Tag: Sweet Financial

FEATURE IMAGE
How To Create A Fulfilling Retirement: Time Management With Jacob Hartke (Ep.53)

How To Create A Fulfilling Retirement: Time Management With Jacob Hartke (Ep.53)

By |

True fulfillment comes from creating meaningful experiences and positively impacting those around us, either in your career or your retirement.

Recently, Brittany Anderson, Partner at Sweet Financial sat down with Jacob Hartke, CRPC® to discuss the value of time management.

Jacob shares how his transition from an intern to a client-facing role has helped build upon his passion for building deep, meaningful relationships with clients. Listen as he and Brittany explore how dreaming big varies for each individual and the importance of focusing on one’s purpose rather than getting bogged down by the “how.” 

Discussion points include:

  • Jacob’s journey from aspiring lawyer to financial advisor–how defining his skills allowed him to find his perfect role
  • The value of embracing life’s changes when pursuing your aspirations
  • The role of time management in the advising industry and the transition into retirement
  • The evolution of “dreaming big” & why you need to define it at every stage of life
  • And more

Resources: 

Connect With Jacob Hartke:

Connect With Sweet Financial Partners:

About Our Guest:

As a master of time management and a drive for excellence that is reflected in all he does, Jacob has been a wonderful addition to the Wealth Services department here at Sweet Financial. Having joined our team in 2015, Jacob has developed a skillset in helping our clients build and execute a financial plan that supports their biggest dreams. You will find him working diligently behind the scenes, completing more tasks than what should be normal for any human, just to ensure our clients get a plan that is accurate and timely.

 Jacob finds joy in helping each of our clients with their distinct retirement plans and inevitably helping them create the retirement they can’t wait to wake up to. He thrives on living out the vision for the company, which is to create relationships with clients that goes beyond just the finances. But rather helps people think more about how they want to spend their retirement.

 Jacob graduated from Gustavus Adolphus College in 2015 with a degree in Financial Economics and a minor in Political Science. He is a Chartered Retirement Planning Counselor™ (CRPC®) which provides him with special training in all aspects of retirement planning, including a comprehensive assessment of an individual’s financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more. He lives in Fairmont with his wife Sierra, daughters Haevyn and Henlee, and their dog Cammie. When Jacob isn’t at work, he enjoys spending time out on the lakes or taking walks with his girls.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE IMAGE
Fostering Recovery From Addiction Using Music With Andrew Sossin (Ep.50)

Fostering Recovery From Addiction Using Music With Andrew Sossin (Ep.50)

By |

You probably know somebody or have somebody in your life who you’ve watched suffer and struggle with addiction. It’s so prevalent in our society today and our guest Andrew Sossin wants to share how he is combating it.

In this episode, Brittany Anderon invites Andrew Sossin to discuss his journey from various professional fields to founding his own addiction treatment center, Recovery Unplugged. 

The center uses music therapy in conjunction with evidence-based psychiatry and psychology to connect with clients and provide effective treatment. Andrew also discusses the success rate of their program, the importance of fostering a culture of open communication, and the challenges they faced in establishing the center. 

Andrew discusses: 

  • The birth of his organization for addiction treatment “Recovery Unplugged”
  • The influence of music on your thoughts and emotions
  • Some of the risks and struggles he has faced while creating this organization
  • How he has successfully integrated open communication and value alignment within this program
  • And more

Connect with Andrew Sossin:

Connect with Sweet Financial Partners:

About Our Guest:

​​Over the past 20 years, it has been Andrew Sossin’s enduring pleasure to grow as a South Florida business leader and community advocate. His professional focus on financial services and business development has allowed me to establish multiple successful ventures in a wide array of fields, including addiction care, customer service, music management, and insurance.

Andrew’s experience, passion, and advocacy has allowed sitting on the boards of such inspiring organizations as Nova Southeastern University, the Jewish Federation of Broward County, and the Jewish Center for Science.

He’s also had the honor of holding key memberships with the United Way Tocqueville Society and the American Cancer Society and is the proud Co-Founder and Board Treasurer of Face the Music Foundation, a non-profit that mobilizes individuals and communities to combat addiction through music events and partnerships.

In addition to holding a Bachelor of Science in Business Administration from the University of Florida, he is a graduate of the Tony Robbins Mastery University Business Mastery and Leadership Academy programs and a former student of the Jack Canfield Breakthrough to Success program.

In my work with Recovery Unplugged Treatment Centers, I’ve led the consistent, proactive, and responsible expansion of the company, from a singular treatment facility in South Florida to a national addiction treatment organization that now helps thousands of clients per year, from all over the country, find their way to lasting recovery from substance use disorder. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE IMAGE
Thriving as a Business Owner in the Age of AI (Ep. 44)

Thriving as a Business Owner in the Age of AI (Ep. 44)

By |

Today, we are providing resources and guidance to business owners to help them avoid burnout, realize the opportunities AI is providing and rethink their retirement.

In this episode, Bryan Sweet and Brittany Anderson discuss the challenges and opportunities faced by business owners. They highlight the struggles of limited employee markets, hiring difficulties, succession planning, and the identity shift that comes with exiting a business. 

The conversation also explores the shift in retirement mindset, the advancements in technology, particularly in AI, and the importance of proper exit planning. They encourage business owners to stay ahead of technological trends and leverage AI to their advantage. 

Bryan & Brittany discuss: 

  • The struggles and triumphs of business ownership: How to curb common pain points as a business owner in the modern day
  • Embracing technological advancements and taking advantage of the opportunities AI provides
  • The role of intentionality when avoiding business owner burnout
  • Some modern takes on retirement planning and business exit planning
  • And more

Resources: 

Connect With Sweet Financial Partners:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE IMAGE
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE IMAGE
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)

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

How To Better Discover Your Value (Ep.24)

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE IMAGE
Confidence Is Key (Ep.21)

Confidence Is Key (Ep.21)

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories