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Planet Wealth: Fortunes of the Brave

Planet Wealth: Fortunes of the Brave

By: Lance Woodson & Mary Kathryn Johnson
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 Planet Wealth: Fortunes of the Brave spotlights the visionaries willing to step first, because—much like the old saying—fortune favors the brave. Hosted by Co-Founder & CEO Lance Woodson and CXO Mary Kathryn Johnson, every episode rallies around Planet Wealth's mission: expanding capital access and curating investments—powered by community, accelerated by technology, leading a movement together. Across candid conversations and tactical deep-dives, you'll hear how founders, investors, and trailblazing communities are targeting economic barriers and narrowing the wealth gap one regulated offering at a time. Listeners walk away with transparent frameworks, real-world case studies, and the conviction that nobody has to feel left behind on Planet Wealth. Disclaimer: This show is produced for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed should be interpreted as an offer to sell—or a solicitation to buy—any security. All investments involve risk. Conduct your own due diligence, consult licensed professionals, and decide whether the opening presented aligns with your personal objectives. Explore a world apart form Wall Street with the Planet Wealth: Fortunes of the Brave Podcast! Connect with Us: https://linktr.ee/planetwealthofficial Website: https://planetwealth.com/© Planet Wealth Economics Personal Finance
Episodes
  • E30: Chad Hufford: Dare to Be Different: The Blueprint for Abundance

    E30: Chad Hufford: Dare to Be Different: The Blueprint for Abundance
    Nov 24 2025

    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.

    Chapters:
    • 00:01 – Welcome + why abundance beats scarcity
    • 00:55 – We're wired to survive, not thrive (and what to do about it)
    • 02:56 – Managing investors > managing investments (coaching vs. products)
    • 06:19 – Mindset first: you bring "you" into the future
    • 08:53 – Clarity: date-specific, dollar-specific income goals
    • 10:53 – The "deck of cards" story: finding a why big enough to endure
    • 12:10 – Job-optional lifestyle: purpose after paychecks
    • 14:13 – Reverse-engineering: assets, contributions, inflation adjustments
    • 16:00 – Daily inputs, monthly wins: making progress visible
    • 18:54 – Diagnose before you prescribe (relational planning)
    • 22:21 – The blueprint metaphor (plans evolve; guardrails remain)
    • 24:50 – Tech + planning: modeling, quick pivots, cooler heads
    • 30:17 – Staying calm in storms by returning to the blueprint
    • 32:03 – People over products; relationship > charts
    • 34:12 – Dare to be different: why "normal" isn't safe
    • 36:03 – Final word: courage means acting despite fear

    Resources Mentioned:
    • 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)

    Connect with Chad:
    • Company: Veritas Wealth Management
    • Role: Founder & Financial Planner
    • Search: "Chad Hufford Veritas Wealth" for site & resources

    Follow Planet Wealth:
    Instagram | TikTok | Facebook | LinkedIn | YouTube
    Website: planetwealth.com
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    38 mins
  • E29: Rebecca McLean: Bridge the Gap: The Reg CF Revolution for Everyday Investors

    E29: Rebecca McLean: Bridge the Gap: The Reg CF Revolution for Everyday Investors
    Nov 17 2025
    Mary sits down with Rebecca McLean to unpack how the JOBS Act and Regulation Crowdfunding (Reg CF) opened a new lane for everyday investors and community focused entrepreneurs to fund real estate; legally, transparently, and at scale. Rebecca traces National REIA's 40-year mission to promote, protect, and educate the industry, including advocacy that helped unlock today's crowdfunding rules. They dig into attainable housing, revitalizing blocks "one address at a time," and why local collaboration + policy + partnerships matter just as much as capital. From accredited vs. non-accredited realities to Reg D vs. Reg CF, from rehabs and rentals to syndications and the role of REIA groups in education and support, this episode is a practical roadmap for raising community-first capital and doing deals that actually move neighborhoods forward. Key Takeaways: • Why Reg CF matters: It took the JOBS Act (2012) and SEC rulemaking (2016) to enable compliant crowdfunding, discoverability, and open solicitation,finally making smaller, local deals visible. • Community is the edge: Local knowledge + national networks = smarter underwriting, better comps, and safer deals especially in neighborhoods banks won't touch. • Attainable > "affordable": Small investors can deliver workforce/attainable housing via rehab and value-add where large builders can't pencil starter homes. • Education & protection: National REIA's 120+ local groups provide training, legislative updates, due-diligence checklists, cost-saving benefits, and partnerships with community entities. • Build wealth on purpose: Flips create income; holds and syndications build durable wealth. "Do a couple rehabs, hold one" beats buying yourself another job. • Cycles are coming: Many new investors have only seen "up." Community experience and disciplined capital stacks help you survive the next blip. • Action > anxiety: "Just do it but not blindly." Use community, education, and compliant platforms to navigate the regulated process. Chapters: • 00:00 – Intro: Meet Rebecca McLean & National REIA at 40 • 01:32 – The JOBS Act, Reg CF & opening the door for small investors • 02:41 – Advocacy journey: from Reg D limitations to true democratization • 08:21 – Why community-first crowdfunding works in real estate • 09:14 – "Building Better Communities": block-by-block revitalization • 12:27 – Purpose-driven deals: teachers, veterans, sober living & stability • 15:38 – Education that sticks: local REIAs, data, and due diligence • 18:13 – Attainable housing vs. new-build economics; cost controls & benefits • 22:34 – From first flip to syndications: real success paths • 26:10 – Closing the wealth gap: why Planet Wealth leans into real estate • 27:35 – Policy + partnerships + local wisdom: the other half of capital • 29:49 – The power of diverse roles on a deal team (and on-the-ground intel) • 30:46 – Market cycles: why community experience keeps you steady • 33:19 – Final advice: "Just do it, get educated and plug into community" Resources Mentioned: • National REIA: 120+ local investor associations; training, benefits, legislative updates, market data, and best practices • Topics: JOBS Act (2012), SEC rulemaking (2016), Reg CF vs. Reg D, accredited vs. non-accredited investors, community revitalization, attainable housing, syndications, due diligence, cost-saving vendor programs Connect with Rebecca / National REIA: • Search "National REIA Rebecca McLean" to find the national site and your nearest local group. Explore Planet Wealth: Learn how compliant Reg CF raises help community-first real estate projects get funded: planetwealth.com Instagram | TikTok | Facebook | LinkedIn | YouTube
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    35 mins
  • E28: Matt Slepin: From Cowboys to Platforms: What's Next in Real Estate

