EP 30: Dare to Be Different: The Blueprint for Abundance
“Normal isn’t safe. Dare to be different.”
Chad
“Courage is moving forward with fear, not without it.”
Chad
Host: Mary Katherine Johnson, CXO, Planet Wealth
Guest: Chad Hufford, Founder & Financial Planner at Veritas Wealth Management
Mary Katherine Johnson welcomes Chad Hufford, Founder & Financial Planner at Veritas Wealth Management, for a refreshingly human conversation about building wealth you’ll actually want to live with. Chad argues we’re wired for scarcity and crowd-following—great for survival, terrible for long-term freedom—so real progress starts with mindset, meaning, and management of the investor (not just the investments).
You’ll hear how to define date-specific, dollar-specific goals (e.g., “₍future date₎ + net monthly income after tax”), then reverse-engineer the needed assets and monthly contributions. Chad shares a powerful “deck of cards” story to illustrate finding a cause big enough to fuel discipline, plus a practical way to turn foggy dreams into a living blueprint you can adapt with technology as life changes. We cover staying focused on controllables, designing a job-optional lifestyle, and why courage matters: you can’t be brave without fear. Subscribe to Fortunes of the Brave for bold, credible, visionary conversations that help you take the next right step.
Key Takeaways:
- Abundance is designed, not stumbled into. Start with meaning, not someone else’s values.
- Coach the investor, not (only) the portfolio. Behavior beats products over decades.
- Write date-specific, dollar-specific income goals and reverse-engineer assets & monthly saving.
- Break the big goal into monthly and daily inputs; celebrate consistency.
- Build a living plan; technology helps scenario-plan and cool emotional reactions.
- Focus on what you can control (saving rate, costs, behavior) vs. headlines you can’t.
- Dare to be different. The crowd’s average outcomes aren’t your target.
- Courage ≠ no fear. It’s moving forward with fear toward the best version of your life.
Resources Mentioned in This Episode:
- Veritas Wealth Management (Chad’s firm)
- “Date-specific, dollar-specific” goal setting (income-first planning)
- “Job-optional lifestyle” concept
- “No plan survives first contact with reality” (planning as a living document)
Let’s Get Social: