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 and professional breakthroughs!

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 insights into how thoughtful trust design can reduce tax exposure, preserve family harmony, and build a lasting legacy. The discussion also touches on upcoming tax legislation and the importance of proactive planning in an ever-changing legal landscape.

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 pre-2017 levels.

Nick and Brian discuss what these potential changes could mean for high-net-worth individuals and business owners, emphasizing the importance of proactive estate and wealth transfer planning. They dive into strategies to mitigate tax burdens, the role of interest rates in estate planning, and the impact of legislative shifts on long term financial goals.

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 a glimpse into his personal interests, from history and sports to his love of Dungeons & Dragons. Plus, he shares a surprising movie recommendation you won’t want to miss. Tune in to get to know Austin and gain valuable insights on financial planning done right!

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 takeaways that made 2024 a year to remember.

Looking ahead, they explore what 2025 might hold for families, businesses, and investors. From emerging trends to simple financial habits, they’ll help you kick off the new year with confidence and optimism.

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 operations, boost team cohesion, and reclaim their time. Whether you're new to EOS or looking to refine your approach, this conversation offers invaluable takeaways for entrepreneurial success.

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 maximize the value of these policies through competitive bidding. Jamie shares compelling success stories and practical strategies for policyholders considering this option. Whether you're reevaluating your financial plans or simply curious about the untapped value of life insurance, this episode offers valuable insights and expert guidance. Tune in to learn how life settlements could reshape your financial landscape.

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 masterfully balances the demands of a high-pressure 9 to 5 job with the responsibilities of gym ownership and a dedication to fostering a vibrant, healthy lifestyle for himself and his family. Ryan shares his personal story, detailing the pivotal moments that led him to prioritize his health and fitness, and how this focus has propelled both his professional and personal growth.

He candidly opens up about the challenges he has faced along the way, including time management struggles, the trials of running a business, and the importance of staying motivated amidst life’s obstacles. Ryan also highlights his triumphs, illustrating how maintaining a commitment to wellness has transformed not only his own life but also positively impacted those around him.

Packed with insights and practical strategies, this episode serves as a valuable resource for anyone looking to transform their life, prioritize wellness, and discover effective ways to find harmony between work and personal health. Tune in for a captivating story of change, resilience, and the pursuit of a balanced, fulfilling life, and get ready to be inspired to embark on your own journey toward a better you.