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TV Expert Interviews / Marketing / Mar 19, 2024 / Posted by Chad Hufford / 10

Future-Focused Finance: Planner Insights (video)

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Tips from Planner Finance

I recently talked with Chad Hufford, a financial planner, about how to focus on the future for both personal and business finances. Chad shared great advice in our chat on setting and reaching long-term goals. Here’s a summary to help guide you to financial success.

Chad believes in the power of having clear future goals. It’s not just about dreaming big but breaking those dreams into steps you can take. This makes any big goal feel more achievable.

Being Accountable

Chad says accountability is key. Without it, it’s easy to lose track. He also discussed self-limiting beliefs that can hold us back and stressed the importance of overcoming them to unlock our potential.

Custom Plans Work Best

Financial success doesn’t come from a one-size-fits-all plan. Chad advises making a plan that fits you personally and sticking to it. It’s better to be consistently good than occasionally perfect.

Chad suggests planning for the best and dealing with challenges as they come. This approach keeps us moving forward without getting stuck in “what ifs.”

Veritas Wealth Managers: Aiming for a Purposeful Retirement

Chad’s firm helps people survive in retirement and live purposefully. They work on identifying goals and creating strategies to meet them, offering support all the way.

Thanks to Chad Hufford for his wisdom. His advice reminds us that we can shape our financial future with a clear plan and the right mindset.

If you want to maximize your finances, consider checking out Chad’s work at Veritas Wealth Managers. Remember, the future is in our hands, and planning is the first step towards shaping it the way we want.

Thanks for reading, and stay tuned for more tips and insights.

Our Host

John is the Amazon bestselling author of Winning the Battle for Sales: Lessons on Closing Every Deal from the World’s Greatest Military Victories and Social Upheaval: How to Win at Social Selling. A globally acknowledged Sales & Marketing thought leader, speaker, and strategist, he has conducted over 1500 video interviews of thought leaders for Sales POP! online sales magazine & YouTube Channel and for audio podcast channels where Sales POP! is rated in the top 2% of most popular shows out of 3,320,580 podcasts globally, ranked by Listen Score. He is CSMO at Pipeliner CRM. In his spare time, John is an avid Martial Artist.

About Author

Born and raised in Anchorage, Alaska, Chad grew up in the financial industry and developed a strong athletics, nutrition, and performance psychology background. 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 dollars 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 essential aspects of a purposeful and abundant life.

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