The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Companies, each episode offers engaging conversations and insights to help you find balance and inspiration in your personal and professional life. Tune in for fresh ideas, thoughtful discussions, and topics that spark curiosity and growth.
Your Wealth. Your Way.
Claim This Podcastby Granite Harbor Companies
5.0(6 reviews)
18 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
25
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality36
Social0
YouTube0
Engagement32
Podcast Overview
The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Companies, each episode offers engaging conversations and insights to help you find balance and inspiration in your personal and professional life. Tune in for fresh ideas, thoughtful discussions, and topics that spark curiosity and growth.
Language
🇺🇲
Publishing Since
6/7/2024
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25
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality36
Social0
YouTube0
Engagement32
7
Excellent Areas
0
Good Performance
12
Growth Opportunities
excellent
Episode Length
34 minutes
Performing excellently!
poor
Publishing Consistency
Every 33 days
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Recent Episodes
May 8, 2026
Building Communities & Summer Traditions: Why Wisconsin Shines
On the latest episode of The Balance Sheet, host Derek Taylor sits down with Jim Villa, CEO of NAIOP Wisconsin, for a conversation about why Wisconsin continues to attract investors, business owners, and families seeking more than financial success. From commercial real estate and economic growth to Door County weekends, Summerfest, Brewers games, and lake country traditions, Derek and Jim explore how lifestyle, community, and experiences are becoming a key part of what defines true wealth today.
April 1, 2026
Suburban Multifamily in Focus: Insights with Carter Olles from Nautilus Real Estate
In this episode of The Balance Sheet, Derek Taylor sits down with Carter Olles of Nautilus Real Estate Investments to discuss suburban multifamily opportunities and the current private real estate landscape. They explore housing supply and affordability trends, why the Midwest is a focus, and how investment opportunities are sourced and evaluated. The conversation also highlights a recent Kansas City project and broader considerations around income potential, tax characteristics, and diversification within multifamily real estate. This episode is for educational purposes only and provides insight into how experienced operators approach today’s market environment. The views and opinions expressed by guests on this podcast are their own and do not necessarily reflect those of Granite Harbor.
January 6, 2026
Mariner Fund I Launch Podcast | Granite Harbor Capital
In this special launch episode of The Balance Sheet podcast, Granite Harbor Managing Partner Nick Brown sits down with Derek Taylor, Managing Partner of Granite Harbor Capital, to announce the official launch of Mariner Fund I and discuss the firm’s expansion into private markets. Derek shares his professional background spanning transactional law, private equity real estate, owner-operator manufacturing, and lower middle-market investing, and explains how that experience informs the strategy behind Mariner Fund I. The conversation outlines why Granite Harbor formed a dedicated private markets platform and how the fund aligns with the firm’s long-standing fiduciary, planning-first approach. Mariner Fund I is structured as an opportunity fund, allowing Granite Harbor to deploy committed capital into a curated mix of private equity operating companies, commercial real estate, and select private credit opportunities. The fund emphasizes direct sourcing, off-market transactions, and operator-driven diligence, bringing investors closer to the deal, improving alignment, and enabling faster execution. A key focus of the fund is the Central United States, where the Granite Harbor team sees significant opportunity in overlooked lower middle-market businesses and growing secondary and tertiary real estate markets. These regions offer attractive fundamentals, strong employer-driven growth, and less competition from large institutional capital. Throughout the episode, Nick and Derek discuss why proximity to operators and sponsors matters in private investing, how Granite Harbor’s institutional diligence process is applied across all opportunities, the benefits of consolidating multiple private investments into a single fund commitment, the fund’s target size and investment horizon, and the firm’s exit-focused philosophy. They also share representative examples of real estate and operating company opportunities currently being evaluated for inclusion in the fund. The episode reinforces Granite Harbor’s belief that private markets can play a meaningful role in long-term portfolio construction when paired with disciplined underwriting, active oversight, and thoughtful integration into a client’s broader financial plan. Mariner Fund I is available exclusively to qualified investors. To learn more, visit GraniteHarbor.com or contact marinerinvestors@graniteharbor.com This podcast is for educational purposes only and does not constitute an offer or solicitation. All investments involve risk. Please review all offering materials and consult your financial and legal advisors before investing.
18 total episodes available
Recent guests on Your Wealth. Your Way.
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Emily Galindo
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Brian Sak
Guest
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Frequently asked questions
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- What is Your Wealth. Your Way. ?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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