Wealth on Purpose

The Wealth on Purpose team is joined by Jason Rausch in discussing investing in Real Estate and the options available for your portfolio. The team tackles everything from the tax advantages of real estate investments to creative ways to hold this asset class in your portfolio.  Jay shares his personal real life story. Key Topics: Real estate builds wealth, but managing it can eventually become a b...

The Wealth on Purpose team discusses the uses of life insurance in the different phases of life and the critical role it plays in a financial plan. A few real stories mixed in! Key Topics: Life insurance is a multidimensional financial tool, not just a death benefit Locking in coverage in your 20s secures the best rates at peak health Student debt and income potential are reasons younger professio...

In this episode, the Granite Bridge advisor team share powerful client stories that capture the moments when thoughtful planning made a real difference in people's lives. Because at the end of the day, great financial planning is about a lot more than the dollars and cents. Key Topics: High earners with maxed-out accounts still feel insecure when their financial pieces aren't coordinated Owning th...

Retiring is a goal of everyone. Retiring early requires purposeful planning. In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann break down FIRE (Financial Independence Retire Early), the three types of FIRE, what it truly takes to get there, and the blind spots that can derail even the best-laid plans. Key Topics: FIRE (Financial Independence Retire Early) is a philosophy...

Come listen in on how AI is earning its spot as (more than) a hired hand in comprehensive financial planning. The addition of AI is more of a "reframing" than a "replacing" as it relates to enhancing the human experience of the client/advisor relationship. Key Topics: AI serves as a tool to enhance advisor-client relationships, not replace human judgment Note-taking technology allows advisors to s...

Why preparing the right way for retirement is crucial. While some base their entire retirement on universal averages, be the family that tailors their retired years that calibrates specifically to you. Key Topics: The growing wave of retirements across America and the surprising number of people who feel unprepared. Common reasons cited for lack of preparedness, like inflation and debt, and why pe...

The guys of the Wealth on Podcast share smart charitable giving starts BEFORE you write the check.  From Donor Advised Funds to Qualified Charitable Distributions, make the most out of your generosity. Key Topics: Why charitable giving matters and why most Americans give inefficiently The benefits of tax-efficient giving through donor-advised funds How appreciated assets can be donated to maximize...

Discover the 7 most common mistakes investors make in their financial planning — and how to avoid them. In this episode, we break down the missteps that can quietly derail wealth building, from timing the market to overlooking tax strategies. Tune in for clear, practical insights that will help you protect your portfolio and make smarter, more confident financial decisions. Key Topics: The seven b...

Dive into this episode of Wealth on Purpose, where hosts Brian Hartmann & Brian Diffily sit down with guest, Cody Ward, to unpack the ever-changing interest rate environment. Get insider insights, real stories, and actionable takeaways you can apply right away. Tune in now for a fresh perspective that challenges how you think about your next real estate purchase. Key Topics: Cody Ward’s path from...

In this episode of Wealth On Purpose, the Granite Bridge advisor team explores the world of alternative investments—what they are, how they differ from traditional stocks and bonds, and why investors may consider including them in a portfolio. Brian, Brian, Jason and Dalton discuss the potential benefits alternatives can provide, such as diversification, risk management, and opportunities for enha...

In this special episode, we sit down with Morgan Groff, Granite Bridge’s summer intern, to reflect on her time with the firm. Morgan shares her experiences working alongside the Granite Bridge team, what she learned about the financial planning profession, and how this internship has shaped her vision for the future. Whether you're a student exploring a career in finance or simply curious about th...

What value do financial planning teams add in your life? Is the relationship worth it? Many have these questions. This episode has the answers. Check out the Granite Bridge team sharing their opinions and research on the modern value great advisors deliver to their clients. Key Topics: The value of having a fiduciary financial advisor in your life. How behavioral coaching can add up to 3% in retur...

In this insightful episode, the Granite Bridge team explores some of life’s most pivotal—and often unexpected—moments. From career shifts to health challenges and family transitions, we unpack how thoughtful financial planning can turn potential chaos into clarity, helping families navigate change with confidence, unity, and financial stability. Key Topics: Planning empowers you to stay calm throu...

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the powerful impact of time and compounding interest. Often referred to as one of the wonders of the world, this combination can be incredibly impactful to investors.  An episode full of fascinating stories and history on investments and different asset classes. Key Topics: Why Einstein called compounding interest...

This episode focuses on getting your footing while scaling up and down the "mountain" in retirement. A recent once-in-a-lifetime client experience provided the Granite Bridge team a new perspective, and they share the story in this episode. Key Topics: How climbing Mount Everest parallels retirement planning. Why expert guidance matters in your financial journey. The challenge of spending wisely i...

Are your investments in line with your risk tolerance and comfort zone? In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the importance of understanding your personal risk tolerance and risk capacity.  Listen in for some easy-to-implement takeaways that can impact your portfolio and financial future. Key Topics: The concept of risk tolerance and risk capacity Di...

Hanna Puetter joins the Wealth On Purpose podcast to discuss her inside view and expertise around insuring high-end homes, portfolio properties and luxury cars. In this episode, you'll hear why it is so important to have the right coverage to protect these assets and your wealth. Key Topics: Hanna Puetter emphasizes empathy in client relationships. Hard market challenges with premiums and coverage...

In this episode of Wealth on Purpose, Granite Bridge Advisor, Dalton Heffel, shares his life changing moment when his uncle encouraged him to buy his first stock at age 13. This experience led him to be able to guide parents and grandparents through some of the most important conversations they can have with their next generation. The conversations matter and Dalton will share his tips on how to g...

In this episode of Wealth on Purpose, Brian and Brian talk about well-known and less-known benefits that come along with service to the US Armed Forces. This episode is a must-listen for veterans, families of vets and spouses of veterans. Key Topics: Why all veterans, not just those with disabilities, should explore VA benefits. Overview of VA loan advantages, including no down payment and no priv...

Medicare Specialist, Adam Chubb, CLU, joins the Wealth on Purpose hosts for a conversation around the complexities of Medicare. Choosing the right plan is more important than you may think. This episode is a must-listen to anyone who is approaching Medicare age or already using Medicare. Key Topics: Medicare timelines: when to sign up for Parts A and B if nearing age 65 or retiring Coordinating wi...

In this episode of Wealth on Purpose, Brian Diffily asks Brian Hartmann to go deep on common real estate questions and strategies. Hear from Hartmann on how best to take advantage of current tax codes specific to investment properties and multigenerational real estate investing. What is a stepped-up cost basis? What is a 1031 exchange? Learn about these strategies and more in this episode. Key Top...

This episode takes a deep dive into the financial issues that are often overlooked but can have a monumental impact on your long-term wealth. In this episode, we're tackling a critical topic: how long-term care can pose a greater threat to your financial future than the fluctuations of the stock market. While stock market volatility is a well-known concern for investors, long-term care needs are b...

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:...