An Intentional Approach to Financial Planning—with Chad Hufford- EP48

For those of us with a modest income, having the financial freedom and flexibility to help others seems unlikely.But if we approach financial planning with purpose and intention, we can support our families, achieve financial independence, and still have the margin to take care of others. Chad Hufford is the bestselling author and top-ranked financial planner behind Veritas Wealth Management, a boutique financial planning firm that serves families across the US.Chad brings a coaching mindset and the heart of a teacher to financial planning and investing, empowering people to become better investors and live a more intentional and abundant life.On this episode of Leading Visionaries, Chad joins Anjel to explain what inspired his interest in wealth management and describe the challenges he faced starting his business during the Great Recession.Chad offers advice on reframing failure as experimentation in your early days as an entrepreneur and discusses how to build the confidence to take your business in a new direction.Listen in for insight on Chad’s vision to change the culture of finance in our communities and learn how to produce financial independence by way of an intentional plan.What You Will LearnWhy Chad recast his vision from medicine to wealth managementThe challenges Chad faced in building a business during the Great RecessionHow Chad’s self-leadership parallels the way he leads his clientsWhy Chad emphasized inputs rather than outcomes when he started his businessHow to reframe failure as experimentation and make peace with imperfectionWhy Chad’s favorite clients are the ‘blue collar millionaires’Chad’s success story of a client who saved with intention and has the means to help othersChad’s vision to change the culture of finance in our communitiesHow to build the confidence to take your business in a new directionConnect with Chad HuffordVeritas Wealth ManagementConnect with Anjel B. Hartwell Leading Visionaries PodcastJoin the Leading Visionaries CommunityMake a Donation to Support the ShowCreative Age Consulting GroupAnjel on XAnjel on InstagramResourcesForging Financial Freedom by Chad HuffordBe Heard by Millions and Live Your Destiny: A Creative Age Leader’s Guide to Speak, Sell, Serve & Succeed by Anjel B. Hartwell

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Featuring the world’s most impressive emerging and established Leading Visionaries this is the podcast where audiences can expect stellar conversations that spotlight, celebrate and elevate our incredible guests in every industry and field of expertise including new emergent fields that might not be on everyone’s radar. Our guest list and our audience is made up of the people on this planet who are thinking differently, seeing new possibilities, and have the courage to dream big, take inspired action & create conscious change on an epic and often global scale. Designed and intended to support Leading Visionaries to be seen, heard & supported in the full realization of their ingenious, insightful, innovative and inspired ideas, this show is dedicated to those who are wholeheartedly contributing to what matters most - A thriving earth, thriving relationships, and co-creating in ways that are playful, pleasurable and profitable. We intend to leverage this production in service to activating the field of consciousness in order to receive and thoroughly nourish the changes that Leading Visionaries were destined to deliver into reality while also supporting them to be living a legendary legacy life that feels fun and fulfilling. Our interview guests are leaders who have already made an impact within their organizations or orbits of influence and they want to be connected with capital resources and other powerful visionaries who can take their vision to the next level.   They bring insight and illumination to the process of getting visions to come into reality - including getting real about getting investments! We also love to connect our guests and listeners to great sources of capital investment, future business partners, and a network of other supportive leading visionaries for opportunities to collaborate.