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.

Connect with Chris Doughty

🌐 Website: genianfinancial.com

📖 Book: Becoming a Better Human (forthcoming)

📩 Email: [email protected]

🔗 Connect with Nina Cooke

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