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 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.
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.
Disclaimer
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For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.