8 episodes
Wealth on Purpose Brian Diffily and Brian Hartmann
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- Kids & Family
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5.0 • 6 Ratings
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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 a fun dose of the information you need to broaden your understanding of all things personal finance related. Real talk and straight forward language make this podcast easy and enjoyable to digest.
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Episode 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 -
Episode 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 -
Episode 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 -
Episode 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 -
Episode 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 -
Episode 3: What Do Financial Advisors Do? One Title, Many Different Meanings...
In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the different roles financial advisors can play in your life. Not all advisors are serving clients equally or the same way.
This episode sheds light on what individuals can expect from their advisor and advisory team. What is Granite Bridge's FIRST DATE??
Key Topics:
The common misconceptions about financial advisors and their roles
The importance of clear communication and understanding client needs
How Granite Bridge Wealth Management approaches client relationships
The adaptability of financial plans to life's changing circumstances
The holistic approach to financial planning, beyond just investment advice
The significance of a team approach in managing client relationships
How Granite Bridge Wealth Management ensures comprehensive coverage of all financial aspects for their clients
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
Customer Reviews
Authentic Views on Topics They Clearly Care About
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.
Right to the point
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.
A must 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.