Wealth on Purpose

Episode 22: Gear Up! Similarities Between Hiking Mount Everest and Managing Your Finances During Your Working Years Into Retirement

Listen Later

This episode focuses on getting your footing while scaling up and down the "mountain" in retirement. A recent once-in-a-lifetime client experience provided the Granite Bridge team a new perspective, and they share the story in this episode.


Key Topics:

  • How climbing Mount Everest parallels retirement planning.
  • Why expert guidance matters in your financial journey.
  • The challenge of spending wisely in retirement.
  • Adapting to unexpected changes with confidence.
  • Why the descent (retirement) requires a new strategy.
  • Customizing your financial plan for your unique goals.


    • Connect with us: 

    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Granite Bridge Wealth


      ...more
      View all episodesView all episodes
      Download on the App Store
      Wealth on PurposeBy Brian Diffily and Brian Hartmann