Real Estate Financial Coach Podcast Episode 4: From Active Duty to Real Estate with Dan Huffman, ChFC®

In episode 4, host and Real Estate Financial Coach Podcast co-founder Cynthia Meyer, CFA®, CFP®, ChFC®, interviews Dan Huffman, ChFC®, founder of Cornerstone Financial Planning. A former U.S. Army physical therapist turned fee-only financial planner, Dan shares how his passion for financial independence and real estate investing led to a rewarding career shift—helping others build wealth through intentional planning and smart property investing.

In Episode 4 of the Real Estate Financial Coach Podcast, we will cover:

🏠 Why Dan left a career in physical therapy to become a financial planner [00:00:24]

🏠 How he went from investing in syndications to owning a 13-unit building in Ohio [00:03:42]

🏠 Lessons learned from renovating and managing long-distance properties [00:06:13]

🏠  How Dan's real estate experience informs the advice he gives clients [00:13:19]

🏠 Why financial planners need to be tax-literate to serve real estate investors effectively [00:19:08]

Connect with Dan Huffman

• Cornerstone Financial Planning

  
  

Connect with Real Estate Financial Coach

• Website: https://www.realestatefinancialcoachcourse.com/

• Course Portal: https://www.myrefc.com/collections

• YouTube: https://www.youtube.com/@realestatefinancialcoach

• LinkedIn: https://www.linkedin.com/company/real-estate-financial-coach

• Email: podcast@myrefc.com

  
  

About the Real Estate Financial Coach Podcast

The REFC podcast is a financial planning resource for real estate investors and the financial planners who serve them. Learn real estate financial planning concepts and real estate business coaching tools from our experienced course instructors.