Granite Bridge Wealth Management
Wealth On Purpose
Real conversations about money, retirement, and the decisions that shape your financial future. Hosted by the advisors of Granite Bridge Wealth Management.
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New episodes release regularly, covering the planning topics that matter most to affluent families navigating retirement, taxes, and generational wealth.
Who We Serve
More Than Financial Advice
Wealth On Purpose is a podcast about the real decisions affluent families face — retirement income, tax strategy, legacy planning, and the complex choices that come with significant wealth. Hosted by the advisors of Granite Bridge Wealth Management, it's built on the belief that better information leads to better outcomes.
Each episode delivers the kind of insight you'd get sitting across the table from a fiduciary advisor — without the jargon, without the sales pitch, and without the fluff. Topics range from Roth conversion timing and RMD strategy to Social Security optimization and the emotional side of retirement transitions.
"We started this podcast because our clients kept asking the same great questions — and we realized the answers deserved a bigger audience."
Whether you're building wealth in your peak earning years or navigating the most complex financial decisions of retirement, Wealth On Purpose meets you where you are.
Your Hosts
Brian Hartmann, CFP®
CEO & Partner — Charleston, SC
With 25+ years in financial advisory, Brian brings the perspective of a fiduciary who has guided families through every market cycle and every stage of wealth.
Brian Diffily, BFA™
Partner — Charleston, SC
Specializing in family planning and long-term care, Brian connects complex financial strategy to the human side of every decision — with warmth and clarity.
Jason Rausch, CFP®, CFA®
Advisor — Cary, NC
A former institutional portfolio manager turned tax planning specialist, Jason brings rare technical depth to conversations about retirement income and investment strategy.
What We Cover
Topics Built for Serious Investors
Every episode is designed for families who are ready to go beyond the basics — and engage with the real complexity of building, protecting, and distributing wealth.
01
Retirement Income Strategy
How to sequence withdrawals across account types, optimize Social Security timing, and build income that lasts as long as you do.
02
Tax Planning & Strategy
The real math behind Roth conversions, RMD strategy, and how to reduce lifetime taxes — not just this year's tax bill.
03
Medicare & IRMAA
Why income management matters more than most retirees realize — and how a single year of high income can cost thousands in premium surcharges.
04
Investment Management
Portfolio construction for real-world retirement goals — allocation, sequence of returns risk, and keeping your investments aligned with your plan.
05
Estate & Legacy Planning
The decisions that shape how your wealth transfers — and how to ensure your legacy reflects your values, not just your balance sheet.
06
The Human Side of Wealth
The emotional and psychological dimensions of financial transitions — from career exits to retirement identity to multi-generational family conversations.
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Ready to Go Deeper?
The Podcast Is Just
the Beginning
If something you heard made you think about your own situation, we'd love to have that conversation. A private introduction with a Granite Bridge advisor costs nothing and commits you to nothing.
