Why preparing the right way for retirement is crucial. While some base their entire retirement on universal averages, be the family that tailors their retired years that calibrates specifically to you.

Key Topics:

The growing wave of retirements across America and the surprising number of people who feel unprepared.

Common reasons cited for lack of preparedness, like inflation and debt, and why personal planning matters more than averages.

Why general financial advice and “average” statistics rarely apply to individual situations.

A real client story illustrating the importance of personalized planning over generic benchmarks.

How small, consistent financial actions can lead to long-term progress and stability.

The turning point when organization and clarity transform scattered financial accounts into a true plan.

The difference between having a portfolio and having a plan for using it in retirement.

Why retirement planning should be customized, flexible, and reviewed regularly.

The value of aligning financial assets with life goals, family priorities, and lifestyle choices.

Encouragement to organize and plan now for peace of mind and lasting confidence in retirement.

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth