The Balance Sheet

On the latest episode of The Balance Sheet, host Derek Taylor sits down with Jim Villa, CEO of NAIOP Wisconsin, for a conversation about why Wisconsin continues to attract investors, business owners, and families seeking more than financial success. From commercial real estate and economic growth to Door County weekends, Summerfest, Brewers games, and lake country traditions, Derek and Jim explore...

In this episode of The Balance Sheet, Derek Taylor sits down with Carter Olles of Nautilus Real Estate Investments to discuss suburban multifamily opportunities and the current private real estate landscape. They explore housing supply and affordability trends, why the Midwest is a focus, and how investment opportunities are sourced and evaluated. The conversation also highlights a recent Kansas C...

In this special launch episode of The Balance Sheet podcast, Granite Harbor Managing Partner Nick Brown sits down with Derek Taylor, Managing Partner of Granite Harbor Capital, to announce the official launch of Mariner Fund I and discuss the firm’s expansion into private markets. Derek shares his professional background spanning transactional law, private equity real estate, owner-operator manufa...

In this episode of The Balance Sheet, host Nicholas Brown, Managing Partner at Granite Harbor Advisors, sits down with longtime friend, CPA, and valuation expert Craig Fortson, owner of Fortson & Company, a Houston firm with nearly five decades of experience navigating the ever-shifting tax landscape. Together, Nick and Craig break down the big tax story of 2025: meaningful changes that didn’t hap...

In this episode of The Balance Sheet, Managing Partner Brian Sak sits down with Tiffany Hyde, Head of Underwriting at Lion Street, for an in-depth look at the vital connection between health, lifestyle, and insurability. Together, they unpack the often-overlooked details behind the underwriting process — from what underwriters truly assess to how preparation and transparency can accelerate approva...

We had the pleasure of having our firm's Chief Operating and Compliance Officer, Tasha Slawson, IACCP® as our host on The Balance Sheet! She was joined by a guest near and dear to her heart, Gary Whitehead, CPA, MBA, and we are thrilled to share insights from these two masterminds on Embracing a Growth Mindset -- how taking risks, staying curious, and stepping into the unknown can lead to personal...

In this episode, Caleb Christian, CFP hosts guest Emily Galindo, co-owner of Next Level NIA. They discuss the power of networking in shaping opportunity, wealth, and mindset. Emphasizing the limitations of working in isolation and the mindset shift required to open oneself to collaboration and connection.

In this episode of The Balance Sheet, host Dale Shaw sits down with Brian Sak, Managing Partner at Granite Harbor Advisors, to unpack the complex world of irrevocable trusts. They explore the fundamentals of trust planning, compare revocable and irrevocable structures, and highlight strategic tools like SLATs, ILITs, and GRATs used in advanced estate planning. Brian shares practical examples and i...

In this episode of The Balance Sheet, host Nick Brown is joined by Head of Client Communications, Dimensional Fund Advisors, Jake DeKinder. They explore stock market trends, investor behavior, and portfolio preparation. Learn more at graniteharbor.com

In this episode of The Balance Sheet, host Nick Brown is joined by Managing Partner Brian Sak to explore the potential tax law changes coming in 2025. With the Tax Cuts and Jobs Act set to expire, key provisions like the estate tax exemption, individual tax rates, and deductions such as the Qualified Business Income (QBI) and state and local tax (SALT) deductions are all at risk of reverting to pr...

In this episode of The Balance Sheet, we sit down with Austin Manning, a wealth manager at Granite Harbor Advisors, to discuss how the firm’s approach to financial planning sets it apart—especially when it comes to life insurance. Austin shares his journey from an accounting background to financial planning, his passion for helping clients, and his thoughts on mastering macroeconomics. We also get...

Join hosts Nick Brown, Managing Partner, and Dale Shaw, CFP, as they ring in the new year with a lively and insightful discussion in this episode of The Balance Sheet. In this episode, Nick and Dale reflect on the standout moments from 2024, from unexpected market twists to humorous trends that had everyone talking. They share personal anecdotes, professional lessons, and practical financial takea...

In this episode of Your Wealth, Your Way, hosts Nick Brown and special guest James Strole, owner of Workspace Resource, dive deep into the transformative power of the Entrepreneurial Operating System (EOS). Strole shares his journey from running a "lifestyle business" to building a scalable enterprise using the EOS framework. This episode is a must listen for business owners eager to scale their o...

In this insightful episode, we welcome Jamie Mendelsohn from the Asher Group to explore into the transformative potential of life settlements. Listeners will discover how life insurance policies can be converted into significant financial assets, offering a fresh perspective on policy management. The discussion covers the innovative auction process developed by the Asher Group, designed to maximiz...

Dive into an inspiring transformation with this episode of the "Your Wealth. Your Way." podcast. Join Nick Brown, CFA, CFP, as he engages in a thought-provoking conversation with Ryan Lore, co-owner of CrossFit Town Center and a seasoned Business Development professional at Mid-South Control Line. In this episode, you'll discover Ryan's remarkable journey of reshaping his life, where he masterfull...

In our latest episode of "Private Client Property/Casualty Insurance: Insights with Ken Beaman, CIC, CPRM," we explore private client insurance with the expert guidance of Ken Beaman, CIC, CPRM. Join us as we discuss the intricacies of property and casualty insurance, specifically addressing the unique needs of high-net-worth individuals. This episode underscores the significance of comprehensive...

In Episode 2, titled "Connelly v. The United States: Implications for Buy-Sell Agreements - Insights from Estate Attorney Jacqueline Albus", we explore the profound impact of recent legal developments on estate planning and business ownership. Estate Attorney Jacqueline Albus lends her extensive expertise to dissect the Connelly case, providing invaluable guidance for business owners who must now...

Welcome to our first episode of Your Wealth. Your Way. Living a Healthy & Wealthy Life podcast! We're diving right in by giving you a quick peek into who Granite Harbor is as a firm and what exciting topics we'll cover in future episodes. Join us as we step into the world of podcasting!