In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann, CFP® sit down with Nick Cantatore and discuss the ever-changing environment around Property Insurance. Why are rates going up? How best can you cover your family's im

Episode 9: How Does the Secure Act Affect Me?

May 22nd, 2024 23m 2s

In this episode of Wealth on Purpose, hosts Brian Hartmann, CFP® and Brian Diffily share their Top 5 takeaways & impacts of this legislation in an easy-to-understand format. See how the changes brought about by the Secure Act can affect your re

Episode 8: Healthy Financial Conversations with the Younger Generation

May 8th, 2024 21m 6s

In this episode of Wealth on Purpose, Hosts Brian Hartmann, CFP® and Brian Diffily discuss the importance of introducing financial literacy to younger ages. Having conversations about creating a healthy relationship with money early on.Key To

Episode 7: Quick Tips For Young Families and Seasoned Investors

Apr 24th, 2024 19m 35s

In this episode of Wealth on Purpose, Hosts Brian Hartmann, CFP®, and Brian Diffily share quick and easy to implement tips on becoming better prepared for your future. Who are you today? From young investors needing basic financial advice to w

Episode 6: Words of Wisdom from a Career Banker

Apr 10th, 2024 27m 54s

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann are joined by Tom Trouche, Regional President & CEO of ServisFirst Bank to share his insights on banking and the importance of genuine relationships. Tom graciously sh

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

Mar 27th, 2024 20m 2s

"Ah Ha" moments happen when both spouses (or partners) participate in financial planning conversations. In this episode of Wealth on Purpose, Hosts Brian and Brian discuss the importance of both voices being heard in order to achieve your famil

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

Mar 6th, 2024 29m 46s

In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann are joined by Julie Turk, Client Experience Specialist at Granite Bridge Wealth.They discuss how photo albums mean just as much to us as financial statements do when

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

Feb 14th, 2024 28m 2s

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the different roles financial advisors can play in your life. Not all advisors are serving clients equally or the same way. This episode sheds light on what

Episode 1: What is Wealth on Purpose?

Jan 24th, 2024 14m 51s

In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann lay the groundwork for their Wealth on Purpose mindset. They share information on their personal and professional backgrounds that led them to how this podcast came to

Episode 2: The Why...

Jan 24th, 2024 27m 46s

Before you decide to commit to being a regular listener to this Podcast, you deserve to know WHY Brian Hartmann and Brian Diffily are in the business of financial planning.The WHY is always important, but often overlooked. This episode covers

Wealth on Purpose - Trailer

Jan 5th, 2024 32s

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 br

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