Wealth on Purpose
By Brian Diffily and Brian Hartmann
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Image by Brian Diffily and Brian Hartmann
Category: Parenting
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Episodes: 34
Description
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.
| Episode | Date |
|---|---|
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Episode 34: It Is About the People: Short Client Stories Worth Hearing
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Apr 01, 2026 |
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Episode 33: FIRE: Financial Independence Retire Early
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Mar 18, 2026 |
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Episode 32: AI in the Advisor’s Chair – How Artificial Intelligence Adds to the Financial Planning Experience
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Feb 04, 2026 |
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Episode 31: Rise Above the Averages - Prepare for Retirement Using Customization
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Dec 17, 2025 |
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Episode 30: Charitable Giving Done Right: DAFs, IRAs, and Planning With Purpose
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Dec 03, 2025 |
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Episode 29: 7 Common Financial Planning Mistakes and How To Avoid Them
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Oct 22, 2025 |
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Episode 28: Let's Talk Rates, Mortgages and Real Estate Purchases with Guest Cody Ward
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Oct 08, 2025 |
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Episode 27: The World of Alternative Investments - What, How and Why
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Sep 17, 2025 |
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Episode 26: A Summer at Granite Bridge: Intern Insights with Morgan Groff
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Sep 03, 2025 |
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Episode 25: Are Advisors Even Worth Their Fees? Modern Value Driven by Financial Planners
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Aug 20, 2025 |
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Episode 24: Planning versus Reacting, Facing the Realities of Being Prepared (or Not)
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Jun 18, 2025 |
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Episode 23: Albert Einstein, Compounding Interest and More
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Apr 30, 2025 |
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Episode 22: Gear Up! Similarities Between Hiking Mount Everest and Managing Your Finances During Your Working Years Into Retirement
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Mar 19, 2025 |
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Episode 21: Risky Business: Navigating Your Risk Tolerance to Become a Smarter Investor
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Mar 05, 2025 |
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Episode 20: Insuring High-Value Properties, Vacation Homes and More with Guest Hanna Puetter
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Feb 05, 2025 |
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Episode 19: Youth Is Your Advantage: Why Starting at an Early Age Can Be a Game-Changer for Investors
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Dec 11, 2024 |
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Episode 18: Talking Veterans and Veteran Benefits with Gary Albaugh
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Nov 06, 2024 |
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Episode 17: Calming the Confusion Around MEDICARE Options
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Oct 23, 2024 |
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Episode 16: Options and Strategies for Real Estate Investing. Primary Homes, Rentals and Commercial Properties
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Oct 09, 2024 |
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Episode 15: The Lesser Known BIG Threat to Your Wealth...
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Sep 25, 2024 |
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Episode 14: Am I Going To Be OK? Prove It!
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Sep 11, 2024 |
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Episode 13: Celebrity Estate Planning Mistakes that You May Be Making
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Aug 07, 2024 |
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Episode 12: The Multigenerational Advisor Office Designed for the Multigenerational Family
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Jul 17, 2024 |
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Episode 11: Your Wealth Management TEAM, The NEW Financial Planning Model
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Jun 26, 2024 |
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Episode 10: The Why & How Behind Property Insurance with Expert Nick Cantatore
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Jun 05, 2024 |
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Episode 9: How Does the Secure Act Affect Me?
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May 22, 2024 |
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Episode 8: Healthy Financial Conversations with the Younger Generation
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May 08, 2024 |
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Episode 7: Quick Tips For Young Families and Seasoned Investors
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Apr 24, 2024 |
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Episode 6: Words of Wisdom from a Career Banker
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Apr 10, 2024 |
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Episode 5: The Importance of Both Spouses & Partners Participating in Financial Planning
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Mar 27, 2024 |
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Episode 4: Client Experience ON PURPOSE. A guide for the process.
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Mar 06, 2024 |
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Episode 3: What Do Financial Advisors Do? One Title, Many Different Meanings...
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Feb 14, 2024 |
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Episode 1: What is Wealth on Purpose?
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Jan 24, 2024 |
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Episode 2: The Why...
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Jan 24, 2024 |