Wealth Purpose Peace

Warburton Capital Management
  • 5.0 (9)
  • Investing
  • Updated Biweekly

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

  1. 5d ago

    Required Minimum Distributions (RMDs) Explained: Rules, Taxes, and Deadlines

    In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant explain an important tax issue: required minimum distributions (RMDs). Once you reach a certain age, the IRS mandates that you begin withdrawing money from tax-deferred accounts. Listen to Jonathan's and Brian's thoughts on this situation and how to navigate it. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  2. Jul 15

    What's Important to You About Money?

    In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant dive into the first question they always begin initial client meetings with — what's important to you about money? They discuss how many people get stuck in fears, previous thought patterns, or outdated financial mindsets and forget to consider the life they want to build towards when building an investment strategy. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  3. Jul 8

    Can You Have Too Much Money?

    Can you have too much money? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant challenge listeners to think about what they would do if they didn't have to work and why constant accumulation feels necessary. It's important to build a life you can't wait to get to, rather than stack up money simply to escape a job or a lifestyle you don't love. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  4. Jul 1

    America 250: Personal Finances of American Presidents

    As we celebrate the 250th birthday of our country's history, the hosts of Wealth Purpose Peace explore the personal financial decisions of past United States presidents and what we can learn from their successes and mistakes today. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  5. Jun 24

    Spending Decisions: Is It Worth It?

    Is it worth it? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant explore the tradeoff between time and money. Since every financial decision comes with a tradeoff, the hosts encourage listeners to evaluate what matters most to them when making financial decisions. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  6. Jun 17

    What Happens to My Money When I Die?

    What happens to my money when I die? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant walk through what this process looks like and discuss the importance of having a well-designed estate plan. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  7. Jun 10

    What Should I Do When I Get an Inheritance?

    What should I do when I get an inheritance? In this week's episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss the framework for managing inherited wealth and navigating finances through the fog of grief. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

  8. Jun 3

    Should You Open a Roth IRA for Your Child?

    Should you open a Roth IRA for your child? In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant break down the rules for custodial Roth IRA accounts and discuss ways to set up your child for financial success. The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from. Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision. Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations. CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

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Ratings & Reviews

5
out of 5
9 Ratings

About

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Information

  • Creator
    Warburton Capital Management
  • Years Active
    2026
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    Wealth Purpose Peace

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