Wealth on Purpose
Brian Diffily and Brian Hartmann
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Episode 33: FIRE: Financial Independence Retire Early
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…
Episode 32: AI in the Advisor’s Chair – How Artificial Intelligence Adds to the Financial Planning Experience
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…
Episode 31: Rise Above the Averages - Prepare for Retirement Using Customization
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…
Episode 30: Charitable Giving Done Right: DAFs, IRAs, and Planning With Purpose
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…
Episode 29: 7 Common Financial Planning Mistakes and How To Avoid Them
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…
Episode 28: Let's Talk Rates, Mortgages and Real Estate Purchases with Guest Cody Ward
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…
Episode 27: The World of Alternative Investments - What, How and Why
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…
Episode 26: A Summer at Granite Bridge: Intern Insights with Morgan Groff
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,…
Episode 25: Are Advisors Even Worth Their Fees? Modern Value Driven by Financial Planners
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…
Episode 24: Planning versus Reacting, Facing the Realities of Being Prepared (or Not)
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…
Episode 23: Albert Einstein, Compounding Interest and More
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…
Episode 22: Gear Up! Similarities Between Hiking Mount Everest and Managing Your Finances During Your Working Years Into Retirement
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,…
Episode 21: Risky Business: Navigating Your Risk Tolerance to Become a Smarter Investor
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…
Episode 20: Insuring High-Value Properties, Vacation Homes and More with Guest Hanna Puetter
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…
Episode 19: Youth Is Your Advantage: Why Starting at an Early Age Can Be a Game-Changer for Investors
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…
Episode 18: Talking Veterans and Veteran Benefits with Gary Albaugh
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,…
Episode 17: Calming the Confusion Around MEDICARE Options
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 16: Options and Strategies for Real Estate Investing. Primary Homes, Rentals and Commercial Properties
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…
Episode 15: The Lesser Known BIG Threat to Your Wealth...
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…
Episode 14: Am I Going To Be OK? Prove It!
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…
Frequently Asked Questions
Wealth on Purpose has published 33 episodes since January 2024, covering topics in Education, Kids & Family.
Wealth on Purpose is currently highly active with new episodes monthly. Average episode length is 28m.
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