Amber Knips:

Amber helps people see possibility through life’s greatest and most challenging transitions.  She is someone who has total passion and conviction for what she does. Using her empathetic and sincere approach, she has made it her mission to build deepened relationships with her clients all while helping them cultivate a financial plan that helps them focus on what they most enjoy. After joining the team at Sweet Financial Partners in 2012, Amber has gained extensive experience and training on guiding women through transitions such as loss of a loved one, divorce, career change, retirement and much more. You only experience these life transitions a few times during your lifetime, but she helps people through them every day.

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FEATURE
Living A Life Beyond Wealth Through Legacy and Purpose, Part 2 (Ep. 34)

Living A Life Beyond Wealth Through Legacy and Purpose, Part 2 (Ep. 34)

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The two most important days in your life are the day you were born and the day you find out why. There’s been studies done that say if you lack purpose, your life expectancy is four to seven years less.

In this episode, Bryan Sweet and Brittany Anderson address why it’s so important to take the time to discover what motivates you, and gives you a sense of belonging. 

Bryan and Brittany discuss: 

  • What it means to have purpose in your life
  • How to prevent emotional or rash decision making
  • Being intentional about how you want people to feel because of your actions
  • How to get started on making your mark
  • And more

Resources:

Connect With Sweet Financial Partners:

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FEATURE
Understanding Your Emotional Intelligence With Dr. Patty Ann Tublin (Ep.27)

Understanding Your Emotional Intelligence With Dr. Patty Ann Tublin (Ep.27)

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Although we live in a time where there are so many ways to communicate, it seems there are still so many communication problems between spouses, family members, and people we meet online.

In this episode, Brittany talks with Dr. Patty Ann Tublin, CEO and founder of Relationship Toolbox LLC a training and development consulting firm. She discusses some of the common communication issues we face today and provides realistic solutions you can easily apply to your life.

Dr. Patty Ann Tublin discusses: 

  • One of the main communication issues people in relationships face and how to fix it
  • How to smoothly transition into retirement with your significant other
  • How you can stay intentional about the people you surround yourself with
  • Becoming a better version of yourself and how to incorporate better self-talk
  • And more

Resources: 

Connect With Dr. Patty Ann Tublin:

Connect With Sweet Financial Partners:

About Our Guest:

Dr. Patty Ann Tublin is the CEO and Founder of Relationship Toolbox LLC, a training and development consulting firm specializing in the development of emotional intelligence and other “soft” skills that promote optimal individual and group performance that impacts the bottom line. As a Relationship, Communication and Emotional Intelligence expert, Dr. Patty Ann understands that a company’s people are its most important asset. As a female professional dedicated to the empowerment of women, Dr. Patty Ann creates customized women’s programs & initiatives that provide actionable take-aways for women to succeed. Dr. Patty Ann authored two (2) Amazon best-selling books: “Not Tonight Dear, I’ve Got a Business to Run” & “Money Can Buy You Happiness: Secrets Women Need to Know to Get Paid What They Are Worth!” Both received glowing testimonials from Barbara Corcoran of SHARK TANK fame. She is also extremely passionate about diversity and inclusion initiatives for all minorities as she is for women!

Dr. Patty Ann is a frequent guest expert on every major TV and print media platform including ABC, NBC, CBS & FOX Business News, The WSJ, The NYT, Forbes, INC., SUCCESS Magazine & Entrepreneurial Women Magazine to name a few. Dr. Patty Ann’s world class education includes a Doctorate in Clinical Psychology (Summa cum Laude), two Master’s Degrees, Executive Coaching Certification, and she is an RN.

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The Difference Between Knowing Your Value And Your Worth (Ep.25)

The Difference Between Knowing Your Value And Your Worth (Ep.25)

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Can you think of a time when you had to be brutally honest with yourself?

It can be hard, but sometimes, it is necessary.

In this episode, Bryan Sweet and Brittany Anderson discuss the difference between knowing your value and knowing your worth. They also share how they are helping people like you reflect on their past self and move forward to achieve their full potential.

Bryan and Brittany discuss: 

  • How to enhance your self-talk
  • Answering the looming question: “Do I have enough (money, personal time, etc.)  in my life?” 
  • How to properly measure and reflect on your personal growth
  • How Sweet Financial can help you realize your full potential
  • And more

Resources: 

Connect With Sweet Financial Partners:

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FEATURE
How To Better Discover Your Value (Ep.24)

How To Better Discover Your Value (Ep.24)

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Life can get really busy, really fast which can make it difficult to juggle all the things you are interested in.

But what if we told you it’s not about juggling everything you are interested in, but about establishing a smaller list of things that you are committed to doing.

In this episode, Bryan Sweet and Brittany Anderson discuss how you can establish what the next phase of your life looks like by reflecting on both your value systems and your personal interests.

Bryan and Brittany discuss: 

  • How to combat the overwhelming feeling of imposter syndrome
  • Discovering your next step in life and what purpose it serves 
  • The difference between being interested in something and being committed to it
  • How to find and establish your value and support systems 
  • And more

Resources: 

Connect With Sweet Financial Partners:

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FEATURE
Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23)

Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23)

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You did it! You have gained and have been able to sustain your confidence. 

Now what can you do with it?

In this episode, Bryan and Brittany build off of previous ideas about gaining confidence by explaining what you can do once you have found confidence in your abilities to achieve the things you have been dreaming about. They also discuss strategies you can implement in your life to find the opportunities that can bring your dreams to life.

Bryan and Brittany discuss: 

  • How to find out what “dreaming big” means to you
  • Strategies to avoid stalemates and take action on your goals
  • How to find and create the opportunities that can make your goals come to life
  • How to maximize your ability to make conscious decisions in both your personal and financial life
  • And more

Resources: 

Connect With Sweet Financial Partners:

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FEATURE
Confidence Is Key (Ep.21)

Confidence Is Key (Ep.21)

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You’ve heard the saying that “confidence is key”, but there is so much more to it than that!

In this episode, Bryan Sweet and Brittany Anderson go into depth about the influence of confidence on both your personal and professional lives. They also provide advice about how you can maximize the confidence you have in everyday life.

Bryan and Brittany discuss: 

  • Bryan’s newly published book “Dream Architecture: Build a Retirement Beyond What’s Possible”
  • The relationship between confidence and success
  • Finding the right people to help you find the right courses of action
  • The slippery slope of comparing your retirement to someone else’s
  • And more

Resources: 

Connect With Sweet Financial Partners:

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FEATURE
Adding Value 2 Life With Robert Peterson (Ep.19)

Adding Value 2 Life With Robert Peterson (Ep.19)

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Adding value to other people’s lives every day, helps us to impact their life in some way.

In this episode, Robert Peterson, co-founder and president of AV2L Consulting (Add Value 2 Life) will share how your understanding of money and dreams can impact lives. He also teaches you how you can shift your negative mindset. 

Robert discusses: 

  • The path that led him to where he is today
  • One area of life people get stuck in the most
  • Why he started his podcast
  • How you can shift yourself out of a negative mindset
  • And more

Resources: 

Connect With Robert Peterson:

Connect With Sweet Financial Partners:

About Our Guest:

Robert Peterson is the co-founder and president of AV2L Consulting llc. He and his partner founded AV2L because they believe that human beings were created to take care of each other. They believe they were meant to, “encourage one another and build each other up.”

He helps entrepreneurs make great connections and build meaningful relationships.

He has a lifelong passion of serving and helping people. He has taught and coached leaders in dozens of countries and has a unique ability to connect, excite and impact my audiences.

His coaching and training helps leaders focus on strategy, leadership, influence, communication, relationships and accountability while connecting their passion and faith to tangible results.

Robert is passionate about seeing his clients believe in themselves and achieve results they never believed possible.



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FEATURE
Navigating the Certainties and Uncertainties of Financial Planning (Ep. 14)

Navigating the Certainties and Uncertainties of Financial Planning (Ep. 14)

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How often do you stress about things that you have zero control over?

For some reason, as humans, we seem to do this a lot.

In this episode, Brittany Anderson and Bryan Sweet discuss the struggle of internal and external uncertainties, particularly when planning your future. They also highlight some key resources to help you through these discouraging thoughts and emotions.

Bryan and Brittany discuss: 

  • How Dan Sullivan’s exercise turns uncertainties into certainties
  • Why internal and external uncertainties need to be addressed differently
  • Wealth advisors’ ability to help mitigate your uncertainties in financial markets
  • How communication can alleviate the struggle of internal uncertainty
  • And more

Resources: 

Connect With Sweet Financial Partners:

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FEATURE
How To Change Your “How’s” Into “Whos” (Ep.12)

How To Change Your “How’s” Into “Whos” (Ep.12)

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When approaching big life decisions, people often look to the logistics of “how” can I achieve this end result rather than “who” can help me get there. 

This mindset shift can transform the way you approach change, widening your scope and allowing you to take a step back and realize that you do not always have to be an expert in everything you do. 

In this episode, Bryan and Brittany focus on how seeking help from experts outside of your position in every aspect of your life can help in ways you never imagined, so that you can get back to doing what you love most. 

Bryan and Brittany discuss:

  • The concept of who rather than how
  • How asking for help can be an empowering step to achieving your goals
  • How you can create the right mindset to achieve your goals without your expectations weighing you down
  • The importance of allocating time to what makes you happy to create your dream lifestyle
  • And more

Resources:

Connect With Sweet Financial Partners:

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