Wealth on Purpose

<p>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...

<p>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...

<p>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...

<p>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.</p>...

<p>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.</p> <p><br></p>...

<p>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...

<p>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.</p> <p><br></p> <p>Get insider insights...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...