The Dream Architect Life: Where Money and Mindset Meet

In this episode of The Dream Architect Life, Bryan Sweet welcomes Dr. Bharat “Doc” Sangani, a cardiologist who came to the U.S. from Mumbai with just $10.45 and went on to build a $2 billion private equity firm. From medicine to franchising to real estate, Doc shares how belief, effort, and a few exceptional decisions … Read More Read More

How do you turn your dreams into reality, even when life's obstacles stand in the way? In this episode, Bryan Sweet sits down with Richard Wilson, the dynamic founder of Family Office Club, to discuss how mindset and strategic planning can elevate your future. Richard shares his riveting journey from starting a humble blog to … Read More Read More

What does it mean to dream big and embrace life's opportunities? In this episode, Bryan Sweet hosts a fascinating discussion with Warren Barry, a captivating speaker and storyteller from Canada. Warren's journey from chef to keynote speaker showcases how embracing change and pursuing dreams can lead to fulfilling opportunities. Warren discusses:  His diverse career path … Read More Read More

What if your old life insurance policy could fund your retirement dreams instead of just getting surrendered?  In this engaging episode of The Dream Architect Life Podcast, Bryan Sweet from Sweet Financial Partners chats with Jon B. Mendelsohn, CEO of Ashar Group. They delve into life settlements, a lesser-known but potentially lucrative option for those … Read More Read More

What if the key to unlocking your full potential is hidden in letting go of what holds you back? Join Bryan Sweet on The Dream Architect Life podcast as they dive into an inspiring conversation with Barry Garapedian, a renowned figure in Wall Street and a passionate advocate for empowering young minds. Barry shares his … Read More Read More

What happens when you embrace collaboration over competition? Join Bryan Sweet as he engages in an enlightening discussion with visionary Chad Mackay, a dynamic leader recognized by Inc. 5000. Chad shares his journey from a small town in South Carolina to founding over 55 ventures, showcasing his remarkable ability to identify and harness invisible business … Read More Read More

What does it really mean to live your best life in retirement? Join Bryan Sweet as he dives into the final chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What's Possible. This episode goes beyond numbers and retirement statistics to explore how a strong sense of self-worth can transform your retirement journey. Discover … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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” … Read More Read More

In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What's Possible, we explore practical habits including morning routines and the power of gratitude, and they encourage breaking free from limiting beliefs that stifle growth. Whether it's aligning actions with goals or fighting analysis paralysis, they lay out a blueprint for personal transformation. … Read More Read More

In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What's Possible, Bryan Sweet explores the power of relationships and the company we choose to keep. Discover how the people around you can either uplift you toward your dreams or hold you back with limiting beliefs. Tune in to learn how to foster … Read More Read More

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 … Read More Read More

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 … Read More Read More

✨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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

Think estate planning is just about what happens after you're gone? Think again! It's a vital life plan to help you shield wealth, minimize taxes, and set your family up for success.  Today on The Dream Architect Life Podcast, Bryan Sweet interviews Craig Hersch, a seasoned estate planning attorney and strategic coach. They discuss the … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

Unlock the keys to transforming your dreams into reality with the insights of our guest, Mary Morrissey, founder of the Brave Thinking Institute, the world's premier provider of transformational training and coaching. Join Mary as she is interviewed by Bryan Sweet and Brittany Anderson, where she shares powerful transformational strategies to help you turn your dreams … Read More Read More

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 … Read More Read More

Do you want to learn how to embrace major life transitions and become bolder and louder in achieving your dreams? Brittany Anderson welcomes Julie Guest, a top business strategist and bestselling author. Julie shares her incredible journey from being an attorney to starting a premier marketing agency and offers invaluable insights on how to become … Read More Read More

Marc Isaacson's daughter Tess was only 8 years old when she began having seizures. When traditional treatments fell short, Marc embarked on an extensive search, exploring personalized testing and nutrient therapy with the help of skilled medical professionals.  Since 2002, under Marc's leadership, Village Green has grown to offer an expansive suite of personalized health … Read More Read More

As the founder and CEO of The Last Mastermind, Brooke Casanovas empowers seasoned entrepreneurs to navigate significant transitions in their business and personal lives. She provides them with the clarity they need and connects them to a supportive community, helping them confidently embrace their next big chapter. Listen as Bryan Sweet interviews Brooke about The … Read More Read More

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 … Read More Read More

Regardless of the chapter of life you're in or how much success you've had up to this point, this story is a great example of what commitment, dedication, and grit can bring to your future. Brittany Anderson introduces Dr. Dorine Rivers, founder and CEO of Savantz AI. Dr. Rivers shares her journey in launching Savantz … Read More Read More

Life often becomes a whirlwind, leaving us feeling overwhelmed with countless interests and commitments. But what if we shifted our perspective? Instead of trying to juggle everything, focus on a select few things you're truly committed to. In this replay, Bryan Sweet and Brittany Anderson delve into the process of defining your next life phase. … Read More Read More

