Wealth on Purpose

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


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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


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      Wealth on PurposeBy Brian Diffily and Brian Hartmann