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.

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Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth

Dive into this episode of Wealth on Purpose, where hosts Brian Hartmann & Brian Diffily sit down with guest, Cody Ward, to unpack the ever-changing interest rate environment.

Get insider insights, real stories, and actionable takeaways you can apply right away.

Tune in now for a fresh perspective that challenges how you think about your next real estate purchase.

Key Topics:

Cody Ward’s path from Silicon Valley startups to mortgage lending

How homeownership builds generational wealth

The truth about Fed rate cuts versus mortgage rates

Why timing the market is less important than buying the right home

Planning ahead with credit, pre-approvals, and financial readiness

Challenges for self-employed borrowers and the importance of documentation

Common mistakes first-time homebuyers make with debt and down payments

Understanding loan options beyond the traditional 30-year mortgage

The value of treating mortgages as part of a holistic financial plan

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Cody Ward

Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth

In this episode of Wealth On Purpose, the Granite Bridge advisor team explores the world of alternative investments—what they are, how they differ from traditional stocks and bonds, and why investors may consider including them in a portfolio. Brian, Brian, Jason and Dalton discuss the potential benefits alternatives can provide, such as diversification, risk management, and opportunities for enhanced returns, while also highlighting the role they can play in building more resilient long-term investment strategies.

Key Topics:

What alternative investments are and how they differ from traditional stocks and bonds

Types of alternatives, including crypto, commodities, hedge funds, private equity, and real estate

How risk tolerance shapes which alternatives may fit into a portfolio

The role of liquidity, lockup periods, and the concept of an illiquidity premium

Using alternatives as a hedge through low correlation with traditional assets

Why private equity and real estate are gaining attention as diversification tools

How market conditions and rising correlations drive demand for alternatives

Time horizons, accessibility, and unique investment stories in the alternative space

Cost considerations, management fees, and the value of professional expertise

Key client questions when discussing allocation to alternatives

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Jason Rausch

Dalton Heffel

Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth

In this special episode, we sit down with Morgan Groff, Granite Bridge’s summer intern, to reflect on her time with the firm. Morgan shares her experiences working alongside the Granite Bridge team, what she learned about the financial planning profession, and how this internship has shaped her vision for the future. Whether you're a student exploring a career in finance or simply curious about the next generation of advisors, Morgan’s thoughtful reflections offer a unique perspective on the industry and the value of hands-on experience.

Key Topics:

Morgan Groff’s summer internship experience at Granite Bridge Wealth.

Applying classroom financial concepts to real-life client situations.

Lessons from observing client meetings and building strong relationships.

The importance of empathy and communication in financial planning.

How technology and automation enhance client service.

Understanding financial planning as protecting families, not just money.

Advice for students pursuing internships and entering the industry.

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Morgan Groff

Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth

What value do financial planning teams add in your life? Is the relationship worth it? Many have these questions. This episode has the answers. Check out the Granite Bridge team sharing their opinions and research on the modern value great advisors deliver to their clients.

Key Topics:

The value of having a fiduciary financial advisor in your life.

How behavioral coaching can add up to 3% in returns over time.

The role of tax strategy and investment placement in wealth growth.

Reducing stress and improving mental health through financial planning.

Avoiding costly mistakes with beneficiary audits and estate planning.

The importance of non-financial guidance during major life events.

Why investment selection alone isn’t enough for long-term success.

Leading studies showing the measurable impact of professional advice.

Preparing for liquidity events before the money arrives.

Key differences between investment advisors and holistic financial planners.

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Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth

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

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the powerful impact of time and compounding interest. Often referred to as one of the wonders of the world, this combination can be incredibly impactful to investors.  An episode full of fascinating stories and history on investments and different asset classes.

Key Topics:

Why Einstein called compounding interest the "eighth wonder of the world."

The Rule of 72: how to estimate when your money will double

Real examples: $1 invested in 1923 vs. $1 in the S&P 500

The danger of missing just 10 top market days

Why holding cash long-term can cost you more than you think

Time in the market beats trying to time the market

How small, early investments lead to big long-term wins

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Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth

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.

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• Granite Bridge Wealth

Are your investments in line with your risk tolerance and comfort zone? In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the importance of understanding your personal risk tolerance and risk capacity.  Listen in for some easy-to-implement takeaways that can impact your portfolio and financial future.

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• Granite Bridge Wealth

Hanna Puetter joins the Wealth On Purpose podcast to discuss her inside view and expertise around insuring high-end homes, portfolio properties and luxury cars. In this episode, you'll hear why it is so important to have the right coverage to protect these assets and your wealth.

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