We are excited to announce the launch of a new, biweekly podcast, Wealth Purpose Peace, cohosted by our very own President and CEO Jonathan Hall and Financial Advisor Brian Grant. It’s designed for listeners who want to move beyond just accumulating money in a retirement or savings account and find out how to use it with intention. Each episode will offer a deep dive into one of the most asked questions that clients bring to us, offering practical insight and real-world perspective to help you move forward with greater clarity and purpose.
“Among the most valuable elements of financial advising are the thoughtful, ongoing conversations we have with our clients,” Jonathan said. “While a podcast is not a replacement for those conversations, it can provide a spark that can ignite deeper, more meaningful discussions.”
In the opening episode, we set the stage by exploring what really drives a successful retirement, and it’s not just a number. Instead, it’s your income, your spending and the life you really want to live.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ with an MBA from Oral Roberts University. He’s served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets and also sat on the City of Tulsa Sales Tax Overview Committee.
Brian brings a unique perspective as both a CERTIFIED FINANCIAL PLANNER™ and a nationally certified and licensed Physician Assistant. Both Jonathan and Brian are committed to guiding clients through a life of financial purpose.
Listen now:
