Welcome to the Money Tree Investing Podcast.

Stock market, wealth, personal finance, value stocks, invest in your life.

Hello, this smart money tree podcast listeners.

Welcome to this week's show.

My name is Kirk Chisholm and I'll be your host.

So today we're talking with Patrick Huey.

How are you doing today, Patrick?

I'm good, Kirk. Thanks.

Good. Well, glad to have you in the show. So Patrick, before we dive right in, this is going to be an interesting interview for me and hopefully for the listeners as well. Tell us a little bit about your background.

I'm the owner and principal advisor of Victory Independent Planning, a nationwide registered investment advisory firm.

I work with real people,

people who have the millionaire next door profile, are looking to maximize their retirements and their benefits. My background's a little non-traditional, I guess. I spent nine years in the United

States Navy. I was a naval flight officer.

I got out in 2005 when I was a flight instructor. I found myself in the wealth management world

through pure accident. The rest, as they say, is history. So what do you like most about the

wealth management industry? What I like most about it is the interaction with folks on a

day-to-day basis where I feel like I'm having an impact in their total life, not just their

financial life. I've had clients come back to me and say, you know, that decision we made

helped me do X, Y, and Z for the family, and I wouldn't have

been able to figure that out without you. Those are the moments you really live for as somebody

in the wealth management space. That's what gets me out of bed in the morning. Well, one of the

reason I want to have you on the show, you read a book, History Lessons for the Modern Investor,

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