Chad Chubb

Chad Chubb, founder of WealthKeel, specializes in advising physician households through innovative strategies. He dives into the surge meeting model, which allows him to streamline client interactions and effectively manage onboarding twice a year. Chad shares insights on using tech tools to enhance client communication and maintain details across numerous meetings. He also discusses the challenges of growing a firm, including navigating imposter syndrome, and the benefits of niche marketing to physicians, emphasizing SEO and industry connections.

In this episode, they cover Roth IRAs, conversions, and contributions. They discuss living like a resident and the difference between wants and needs, including Jim's big truck. The episode also touches on financial planning strategies for physicians and optimizing Roth IRA contributions and conversions.