With over 60+ episodes, dive in and listen to Chad Willardson as he talks about his newest book "Smart, Not Spoiled" and his first book "Stress Free Money".
Pacific Capital / Listen Notes
Podcast: Level Up BusinessEpisode: Fully Invested: Unlocking Entrepreneurial Commitment with Chad WillardsonPub date: 2025-03-12Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAre you fully invested in your business, your relationships, and your life? In this episode, Chad Willardson, Founder & President of Pacific Capital and creator of Platinum Elevated, shares his philosophy on what it means to go all in—and why most entrepreneurs hold themselves back out of fear.Chad's journey from leaving a secure career at Merrill Lynch to building his own wealth management firm is proof that success comes from taking bold action. He also shares the powerful story of an 18-foot waterfall jump in New Zealand that transformed his mindset on risk, decision-making, and leadership.The podcast and artwork embedded on this page are from JR Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Startups With StuEpisode: Building Wealth Without Sacrificing FamilyPub date: 2025-03-04Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization From turning down multi-million dollar Wall Street recruitment bonuses to building a billion-dollar wealth management firm, Chad Willardson's entrepreneurial journey is anything but conventional. In this captivating episode of Startups with Stu, Chad reveals how he walked away from a $1.4M salary at Merrill Lynch to start Pacific Capital, taking a 70% pay cut to pursue his vision of serving entrepreneurs differently. He shares the fascinating story of surprising his wife with a private jet purchase (and her unexpected reaction), and explains why he turns down high-profile clients like NBA players to stay true to his entrepreneurial niche. Chad breaks down why he believes the "hustle culture" is a lie, revealing how he built a thriving business while maintaining an 8 AM-3 PM workday for his team and prioritizing family life. Drawing from his experience managing $1.45 billion in assets, Chad offers counter-intuitive wisdom about wealth building, arguing that diversification isn't always the answer. This episode is packed with invaluable insights for entrepreneurs looking to scale their businesses while building meaningful lives. The podcast and artwork embedded on this page are from Stuart Draper, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Building Wealthy HabitsEpisode: Episode 57 - Real Estate Investments with Josh ConiglioPub date: 2025-02-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this week's episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for tax benefits. The conversation also covers structuring real estate investments through LLCs and trusts, the role of REITs, and the necessity of due diligence when evaluating real estate opportunities. We hope that if you take anything away from this week's episode, it's the importance of maintaining liquidity and a well-rounded investment strategy. In This Episode: 00:00 Introduction to Real Estate Investment 03:02 The Value of Real Estate in Portfolios 05:46 When Real Estate Doesn't Make Sense 09:07 Understanding Tax Implications of Real Estate 11:55 Structuring Real Estate Investments 14:54 Evaluating Real Estate Opportunities 18:02 The Role of REITs and Partnerships 20:49 The Importance of Due Diligence 24:00 Conclusion and Resources Connect with Josh: LinkedIn: https://www.linkedin.com/in/joshuaconiglio/ Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: Jeremiah@tricordadvisors.com Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: Laura@tricordadv.com Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: Randy@tricordadv.com The podcast and artwork embedded on this page are from TriCord Advisors, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Millionaire University (LS 48 · TOP 1% what is this?)Episode: 214. Your Best Year Yet: The Power of Vision and Goals in Business and Life With Chad WillardsonPub date: 2024-12-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationLooking to make 2025 your most intentional and successful year yet? In this episode, host Kirsten Tyrrel sits down with Chad Willardson, entrepreneur, author, and coach, to discuss how to build a thriving business while staying true to your values. Chad shares his journey from corporate America to launching Pacific Capital, along with insights into hiring the right people, setting clear goals, and maintaining balance between business and family life. Whether you're planning your next big move or navigating the challenges of entrepreneurship, Chad's actionable advice will inspire you to align your vision, invest wisely, and create sustainable success!What we discuss with Chad:+ Chad's journey from corporate to entrepreneurship+ Hiring for character over skills+ Setting clear, measurable goals+ Balancing business and family life+ Importance of mentorship and coaching+ Realistic financial planning for startups+ Power of vision and persistence+ Early investments for long-term growth+ Reflecting and writing down goals+ Humility and openness lead to successThank you, Chad!Check out ChadWillardson.com.Follow Chad on LinkedIn.And follow us on:InstagramFacebookTik TokYoutubeTwitterTo get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Millionaire University, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Everyone's Talkin' Money: Money Secrets Nobody Tells You (LS 53 · TOP 0.5% what is this?)Episode: Stockings Full, Wallets Empty?: Preventing A Holiday Money Hangover with Chad WillardsonPub date: 2024-12-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIt's no secret—Americans are set to spend a mind-blowing $1.3 trillion this holiday season. But here's the real question: how much of that spending is driven by guilt, stress, or emotional habits you just can't shake?In this episode, I'm joined by Chad Willardson, a Certified Financial Fiduciary (CFF), the President and Founder of Pacific Capital and Platinum Elevated, a five-time bestselling author, and a financial pro who helps 8-9 figure entrepreneurs take control of their money. Together, we're diving deep into the chaos of holiday spending and how you can finally break the cycle of overspending.We'll talk about why guilt spending feels so hard to stop, why experiences almost always beat material gifts, and how to protect your wallet while still enjoying the season. If you've ever felt like your finances are out of control during the holidays, this episode is your permission slip to flip the script and start fresh.What You'll Learn: Why emotional spending takes over during the holidays—and how to stop it. The dangers of guilt spending and its long-term impact on your finances. How to prioritize meaningful experiences over mindless shopping. Practical tips for planning your spending, even last-minute. How to use past financial regrets to fuel smarter decisions this year. LINKSChad's website and booksChad on LinkedInPacific CapitalCONNECT WITH SHANNAHFREEBIE: Show Me the Money Workshop FREEBIE: She's Got Wealth WorkshopFollow me on Instagram Courses + Workshops + Money Coaching InformationSPONSORSThanks to Jenny Kayne for sponsoring the show. Get 15% off by going to http://www.jennykayne.com/etm15. Thanks to Money Picked for sponsoring the show. To schedule a FREE meeting to figure out your next financial steps, go to http://www.moneypickle.com/etm. Thanks to Wildgrain for sponsoring the show. Wildgrain is offering our listeners $30 off the first box - PLUS free Croissants in every box - when you go to http://www.wildgrain.com/etm to start your subscription.Thanks to Mint Mobile for sponsoring the show. To get your new 3-month premium wireless plan for just 15 bucks a month, go to http://www.mintmobile.com/ETM .Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/ Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns. Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com.Thanks to Monarch for sponsoring the show. After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM. Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Shannah Game, Money Podcast for Women, Personal Finance, Relationships & Mental Health & Glassbox Media. , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Book Banter with Dianne Burckhardt - Book Talk PodcastEpisode: S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial AuthorPub date: 2024-11-13Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationJoin the conversation, text us now. Hello Happy People,We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently. Following the success of his previous bestsellers, Fit for Wealth, Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available. It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures. Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated. Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.Chad's WebsiteChad on LinkedInChad on AmazonIf you would like to book an interview with Chad Willardson please contact his PR representative at kymberlee@itssociety22pr.comSupport the showBurckhardtBooks.com: Buy the latest issue: Book Banter Magazine Buy & Read: The Into the West Saga Serial books Subscribe: Our Newsletter About Dianne: Dianne Burckhardt, Award-Winning Indie Author Meet Dianne EP 1: Who Am I? Dianne Burckhardt on Facebook Dianne Burckhardt on TikTok Support Us: FREE options. Learn more, Click here!The podcast and artwork embedded on this page are from Dianne Burckhardt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Moolala: Money Made Simple with Bruce Sellery (LS 37 · TOP 2.5% what is this?)Episode: The Costs of Sports BettingPub date: 2024-09-18While sports betting can be a hobby the cost of it can add up. We are joined by Tyler Thielmann, president and CEO of online lender Spring Financial, to take us through the dangers of betting on sports. Connect with Spring Financial on X, Facebook and Instagram.The podcast and artwork embedded on this page are from Bruce Sellery, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Author Nation InterviewsEpisode: Secrets of a Successful Author and Entrepreneur | Author InterviewPub date: 2024-05-09Secrets of a Successful Author and EntrepreneurDiscover insider strategies for empowering author success, mastering money mindset, and navigating financial freedom. In this engaging conversation, Chad Willardson, an accomplished author and financial expert, shares invaluable insights derived from managing $1.2 billion in investments and co-founding GravyStack. Highlights:Learn how to set clear and achievable goals aligned with your values and vision.Discover practical strategies for mastering money mindset and building financial freedom.Implement actionable steps to turn your writing passion into a profitable venture.Explore valuable insights and 3 actionable steps post-show at https://authornationtube.com/secrets-of-a-successful-author-and-entrepreneur/The podcast and artwork embedded on this page are from Melody Owen, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Advisors Unscripted (LS 24 · TOP 10% what is this?)Episode: Best-Selling Stories: Chad's Slam Dunk into LifePub date: 2023-12-04 In this episode of Advisors Unscripted, advisor Chad Willardson talks about the method he used to increase the number of his high-net-worth clients to the level where he is now only working with clients' whose assets exceed $10 million. As a best-selling author, co-host of the “Smart Money Parenting Show” podcast, and Founder/CEO of a $1 trillion company, Chad also discusses how he used rejections from an early training program to pursue his own path, one that included making literally thousands of phone calls to prospects in a very narrow window of time. In all of Chad's endeavors, whether playing basketball or losing weight, he's found that eliminating his ego from his decisions and sticking to his principles have been the keys to his success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are. Advisors Unscripted is hosted by Justin Woodbury. New episodes every Monday! Please subscribe, rate, and review! Listen on your favorite podcast app. Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes. Follow Us on Social Media! Facebook: facebook.com/advisorsunscripted Instagram: Instagram.com/ advisorsunscripted Twitter: twitter.com/advsrsunscrptd LinkedIn: linkedin.com/ company/advisorsunscripted *The contents of this podcast are for: Financial Professional Use Only. Insurance-only agents are not licensed to offer investment advice.The podcast and artwork embedded on this page are from Justin Woodbury, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: CASE STUDIES (LS 38 · TOP 2% what is this?)Episode: THE PATH TO BUILDING WEALTH | INSIGHTS FROM CHAD WILLARDSONPub date: 2024-07-10On this week's episode, Casey sits down Chad Willardson - Chad shares his inspiring journey of building a successful wealth management business from the ground up, emphasizing the importance of adding value, maintaining integrity, and fostering positive relationships.Chad reveals his unique approach to helping others overcome their fears, illustrated by a moving story of encouraging a stranger to take a leap of faith. We delve into the critical distinctions between building and preserving wealth, the significance of focusing on what you do best, and the power of giving while living. Chad also discusses the role of faith, family, and personal growth in achieving a fulfilling and successful life.Whether you're an aspiring entrepreneur, a seasoned business owner, or someone looking to better manage your finances, this episode is packed with practical wisdom and profound insights. Tune in to discover how to harness your fears, invest with confidence, and build a legacy of wealth and purpose. Hosted on Acast. See acast.com/privacy for more information.The podcast and artwork embedded on this page are from Casey Baugh, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Dollar Wise PodcastEpisode: Smart Not Spoiled: Raising Financially Savvy KidsPub date: 2024-06-04In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an innovative app designed to help kids learn about money through practical activities, and the importance of financial education at a young age. Chad also delves into the philosophy behind his book "Smart Not Spoiled," offering practical advice for parents on raising financially responsible children.Tune into this episode to also learn:The inspiration and development behind the GravyStack appPractical steps for parents to teach their kids about moneyThe importance of creating a family mission statement and financial valuesWhat we discussed[00:02:27] Financial education and entrepreneurship for kids[00:04:29] Teaching kids about money at home vs. school[00:06:03] Practical tips: No allowance, earning through chores[00:09:11] Integrating GravyStack methodologies into family life[00:11:07] Starting financial education early[00:12:01] Long-term vision for GravyStack and financial literacy impact[00:14:13] Practical steps for parents to get started3 Things To RememberKids learn about money through observation and practical experience.Stop giving allowances; instead, offer opportunities to earn.Create a family mission statement and discuss financial values regularly.Useful LinksConnect with Jason Gabrieli: LinkedInConnect with Chad Willardson: LinkedInLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERECheck out our Financial Wellness Program – HFM IgniteThe podcast and artwork embedded on this page are from HFM Investment Advisors, LLC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Dollar Wise