Episode 14: Am I Going To Be OK? Prove It!

Modern day wealth management is more than just making investment returns. Brian and Brian share why stress testing your investments and financial plans is a game changer for meeting and exceeding your personal goals. This system allows individuals, business owners and families to answer the timeless question "Will I be ok?" by applying Monte Carlo analysis. What's YOUR score?

Key Topics:

• Introduction to stress testing in personal finance
• The importance of proving financial stability and preparedness
• Explanation of the Monte Carlo simulation and its application in financial planning
• Real-life examples of how stress testing influences financial decisions and confidence
• Discussion on the importance of communication and detailed planning with financial advisors
• How different life events and changes can impact financial planning and required adjustments
• The role of advanced analytics and simulations in achieving financial peace of mind
• Encouragement for listeners to engage actively with their financial planners to ensure their investments and savings align with personal goals and life changes

Connect with us: 

• Brian Diffily
• Brian Hartmann, CFP®

Visit our website:

• Granite Bridge Wealth