Wealth on Purpose

Episode 14: Am I Going To Be OK? Prove It!

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Modern day wealth management is more than just making investment returns. Brian and Brian share why stress testing your investments and financial plans is a game changer for meeting and exceeding your personal goals. This system allows individuals, business owners and families to answer the timeless question "Will I be ok?" by applying Monte Carlo analysis. What's YOUR score?


Key Topics:

  • Introduction to stress testing in personal finance
  • The importance of proving financial stability and preparedness
  • Explanation of the Monte Carlo simulation and its application in financial planning
  • Real-life examples of how stress testing influences financial decisions and confidence
  • Discussion on the importance of communication and detailed planning with financial advisors
  • How different life events and changes can impact financial planning and required adjustments
  • The role of advanced analytics and simulations in achieving financial peace of mind
  • Encouragement for listeners to engage actively with their financial planners to ensure their investments and savings align with personal goals and life changes



    • Connect with us: 

    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Granite Bridge Wealth


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      Wealth on PurposeBy Brian Diffily and Brian Hartmann