PodcastEpisode: Smart Not Spoiled: Raising Financially Savvy KidsPub date: 2024-06-04In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an innovative app designed to help kids learn about money through practical activities, and the importance of financial education at a young age. Chad also delves into the philosophy behind his book "Smart Not Spoiled," offering practical advice for parents on raising financially responsible children.Tune into this episode to also learn:The inspiration and development behind the GravyStack appPractical steps for parents to teach their kids about moneyThe importance of creating a family mission statement and financial valuesWhat we discussed[00:02:27] Financial education and entrepreneurship for kids[00:04:29] Teaching kids about money at home vs. school[00:06:03] Practical tips: No allowance, earning through chores[00:09:11] Integrating GravyStack methodologies into family life[00:11:07] Starting financial education early[00:12:01] Long-term vision for GravyStack and financial literacy impact[00:14:13] Practical steps for parents to get started3 Things To RememberKids learn about money through observation and practical experience.Stop giving allowances; instead, offer opportunities to earn.Create a family mission statement and discuss financial values regularly.Useful LinksConnect with Jason Gabrieli: LinkedInConnect with Chad Willardson: LinkedInLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERECheck out our Financial Wellness Program – HFM IgniteThe podcast and artwork embedded on this page are from HFM Investment Advisors, LLC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Billion Dollar Backstory (LS 29 · TOP 10% what is this?)Episode: 44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money MattersPub date: 2024-06-05The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University Resources Mentioned in This Episode: Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al. Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membershipThe podcast and artwork embedded on this page are from Stacy Havener, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Billion Dollar Backstory (LS 29 · TOP 10% what is this?)Episode: 44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money MattersPub date: 2024-06-05The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University Resources Mentioned in This Episode: Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al. Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membershipThe podcast and artwork embedded on this page are from Stacy Havener, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Bucket List Life - Helping You Build A Life By DesignEpisode: How to Go From Serving $100K to $10M Clients by Radically Elevating Your Mindset with Chad WillardsonPub date: 2024-05-07Ever wish you could unlock true wealth and fulfilment?We all want financial abundance, but few understand how to genuinely achieve it while living an extraordinary life.Join Trav Bell as he interviews Chad Willardson - entrepreneur, financial coach to the ultra-wealthy, author, and modern renaissance man. Discover Chad's philosophies on smart money management, raising financially literate kids, and leveraging wealth to pursue your dreams (like paragliding the Swiss Alps or swimming with sharks!). He shares insights from his latest book "Wealth Wired Differently" and his decade-long book writing commitment.But it's about more than just money. Learn Chad's "Elevated" coaching system designed to help entrepreneurs shatter limits and live a Bucket List Life.If you want the blueprint for creating sustained wealth while adventuring full-out, don't miss this conversation. Get ready for a mindset shift!Episode Highlights: Escape the Stress of Money Worries Once and for AllParenting Hacks to Raise Financially Responsible and Successful KidsStrategies High Earners Employ to Achieve Explosive GrowthThe Ruthless Secret for Explosive 10X Life GrowthWhy Building an Empowering Family Legacy is VitalThe Powerful Connection Between Health and WealthMaster the Art of Leverage and Multiplying Results EffortlesslyHow to Reignite Your Purpose and Avoid the Trap of ComplacencyConnect with Chad Willardson:Website - http://www.chadwillardson.com/Instagram - https://www.instagram.com/chad.willardson/LinkedIn - https://www.linkedin.com/in/chadwillardson/Pacific Capital - https://pacificcapital.com/Platinum Elevated - https://platinumelevated.com/Books - https://www.amazon.com/stores/author/B08J7TQ3WZConnect with Trav Bell:Website - https://www.thebucketlistguy.com/LinkedIn - https://www.linkedin.com/in/travbell/Facebook - https://www.facebook.com/thebucketlistguyTwitter - https://twitter.com/TravBellInstagram - https://www.instagram.com/bucketlistguy.travbell/YouTube - https://www.youtube.com/user/TheBucketListGuy2011Podcast - https://podcasts.apple.com/us/podcast/the-bucket-list-life-helping-you-build-a-life-by-design/id1712886116Book - www.thebucketlistguy.com/bookThe podcast and artwork embedded on this page are from Trav Bell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Bucket List Life - Helping You Build A Life By DesignEpisode: How to Go From Serving $100K to $10M Clients by Radically Elevating Your Mindset with Chad WillardsonPub date: 2024-05-07Ever wish you could unlock true wealth and fulfilment?We all want financial abundance, but few understand how to genuinely achieve it while living an extraordinary life.Join Trav Bell as he interviews Chad Willardson - entrepreneur, financial coach to the ultra-wealthy, author, and modern renaissance man. Discover Chad's philosophies on smart money management, raising financially literate kids, and leveraging wealth to pursue your dreams (like paragliding the Swiss Alps or swimming with sharks!). He shares insights from his latest book "Wealth Wired Differently" and his decade-long book writing commitment.But it's about more than just money. Learn Chad's "Elevated" coaching system designed to help entrepreneurs shatter limits and live a Bucket List Life.If you want the blueprint for creating sustained wealth while adventuring full-out, don't miss this conversation. Get ready for a mindset shift!Episode Highlights: Escape the Stress of Money Worries Once and for AllParenting Hacks to Raise Financially Responsible and Successful KidsStrategies High Earners Employ to Achieve Explosive GrowthThe Ruthless Secret for Explosive 10X Life GrowthWhy Building an Empowering Family Legacy is VitalThe Powerful Connection Between Health and WealthMaster the Art of Leverage and Multiplying Results EffortlesslyHow to Reignite Your Purpose and Avoid the Trap of ComplacencyConnect with Chad Willardson:Website - http://www.chadwillardson.com/Instagram - https://www.instagram.com/chad.willardson/LinkedIn - https://www.linkedin.com/in/chadwillardson/Pacific Capital - https://pacificcapital.com/Platinum Elevated - https://platinumelevated.com/Books - https://www.amazon.com/stores/author/B08J7TQ3WZConnect with Trav Bell:Website - https://www.thebucketlistguy.com/LinkedIn - https://www.linkedin.com/in/travbell/Facebook - https://www.facebook.com/thebucketlistguyTwitter - https://twitter.com/TravBellInstagram - https://www.instagram.com/bucketlistguy.travbell/YouTube - https://www.youtube.com/user/TheBucketListGuy2011Podcast - https://podcasts.apple.com/us/podcast/the-bucket-list-life-helping-you-build-a-life-by-design/id1712886116Book - www.thebucketlistguy.com/bookThe podcast and artwork embedded on this page are from Trav Bell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Money Tree Investing (LS 55 · TOP 0.5% what is this?)Episode: Cultivating Good Financial Habits for EntrepreneursPub date: 2024-05-17Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs. Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608The podcast and artwork embedded on this page are from Money Tree Investing Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Money Tree Investing (LS 55 · TOP 0.5% what is this?)Episode: Cultivating Good Financial Habits for EntrepreneursPub date: 2024-05-17Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs. Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608The podcast and artwork embedded on this page are from Money Tree Investing Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Banking on Digital Growth (LS 34 · TOP 5% what is this?)Episode: 399) Wealth Wired Differently: Unpacking Financial Growth for EntrepreneursPub date: 2024-05-13Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.Join us as we discuss:-The Entrepreneurial Mindset and Financial Advice (04:20) -Finding Your Niche in Financial Services (12:54) -Practical Advice for Community Financial Institutions (23:14)You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Hosted by Ausha. See ausha.co/privacy-policy for more information.The podcast and artwork embedded on this page are from James Robert Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Banking on Digital Growth (LS 34 · TOP 5% what is this?)Episode: 399) Wealth Wired Differently: Unpacking Financial Growth for EntrepreneursPub date: 2024-05-13Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.Join us as we discuss:-The Entrepreneurial Mindset and Financial Advice (04:20) -Finding Your Niche in Financial Services (12:54) -Practical Advice for Community Financial Institutions (23:14)You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Hosted by Ausha. See ausha.co/privacy-policy for more information.The podcast and artwork embedded on this page are from James Robert Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Storycomic Presents: Interviews with Amazing Storytellers and ArtistsEpisode: (Episode 356): Chad Willardson on Why Entrepreneurs Need Different Financial AdvicePub date: 2024-05-07#StorycomicPresents #ChadWillardson #WealthWiredDifferently #EntrepreneurFinance #FinancialAdvice #EntrepreneurLife #BusinessSuccess #FinancialFreedom #Entrepreneurship #BestsellingAuthor #FinancialExpert #InnovativeThinking #BusinessGrowth #WealthManagement #StrategicFinance In Episode 356 of Storycomic Presents, host Barney Smith welcomes Chad Willardson, renowned author and financial expert, to discuss his new book, 'Wealth Wired Differently.' Chad, who has built a successful career advising entrepreneurs and managing substantial investment portfolios, shares invaluable insights tailored for the entrepreneurial mindset. 'Wealth Wired Differently' addresses the specific financial challenges and opportunities that entrepreneurs face, distinguishing their needs from those of traditional clients. Chad elaborates on the seven advantages that entrepreneurs can leverage when they receive advice from advisors who themselves have entrepreneurial experience. His book argues that conventional financial planning does not suit the dynamic, risk-embracing nature of entrepreneurs who thrive on innovation and non-conformity. Throughout the interview, Chad delves into why understanding the entrepreneur's personal and professional world is crucial for effective financial planning. He provides practical advice on aligning financial strategies with the broader vision entrepreneurs hold for their lives and businesses. Listeners will come away with a deeper understanding of how tailored financial advice can not only protect but also enhance their entrepreneurial ventures. Chad's approach helps bridge the gap between entrepreneurial drive and financial acumen, ensuring that financial strategies propel rather than constrain the visionary goals of business creators. The Title sequence was designed and created by Morgan Quaid. See more of Morgan's Work at: https://morganquaid.com/ Storycomic Logo designed by Gregory Giordano See more of Greg's work at: https://www.instagram.com/gregory_c_giordano_art/ Want to start your own podcast? Click on the link to get started: https://www.podbean.com/storycomic Follow us: Are you curious to see the video version of this interview? It's on our website too! www.storycomic.com www.patreon.com/storycomic www.facebook.com/storycomic1 https://www.instagram.com/storycomic/ https://twitter.com/storycomic1 For information on being a guest or curious to learn more about Storycomic? Contact us at info@storycomic.com Thank you to our Founders Club Patrons, Higgins802, Von Allan, Stephanie Nina Pitsirilos, Marek Bennett, and Matt & Therese. Check out their fantastic work at: https://marekbennett.com/ https://www.hexapus-ink.com/ https://www.stephanieninapitsirilos.com/ https://www.vonallan.com/ https://higgins802.com/ https://shewstone.com/ Also to Michael Winn who is a member of our Founders Club!The podcast and artwork embedded on this page are from storycomic, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Storycomic Presents: Interviews with Amazing Storytellers and ArtistsEpisode: (Episode 356): Chad Willardson on Why Entrepreneurs Need Different Financial AdvicePub date: 2024-05-07#StorycomicPresents #ChadWillardson #WealthWiredDifferently #EntrepreneurFinance #FinancialAdvice #EntrepreneurLife #BusinessSuccess #FinancialFreedom #Entrepreneurship #BestsellingAuthor #FinancialExpert #InnovativeThinking #BusinessGrowth #WealthManagement #StrategicFinance In Episode 356 of Storycomic Presents, host Barney Smith welcomes Chad Willardson, renowned author and financial expert, to discuss his new book, 'Wealth Wired Differently.' Chad, who has built a successful career advising entrepreneurs and managing substantial investment portfolios, shares invaluable insights tailored for the entrepreneurial mindset. 'Wealth Wired Differently' addresses the specific financial challenges and opportunities that entrepreneurs face, distinguishing their needs from those of traditional clients. Chad elaborates on the seven advantages that entrepreneurs can leverage when they receive advice from advisors who themselves have entrepreneurial experience. His book argues that conventional financial planning does not suit the dynamic, risk-embracing nature of entrepreneurs who thrive on innovation and non-conformity. Throughout the interview, Chad delves into why understanding the entrepreneur's personal and professional world is crucial for effective financial planning. He provides practical advice on aligning financial strategies with the broader vision entrepreneurs hold for their lives and businesses. Listeners will come away with a deeper understanding of how tailored financial advice can not only protect but also enhance their entrepreneurial ventures. Chad's approach helps bridge the gap between entrepreneurial drive and financial acumen, ensuring that financial strategies propel rather than constrain the visionary goals of business creators. The Title sequence was designed and created by Morgan Quaid. See more of Morgan's Work at: https://morganquaid.com/ Storycomic Logo designed by Gregory Giordano See more of Greg's work at: https://www.instagram.com/gregory_c_giordano_art/ Want to start your own podcast? Click on the link to get started: https://www.podbean.com/storycomic Follow us: Are you curious to see the video version of this interview? It's on our website too! www.storycomic.com www.patreon.com/storycomic www.facebook.com/storycomic1 https://www.instagram.com/storycomic/ https://twitter.com/storycomic1 For information on being a guest or curious to learn more about Storycomic? Contact us at info@storycomic.com Thank you to our Founders Club Patrons, Higgins802, Von Allan, Stephanie Nina Pitsirilos, Marek Bennett, and Matt & Therese. Check out their fantastic work at: https://marekbennett.com/ https://www.hexapus-ink.com/ https://www.stephanieninapitsirilos.com/ https://www.vonallan.com/ https://higgins802.com/ https://shewstone.com/ Also to Michael Winn who is a member of our Founders Club!The podcast and artwork embedded on this page are from storycomic, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The BrainStoke Podcast (LS 33 · TOP 5% what is this?)Episode: EP. 36 - Reward Failure and Embrace Rejection - Chad WillardsonPub date: 2024-04-25Chad Willardson is an accomplished entrepreneur and philanthropist. He talks Preston and Tom through his early struggles with rejection and doors closed in his face, to giving talks on his business success and holistic approach to mental health in the business world. He touches on his unique parenting style in the modern age of social media and technology. This is a must listen for young and old professionals and parents alike.The podcast and artwork embedded on this page are from Tom Telford & Preston Niederhauser, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The BrainStoke Podcast (LS 33 · TOP 5% what is this?)Episode: EP. 36 - Reward Failure and Embrace Rejection - Chad WillardsonPub date: 2024-04-25Chad Willardson is an accomplished entrepreneur and philanthropist. He talks Preston and Tom through his early struggles with rejection and doors closed in his face, to giving talks on his business success and holistic approach to mental health in the business world. He touches on his unique parenting style in the modern age of social media and technology. This is a must listen for young and old professionals and parents alike.The podcast and artwork embedded on this page are from Tom Telford & Preston Niederhauser, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Front Row Dads (LS 48 · TOP 1% what is this?)Episode: 420: Getting Fit for Wealth, Elevating Mindsets and Experiencing Breakthroughs By Taking Big Steps with Chad WillardsonPub date: 2024-01-02Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I'm thrilled to have him back on the podcast today. If you're not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you'd like to get more familiar with Chad you'll have a chance at our next Online Summit on January 25, 2023 where he'll be one of our guest speakers. In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we'll also dig into his new book, Fit for Wealth. This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy! A Wide-Ranging Conversation Through… Zooming with Tony Robbins about GravyStack Launching the Platinum Elevated coaching program Fulfillment in helping others with breakthroughs Getting Fit for Wealth Recharging your motor with better sleep and diet Good habits are contagious Making 2024 an EPIC year of transformation Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/420 More About Front Row Dads Connect with us @ FrontRowDads.com & Instagram Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event. Not able to travel? We got you. Join our next online event, built just for kickass dads who know there's more to learn. FrontRowDads.com/summit FRD is solving a huge problem for dads. Our culture has turned “Dad” into a joke. Go ahead, google Dad and you'll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it's a Homer Simpson mentality, and it's BS. Our community is built for solid men. Men with range. Those who are badass, and know there's still more to learn, together. Most guys find it hard to find “their crew.” Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you? In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values) If you're reading this, you want to grow. Podcasts are great, but guys… when you're ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you. One more thing… Has this podcast helped you? If so, please tell us how we're doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen. Subscribe to this show on Apple Podcasts | Google Podcasts | SpotifyThe podcast and artwork embedded on this page are from Jon Vroman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Front Row Dads [Family Men with Businesses, Not Businessmen with Families] with Jon Vroman (LS 48 · TOP 1% what is this?)Episode: 420: Getting Fit for Wealth, Elevating Mindsets and Experiencing Breakthroughs By Taking Big Steps with Chad WillardsonPub date: 2024-01-02Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I'm thrilled to have him back on the podcast today. If you're not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you'd like to get more familiar with Chad you'll have a chance at our next Online Summit on January 25, 2023 where he'll be one of our guest speakers. In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we'll also dig into his new book, Fit for Wealth. This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy! A Wide-Ranging Conversation Through… Zooming with Tony Robbins about GravyStack Launching the Platinum Elevated coaching program Fulfillment in helping others with breakthroughs Getting Fit for Wealth Recharging your motor with better sleep and diet Good habits are contagious Making 2024 an EPIC year of transformation Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/420 More About Front Row Dads Connect with us @ FrontRowDads.com & Instagram Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event. Not able to travel? We got you. Join our next online event, built just for kickass dads who know there's more to learn. FrontRowDads.com/summit FRD is solving a huge problem for dads. Our culture has turned “Dad” into a joke. Go ahead, google Dad and you'll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it's a Homer Simpson mentality, and it's BS. Our community is built for solid men. Men with range. Those who are badass, and know there's still more to learn, together. Most guys find it hard to find “their crew.” Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you? In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values) If you're reading this, you want to grow. Podcasts are great, but guys… when you're ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you. One more thing… Has this podcast helped you? If so, please tell us how we're doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen. Subscribe to this show on Apple Podcasts | Google Podcasts | SpotifyThe podcast and artwork embedded on this page are from Jon Vroman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Game Changing Attorney Podcast with Michael Mogill (LS 50 · TOP 0.5% what is this?)Episode: 223. Chad Willardson — Achieving Financial Freedom: Strategies for Building Abundant WealthPub date: 2023-12-14Pacific Capital President & Founder Chad Willardson helps 8- and 9-figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up their time. In this episode of The Game Changing Attorney Podcast, Chad sits down with Crisp Founder & CEO Michael Mogill to discuss: What it takes to achieve financial freedom The difference between being rich and being wealthy How to raise kids that are smart, not spoiled Links & Resources Episode Show Notes Merrill Lynch TikTok Instagram CNBC Dr. Benjamin Hardy Amazon Prime Albert Einstein Warren Buffet Fit For Wealth by Chad Willardson [Email Neliza at neliza@pacificcapital.com to get a free copy as a listener of The Game Changing Attorney Podcast!] Pacific Capital Trader Joe's David O. McKay The podcast and artwork embedded on this page are from Michael Mogill, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Game Changing Attorney Podcast with Michael Mogill (LS 49 · TOP 0.5% what is this?)Episode: 223. Chad Willardson — Achieving Financial Freedom: Strategies for Building Abundant WealthPub date: 2023-12-14Pacific Capital President & Founder Chad Willardson helps 8- and 9-figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up their time. In this episode of The Game Changing Attorney Podcast, Chad sits down with Crisp Founder & CEO Michael Mogill to discuss: What it takes to achieve financial freedom