Wealth Purpose Peace

In this episode of Wealth Purpose Peace , hosts Jonathan Hall and Brian Grant welcome Tom Warburton, founder of Warburton Capital Management. Tom discusses how he founded the firm and how it's grown to what it is today. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you...

In this episode of Wealth Purpose Peace , hosts Jonathan Hall and Brian Grant explain how adding friction to everyday spending can help curb impulse purchases and build better financial habits. They discuss practical strategies to create intentional pauses before spending, helping listeners make more disciplined financial decisions and stay aligned with their long-term goals. The idea behind Warbu...

In this episode of Wealth Purpose Peace , hosts Jonathan Hall and Brian Grant explain the fiduciary standard. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens...

What do we really mean when we talk about "the market"? In this episode of Wealth Purpose Peace , hosts Jonathan Hall and Brian Grant explore the differences among financial markets and explain the indices commonly used to track their performance. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually sup...

In this episode of Wealth Purpose Peace , hosts Jonathan Hall and Brian Grant discuss the role of charitable giving in a thoughtful financial plan and explore how donor-advised funds (DAFs) can help individuals and families give with greater purpose and tax efficiency. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your...

In this episode of Wealth Purpose Peace , podcast hosts Jonathan Hall and Brian Grant educate listeners on how to avoid phishing scams and other cybercrime tactics. With AI-infused cybercrime and well-disguised hacks on the rise, it is critical to know what these schemes look like to avoid falling prey to them. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than m...

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant explore a question many people face when making financial decisions: Is it worth doing it yourself, or should you hire a professional? Along the way, they examine factors such as cost, time commitment, and complexity of the situation. This episode offers practical insights to help you make informed decisions a...

In this episode of  Wealth Purpose Peace , podcast hosts Jonathan Hall and Brian Grant explore the risks associated with prediction markets. While these contracts can generate short-term gains, they often carry significantly greater downside risk than traditional investment strategies. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building...

In this episode of  Wealth Purpose Peace , hosts Jonathan Hall and Brian Grant walk listeners through some of the hidden fees of private investing. While investing in private markets can work well for certain investors, it's important to understand the costs and limitations of following that approach. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's...

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant discuss the risk of keeping a large portion of one's portfolio in an individual stock. Stock picking can be both difficult and risky, and proper diversification can help insulate a portfolio from market fluctuations. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. I...

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant discuss strategies for investing in a 401(k) account. While there are several good approaches to investing in a 401(k), the approach can vary depending on your tax bracket and overall investment picture. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about bui...

In this episode of the  Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant discuss how financial advice found on the internet or social media is not always accurate. Check out this episode to learn about five financial myths to avoid! The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually s...

In this episode of  Wealth Purpose Peace , podcast hosts Jonathan Hall and Brian Grant dive into how dividend stocks apply to a retirement plan. While dividends can produce income, that income is not guaranteed and should not be the only part of a retirement strategy. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your...

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant emphasize that some purchases just aren't worth worrying about. While prudent investing and wealth accumulation are important, it is important to divert your mental energy away from financial decisions with limited consequences and instead focus on the decisions that matter most. The idea behind Warburton Capi...

In this episode of  Wealth Purpose Peace , podcast hosts Jonathan Hall and Brian Grant explain an important tax issue: required minimum distributions (RMDs). Once you reach a certain age, the IRS mandates that you begin withdrawing money from tax-deferred accounts. Listen to Jonathan's and Brian's thoughts on this situation and how to navigate it. The idea behind Warburton Capital's podcast, Wealt...

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant dive into the first question they always begin initial client meetings with — what's important to you about money? They discuss how many people get stuck in fears, previous thought patterns, or outdated financial mindsets and forget to consider the life they want to build towards when building an investment st...

How much is enough? In this episode of Wealth Purpose Peace , podcast hosts Jonathan Hall and Brian Grant challenge listeners to think about what they would do if they didn't have to work and why constant accumulation feels necessary. It's important to build a life you can't wait to get to, rather than stack up money simply to escape a job or a lifestyle you don't love. The idea behind Warburton C...

As we celebrate the 250th birthday of our country's history, the hosts of Wealth Purpose Peace explore the personal financial decisions of past United States presidents and what we can learn from their successes and mistakes today. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are...

Is it worth it? In this episode of Wealth Purpose Peace , podcast hosts Jonathan Hall and Brian Grant explore the tradeoff between time and money. Since every financial decision comes with a tradeoff, the hosts encourage listeners to evaluate what matters most to them when making financial decisions. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's...

What happens to my money when I die? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant walk through what this process looks like and discuss the importance of having a well-designed estate plan. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are a...

What should I do when I get an inheritance? In this week's episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss the framework for managing inherited wealth and navigating finances through the fog of grief. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are a...

Should you open a Roth IRA for your child? In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant break down the rules for custodial Roth IRA accounts and discuss ways to set up your child for financial success. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually suppo...

When Should I File for Social Security? In this episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss the nuances of Social Security and explore the pros and cons of taking Social Security benefits early. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and...

Should I help my kids financially? In this episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant discuss supporting children financially without crippling them. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increase...

How much house can I afford? In this episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant challenge listeners to look beyond the price tag and evaluate how a house fits into their financial plan and life goals. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support wh...