In this insightful episode, the Granite Bridge team explores some of life’s most pivotal—and often unexpected—moments. From career shifts to health challenges and family transitions, we unpack how thoughtful financial planning can turn potential chaos into clarity, helping families navigate change with confidence, unity, and financial stability.

Key Topics:

Planning empowers you to stay calm through life’s inevitable curveballs

Financial preparedness is more than market strategy—it's emotional strategy

Good surprises, like inheritances, still need thoughtful planning

Stress-testing portfolios means more than anticipating market shifts

Proper planning avoids rushed, emotionally charged financial decisions

Stories from real clients show how being proactive leads to peace of mind

Collaborating with advisors helps translate uncertainty into action

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth