Podcast appearances and mentions of chad willardson

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.

From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California and was elected city treasurer, managing the $350 million investment portfolio. He's been featured in the Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and more. He is the Author of #1 Best-Seller (on Amazon) Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom. Top 3 Value Bombs 1. You can be productive in less time and be successful without sacrificing what matters to you. 2. Do not wait until you're rich to become generous. 3. Financial freedom and stress free money is available out there, and it's up to you. Helping you enjoy life by removing your stress about money - Pacific Capital Sponsors HubSpot Stop spreading yourself thin, and start making major moves with HubSpot. Visit Hubspot.com/marketers to learn more Airbnb If you've got an extended trip coming up and need a little help hosting while you're away, hire a co-host to do the work for you! Find a co-host at Airbnb.com/host

From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California and was elected city treasurer, managing the $350 million investment portfolio. He's been featured in the Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and more. He is the Author of #1 Best-Seller (on Amazon) Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom. Top 3 Value Bombs 1. You can be productive in less time and be successful without sacrificing what matters to you. 2. Do not wait until you're rich to become generous. 3. Financial freedom and stress free money is available out there, and it's up to you. Helping you enjoy life by removing your stress about money - Pacific Capital Sponsors HubSpot Stop spreading yourself thin, and start making major moves with HubSpot. Visit Hubspot.com/marketers to learn more Airbnb If you've got an extended trip coming up and need a little help hosting while you're away, hire a co-host to do the work for you! Find a co-host at Airbnb.com/host

Introducing 214. Your Best Year Yet: The Power of Vision and Goals in Business and Life With Chad Willardson from Millionaire University.Follow the show: Millionaire University Looking 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.Watch the video podcast of this episode!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/adchoices DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

Looking 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 success Thank you, Chad! Check out ChadWillardson.com. Follow Chad on LinkedIn. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To 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/adchoices

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.

It'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. LINKS Chad's website and books Chad on LinkedIn Pacific Capital CONNECT WITH SHANNAH FREEBIE: Show Me the Money Workshop  FREEBIE: She's Got Wealth Workshop Follow me on Instagram  Courses + Workshops + Money Coaching Information SPONSORS Thanks 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/adchoices

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.

Balancing multiple businesses and a fulfilling personal life is a challenge many entrepreneurs face. How do you manage a thriving career while maintaining a strong family foundation? How do you leverage social media to grow your brand and connect with clients? In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by Chad … Read More Read More

We are joined by the president of Pacific Capital, Chad Willardson, to talk about the ins and outs of managing money as a professional athlete. Find out more at chadwillardson.com and connect on LinkedIn and Instagram.

How the pros manage their money. Chad Willardson, president of Pacific Capital, tells us about the different financial considerations high net worth athletes need to make when it comes to budgeting for their future after sports. Then, how sports betting can impact your financial health. Tyler Thielmann, president and CEO of Spring Financial, takes us through some of his concerns. And, how the five love languages can help us within our relationships when it comes to finances. Dr Gary Chapman, marriage counselor and author of the Five Love Languages, tells us more about it. Plus, we'll speak to Laura Paris, an associate at Shulman & Partners LLP, about the different ways technology use can impact divorce cases. To find out more about the guests check out: Gary Chapman: 5lovelanguages.com | X | Instagram Spring Financial: X | Facebook | Instagram Chad Willardson: chadwillardson.com | LinkedIn | Instagram Shulman & Partners LLP: shulman.ca | X | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

This podcast will focus on how to talk to kids about the financial skills they need to manage money throughout their lifetime. From saving, spending wisely, giving and investing, this podcast gives you the talking points! Dr. Robyn Silverman interviews financial advisor and best-selling author of Stress-Free Money and Smart, Not Spoiled, Chad Willardson. The post How to Talk to Kids about Money Skills with Chad Willardson – Rerelease appeared first on Dr Robyn Silverman.

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: 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.

On 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.

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.

The 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 membership

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: 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.

In 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 Ignite

Chad 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-608

Summary Scott Donnell and Chad discuss the need for financial education in schools and the limitations of traditional financial education methods. They emphasize the importance of real-life money skills and the need for students to learn by doing. They introduce DinnerTable.com as a solution for schools to incorporate hands-on financial education into their curriculum. They highlight the impact of financial education on families, communities, and the future success of young adults. They encourage listeners to share the information with schools and join the movement to transform education through practical financial skills. Takeaways Traditional financial education methods in schools are often ineffective and fail to teach real-life money skills. Students learn best through hands-on experiences and practical application of financial concepts. DinnerTable.com offers a solution for schools to incorporate real-life money skills into their curriculum. Financial education in schools can have a positive impact on families, communities, and the future success of young adults. Time Stamps 00:00 Introduction and Mission 00:32 The Need for Financial Education in Schools 04:33 The Importance of Real-Life Money Skills 05:33 Learning by Doing 07:03 The Role of Practical Skills in Education 09:04 DinnerTable.com as a Solution for Schools 10:46 The Impact of Financial Education in Schools 12:04 Building Stronger Communities through Financial Education 13:25 Conclusion and Call to Action Want to take your family and your finances to the next level? Schedule a call with Dinner Table today. ⁠⁠https://scott.dinnertable.com/book⁠⁠ Download the Gravy Stack App for FREE (iOS) ⁠⁠https://apps.apple.com/us/app/gravystack-gamified-banking/id1635188175⁠⁠ Download the Gravy Stack App for FREE (Google Play) ⁠⁠https://play.google.com/store/apps/details?id=com.gravystack.gravystack&hl=en_US&gl=US⁠⁠ Chad's Best Seller Book:  ⁠⁠⁠Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest⁠⁠⁠  Scott's Best Seller Book ⁠⁠⁠Value Creation Kid: The Healthy Struggles Your Children Need to Succeed⁠⁠⁠  Socials 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

