What does it really take to thrive in finance - and in life - without losing yourself along the way?

In this conversation, I'm joined by Chris Doughty, a financial advisor and coach who believes that human nature is a failed investment policy. Chris shares his journey from Wall Street corner offices to building a values-driven practice, and why discipline, patience, and faith are at the heart of long-term success.

Chris is the founder of Gentian Financial Inc., where he specializes in retirement planning as a Chartered Retirement Planning Counselor® and CERTIFIED FINANCIAL PLANNER™. His insights have been featured in Forbes, Barron's, and The Financial Times. Based in Mequon, WI, Chris is a lifelong learner, family man, and co-founder of Globall Giving, a nonprofit dedicated to helping underprivileged children access sports and healthy lifestyles.

We dive into:

• Why so much frustration is a choice - and how to reframe it

• The role of faith, values, and mindset in decision-making

• Human nature vs. long-term planning - and why discipline beats emotion every time

• Lessons from clients who didn't stick to their plans (and what we can learn from them)

• Why even Nobel Prize-winning economists need advisors

• The ongoing work of self-improvement and "living your eulogy"

Chris also shares insights from his upcoming book, Becoming a Better Human, and explains why small daily improvements - what he calls "Pringles" - add up to a meaningful life.

This is a conversation about more than money; it's about building resilience, respecting yourself, and leaving a legacy through the way you live each day.

🌐 Website: genianfinancial.com

📖 Book: Becoming a Better Human (forthcoming)

📩 Email: chris.doughty@raymondjames.com

✍️Want to know what's stopping you from making more money? Take the Millionaire Mindset Mastery Scorecard here.

👉 Feeling stuck? Do you want more, but don't know how to achieve it? Schedule a call now

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If this episode sparked new ideas or gave you fresh insights, be sure to subscribe so you never miss an episode. And if you're enjoying the show, a quick rating and review helps us reach more listeners who can benefit from these conversations - plus, it lets us know what's resonating with you. I truly appreciate your support!

Join me for an honest and engaging conversation with Justin King - Chartered Financial Planner, Registered Life Planner, and founder of MFP Wealth Management - who talks about how one's values, purpose, and vision can and should inform financial planning.

• A remarkable personal journey: From being turned away from the Air Force, clocking in as a tea boy at 16, globetrotting, experiencing a near-fatal motorcycle crash, to ultimately launching his own successful financial planning firm.

• Beyond the technical: Justin argues that true financial advice stems from understanding what lies beneath the surface - dreams, fears, values - not just pensions and investments.

• The human edge in an AI era: Technical knowledge is fleeting; emotional connection and deep listening are timeless.

• A blueprint for reinventing your business: Downgrade the noise and imagine your ideal advisory practice from scratch - then work toward that vision.

• Life lessons that stick: Life is short. Your time is your greatest asset. And if you're constant in small actions, the results are, too.

1. Find the iceberg beneath the problem - getting to the emotional core drives true transformation.

2. Design your business from a blank page - choose only the clients, vision, and values that suit your future path.

3. Clarity + Vision + Coaching = Freedom - knowing what you want and working through obstacles turns dreams into plans.

4. Consistency isn't glamorous - it's powerful - regular habits in money, health, or relationships yield inevitable results.

• YouTube Channel – The Retirement Café with Justin King
  Watch on YouTube: The Retirement Café with Justin King (YouTube channel)

• Book – The Retirement Café Handbook: Nine Accelerators for a Successful Retirement: https://www.amazon.co.uk/Retirement-Cafe-Handbook-Accelerators-Successful/dp/1739410300

• Podcast – The Retirement Café
  Listen to the podcast: https://open.spotify.com/show/6V5bxaakGWh8NLq7ypB9LO?si=183a9e8b44c24f9e
  
  

• Justin's Website – MFP Wealth Management
  Visit the site: https://www.mfpwealthmanagement.co.uk/
  
  

✍️Want to know what's stopping you from making more money? Take the Millionaire Mindset Mastery Scorecard here.

👉 Feeling stuck? Do you want more, but don't know how to achieve it? Schedule a call now

🎧 Subscribe to my podcast for more actionable advice to grow your profits - no fluff, just real results.

If this episode sparked new ideas or gave you fresh insights, be sure to subscribe so you never miss an episode. And if you're enjoying the show, a quick rating and review helps us reach more listeners who can benefit from these conversations - plus, it lets us know what's resonating with you. I truly appreciate your support!

From managing over $2 billion in assets at Alliance Bernstein to leading a global nonprofit funding cutting-edge research, Joshua Herring's career path is anything but traditional. In this episode, Joshua shares his journey from private wealth management into longevity science, and the mindset principles that have fueled his success in both industries.

We explore how confidence, relationship-building, and a service-first approach set apart top financial advisors, and how those same qualities translate into leadership, fundraising, and making an impact on global health. Joshua also opens up about his personal story, the lessons cancer in his family taught him, and why mindset and gratitude remain at the core of his philosophy.

• Joshua's journey from private wealth management to nonprofit leadership

• How mindset shapes success in finance, philanthropy, and beyond

• Why relationship-building is the real currency of trust

• The types of questions that unlock deeper client needs

• Confidence vs. arrogance: the difference in high-performing advisors

• How to lean on team structures and resources to strengthen credibility

• The biggest life lessons Joshua has learned so far: gratitude and choice

• Longevity Science Foundation

• Follow the Longevity Science Foundation on LinkedIn and Twitter/X

• Join their newsletter for updates on longevity research and initiatives
  
  

✍️Want to know what's stopping you from making more money? Take the Millionaire Mindset Mastery Scorecard here.

👉 Feeling stuck? Do you want more, but don't know how to achieve it? Schedule a call now

🎧 Subscribe to my podcast for more actionable advice to grow your profits - no fluff, just real results.

If this episode sparked new ideas or gave you fresh insights, be sure to subscribe so you never miss an episode. And if you're enjoying the show, a quick rating and review helps us reach more listeners who can benefit from these conversations - plus, it lets us know what's resonating with you. I truly appreciate your support!