The difference between being rich and being wealthy How to raise kids that are smart, not spoiled Links & Resources Episode Show Notes Merrill Lynch TikTok Instagram CNBC Dr. Benjamin Hardy Amazon Prime Albert Einstein Warren Buffet Fit For Wealth by Chad Willardson [Email Neliza at neliza@pacificcapital.com to get a free copy as a listener of The Game Changing Attorney Podcast!] Pacific Capital Trader Joe's David O. McKay The podcast and artwork embedded on this page are from Michael Mogill, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: Parents, Calm Down in the BleachersPub date: 2023-11-01In this episode of Smart Money Parenting, Chad and Scott discuss the importance of attitude and effort in sports. They share their experiences as parents of kids involved in various sports and how they strive to raise financially competent, emotionally intelligent, and emotionally strong children. The main topic of the episode is emotional regulation in sports, specifically addressing parents' behavior in the bleachers. Chad shares his personal experience of attending over a thousand youth sports games and emphasizes the need for parents to remain calm and composed during these events. Sports and emotional regulation Calming down in the bleachers Importance of attitude and effort in sports Negative impact of overly competitive parents Teaching kids character and emotional intelligence through sports Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)Episode: Parents, Calm Down in the BleachersPub date: 2023-11-01In this episode of Smart Money Parenting, Chad and Scott discuss the importance of attitude and effort in sports. They share their experiences as parents of kids involved in various sports and how they strive to raise financially competent, emotionally intelligent, and emotionally strong children. The main topic of the episode is emotional regulation in sports, specifically addressing parents' behavior in the bleachers. Chad shares his personal experience of attending over a thousand youth sports games and emphasizes the need for parents to remain calm and composed during these events. Sports and emotional regulation Calming down in the bleachers Importance of attitude and effort in sports Negative impact of overly competitive parents Teaching kids character and emotional intelligence through sports Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from Smart Money Parenting, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: Mental Health MattersPub date: 2023-10-28 In this episode of Smart Money Parenting, Scott Donnell and Chad Williamson discuss the importance of mental health for young people. They address alarming statistics that show the prevalence of mental health challenges among children and teenagers, such as depression and thoughts of self-harm. The hosts emphasize the need for parents to take these issues seriously and to actively work towards preventing them. With their combined nine children, Scott and Chad share their personal concern for their own families and the desire to ensure their children's well-being. Mental health matters, and this episode aims to raise awareness and promote sensitivity towards this critical topic. Mental health challenges for young people are increasing. Cyberbullying and online comments can be harmful. Parents need to have open conversations about mental health with their kids. Physical health and serving others can improve mental health. The GravyStack app is a helpful tool for families. Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)Episode: Mental Health MattersPub date: 2023-10-28 In this episode of Smart Money Parenting, Scott Donnell and Chad Williamson discuss the importance of mental health for young people. They address alarming statistics that show the prevalence of mental health challenges among children and teenagers, such as depression and thoughts of self-harm. The hosts emphasize the need for parents to take these issues seriously and to actively work towards preventing them. With their combined nine children, Scott and Chad share their personal concern for their own families and the desire to ensure their children's well-being. Mental health matters, and this episode aims to raise awareness and promote sensitivity towards this critical topic. Mental health challenges for young people are increasing. Cyberbullying and online comments can be harmful. Parents need to have open conversations about mental health with their kids. Physical health and serving others can improve mental health. The GravyStack app is a helpful tool for families. Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from Smart Money Parenting, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: Screen Time Is Ruining Kids HealthPub date: 2023-10-25In this episode of Smart Money Parenting, Chad and Scott discuss the importance of family fitness and how to help kids stay healthy in a world dominated by screens. They highlight the increased screen time children have today and the impact it can have on their physical well-being. They emphasize the need for kids to get outside and engage in physical activities to support their overall development. Tune in for valuable insights on modeling healthy habits as a family. Importance of modeling fitness for kids Impact of sedentary lifestyle on children's health Connection between health habits and wealth habits The compound effect of healthy habits over time The benefits of physical activity for family bonding and communication Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnellThe podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)Episode: Family FitnessPub date: 2023-10-25In this episode of Smart Money Parenting, Chad and Scott discuss the importance of family fitness and how to help kids stay healthy in a world dominated by screens. They highlight the increased screen time children have today and the impact it can have on their physical well-being. They emphasize the need for kids to get outside and engage in physical activities to support their overall development. Tune in for valuable insights on modeling healthy habits as a family. Importance of modeling fitness for kids Impact of sedentary lifestyle on children's health Connection between health habits and wealth habits The compound effect of healthy habits over time The benefits of physical activity for family bonding and communication Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnellThe podcast and artwork embedded on this page are from Smart Money Parenting, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: Teach Your Kids to Earn Money While They Brush Their TeethPub date: 2023-10-22In this episode of Smart Money Parenting, Chad and Scott discuss the importance of teaching kids about passive income and revenue streams. They emphasize the need for multiple sources of income and the risks of relying on just one. The hosts introduce the idea of teaching children to earn money while brushing their teeth, a simple and practical way to introduce them to the concept of passive income. They explain the benefits of passive income and revenue streams and how it can provide financial security in uncertain times. This episode offers valuable insights for parents looking to teach their kids about financial independence. Teaching kids about passive income and revenue streams Importance of having multiple sources of income Investing in stocks, real estate, and other opportunities Planting seeds for long-term financial success Promoting an abundance mindset for financial growth Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)Episode: Teach Your Kids to Earn Money While They Brush Their TeethPub date: 2023-10-22In this episode of Smart Money Parenting, Chad and Scott discuss the importance of teaching kids about passive income and revenue streams. They emphasize the