What if your biggest legacy isn’t what you leave behind, but how you live right now?

In this heartfelt episode, Bryan Sweet is joined by his longtime friend and fellow financial advisor John Moshides to explore the meaning behind “Dreams Are Possible Day,” a holiday Bryan created to reignite purpose and possibility at any age. 

From humble beginnings in Niagara Falls to mentoring rising advisors and raising a family legacy, John shares stories that illuminate how real dreams are built through courage, conviction, and continuous learning.

What to expect from this release:

Resources: 

Connect With Sweet Financial Partners:

Connect With John Moshides:

About Our Guest:

John C. Moshides, CLU, ChFC, CLTC, AEP, is President of Moshides Financial Group and creator of The Financial Freedom Solution Process as well as the Business of Wealth Planning Process. He is an advisor for primarily business owners and professionals who, among other things, aspire to a work-optional lifestyle.

A native of Niagara Falls, NY, John earned a bachelor’s degree in management from The State University of NY at Buffalo in 1980. He started his financial services career in 1981 and founded Moshides Financial Group, offering a full spectrum of financial planning services in 1987. He earned his Chartered Life Underwriter designation in 1991 and became certified in Long Term Care planning in 2005. In 2010, John earned his Chartered Financial Consultant designation, as well as completing the requirements for designation as an Accredited Estate Planner.

John was President of the Estate Analysts of Western New York in 2017-2018. He is also a past President of the Buffalo Chapter of the Society of Financial Service Professionals and is one of only a few recipients of the Distinguished Service Award from the Society. John also served as President of the National Association of Insurance and Financial Advisors – Buffalo Chapter. He is a qualifying and life member of the Million Dollar Round Table with many Top of the Table and Court of the Table qualifications. 

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.

Ron Greenberg didn’t grow up around wealth, but he did grow up with hustle. 

In this inspiring episode, Ron shares how a modest upbringing, a strong work ethic, and a desire for financial stability propelled him into a 35+ year journey of entrepreneurial success.

From duct-taped car doors to onboarding his firm’s largest client ever, Ron’s story is about more than just grit. It’s about how consistent vision, personal accountability, and deep relationships shaped the business and life, which he never thought was possible.

Here’s what you can expect from this release:

Resources: 

Connect With Ron Greenberg:

Connect With Sweet Financial Partners:

About Our Guest:

As a founding partner of Greenberg and Rapp Financial Group, Inc., Ronald Greenberg has devoted his practice to working with closely-held business owners and affluent individuals, and has developed one of the leading national firms dedicated to helping clients grow, manage, and preserve their wealth.

Ron began his career in financial services with Prudential in 1988. He holds the Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP®,) and Master Registered Financial Consultant (MRFC®) designations. Ron was a member of the prestigious Million Dollar Round Table* and has been a Top of the Table level advisor. He is a past president of the North Jersey Chapter of the Society of Financial Service Professionals as well as a member of the Tri-County and Northern NJ Estate Planning Councils. He has spoken extensively on the topics of preserving family wealth and exit planning strategies for business owners.

In his community, Ron is a founding board member of Liam’s Room, whose mission is to create home-like hospital rooms for children with life-threatening illnesses. He is also a volunteer at Cresthaven Academy, a charter school in Plainfield, NJ.

An avid golfer, Ron lives in Westfield, NJ, with his wife Debbie and two children.

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.

He started a business at 19 to impress a girl. That girl became his wife, and the business became the foundation for a powerful entrepreneurial journey spanning over two decades.

In this release, Bryan Sweet sits down with JR Lay, bestselling author, global keynote speaker, and founder of Level Up Business. From early success and personal setbacks to family alignment and faith-fueled decisions, JR shares how he’s transforming hard-earned wisdom into his next big leap.

You’ll hear:

Connect With Sweet Financial Partners:

Connect With James Robert (JR) Lay:

About Our Guest:

James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for financial brands. As a digital anthropologist based in Houston, TX, James Robert is the author of the bestselling book, Banking on Digital Growth. He is also the founder and CEO of the Digital Growth Institute, where he has guided more than 520 financial brands on a mission to simplify digital marketing and sales strategies that empower banks and credit unions to generate 10X more loans and deposits.

James Robert has been named one of the Financial Brand‘s “Top Global Financial Services Influencers to Follow,” a CUNA “Credit Union Rock Star,” and a CU Times “Under 40 Trailblazer.” His insights have been featured in leading media outlets including Entrepreneur.com, US News and World Report, Quartz, The Financial Brand, American Banker, CU Times, and CU Journal, among many others, and he frequently shares his research and insights at industry events and universities throughout the United States. 

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.

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 shaped his journey.

He emphasizes the importance of learning from mistakes, overcoming fear with preparation, and the power of seeking out mentors. Doc’s advice is practical: live below your means, plan for the worst, and stay committed to what you believe in.

