Tag: Wealth Management

FEATURE
Chapter Three: How to Stay Focused on What You Want (Ep.72)

Chapter Three: How to Stay Focused on What You Want (Ep.72)

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In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible we dive into the powerful concept of not letting others “should” on you. Too often, people let friends, family, or colleagues dictate what they should do with their wealth, career, or retirement. Your life is not their life – it’s time to focus in on what you really want.

Dive in to explore: 

  • What it means to “stop letting others should on you” and how it impacts your journey (00:02:50)
  • How to cultivate an abundance mentality and maintain clarity in your goals (00:10:30)
  • Powerful tools and exercises for gaining clarity and confidence in your financial future ( 00:18:45)
  • The role of gratitude and positivity in overcoming negativity bias (00:25:00)
  • 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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Chapter Two: What Do You Want For Your Future? (Ep.71)

Chapter Two: What Do You Want For Your Future? (Ep.71)

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Are your indecisions holding you back from living your dream retirement?

Join Bryan Sweet as he delves into Chapter 2 of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible. Listen as he explores how you can overcome decision fatigue and the vital steps needed to determine what you truly want in life.

Let’s unlock the pathway to your ideal future!

  • Understanding decision fatigue and its impact on our lives [00:02:35]
  • The importance of decisively planning your retirement [00:11:45]
  • Strategies to combat self-limiting beliefs and embrace new possibilities [00:22:10]
  • How to test and refine your dreams effectively [00:34:12]
  • The transformational power of maintaining a positive mindset [00:48:05]
  • 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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Dream Architecture: Chapter One (Ep.70)

Dream Architecture: Chapter One (Ep.70)

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✨Exclusive for listeners of The Dream Architect Life Podcast! 

Come along as Brittany Anderson introduces the audiobook of Dream Architecture, a guide to building a retirement beyond expectations. This episode features the first chapter exploring the power of possibility in financial and life planning while emphasizing the importance of mindset. Learn how a positive outlook is essential for maximizing financial strategies and unlocking a future filled with purpose and fulfillment. 

In this chapter, you will discover: 

  • The Dream Architect’s trademarked four-step approach (Vision, Blueprint, Build, Maintain) aligns your financial path with your dreams. [05:17]
  • The deeper ‘why’ behind your goals can redefine your path to retirement. [15:50]
  • Embracing a creative mindset and thinking like a kid to unlock untapped potential, including proven strategies for reigniting creativity. [10:48]
  • Inspirational stories like Sean “Three Foot Giant” Stevenson’s, highlighting how mindset shifts can transform life’s challenges into empowering opportunities. [20:02]
  • 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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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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Integrating Charitable Giving Into Your Lifelong Financial Vision with Oliver Kollofski (Ep. 48)

Integrating Charitable Giving Into Your Lifelong Financial Vision with Oliver Kollofski (Ep. 48)

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As we approach Giving Tuesday, Brittany Anderson invites Sweet Financial’s Director of Wealth Services, Oliver Kollofski onto the show. Together they dive into the topic of charitable giving and how you can start making this practice part of your greater financial vision.

They also discuss the significance of non-cash donations, like appreciated investments, and donor-advised funds. The conversation also covers personal growth, with Oliver sharing his experience in auto racing, and the importance of having a roadmap for life transitions.

Oliver and Brittany talk about: 

  • Oliver’s journey of fulfilling the role of Director of Wealth Services at Sweet Financial
  • How to start implementing charitable giving strategies in your life today
  • How to avoid making the most common mistakes when it comes to finding your charitable giving strategy
  • The first steps you can take when struggling to decide what the “best” charity is to give to
  • And more

Resources: 

Connect With Oliver Kollofski:

Connect With Sweet Financial Partners:

About Our Guest:

Oliver’s knack for simplifying the complex and generating creative planning strategies for our clients has earned him the unofficial title of the “smart guy” in the office. All jokes aside, Oliver thrives in creating opportunities in even the most complex cases, and in painting a picture that allows the client to make informed and educated decisions. Since joining our Sweet Financial team in 2007, and becoming a partner in 2013, Oliver has worked closely with the advisors in the office to help our clients create the retirement they can’t wait to wake up to. 

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor.

What some may not know about the poised and often reserved Oliver, is that he enjoys driving race‐car and has been an avid hockey player and coach for much of his life. When he’s not doing all of that cool stuff, you’ll find him spending time with his wife, Emily, and sons, Jace and Van.

 

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How to Take a Proactive Stance on Your Well-Being (Ep. 43)

How to Take a Proactive Stance on Your Well-Being (Ep. 43)

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We’ve said it before, we’re saying it again now, and we’ll say it even more in the future:

Health is a priceless wealth.

In this episode, Bryan Sweet and Brittany Anderson discuss their recent health and longevity immersive event. They explain that the event was created to address common issues their clients face, such as health & longevity, purpose, legacy, and experiences. 

Bryan and Brittany emphasize the connection between health and wealth, stating that good health is essential for a meaningful life. They also discuss the importance of proactive healthcare and prevention. 

Bryan & Brittany discuss: 

  • The role of proactive healthcare in your retirement plan and how to implement it
  • Recent advancements in medical technology and when you should ask your doctor about them
  • Sweet Financial’s health and longevity immersive event: What it’s all about and how you register for their upcoming date!
  • Personal client stories of realizing the relationship between health and wealth
  • And more

Resources: 

Connect With Sweet Financial Partners:

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