need for multiple sources of income and the risks of relying on just one. The hosts introduce the idea of teaching children to earn money while brushing their teeth, a simple and practical way to introduce them to the concept of passive income. They explain the benefits of passive income and revenue streams and how it can provide financial security in uncertain times. This episode offers valuable insights for parents looking to teach their kids about financial independence. Teaching kids about passive income and revenue streams Importance of having multiple sources of income Investing in stocks, real estate, and other opportunities Planting seeds for long-term financial success Promoting an abundance mindset for financial growth Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from Smart Money Parenting, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: Use Food to Teach Kids About MoneyPub date: 2023-10-19In this episode of Smart Money Parenting, Scott and Chad discuss how food can be a great tool for teaching children about money. They share practical ways to incorporate money lessons into everyday activities like cooking and grocery shopping. They also highlight the concept of the "dad tax" as a fun way to teach kids about expenses. Tune in to discover how to use food to teach your children important financial principles. Teaching kids cooking skills and budgeting at the grocery store Using food to teach kids about the price of food and money The dad tax as a way to teach kids about taxes Using the Gravy Stack app to teach kids about coupons and saving on groceries The dinner budget challenge to teach kids about budgeting and cooking at home Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnellThe podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)Episode: Use Food to Teach Kids About MoneyPub date: 2023-10-19In this episode of Smart Money Parenting, Scott and Chad discuss how food can be a great tool for teaching children about money. They share practical ways to incorporate money lessons into everyday activities like cooking and grocery shopping. They also highlight the concept of the "dad tax" as a fun way to teach kids about expenses. Tune in to discover how to use food to teach your children important financial principles. Teaching kids cooking skills and budgeting at the grocery store Using food to teach kids about the price of food and money The dad tax as a way to teach kids about taxes Using the Gravy Stack app to teach kids about coupons and saving on groceries The dinner budget challenge to teach kids about budgeting and cooking at home Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnellThe podcast and artwork embedded on this page are from Smart Money Parenting, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Warrior Dad (LS 40 · TOP 1.5% what is this?)Episode: FIT for WEALTH with Chad WillardsonPub date: 2023-12-15Chad Willardson is the founder of Pacific Capital, a 4x best selling Amazon author and CFF to America's Top 1%. He's also a dad to 5 children. Where you can find Chad:www.chadwillardson.comwww.pacificcapital.comThe podcast and artwork embedded on this page are from Jeff Wickersham, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Warrior Dad (LS 40 · TOP 2% what is this?)Episode: FIT for WEALTH with Chad WillardsonPub date: 2023-12-15Chad Willardson is the founder of Pacific Capital, a 4x best selling Amazon author and CFF to America's Top 1%. He's also a dad to 5 children. Where you can find Chad:www.chadwillardson.comwww.pacificcapital.comThe podcast and artwork embedded on this page are from Jeff Wickersham, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Shannon Waller's Team Success (LS 38 · TOP 2% what is this?)Episode: Teamwork Triad In Real Life, with Chad WillardsonPub date: 2023-11-16 In previous episodes, Shannon has talked about the Teamwork Triad—are you curious to see how it plays out in real life? In this episode, Shannon interviews entrepreneur, author, and podcast host Chad Willardson about his Unique Ability® Dream Team. Learn how to find extraordinary executive assistants who not only support you, but sit in the Teamwork Triad seats that will help you achieve 10x growth. Download Episode Transcript The podcast and artwork embedded on this page are from Shannon Waller, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Shannon Waller's Team Success (LS 38 · TOP 2% what is this?)Episode: Teamwork Triad In Real Life, with Chad WillardsonPub date: 2023-11-16 In previous episodes, Shannon has talked about the Teamwork Triad—are you curious to see how it plays out in real life? In this episode, Shannon interviews entrepreneur, author, and podcast host Chad Willardson about his Unique Ability® Dream Team. Learn how to find extraordinary executive assistants who not only support you, but sit in the Teamwork Triad seats that will help you achieve 10x growth. Download Episode Transcript Show Notes: Chad Willardson is an entrepreneur, author, and podcaster from Southern California. He left Merrill Lynch in 2011 to start his own company, Pacific Capital, a wealth management firm serving entrepreneurs. Teamwork specialist Shannon Waller and Unique Ability specialist Julia Waller introduced the idea of a Unique Ability “Dream Team” to support Chad beyond his business. This team, called the Teamwork Triad, includes a Visionary, an Innovation Manager, and a Focus Manager. Chad found two extraordinary people he knew would be the right fit through LinkedIn. Maddie was hired to be Chad's Strategic EA and handles business-related tasks. Chad calls her his left brain. Oriya was hired to be Chad's Operational EA and focuses on personal tasks, marketing, travel planning, and calendar management. Because of her interests and skills in design, Chad calls her his right brain. What each member of the triad is responsible for can be summed up by “make it up” (Chad, the Visionary), “make it real” (Maddie, the Innovation Manager), and “make it recur” (Oriya, the Focus Manager). Chad's main requirement was to find and hire high-caliber individuals who align with his vision and have the mental horsepower to handle complex tasks. The team uses tools like Asana, Microsoft Teams, and Google Docs for communication and task management. Regular communication and collaboration are keys to success for a team that works mainly remotely but meets bi-weekly in person. The team meets weekly and has in-person collaboration sessions every other week to align on goals and projects. The trust and empowerment Chad gives his team leads to his own increased freedom and success as an entrepreneur. Chad used assessments like Kolbe, CliftonStrengths®, PRINT®, and Working Genius to understand each of their strengths and how to best work together. Chad asked ChatGPT to assess potential clashes given everyone's assessments, gave its response to Maddie and Oriya, and had them discuss how they would avoid territorial dangers. From the beginning, Maddie and Oriya forged their friendship and working relationship based on mutual respect for each other's separate interests and areas of Unique Ability. Because of how Chad has empowered them, Maddie and Oriya find ways to help each other without having to get Chad involved, thereby keeping his capacity free for his own Unique Ability projects. Maddie and Oriya have been attending their own workshops with Strategic Coach® to learn how to use tools such as The Weekly Planner and The Impact Filter™, which further simplify communication and delegation for all three. Maddie and Oriya have collected their tips on how entrepreneurs can most effectively work with two executive assistants: “EA Collaboration Guide.” Freed up from daily business operations, Chad is leveraged to think about bigger opportunities beyond his business, such as Free Zone collaborations with other 10x entrepreneurs. Resources: Books: Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest Fit for Wealth: 7 Breakthrough Strategies for Elite Health and Abundant Wealth Podcasts: Smart Money Parenting Financial learning app for kids: GravyStack EA Collaboration Guide: Detailed version PDF QuickStart version PDF Pacific Capital website Personal assessments: CliftonStrengths website Kolbe PRINT: Team Success Podcast, episode 224, “Uncovering “The Why Of You,” With Debra Levine” Wonderlic Working Genius Productivity: Asana ChatGPT Microsoft Teams TripIt Other resources: EOS: Entrepreneurial Operating System Tribal Leadership: Leveraging Natural Groups to Build a Thriving Organization, by Dave Logan, John King, Halee Fischer-Wright Strategic Coach concepts, tools, and books: The Strategic Coach® Program Free Guide to The Entrepreneurial Time System® PDF download: “The Entrepreneur’s Guide To Time Management” Free Impact Filter worksheet PDF download The Team Success Handbook by Shannon Waller Unique Ability Teamwork article: “What Are Unique Ability Teams?” Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan with Dr. Benjamin Hardy The podcast and artwork embedded on this page are from Shannon Waller, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Secrets of the High Demand CoachEpisode: How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107Pub date: 2023-10-23In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.You will discover:- Difference between an outside wealth management and a your internal CFO- How and when you should think about an exit- How you could save millions in taxes by using the right strategies` Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client's business, financial, and personal decisions. Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/The podcast and artwork embedded on this page are from Scott Ritzheimer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Secrets of the High Demand Coach (LS 30 · TOP 5% what is this?)Episode: How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107Pub date: 2023-10-23In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.You will discover:- Difference between an outside wealth management and a your internal CFO- How and when you should think about an exit- How you could save millions in taxes by using the right strategies` Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client's business, financial, and personal decisions. Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/The podcast and artwork embedded on this page are from Scott Ritzheimer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 39 · TOP 2% what is this?)Episode: The Right Back to School AttitudesPub date: 2023-10-13In this episode of Smart Money Parenting, Scott and Chad discuss the right attitudes for heading back to school. They share their own experiences and offer insights on how parents can set their kids up for success. They emphasize the importance of having a positive mindset and making a good first impression. Tune in to learn more about fostering a healthy back-to-school attitude. Importance of bringing your best self to school Shifting mindset from self-centered to value creation Focusing on adding value to others and serving as a friend The impact of positive energy and attitude on success Encouraging kids to think about how they can help and serve others Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: The Right Back to School AttitudesPub date: 2023-10-13In this episode of Smart Money Parenting, Scott and Chad discuss the right attitudes for heading back to school. They share their own experiences and offer insights on how parents can set their kids up for success. They emphasize the importance of having a positive mindset and making a good first impression. Tune in to learn more about fostering a healthy back-to-school attitude. Importance of bringing your best self to school Shifting mindset from self-centered to value creation Focusing on adding value to others and serving as a friend The impact of positive energy and attitude on success Encouraging kids to think about how they can help and serve others Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 39 · TOP 2% what is this?)Episode: Power of WordsPub date: 2023-10-10In this episode, Chad and Scott discuss the power of words and how they can impact our lives. They emphasize the importance of using positive and empowering language, especially when it comes to parenting. They highlight the phrases "I am" and "I can" and the impact they have on our mindset and actions. By avoiding negative words and replacing them with more empowering phrases, parents can help their children develop a positive relationship with money and success. The hosts also share advice on how to ensure that the words we use encourage and uplift our children, ultimately propelling them towards success. Importance of using empowering words with children The impact of words on mindset and behavior Reframing negative stories and narratives Teaching gratitude and the power of positive language The significance of staying calm and composed during conflicts with children Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)Episode: Positive vs Negative Words to KidsPub date: 2023-10-10In this episode, Chad and Scott discuss the power of words and how they can impact our lives. They emphasize the importance of using positive and empowering language, especially when it comes to parenting. They highlight the phrases "I am" and "I can" and the impact they have on our mindset and actions. By avoiding negative words and replacing them with more empowering phrases, parents can help their children develop a positive relationship with money and success. The hosts also share advice on how to ensure that the words we use encourage and uplift our children, ultimately propelling them towards success. Importance of using empowering words with children The impact of words on mindset and behavior Reframing negative stories and narratives Teaching gratitude and the power of positive language The significance of staying calm and composed during conflicts with children Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 39 · TOP 2% what is this?)Episode: Is the Story of Your Money Ruining Your KidsPub date: 2023-10-07In this episode g, Chad and Scott delve into the topic of how the story we tell our kids about money can have lasting effects on their financial mindset. They emphasize the importance of recognizing the influence our own childhood experiences have on our attitudes towards money and how we unknowingly pass them on to our children. They discuss the potential negative impacts, such as entitlement, anxiety, and trauma, that can result from not being aware of the stories we are telling about money. By understanding the power of the narratives we create, we can avoid driving our kids over the potholes of financial missteps and instead foster a healthy and empowered relationship with money for future generations. The story you tell your kids about money will stay for generations. The story of your money can ruin your kids. The story of money can create high stress and anxiety. Money should be viewed as a tool, not the end-all be-all. Parents should have conversations about their own childhood stories and how they want to shape the story of money for their kids. Mentioned in this episode gravystack.com/smart gravystack.com/igniter smartmoneyparenting.com smartmoneyparenting.com/followus Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson Scott Donnell on Instagram - @imscottdonnell Chad Willardson on Instagram - @chad.willardson Scott Donnell on TikTok - @imscottdonnell The podcast and artwork embedded on this page are from Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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