business
Hosted by Granite Harbor Companies · business · EN
The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Companies, each episode offers engaging conversations and insights to help you find balance and inspiration in your personal and professional life. Tune in for fresh ideas, thoughtful discussions, and topics that spark curiosity and growth.
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Contact path
Verified email
Booking probability
21%
Guest openness
Selective
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Signup to Generate a PitchThe Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Companies, each episode offers engaging conversations and insights to help you find balance and inspiration in your personal and professional life. Tune in for fresh ideas, thoughtful discussions, and topics that spark curiosity and growth.
The Balance Sheet is hosted by Granite Harbor Companies. The show has published 20 episodes to date.
Recent episodes include "Mariner Fund's First Investment: Inside the Partnership with LDR" (3 September 2026, 70 minutes), "Building Communities & Summer Traditions: Why Wisconsin Shines" (8 May 2026, 33 minutes), and "Suburban Multifamily in Focus: Insights Carter Olles from Nautilus Real Estate" (1 April 2026, 37 minutes).
The Balance Sheet publishes roughly monthly, with episodes averaging 36 minutes across 20 episodes.
Booking probability for The Balance Sheet is 21%, and the host is rated Selective on guests. The Balance Sheet requires a Pod Score of 80 or higher. The Balance Sheet's contact route on record: verified email.
The strongest fits for The Balance Sheet are Investing & Wealth Management and Insurance Agencies & Brokers. The Balance Sheet has a business audience.
Granite Harbor Companies hosts The Balance Sheet, a business podcast with 20 episodes published.
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Episode #14
Hosts Nicholas Brown and Derek Taylor sit down with Lauren Gore and Ryan Martin from LDR Partners (LDR) to mark Mariner Fund I's first committed investment — a partnership with LDR, a firm dedicated to investing in...
Episode #10
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...
Episode #11
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...
Episode #10
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...
Episode #9
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...
Episode #8
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...
Episode #7
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...
The Balance Sheet
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...
Episode #5
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...
Episode #4
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...
Episode #3
In this episode of The Balance Sheet, host Nick Brown is joined by estate planning expert Brian Sak to explore the potential tax law changes coming in 2025. With the Tax Cuts and Jobs Act set to expire, key provisions...
Episode #2
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...
Episode #1
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...
Episode #6
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...
Episode #5
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...
Episode #4
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...
Episode #3
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...
Episode #2
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...
Episode #1
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...
Recent guests on The Balance Sheet. Study who booked and why before you pitch.
psychology professor, author of Emotion Hacks, dean of the College of Arts, Humanities, and Social Sciences, Advanced Musculoskeletal Ultrasound (MSKU) Center
director of the Emmaus Scholars Program and instructor in theology at Whitworth University, Granite Harbor Capital
head of client communications, Dimensional Fund Advisors
NAIOP Wisconsin
PitchCentric classifies The Balance Sheet under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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