Your Wealth. Your Way.

About Your Wealth. Your Way.

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.

Publisher

Granite Harbor Companies

Category

business · business

Language

en

Explicit

No

First episode

7 Jun 2024

Latest episode

3 Sept 2026

Latest episodes

20 episodes in the feed.

1. 

   3 Sept 2026

   Mariner Fund's First Investment: Inside the Partnership with LDR

   Hosts Nicholas Brown and Derek Taylor sit down with Lauren Gore and Ryan Martin from LDR Partners (LDR) to mark Mariner Fund I's first committed investment — a partnership with LDR, a firm dedicated to investing in American manufacturing. They share insights on the mission behind their investment strategies, combining their backgrounds in military service and community engagement. The discussion emphasizes the importance of meaningful contributions and the potential of the American manufacturing sector.

2. 

   6 Aug 2026

   The Business Owner’s Playbook for Continuity and Executive Retention

   Business continuity doesn't happen by chance—it happens through planning. In this episode of The Balance Sheet, Nick Brown is joined by Matt Veatch, Head of Corporate & Business Solutions at Lion Street, to discuss the strategies business owners need to protect their companies, retain key executives, and prepare for successful succession. From buy-sell agreements to executive benefits and risk protection, they explore practical planning concepts that can help preserve both business value and long-term legacy. Disclosure: Any numbers, examples, illustrations, projections, or return assumptions discussed in this episode are hypothetical and are provided for educational purposes only. They are not intended to represent the actual performance of any specific investment, strategy, insurance product, business, or client situation, and they should not be relied upon as a prediction or guarantee of future results. Actual outcomes will vary based on market conditions, tax treatment, fees and expenses, product terms, underwriting, individual circumstances, and other factors. Past performance, hypothetical performance, projected results, or illustrative examples do not guarantee future returns or outcomes. Listeners should consult with their financial, legal, tax, and insurance professionals before implementing any strategy discussed.

3. 

   8 May 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

5 ratings

Podcast Authority Score: 25 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

36

Social presence

0

YouTube

0

Engagement

32

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Your Wealth. Your Way.