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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.

PublishesTwice monthlyEpisodes30Founded2 years ago
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Latest Episodes

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... more

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... more

Dive into this episode of Wealth on Purpose, where hosts Brian Hartmann & Brian Diffily sit down with guest, Cody Ward, to unpack the ever-changing interest rate environment.

Get insider insights, real stories, and actionable takeaways you can apply... more

In this episode of Wealth On Purpose, the Granite Bridge advisor team explores the world of alternative investments—what they are, how they differ from traditional stocks and bonds, and why investors may consider including them in a portfolio. Brian,... more

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Reviews

5.0 out of 5 stars from 9 ratings
  • Authentic Views on Topics They Clearly Care About

    My review is based on listening to a few episodes and not just one particular episode. I appreciate the authenticity of the hosts and the guests that they have on.

    So far, I’ve experienced a somewhat rare behind-the-scenes of the client and professional relationships of wealth management. Not how the sausage is made in terms of portfolio allocations, tax strategies, etc.

    These guys tease out the emotional side and the delicate nature of their work helping people plan how they hope their lives... more

    Apple Podcasts
    5
    Njnylocavore
    United States2 years ago
  • Right to the point

    A breath of fresh air. This is NOT yet another alpha male financial podcast. The Brian’s are genuine people who are professionals helping genuine people with a pragmatic approach. Great listen.

    Apple Podcasts
    5
    lilanimale
    United States2 years ago
  • A must listen!

    Brian and Brian embody authenticity, making financial planning accessible. Their passion shines through as they treat clients like family, emphasizing a personal touch. The initial podcast episodes delve into their personal lives, establishing a connection beyond the microphones. GBWM's approach transcends mere number-crunching; they seek to understand goals and dreams. This podcast stands out with its relatable segments, making complex concepts understandable. A must-listen for anyone seeking a... more

    Apple Podcasts
    5
    Worldtraveler1f
    United States2 years ago

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Which podcasts are similar to Wealth on Purpose?

These podcasts share a similar audience with Wealth on Purpose:

1. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of Wealth on Purpose are there?

Wealth on Purpose launched 2 years ago and published 30 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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