All Episodes

Episode 35: The Reasons and Seasons of Life Insurance

Episode 34: It Is About the People: Short Client Stories Worth Hearing

Episode 33: FIRE: Financial Independence Retire Early

Episode 32: AI in the Advisor’s Chair – How Artificial Intelligence Adds to the Financial Planning Experience

Episode 31: Rise Above the Averages - Prepare for Retirement Using Customization

Episode 30: Charitable Giving Done Right: DAFs, IRAs, and Planning With Purpose

Episode 29: 7 Common Financial Planning Mistakes and How To Avoid Them

Episode 28: Let's Talk Rates, Mortgages and Real Estate Purchases with Guest Cody Ward

Episode 27: The World of Alternative Investments - What, How and Why

Episode 26: A Summer at Granite Bridge: Intern Insights with Morgan Groff

Episode 25: Are Advisors Even Worth Their Fees? Modern Value Driven by Financial Planners

Episode 24: Planning versus Reacting, Facing the Realities of Being Prepared (or Not)

Episode 23: Albert Einstein, Compounding Interest and More

Episode 22: Gear Up! Similarities Between Hiking Mount Everest and Managing Your Finances During Your Working Years Into Retirement

Episode 21: Risky Business: Navigating Your Risk Tolerance to Become a Smarter Investor

Episode 20: Insuring High-Value Properties, Vacation Homes and More with Guest Hanna Puetter

Episode 19: Youth Is Your Advantage: Why Starting at an Early Age Can Be a Game-Changer for Investors

Episode 18: Talking Veterans and Veteran Benefits with Gary Albaugh

Episode 17: Calming the Confusion Around MEDICARE Options

Episode 16: Options and Strategies for Real Estate Investing. Primary Homes, Rentals and Commercial Properties

Episode 15: The Lesser Known BIG Threat to Your Wealth...

Episode 14: Am I Going To Be OK? Prove It!

Episode 13: Celebrity Estate Planning Mistakes that You May Be Making

Episode 12: The Multigenerational Advisor Office Designed for the Multigenerational Family

Episode 11: Your Wealth Management TEAM, The NEW Financial Planning Model

Episode 10: The Why & How Behind Property Insurance with Expert Nick Cantatore

Episode 9: How Does the Secure Act Affect Me?

Episode 8: Healthy Financial Conversations with the Younger Generation

Episode 7: Quick Tips For Young Families and Seasoned Investors

Episode 6: Words of Wisdom from a Career Banker

Episode 5: The Importance of Both Spouses & Partners Participating in Financial Planning

Episode 4: Client Experience ON PURPOSE. A guide for the process.

Episode 3: What Do Financial Advisors Do? One Title, Many Different Meanings...

Episode 2: The Why...

Episode 1: What is Wealth on Purpose?