Tag: The Dream Architect Life

FEATURE
Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

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What does it truly mean to dream big? How can you shatter your limiting beliefs to reach new heights in retirement? 

Brittany shares inspiring stories and insights, encouraging you to harness your mindset to conquer what seems impossible. Learn how the bravery of individuals like Christopher Reeve can inspire you to chart a course for your biggest dreams, while practical advice on dealing with life transitions nurtures your personal growth. 

You have the power to decide what your future holds, and it’s time to embrace opportunities that are just beyond your current reach.

This episode’s highlights include:

  • The significance of dreaming beyond current capabilities [00:03:00]
  • Building self-confidence to fuel your big dreams [00:04:00]
  • Why major life transitions can become turning points [00:09:00]
  • The role of mentors and supportive networks [00:16:00]
  • Steps to align your financial plans with your dreams [00:13:00]
  • And more!

Resources:

Connect With Sweet Financial Partners:

  • 1 (507) 235-5587
  • meetingwithsweet.com
  • meetingwithamber.com
  • Sweet Financial
  • LinkedIn: Bryan Sweet
  • LinkedIn: Brittany Anderson
  • Facebook: Sweet Financial Partners
  • 📖 Get our book, “Dream Architecture” here

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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FEATURE
Chapter Eight: Turning Your Dreams Into Reality (Ep.77)

Chapter Eight: Turning Your Dreams Into Reality (Ep.77)

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What if retirement wasn’t just about slowing down, but rather speeding up to live out the dreams you’ve always had?

Join Bryan Sweet, CLU®, ChFC®, as he reveals key strategies to build confidence in your financial future. Through smart planning and a focus on what truly matters, he’ll help you create a fulfilling and secure retirement.

With insights from Dan Sullivan and Dr. Benjamin P. Hardy, Bryan challenges the common notion of retirement being a slow phase and instead portrays it as an exciting time to pursue significant life goals. Whether it’s opening a new business or traveling the globe, it’s never too late to dream big and plan wisely.

Key highlights in this chapter include:

  • How focusing on life goals complements financial planning [00:01:00]
  • The pitfalls of early retirement without proper planning [00:03:00]
  • Harnessing the power of planning and achieving small wins [00:08:00]
  • Strategies to build self-confidence and avoid comparing yourself to others [00:14:00]
  • And more!

Resources: 

Connect With Sweet Financial Partners:

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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FEATURE
Chapter Seven: Navigating Uncertainty and Adversity (Ep.76)

Chapter Seven: Navigating Uncertainty and Adversity (Ep.76)

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Are life’s curveballs throwing you off balance? 

Today’s episode features Chapter Seven of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, and takes you through the art of navigating uncertainty with grace and resilience.

Join Brittany Anderson from Sweet Financial Partners as she explores how a positive mindset isn’t just feel-good fluff—it’s a powerful tool to help you stay the course and achieve your dreams. Discover transformative insights and practical steps on how to reframe negative experiences into growth opportunities.

Key points in this chapter include:

  • The surprising link between attitude and health benefits [00:03:30]
  • How gratitude and a shift in perspective can turn challenges into stepping stones [00:04:15]
  • Empowering strategies to maintain a positive outlook during financial downturns [00:18:45]
  • The “Experience Transformer” method for turning setbacks into setups for future success [00:12:45]
  • And more!

Resources: 

Connect With Sweet Financial Partners:

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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FEATURE
Chapter Six: Stop Asking How & Find Your Who Instead (Ep.75)

Chapter Six: Stop Asking How & Find Your Who Instead (Ep.75)

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In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, we explore the transformative concept of “Who, Not How.” Learn how focusing on *who* can help you reach your retirement dreams rather than figuring out *how* to achieve them on your own. 

Discover more about: 

  • The premise of “Who, Not How” and its application in retirement planning [00:01:34]
  • How identifying your “who” can expand your wealth and joy [00:04:20]
  • The importance of delegating tasks you don’t excel at for a more fulfilled life [00:09:45]
  • Tips for business owners to focus on strengths and let go of routine tasks [00:15:30]
  • Why women in transition should seek the right advisors for financial empowerment [00:30:50]
  • And more

Resources: 

Connect With Sweet Financial Partners:


The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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REPLAY: Don’t Confuse Simple With Simplicity Featuring Jeffrey Feldberg (Ep.69)

REPLAY: Don’t Confuse Simple With Simplicity Featuring Jeffrey Feldberg (Ep.69)

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Hello Dream Architects! Today, we are revisiting a conversation with Jeffrey Feldberg, co-founder and CEO of Deep Wealth and Chief Liquidity Event Advisor. Jeffrey’s story is one of resilience, vision, and ultimate success as he built a business that sold for an impressive nine-figure exit.