The conversation also explores his deeper philosophy—seeing life as a gift and removing yourself from the center of it to gain clarity and peace. With humor and humility, Doc delivers insights on success, simplicity, and staying true to your values.

Expect insights on:

Resources:

Connect With Sweet Financial Partners:

Connect With Dr. Bharat Sangani:

About Our Guest:

Bharat Sangani, MD, Encore’s Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States. 

Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India.

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.

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 building a thriving investor community.

Richard and Bryan discuss: 

Resources: 

Connect With Sweet Financial Partners:

Connect With Richard Wilson:

About Our Guest:

Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third-generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club, which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M in the last 17 years hosting 300+ live events and he has a total of 15 million social media group members and followers. Richard also runs and owns Billionaires.com, where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset.

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.

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: 

Connect With Warren Barry:

Connect With Sweet Financial Partners:

About Our Guest:

International speaker and consultant Warren Barry uses the timeless story of “Duck, Duck, Goose!” to help leaders recognize how individuals with unique talents drive thriving workplace cultures. A pioneer in human behavior, Warren explores how counter-intuitive work environments benefit organizations by achieving more with less, all while having more fun. Through science-based insights, Warren helps teams harness their true potential, fostering harmony, productivity, and profitability. With his dynamic style, he creates cohesive teams that thrive in volatile markets and reduce workplace stress.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet 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.

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 holding a life insurance policy with seemingly no need for it.

Jon shares his journey from teaching to entrepreneurship and explains how life insurance can be appraised and sold, much like real estate, to potentially provide financial flexibility for retirement, charitable planning, or even supporting loved ones. They discuss the importance of being informed about options before canceling a policy, as well as the emotional and financial impact this decision can have on families.

Jon B and Bryan cover:

Resources: 

Connect With Sweet Financial Partners:

Connect With Jon B. Mendelsohn:

About Jon B. Mendelsohn:

Jon B. Mendelsohn is the CEO and co-founder of Ashar Group, a leading firm specializing in life settlements and life insurance policy valuations. With a deep passion for innovation and education, Jon has played a pivotal role in shaping Ashar Group’s success since its inception in 2003. He has led the company to develop proprietary, time-saving processes that help financial advisors and clients navigate the complexities of life insurance with transparency and responsibility.

Jon is also an influential figure in the life settlements industry, advocating for best practices and ethical standards. He is an active member of the Forum 400, an exclusive community of elite insurance producers, and has shared his expertise as a guest speaker at prestigious institutions such as Harvard Business School and Columbia University’s PhD program in finance.

In addition to his work with Ashar Group, Jon has been featured in leading publications such as Trust & Estates and Tax Adviser Magazine, offering insights into life settlements and wealth management. His forward-thinking approach has established him as a respected thought leader in the industry.

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.

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 journey from a 39-year career in finance to creating family constitutions and mentoring young adults through the transition to their fullest potential.

Barry discusses: 

Resources: 

Connect With Sweet Financial Partners:

Connect With Barry Garapedian:

About Our Guest:

Barry Garapedian is the President and CEO of MAG 7 Consulting, a boutique coaching, mentoring, and advisory firm that caters to high-school and college-aged students. The MAG 7 program has distilled and codified key principles of achievement and paths to success that propel young people to meet their highest potentials in all aspects of life.

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.

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 opportunities.

Bryan and Chad discuss: 

Connect With Sweet Financial Partners:

Connect With Chad Jenkins:

About Our Guest:

Chad’s zeal to understand how businesses work allows him to immediately identify invisible opportunities in “the way we have always done it.” His unique approach leverages the innate resources available, igniting a passion for innovation without the need for hefty investments or extended timelines. Chad’s journey began at age eight, turning his first job into a successful business venture, laying the foundation for his entrepreneurial spirit. His remarkable career is highlighted by significant achievements, including recognition in the Inc 5000, initiating over 50 ventures, and pioneering SEEDSPARK CoLAB Partners. When Chad couples his key fundamentals with his natural curiosity, these methods become the game-changers needed to move businesses toward exponential growth.

This talent, what some call his highest value role, has opened the doors for Chad to work directly with leaders of businesses of every size across every industry. By analyzing the various aspects of an organization’s Dangers, Opportunities, and Strengths, Chad can quickly identify invisible opportunities that enable companies to create competitive advantages and increase margins, resulting in exponential enterprise value growth. The result is a proven track record of over forty owned or previously owned high-growth companies and hundreds of CoLAB Partners across North America.

Now focused on helping others, he has passed on leadership in his companies. SEEDSPARK CoLAB Partners, his primary focus, stands out as a testament to his beliefs, aiming to drive growth through visible and actionable opportunities without any upfront cost to the entrepreneur.

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.

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 how you can shift your mindset to focus on what truly matters—living richly rather than dying rich.

This chapter covers: 

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.