Episodes: 39
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
Publicly listed emails
sayhello@granitebridgewealth.com
wealthonpurpose@podsquad.fm
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Brian Diffily - Financial planning professional and co-host of Wealth on Purpose with Granite Bridge Wealth.
Brian Hartmann - CFP and financial planning professional with Granite Bridge Wealth.
Jason Rausch - Real-estate Investing, Delaware Statutory Trusts, Reits, 1031 Exchanges, Tax Considerations, And Portfolio Diversification.
Episode 39: Your Beneficiaries Are People and Part of Your Plan
September 16, 2026
In this episode of Wealth on Purpose, Brian Diffily & Brian Hartmann share why your advisor should care about and have a relationship with your beneficiaries. Key Topics: Beneficiaries are real people, not just names on a paperwork form Knowing a beneficiary personally changes the questions advisors ask clients Beneficiary conversations often surface during the most stressful times Grieving beneficiaries frequently face financial dissonance they never expected A Willi...
Episode 38: The FOMO Reframe: Why the Fear of Missing Out Is Scarier Than You Think
August 05, 2026
Brian Diffily and Brian Hartmann take a look at the real impact of making (or not making) decisions based on what headline drama. They focus on the importance of holistically evaluating financial decisions instead of following the herd! Key Topics: FOMO investing means decisions driven by fear of missing out Clients in their 30s and 40s are most susceptible to FOMO Real investable money without crash experience leaves this age group exposed Social media shows only wins, ne...
Episode 37: Not Your Grandfather’s Inheritance… It’s Coming, Is Your Family Ready?
July 15, 2026
The biggest wave of multigeneration wealth transfer is here and it's unstoppable. Is your family ready? The Wealth on Purpose team discusses a few realities that are likely coming your way and how they can change the lives of your spouse, children and grandchildren. Key Topics: $124 trillion will change hands by 2048, the largest wealth transfer in history Wealth often goes sideways to a surviving spouse before reaching the kids Survivors face lower income but higher taxes an...
Wealth on Purpose is hosted by Brian Diffily and Brian Hartmann. Its publicly listed emails are sayhello@granitebridgewealth.com and wealthonpurpose@podsquad.fm. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Wealth on Purpose: sayhello@granitebridgewealth.com and wealthonpurpose@podsquad.fm.
Podseeker estimates Wealth on Purpose reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Wealth on Purpose typically books working professionals with real expertise. Typical guest background: Certified financial planners, investment professionals, real-estate specialists, estate-planning professionals, tax experts, and insurance-planning authorities with practical client-facing expertise. Common among recent guests: Professional financial-planning certifications; Investment or real-estate specialization; Practical experience advising clients on wealth-building and tax-planning decisions. Recent guests include Jason Rausch.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Financial Planning, Investing, Retirement, Estate Planning, and Insurance. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
sayhello@granitebridgewealth.com
wealthonpurpose@podsquad.fm
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
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