Listen as Jeffrey dives into:

  • The lessons learned on his entrepreneurial journey to a 9-figure valuation
  • The inner drive that propelled him forward—even when the naysayers doubted him
  • Empowering business owners to uncover and maximize their company’s value
  • How blending soft and hard skills helped him weather his toughest years

This replay is packed with wisdom for anyone navigating the challenges of building, running, or selling a business. Don’t miss it!

Connect With Jeffrey Feldberg:

Connect With Sweet Financial Partners:

About Our Guest:

Jeffrey is the co-founder and CEO of Deep Wealth. After graduating from his MBA program, Jeffrey launched his very first company, Embanet.

As an industry leader, Embanet created a market disruption in higher education, and it went on to capture a nine-figure deal for Jeffrey’s liquidity event. For Jeffrey, business owners are dreamers and change-makers who put everything on the line and win against all odds.

Jeffrey’s passion is helping business owners achieve their goals and dreams. His mission is to help you capture the maximum value in your liquidity event. Through his Deep Wealth experience, you will master the same nine-step roadmap that Jeffrey created for his nine-figure exit.

 

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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FEATURE
Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

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It takes relentless determination to build a successful investment management firm from the ground up, defying all odds and turning adversity into triumph.

David Perkins, CEO and co-founder of Gondola Partners, is a testament to the power of grit, vision, and unapologetic determination in the world of investment management.

Through heartfelt storytelling, David emphasizes the significance of his four principles of success: clear vision, system creation, discipline, and passion. This insightful conversation reveals how these principles drove him to build an impressive career in alternative investment solutions, making it a must-listen for anyone intrigued by the fusion of inspiration and financial expertise.

Key conversations include:

  • David’s incredible journey from financial hardship to success in investment management
  • His four pillars of success
  • The importance of caring for others, both personally and professionally, as a core leadership trait
  • Innovative alternative investment opportunities, such as tax lien funds, and their impact on diversified portfolios
  • And more!

Resources:

Connect With Sweet Financial Partners:

Connect With David Perkins:

About Our Guest:

David Perkins has more than three decades of investment management experience and a notable history of building, operating, and leading innovation-based firms.

As the founder of Gondola, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo by unlocking unique alternative investments for a select group of Advisors.

David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion in Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.

 

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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FEATURE
REPLAY: Navigating Uncertainty and Adversity In The Current Age

REPLAY: Navigating Uncertainty and Adversity In The Current Age

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It’s time to hit replay on an episode that covers an increasingly relevant topic in today’s digital age: uncertainty and adversity.

Fear can paralyze us and prevent us from achieving our dreams. That’s why we want to share these practical steps on focusing on what you CAN control, using visualization, and seeking positive influences to stay motivated. 

By tuning in, gain clarity on:

  • Focusing on what you can control and what you can do to reduce fear and anxiety
  • Surrounding yourself with positive influences and limiting exposure to negative media
  • Take small, actionable steps toward your dreams, like researching travel destinations or talking to professionals
  • How visualization can be a powerful tool in staying motivated and excited about your future

Resources: 

Connect With Sweet Financial Partners:

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FEATURE
Why High Net Worth Individuals Need Cybersecurity With Scott Augenbaum & Kevin Donahue (Ep.65)

Why High Net Worth Individuals Need Cybersecurity With Scott Augenbaum & Kevin Donahue (Ep.65)

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Your family’s wealth and personal information could be more vulnerable to cyber criminals than you think. Are your family and finances truly safe from these evolving threats?

This episode provides essential insights into how you can safeguard against these invisible threats that could jeopardize your financial security. 

This episode features Scott Augenbaum, a former FBI expert in cybercrime, and Kevin Donahue, a specialist in cybersecurity for high-net-worth individuals. They share real-life stories, actionable insights, and essential strategies for safeguarding your wealth and personal info from cyber threats. Whether it’s phishing scams, password security, or even social engineering, this episode equips you to take control of your cybersecurity.

Key episode discussions include:

  • The different types of cyber threats including email phishing, smishing, and QR code phishing
  • Why using unique passwords and two-factor authentication can be your first line of defense
  • Real-life stories of huge financial losses due to cyber scams, and how they could have been prevented
  • Proactive steps to safeguard your family and information, from monitoring the dark web to implementing a family code word

Resources: 

Connect With Scott Augenbaum & Kevin Donahue:

Connect With Sweet Financial Partners:

About Our Guests:

Scott Augenbaum

With over 30 years of FBI experience in cybercrime investigations and author of “The Secret to Cybersecurity,” Scott brings unparalleled insights and practical strategies to prevent cyber threats. Scott is the foremost expert in educating businesses, high-net-worth individuals, and families on the current threat environment.  Scott focuses on how to prevent a cyber threat because after investigating over 1,000 cyber crimes, he knows all too well that recovering stolen money and data is almost impossible.   In addition to his experience with the FBI, Scott is called on by Fox News, USA Today, News Max, and many other major media outlets as their resident cybersecurity expert.

