Wealth on Purpose

By Brian Diffily and Brian Hartmann

The Wealth on Purpose podcast is a direct source for financial planning information relevant to your life. From general investing to the emotions of building wealth as a family, you can expect to get ... more

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FAQs about Wealth on Purpose:

How many episodes does Wealth on Purpose have?

The podcast currently has 23 episodes available.

Wealth on Purpose episodes:

August 07, 2024Episode 13: Celebrity Estate Planning Mistakes that You May Be Making
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 of maintaining updated estate documents like Wills and Trusts
Risks of ambiguous language in estate documents leading to legal disputes
Importance of communication among financial, legal, and tax advisors
Benefits of trusts for privacy and clear asset distribution directives
Need for regular reviews and updates to estate plans after life changes
Advice on proactive engagement in estate planning to reflect current wishes
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
33min
July 17, 2024Episode 12: The Multigenerational Advisor Office Designed for the Multigenerational Family
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:
Understanding the impact of the great wealth transfer occurring globally
Importance of communication in preparing families for wealth transition
Strategies to ensure wealth transitions smoothly without damaging family relationships
The role of advisors in facilitating these transitions effectively
Methods to engage younger generations in wealth management and preparation
Importance of aligning family values with wealth transition strategies
Effective practices for hosting family meetings about wealth transition
Connect with us:
Dalton Heffel
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
23min
June 26, 2024Episode 11: Your Wealth Management TEAM, The NEW Financial Planning Model
In this episode of Wealth on Purpose, several members of the Granite Bridge Team discuss the evolution of financial planning advice. The team model brings multiple professionals together all working collectively to prepare families for their futures.

Key Topics:
Importance of a team approach in holistic financial planning
Benefits of having diversified expertise within a single advisory team
Coordination of schedules and efforts to optimize client interactions and solutions
Integration of various professional roles to address complex client needs
Impact of team dynamics on client service and satisfaction
Comparison of individual vs. team advisory models in financial planning
Future directions for team-based practices in the financial industry
Connect with us:
Julie Turk
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
17min
June 05, 2024Episode 10: The Why & How Behind Property Insurance with Expert Nick Cantatore
In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann, CFP® sit down with Nick Cantatore and discuss the ever-changing environment around Property Insurance. Why are rates going up? How best can you cover your family's important assets? Nick, an insurance professional with a passion for teaching, answers these questions and more.

Key Topics:
Nick’s background and transition from education to insurance
The importance of understanding your insurance policy
Nationwide rate increases and the role of reinsurance
The impact of regional and global events on insurance premiums
The value of having a knowledgeable insurance agent
Educating clients to make informed decisions about their coverage
Connect with us:
Nick Cantatore
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Home Insurance Agency
Granite Bridge Wealth
...more
29min
May 22, 2024Episode 9: How Does the Secure Act Affect Me?
In this episode of Wealth on Purpose, hosts Brian Hartmann, CFP® and Brian Diffily share their Top 5 takeaways & impacts of this legislation in an easy-to-understand format. See how the changes brought about by the Secure Act can affect your retirement.

Key Topics:
Secure Act adjustments to the age for required minimum distributions (RMDs)
Updates on catch-up contributions to retirement plans
New tax credits for small businesses starting 401(k)s
Changes to 529 plans allow for more flexibility
Major alterations to the rules around inheriting IRAs and the introduction of a 10-year distribution rule
Strategies for optimizing retirement income in light of the new RMD ages
The impact of the Secure Act 2.0 on estate planning and inheritance strategies
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
24min
May 08, 2024Episode 8: Healthy Financial Conversations with the Younger Generation
In this episode of Wealth on Purpose, Hosts Brian Hartmann, CFP® and Brian Diffily discuss the importance of introducing financial literacy to younger ages. Having conversations about creating a healthy relationship with money early on.

Key Topics:
The importance of discussing financial literacy with children
Strategies for initiating conversations about money with kids of all ages
Addressing the role of schools and parents in financial education
Practical advice for parents on integrating financial discussions at home
Tips for making financial conversations engaging and age-appropriate for children
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
22min
April 24, 2024Episode 7: Quick Tips For Young Families and Seasoned Investors
In this episode of Wealth on Purpose, Hosts Brian Hartmann, CFP®, and Brian Diffily share quick and easy to implement tips on becoming better prepared for your future. Who are you today? From young investors needing basic financial advice to wealthy investors looking to fine tune their portfolio, this 19-minute episode is for you.

Key Topics:
Importance of starting early with investment management and financial planning
Overview of term insurance and its benefits for young families
The critical role of updating beneficiaries on insurance policies
Strategies for building wealth systematically over time
The transition from mutual funds to individual stock and bond ownership for high-net-worth investors
Importance of having purpose-driven investments and insurance policies
Tips for conducting a financial inventory to ensure alignment with current life stages
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
20min
April 10, 2024Episode 6: Words of Wisdom from a Career Banker
In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann are joined by Tom Trouche, Regional President & CEO of ServisFirst Bank to share his insights on banking and the importance of genuine relationships. Tom graciously shares stories from how business loans become the fuel of a successful business to how entrepreneurs sell their companies and enjoy the remainder of their lives.

Key Topics:
Introduction of Tom Trouche and his banking background
The role of technology in banking and business
Importance of trades and adapting to change
Strategies for small business success
The significance of family in business and financial planning
Building a trusted professional network
Personal anecdotes and insights from Tom's career
Connect with us:
Tom Trouche
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
ServisFirst Bank
Granite Bridge Wealth
...more
29min
March 27, 2024Episode 5: The Importance of Both Spouses & Partners Participating in Financial Planning
"Ah Ha" moments happen when both spouses (or partners) participate in financial planning conversations. In this episode of Wealth on Purpose, Hosts Brian and Brian discuss the importance of both voices being heard in order to achieve your family's financial goals.

YOU have the potential to set the standard for your family's multigenerational financial habits.

Key Topics:
Importance of having both spouses involved in financial planning meetings
Benefits of a two-pronged approach: communication and understanding goals
Spouses may have different perspectives but share the same goals
Financial advisors can't be a true fiduciary without knowing both parties
Importance of holistic financial planning for the entire family
Decisions made with half the information can lead to gaps
Children are watching and learning from financial decisions made by parents
Importance of preparing surviving spouse for future financial decisions
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
21min
March 06, 2024Episode 4: Client Experience ON PURPOSE. A guide for the process.
In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann are joined by Julie Turk, Client Experience Specialist at Granite Bridge Wealth.
They discuss how photo albums mean just as much to us as financial statements do when we plan for our clients' futures. Our team goes deep on what we believe clients should personally expect from a financial planning experience.

Key Topics:
The journey to becoming a dedicated client experience specialist
The importance of personal touch in client interactions
Leveraging stories to enhance client relationships
The impact of face-to-face meetings on long-term client engagement
Strategies for making financial planning a comfortable and reassuring experience for clients
The role of effective communication in building trust and understanding with clients
Ensuring clients feel heard, valued, and confident in their financial planning journey
Connect with us:
Julie Turk
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
31min

FAQs about Wealth on Purpose:

How many episodes does Wealth on Purpose have?

The podcast currently has 23 episodes available.