Whether one is harnessing resilience and confidence in the realms of athletics or the professional sphere, it's crucial not to overlook the significant influence they wield. As a mindset coach and accomplished author, Cindra Kamphoff imparts invaluable wisdom on mental conditioning for athletes, emphasizes the importance of present-moment awareness, and introduces practical tools such as … Read More Read More

Feeling like you're not growing personally or professionally anymore? It may be time for a mindset makeover. Brittany Anderson talks with Dr. Kevin Kremer, a dentist who is also a leadership mentor. They discuss Dr. Kremer's journey and his upcoming book “Quantum Accountability,” which explores the importance of mindset in achieving success.  This episode is … Read More Read More

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 … Read More Read More

Good health enables you to accumulate more wealth and enjoy the wealth you've already built, leaning into your purpose and experiencing new things in life. In other words — with good health, you can continue to dream big! Join Brittany Anderson and guest Christopher Turner, founder of EMERGICON and EMERGIFIRE, for a meaningful discussion about … Read More Read More

Movement is medicine, and it takes various forms for each individual. Lisa Brooking is here to share the value of personalized healthcare before and during your retirement! In this episode, Brittany Anderson invites Lisa Brooking, CEO of Health Code Medical on the show to discuss the link between health and wealth, the importance of personalization … Read More Read More

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 … Read More Read More

Embracing change and stepping into your ‘discomfort zone' is where true personal expansion lies. Let's talk about how one of Sweet Financial's very own has implemented this theory into both his work and personal life. In this episode, Brittany Anderson chats with a fellow Sweet Financial colleague, Ty Totzke. Listen as he shares his journey … Read More Read More

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 … Read More Read More

Internal beliefs affect our thoughts, opinions, and actions. They also influence our ability to build the legacy we want to leave behind when we pass on. How can you be sure to build your ideal legacy? In this episode, Brittany Anderson invites Joe Lander, a former attorney and current CEO of The Life You Love … Read More Read More

Want to learn how to invest in yourself, surround yourself with the right people, and give back to make an impact? This week's guest is the person to talk to. In this episode, Brittany Anderson welcomes special guest Christine McCarron, who shares her journey from having less than zero to a seven-figure net worth through … Read More Read More

When it comes to your health, what simple steps do you believe yield the biggest impact? Our guest, Dr. Burtis can name a few. In this episode, Brittany Anderson interviews Dr. Scott Burtis, a chiropractic physician and certified functional medicine practitioner. Dr. Burtis shares his insights on improving health through simple steps and personalized approaches. … Read More Read More

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 … Read More Read More

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

What narratives from your past do you find yourself holding onto that may not serve your future? Let's take a moment to reflect on that. In this episode, Brittany Anderson chats with Carrie Campbell, a skilled clinical counselor with a strong grasp of mindset and emotional intelligence. Together they discuss the importance of aligning your … Continue reading How Core Values Shape Your Identity and Influence Your Growth with Carrie Campbell (Ep. 42) →

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

Having a successful business doesn't always mean someone has found fulfillment. Sometimes their business isn't impacting the parts of life or the people they intended it to. In this episode, Brittany Anderson talks with Mike Koenigs, an entrepreneur who collaborates with other entrepreneurs to create a business they'll love for the rest of their life.  … Continue reading An Entrepreneur's Guide: Building A Business You'll Love For The Rest Of Your Life With Mike Koenigs (Ep. 40) →

This episode in a nutshell: If what you do is in line with your WHY, your how, and your what, you will love doing it. You'll have unlimited energy for it. In this episode, Brittany Anderson speaks with Dr. Gary Sanchez, international speaker, author, dentist, and inventor, to discuss how you can discover why you … Continue reading How To Find Your WHY with Dr. Gary Sanchez (Ep. 39) →

Chances are you have probably hit a milestone in life and thought “This is it! Now my life can start!”, but this truly is a never ending cycle. In this episode, Brittany Anderson talks with Trevor Muir, CEO at SurePoint Technologies, about how facing immense challenges can often lead you to the place or position … Continue reading Having Everything But Feeling Completely Unfulfilled With Trevor Muir (Ep. 38) →

Most of us are working against an incumbent nervous system that was designed for survival not to thrive.  In this episode, Brittany Anderson talks with David Bayer, a leading expert on human evolution, mindset and business strategy. He will teach you how to rewire the way your nervous system was designed to experience uncertainty and … Continue reading A Changed Mind Designed To Thrive With David Bayer (Ep. 37) →

Planning for retirement consists of so much more than setting and investing the right amount of money. People often forget how important it is to invest in their health so they can enjoy their wealth. How are you investing in your health to enjoy your retirement? In this episode, Brittany Anderson talks with Wendie Pett, … Continue reading Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36) →

For some reason, people think that experience equals traveling somewhere. But experiences are sometimes just making the extraordinary out of the ordinary.  But ultimately you have to define what experiences mean to you. In this episode, Bryan Sweet and Brittany Anderson discuss how to be intentional about the experiences you want to have in your … Continue reading Extraordinary Out Of The Ordinary, Part 3 (Ep. 35) →