Veritas Wealth Management with Chad Hufford
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In this episode, Joe is joined by financial planner Chad Hufford, who shares his journey from growing up in the financial world to becoming a successful financial planner. Chad emphasizes the importance of open money conversations and financial confidence in personal and professional life. He discusses the role of coaching in helping clients develop their financial skills and knowledge, and the significance of having a positive money mindset. Chad cautions against making financial decisions based on fear and emphasizes the importance of a long-term strategy that focuses on factors within one’s control. Joe and Chad explore the benefits of working with a financial planner and how retirement can be an opportunity for personal fulfillment.
Episode Resources:
About Our Guest
Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, but also developed a strong background in athletics, nutrition, and performance psychology. As a Top Ranked Financial Planner and Dave Ramsey’s SmartVestor Pro, Chad brings a coaching mindset and the heart of a teacher to financial planning and investing as he strives to both empower and educate his audience to not only become better investors, but to live more intentionally and create an abundant life.Chad owns a boutique financial planning firm, Veritas Wealth Management, that manages $500 million and serves several hundred families across the US. In addition to finance, he regularly teaches and speaks on fitness and faith, seeing these as all important aspects of a purposeful and abundant life.
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