Discover the 7 most common mistakes investors make in their financial planning — and how to avoid them. In this episode, we break down the missteps that can quietly derail wealth building, from timing the market to overlooking tax strategies. Tune in for clear, practical insights that will help you protect your portfolio and make smarter, more confident financial decisions.

Key Topics:

The seven biggest financial planning mistakes people make and how to avoid them.

Why “just having a number” is not a financial plan.

The truth about cash flow and how it shapes your financial freedom.

Overestimating returns and the danger of believing in average performance.

Understanding taxes as one of your biggest lifetime expenses.

Why protection planning through insurance, estate, and legal documents is an act of love.

The myth of one-dimensional investing and why diversification matters.

How “set it and forget it” can quietly wreck a financial plan.

The role of behavioral discipline in long-term investing.

Turning awareness of mistakes into purpose-driven wealth decisions.

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth