Wealth on Purpose

Episode 19: Youth Is Your Advantage: Why Starting at an Early Age Can Be a Game-Changer for Investors

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In this episode of Wealth on Purpose, Granite Bridge Advisor, Dalton Heffel, shares his life changing moment when his uncle encouraged him to buy his first stock at age 13. This experience led him to be able to guide parents and grandparents through some of the most important conversations they can have with their next generation. The conversations matter and Dalton will share his tips on how to get started.


Key Topics:

  • Dalton’s journey of turning snow-shoveling money into his first stock portfolio at age 13.
  • How zero commissions and fractional shares make investing more accessible than ever.
  • The incredible advantages of investing early, leveraging the power of compounding.
  • Tips for parents to set their kids up for financial success with UTMA or 529 accounts.
  • Engaging young investors by connecting them to brands and products they love.
  • The importance of consistency and staying invested during market ups and downs.
  • No matter your age, it’s never too late to start—take action today to secure your future.


    • Connect with us: 

    • Dalton Heffel
    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Granite Bridge Wealth
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      Wealth on PurposeBy Brian Diffily and Brian Hartmann