Overcoming Financial Scars: A Deep Dive into Intentional Financial Planning

Cash & Sass

In this episode of the "Cash and Sass" podcast, host Lisa Marie, the "sassy wealth queen," chats with Chad Hufford, who has a diverse finance, athletics, nutrition, and performance psychology background. Lisa shares her journey through financial struggles like bankruptcy and foreclosures, emphasizing the importance of acknowledging past financial scars while moving forward. Chad discusses the concept of a "money story" and how past experiences shape our financial views. They both stress the importance of intentionality in financial planning and that it's never too late to start making positive financial changes.
Bullet Points:
Personal financial journeys and experiences, including challenges like bankruptcy and foreclosures.
The concept of a "money story" and how past experiences shape financial perspectives.
Overcoming a scarcity mindset and the importance of acknowledging past financial scars.
The significance of intentionality in financial planning and decision-making.
The idea is that it's never too late to start improving one's financial situation.
Practical strategies for setting financial goals, such as opening dedicated savings accounts.
The importance of self-honesty in assessing financial habits and priorities.
Common investment mistakes include the confusion between volatility and risk.
The value of taking small, consistent actions toward financial goals.
There is a need to focus on the present and take actionable steps to shape a better financial future.
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. 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 is Dave Ramsey’s SmartVestor Pro and 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 important aspects of a purposeful and abundant life.
veritasalaska.com
facebook.com/VeritasWealthManagement/https://www.instagram.com/veritas.alaska/

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The Sassy Wealth Coach™

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