Wealth on Purpose

My review is based on listening to a few episodes and not just one particular episode. I appreciate the authenticity of the hosts and the guests that they have on. So far, I’ve experienced a somewhat rare behind-the-scenes of the client and professional relationships of wealth management. Not how the sausage is made in terms of portfolio allocations, tax strategies, etc. These guys tease out the emotional side and the delicate nature of their work helping people plan how they hope their lives will go. Trying to help them have “the fuel” to fund their dreams. The banter is fast and witty and the episodes are just the right length. A good listen for anyone interested in personal finance, life planning, or hiring a professional wealth advisor.

A breath of fresh air. This is NOT yet another alpha male financial podcast. The Brian’s are genuine people who are professionals helping genuine people with a pragmatic approach. Great listen.

Brian and Brian embody authenticity, making financial planning accessible. Their passion shines through as they treat clients like family, emphasizing a personal touch. The initial podcast episodes delve into their personal lives, establishing a connection beyond the microphones. GBWM's approach transcends mere number-crunching; they seek to understand goals and dreams. This podcast stands out with its relatable segments, making complex concepts understandable. A must-listen for anyone seeking a world-class financial insight.