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Wealth on Purpose

Wealth on Purpose

Written by: Brian Diffily and Brian Hartmann
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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.© Wealth on Purpose. All Rights Reserved. Parenting Relationships
Episodes
  • Episode 31: Rise Above the Averages - Prepare for Retirement Using Customization

    Episode 31: Rise Above the Averages - Prepare for Retirement Using Customization
    Dec 17 2025
    Why preparing the right way for retirement is crucial. While some base their entire retirement on universal averages, be the family that tailors their retired years that calibrates specifically to you. Key Topics: The growing wave of retirements across America and the surprising number of people who feel unprepared. Common reasons cited for lack of preparedness, like inflation and debt, and why personal planning matters more than averages. Why general financial advice and “average” statistics rarely apply to individual situations. A real client story illustrating the importance of personalized planning over generic benchmarks. How small, consistent financial actions can lead to long-term progress and stability. The turning point when organization and clarity transform scattered financial accounts into a true plan. The difference between having a portfolio and having a plan for using it in retirement. Why retirement planning should be customized, flexible, and reviewed regularly. The value of aligning financial assets with life goals, family priorities, and lifestyle choices. Encouragement to organize and plan now for peace of mind and lasting confidence in retirement. Connect with us: Brian Diffily Brian Hartmann, CFP® Visit our website: Granite Bridge Wealth
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    34 mins
  • Episode 30: Charitable Giving Done Right: DAFs, IRAs, and Planning With Purpose

    Episode 30: Charitable Giving Done Right: DAFs, IRAs, and Planning With Purpose
    Dec 3 2025
    The guys of the Wealth on Podcast share smart charitable giving starts BEFORE you write the check. From Donor Advised Funds to Qualified Charitable Distributions, make the most out of your generosity. Key Topics: Why charitable giving matters and why most Americans give inefficiently The benefits of tax-efficient giving through donor-advised funds How appreciated assets can be donated to maximize impact and reduce taxes Using donor-advised funds during high-income or windfall years Strategies for incorporating multi-generational giving and family involvement How qualified charitable distributions work for retirees age seventy and a half and older Why QCDs can reduce taxable income and satisfy required minimum distributions Practical steps for choosing legitimate and aligned charities Connect with us: Brian Diffily Brian Hartmann, CFP® Visit our website: Granite Bridge Wealth
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    31 mins
  • Episode 29: 7 Common Financial Planning Mistakes and How To Avoid Them

    Episode 29: 7 Common Financial Planning Mistakes and How To Avoid Them
    Oct 22 2025
    Discover the 7 most common mistakes investors make in their financial planning — and how to avoid them. In this episode, we break down the missteps that can quietly derail wealth building, from timing the market to overlooking tax strategies. Tune in for clear, practical insights that will help you protect your portfolio and make smarter, more confident financial decisions. Key Topics: The seven biggest financial planning mistakes people make and how to avoid them. Why “just having a number” is not a financial plan. The truth about cash flow and how it shapes your financial freedom. Overestimating returns and the danger of believing in average performance. Understanding taxes as one of your biggest lifetime expenses. Why protection planning through insurance, estate, and legal documents is an act of love. The myth of one-dimensional investing and why diversification matters. How “set it and forget it” can quietly wreck a financial plan. The role of behavioral discipline in long-term investing. Turning awareness of mistakes into purpose-driven wealth decisions. Connect with us: Brian Diffily Brian Hartmann, CFP® Visit our website: Granite Bridge Wealth
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    39 mins
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