Wealth on Purpose

Episode 21: Risky Business: Navigating Your Risk Tolerance to Become a Smarter Investor

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Are your investments in line with your risk tolerance and comfort zone? In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the importance of understanding your personal risk tolerance and risk capacity.  Listen in for some easy-to-implement takeaways that can impact your portfolio and financial future.


Key Topics:

  • The concept of risk tolerance and risk capacity
  • Differentiating emotional risk tolerance from scientific risk capacity
  • The importance of assigning risk levels to different financial buckets
  • Strategies for balancing risk across cash, investments, and retirement funds
  • How market cycles influence investment strategies
  • Encouraging regular reviews of risk tolerance
  • Utilizing Monte Carlo simulations to stress test portfolios for better decisions


    • 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