Kevin Donahue

Kevin has 25 years of experience working in enterprise technology solutions, cybersecurity, and with high-net-worth individuals as an executive and entrepreneur.  Kevin’s clients have included the White House, National Security Counsel, CIA, US Secret Service, World Bank, US Department of Homeland Security, and many more high-profile organizations and has worked on some of the highest-profile investigations in the past 20 years.   Kevin is the founder of Stealth Executive/ Stealth Family and together with his partner Scott Augenbaum is on a mission to help protect 1,000,000 families from being victims of cyber criminals. 

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FEATURE
How to Thrive in Your Empty Nest With Karla Olson (Ep.64)

How to Thrive in Your Empty Nest With Karla Olson (Ep.64)

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Are you approaching an empty nest and feeling uncertain about the future? 

Join Brittany Anderson as her guest Karla Olson, former TV co-host, author, and founder of the Empty Nester Club, reveals how this transition can become one of the most exciting chapters of your life.

In this inspiring episode, Karla shares her journey and offers practical advice on rediscovering passions, overcoming limiting beliefs, and using this life change as a springboard to something incredible. 

Don’t miss out on the empowering stories and insights that can help you embrace the empty nest with confidence and enthusiasm!

Highlights include:

  • How preparing for an empty nest well in advance can lead to a fulfilling next chapter
  • The concept of “soul whispers” and how to tune into your passions
  • Methods for overcoming limiting beliefs with actionable acronyms like FLIP
  • Creating and tracking realistic, consistent goals for personal growth
  • And more

Resources: 

Connect With Karla Olson:

Connect With Sweet Financial Partners:

 

About Our Guest:

Karla Raby Olson is an author, speaker, and former co-host of the Park City Pulse TV show. She is a founding member of Lionsheart Park City, Little Miracles Utah non-profit, and her favorite “title,” Mom to 3 daughters. Karla is an expert on preparing for an Empty Nest and founded The Empty Nester Club to help other women rediscover who they are before their kids leave the nest. Karla’s passion for empowering others is evident in her upcoming book, helping women find their true passion. Her one-of-a-kind blueprint for helping parents rediscover their passions and prepare ahead for their children leaving the nest is featured in her upcoming book, “The Almost Empty Nester,” due out in September 2024!

Karla helps mothers overcome their changing identities and rediscover who they are before their kids leave the nest. Early preparation is key. Karla takes them through a proven framework to help them discover their Midlife Mission, their “One Thing”, by giving them more clarity, courage, character, and connection. 

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Rewiring Your Brain for Post-Retirement Happiness With Brian Grasso (Ep.62)

Rewiring Your Brain for Post-Retirement Happiness With Brian Grasso (Ep.62)

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Understanding the real mechanics behind mindset and how to control it instead of letting it control you can lead to meaningful, lasting change.

Come along as Brittany Anderson is joined by elite performance coach, Brian Grasso. Together they delve into how understanding the mechanics of mindset—beyond just positive thinking—can redefine your approach to life’s transitions like retirement or selling a business. 

Learn practical tools for creating a new self-identity, overcoming imposter syndrome, and sustaining your breakthrough moments.

Top takeaways include:

  • How Mindset is more than just positive thinking; it’s about understanding brain science
  • Why creating a new avatar for yourself can help your brain adapt to new life phases
  • Imposter Syndrome and ways to manage it effectively
  • How to master sustainable mindset habits 
  • And more

Connect With Brian Grasso:

Connect With Sweet Financial Partners:

About Our Guest:

An 18-year veteran of the sports training industry, Brian worked as a High-Performance Coach for the National Team and professional and Olympic athletes worldwide. He founded the largest youth development educational organizations in the industry, serving as its CEO for nearly 8 years, and co-created one of the fastest-growing sport and fitness franchises in the United States along with it. 

He has guest lectured and keynoted at governmental and private associations around the world, including Australia, New Zealand, Ireland, Italy, Sweden, the Czech Republic, and throughout North America. Brian authored “The Audacity of Success”, co-authored the bestseller “Total Body Transformation”, wrote and co-produced the landmark short film “Life by Numbers” and has written for magazines around the globe, including Men’s Fitness, Inked, and Bulace. 

His most recent book is called “Mindset Matters Most” and was listed as #1 on the “Personal Development” section at Amazon for a period of 7 weeks after its release. Together with his wife, Carrie Campbell, Brian co-hosted the award-winning livestream, “Brian & Carrie – In the Morning” as well as “Eliminate Your Limits – with Brian & Carrie” which airs in syndication on SiriusXM. 

He currently serves as the Chief Culture Officer for Metaplexus, as well as the Faculty Director for its subsidiary, Virtu Academy. Brian holds a religiously accredited PhD in Pastoral Counseling and currently works as a Business & High-Performance Consultant for several well-known brands in the health and wellness space, working directly with C-Suite Executives. On a personal level, Brian is a competitive powerlifter and holds 2 Arizona State Records in both Squat and Bench Press. For a span of 12 years, he worked as a bodyguard for several A-List celebrities.

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