The Balance Sheet
The Balance Sheet
Podcast Description
The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Advisors, 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.
Podcast Insights
Content Themes
The podcast covers a range of topics including financial planning, wealth management, tax reform, health, and wellness. For example, episodes delve into navigating potential tax changes with high-net-worth implications, the role of wealth managers, effective financial practices for the new year, innovative life insurance policies, and achieving wellness alongside professional success.
The Balance Sheet explores the intersection of financial planning, health, wellness, lifestyle, and more. Hosted by the team at Granite Harbor Advisors, 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.
In this episode, Caleb Christian, CFP hosts guest Emily Galindo, co-owner of Next Level NIA. They discuss the power of networking in shaping opportunity, wealth, and mindset. Emphasizing the limitations of working in isolation and the mindset shift required to open oneself to collaboration and connection.
Disclaimer
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