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.
Episode 39: Your Beneficiaries Are People and Part of Your Plan
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 Williams Group study found 70% of wealthy families lose wealth by the second generation
Poor communication, not bad planning, causes most generational wealth loss
Inheriting money differs greatly from being prepared to steward it
Getting to know beneficiaries surfaces family values like education and philanthropy
Roth conversions carry a purposeful story that matters as much as the money
Reviewing beneficiary documents and starting the conversation prevents costly mistakes
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
5 Aug 2026
Episode 38: The FOMO Reframe: Why the Fear of Missing Out Is Scarier Than You Think
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, never the losses behind them
Short term social pressure often beats long term financial goals
Loss aversion and recency bias create a herding instinct, not strategy
Ask, would I buy this if no one else were talking about it?
A cooling off period of a week or two curbs impulse decisions
Checking decisions against written goals makes the plan an anchor, not a cage
Bringing FOMO urges to a trusted team prevents costly mistakes
The best portfolios are often the most boring ones
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
15 Jul 2026
Episode 37: Not Your Grandfather’s Inheritance… It’s Coming, Is Your Family Ready?
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 and Medicare premiums after a death
Roth conversions and survivor planning only work while both spouses are alive
Women are projected to inherit the majority of transferred wealth ahead
70% of widowed women switch financial advisors within a year of loss
Giving while living lets families pass on wealth and support loved ones sooner
Most Americans don't feel confident managing a financial windfall
Complex estates don't protect families from mistakes, having a real plan does
Planning for the surviving spouse matters as much as planning for the kids
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
243
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 63 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
70
Social presence
0
YouTube
72
Engagement
68
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