    E28: Matt Slepin: From Cowboys to Platforms: What's Next in Real Estate
    Nov 10 2025
    Lance sits down with Matt Slepin, one of real estate's best-known executive recruiters and storytellers, to trace the industry's arc from the RTC era to today's institutional, tech-enabled platforms—and what comes next. Matt explains how CMBS and REITs catalyzed a shift from "piles of assets" to true operating companies, why technology and capital markets now define competitive advantage, and how leaders must evolve from property whisperers to business builders with resilient balance sheets, systems, and succession. They get real about purpose and profit—from serving renters and strengthening cities to tackling climate's 40% built-environment footprint—arguing that durable impact often follows enlightened self-interest over 20-year horizons (and keeps regulation at bay). Matt shares hiring and leadership patterns he sees across top performers: discipline + flexibility, altitude control (don't live at 500 feet), and the courage to grow beyond the founder's shadow. Stories span nonprofit scale, workforce housing entrepreneurship, and what it takes to create the best place to work—because culture shows up in NOI. Key Takeaways: • Institutionalization 2.0: Post-RTC, CMBS and REITs professionalized the game; now platform excellence (people, systems, capital structure, tech) is the edge. • Tech + Capital = Gravity: From investor reporting to property ops, tech rewires every function; capital market savvy (leverage, maturities, stack) keeps you alive in downturns. • Purpose via Self-Interest: Serving renters, cities, and climate aligns with long-term reputation and regulation risk—mission and margins reinforce each other. • Hire for tomorrow: Deep discipline expertise and resilience/flexibility beat static resumes; many next-gen CFOs must run a company, not 30 LLCs. • Lead at altitude: Great CEOs live high enough to steer the platform, but can drop to 5,000 feet to mentor—not to micromanage. • Focus wins: Pick a thesis you can execute, stay relentless, let it evolve—but stick with the lane long enough to compound. Chapters: • 00:00 – Warm-up: who's Matt and why this matters • 05:03 – RTC, CMBS, REITs: how the "cowboys" met the balance sheet • 06:31 – What changes next: platforms, tech, AI, sophistication • 08:08 – Apartments, cities, climate: purpose through enlightened self-interest • 11:07 – Reputation & regulation: why long-term thinking pays • 13:31 – People vs vision? Align both; culture as enterprise value • 16:25 – Operating as a company: capital stacks, leverage, hold-period survival • 18:44 – Two drivers of change: capital markets + technology everywhere • 21:46 – Hiring now: discipline depth + flexibility/resilience • 25:59 – Bridging the gap: from asset gurus to platform leaders • 27:45 – Growing with the company: altitude control beats the weeds • 30:57 – Builders bigger than themselves: nonprofit scale, workforce housing plays • 35:33 – Staying on mission: focus, relentlessness, best-place-to-work ethos • 37:29 – Leadership that lasts: be good people, create value • 39:07 – Career map: find your lane, then dig deep • 41:18 – Personal: partnership, music, and a bagel-shop jam called "Stoosday" Resources Mentioned: • ZRG — Global talent advisory (Real Estate Practice) • Terra Search Partners — Executive search in real estate • Leading Voices in Real Estate — Matt's podcast (1M+ downloads) • Themes: RTC/CMBS/REITs, apartment industry, workforce/affordable housing, secondary/tertiary market theses, culture & "best place to work," climate impact of the built environment Connect with Matt: • Podcast: Leading Voices in Real Estate • Firm: ZRG – Global Real Estate Practice • Search: "Matt Slepin ZRG Leading Voices" for episodes & articles Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube Website: planetwealth.com
    Show More Show Less
    38 mins
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