Wealth on Purpose

Modern day wealth management is more than just making investment returns. Brian and Brian share why stress testing your investments and financial plans is a game changer for meeting and exceeding your personal goals. This system allows individuals, business owners and families to answer the timeless question "Will I be ok?" by applying Monte Carlo analysis. What's YOUR score? Key Topics: Introduct...

You may have more in common with Micheal Jackson, Prince, and Heath Ledger than you suspect.  In this episode, we discuss estate planning issues that are commonly overlooked (even among the world's most famous celebs) and are easily corrected.  Trusts, Wills and how they best serve your family. Key Topics: Importance of comprehensive estate planning highlighted through celebrity examples Necessity...

As more families share the need for their children and grandchildren to be part of their financial plan, advisors are building professional teams to support each member of the family at their unique phases in life. In this episode of Wealth on Purpose, Dalton Heffel joins Brian and Brian to discuss how Granite Bridge Wealth Management has become a top choice for clients with this need. Key Topics:...

In this episode of Wealth on Purpose, several members of the Granite Bridge Team discuss the evolution of financial planning advice. The team model brings multiple professionals together all working collectively to prepare families for their futures. Key Topics: Importance of a team approach in holistic financial planning Benefits of having diversified expertise within a single advisory team Coord...

In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann, CFP® sit down with Nick Cantatore and discuss the ever-changing environment around Property Insurance. Why are rates going up? How best can you cover your family's important assets? Nick, an insurance professional with a passion for teaching, answers these questions and more. Key Topics: Nick’s background and transition...

In this episode of Wealth on Purpose, hosts Brian Hartmann, CFP® and Brian Diffily share their Top 5 takeaways & impacts of this legislation in an easy-to-understand format. See how the changes brought about by the Secure Act can affect your retirement. Key Topics: Secure Act adjustments to the age for required minimum distributions (RMDs) Updates on catch-up contributions to retirement plans New...

In this episode of Wealth on Purpose, Hosts Brian Hartmann, CFP® and Brian Diffily discuss the importance of introducing financial literacy to younger ages. Having conversations about creating a healthy relationship with money early on. Key Topics: The importance of discussing financial literacy with children Strategies for initiating conversations about money with kids of all ages Addressing the...

In this episode of Wealth on Purpose, Hosts Brian Hartmann, CFP®, and Brian Diffily share quick and easy to implement tips on becoming better prepared for your future.  Who are you today? From young investors needing basic financial advice to wealthy investors looking to fine tune their portfolio, this 19-minute episode is for you. Key Topics: Importance of starting early with investment managemen...

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann are joined by Tom Trouche, Regional President & CEO of ServisFirst Bank to share his insights on banking and the importance of genuine relationships. Tom graciously shares stories from how business loans become the fuel of a successful business to how entrepreneurs sell their companies and enjoy the remainder of their liv...

"Ah Ha" moments happen when both spouses (or partners) participate in financial planning conversations. In this episode of Wealth on Purpose, Hosts Brian and Brian discuss the importance of both voices being heard in order to achieve your family's financial goals.  YOU have the potential to set the standard for your family's multigenerational financial habits. Key Topics: Importance of having both...

In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann are joined by Julie Turk, Client Experience Specialist at Granite Bridge Wealth. They discuss how photo albums mean just as much to us as financial statements do when we plan for our clients' futures. Our team goes deep on what we believe clients should personally expect from a financial planning experience. Key Topics: T...

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the different roles financial advisors can play in your life.  Not all advisors are serving clients equally or the same way.  This episode sheds light on what individuals can expect from their advisor and advisory team.  What is Granite Bridge's FIRST DATE?? Key Topics: The common misconceptions about financial ad...

In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann lay the groundwork for their Wealth on Purpose mindset. They share information on their personal and professional backgrounds that led them to how this podcast came to life.  Setting expectations for listeners and subscribers as you buckle up for this and future episodes. Key Topics: The significance of tangible communica...

Before you decide to commit to being a regular listener to this Podcast, you deserve to know WHY Brian Hartmann and Brian Diffily are in the business of financial planning. The WHY is always important, but often overlooked. This episode covers WHY the Brians dedicated their lives to helping families across the country plan for their financial futures. Key Topics: The journey of Brian Diffily and B...