Summary In this conversation, Scott Donnell and Chad discuss strategies for motivating and empowering kids. They emphasize the importance of finding what lights a child up and using that passion as a source of motivation. They also discuss the role of money in teaching kids about motivation and responsibility. The conversation explores the idea of giving kids control and responsibility over their own expenses and the benefits of creating opportunities for them to earn money. They also address the issue of hopelessness and mental health in kids and the importance of supporting them through struggles. The conversation concludes with a reminder to parents to initiate and show up for their kids, and the importance of community support and resources. Takeaways Find what lights your child up and use that passion as a source of motivation. Teach kids about money and motivation by giving them control and responsibility over their own expenses. Create opportunities for kids to earn money and learn the value of hard work. Support kids through struggles and let them know that you have their back. Time Stamps 00:00 Finding Motivation through Passions 00:58 Teaching Kids about Money and Motivation 03:12 Empowering Kids to Take Control of Their Lives 04:10 Creating Opportunities for Freedom and Responsibility 06:18 Teaching Kids to Be Financially Responsible Adults 07:09 Taking Accountability and Responsibility 09:43 Addressing Hopelessness and Mental Health 11:06 Creating Value and Building Confidence 12:29 Supporting Kids Through Struggles 13:39 Initiating and Showing Up for Kids 14:47 Community Support and Resources Want to take your family and your finances to the next level? Schedule a call with Dinner Table today. ⁠https://scott.dinnertable.com/book⁠ Download the Gravy Stack App for FREE (iOS) ⁠https://apps.apple.com/us/app/gravystack-gamified-banking/id1635188175⁠ Download the Gravy Stack App for FREE (Google Play) ⁠https://play.google.com/store/apps/details?id=com.gravystack.gravystack&hl=en_US&gl=US⁠ Chad's Best Seller Book:  ⁠⁠Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest⁠⁠  Scott's Best Seller Book ⁠⁠Value Creation Kid: The Healthy Struggles Your Children Need to Succeed⁠⁠  Socials 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

Summary In this episode, Scott and Chad discuss the importance of teaching kids to apologize and model genuine remorse. Chad shares a personal story about apologizing to a tire shop employee after initially getting upset over a tire repair. They emphasize the significance of teaching kids accountability and the value of apologizing in various relationships, including marriage and business. Scott and Chad also highlight the connection between apologizing and financial competency, as well as the importance of modeling forgiveness and reconciliation for children. They conclude by mentioning their sponsor, the Gravy Stack app, and encourage listeners to share the episode with others. Time Stamps 00:00 Introduction 00:40 Chad's Story of Apologizing 06:15 Modeling Apology and Reconciliation 09:48 Apologizing and Financial Competency 13:21 Apologizing and Accountability 15:03 Conclusion Want to take your family and your finances to the next level? Schedule a call with Dinner Table today. https://scott.dinnertable.com/book Download the Gravy Stack App for FREE (iOS) https://apps.apple.com/us/app/gravystack-gamified-banking/id1635188175 Download the Gravy Stack App for FREE (Google Play) https://play.google.com/store/apps/details?id=com.gravystack.gravystack&hl=en_US&gl=US Chad's Best Seller Book:  ⁠Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest⁠  Scott's Best Seller Book ⁠Value Creation Kid: The Healthy Struggles Your Children Need to Succeed⁠  Socials 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

On the 'Smart Money Parenting Show', hosts Chad Willardson and Scott Donnell discuss the critical role of mentorship in children's lives. They emphasize that mentors can reinforce the values parents instill in their children, helping them navigate through life's challenges and opportunities. The hosts share personal experiences and provide tips on how to be intentional about finding the right mentors. They also discuss the significance of mentors outside the immediate family, encouraging their kids to take advice from other trusted figures. The talk includes a discussion on the various aspects of being a good mentee such as preparation, initiative, implementation of advice, confidentiality, and gratitude. They recommend that parents actively seek mentors for their children to avoid leaving this crucial aspect to societal influences. 00:00 Introduction to the Importance of Mentorship 00:20 Welcome to the Smart Money Parenting Show 00:57 The Role of Mentorship in Teenagers' Lives 02:36 The Impact of Mentorship on Personal Success 05:12 Tips for Being a Good Mentee 07:30 The Importance of Taking Initiative as a Mentee 10:53 The Power of Connecting with the Right People 13:53 The Dangers of Unintentional Mentorship 14:40 Conclusion: The Power of Intentional Mentorship

Scott Donald and Chad Willardson focus on the principle of consistency, emphasizing its importance in both smart money parenting and investment. They emphasize that consistency helps children form crucial habits that define their character and worldview over time. They also dissect how consistency is key in nurturing investment, relating it to compound interest. With a wider perspective, they extend the analogy of consistency in investments to other life areas like health, academics, and daily routines. The duo insists the cruciality of unstinting practice and maintaining habits from a young age, emphasizing how it compounds over time, proving highly beneficial in the long run. The narrative also dissects the applications of consistency, explaining it as a strategy to guide children's behavior in multiple contexts, like nutrition, physical activity, and carrying out chores. On a concluding note, the assertion is made that kindness should be practiced consistently as well. 00:00 Introduction to Smart Money Parenting 00:44 The Importance of Consistency in Parenting 01:34 Consistency in Home Routines 02:56 The Power of Consistency in Skill Development 05:05 Consistency in Investing and Financial Education 09:47 The Impact of Consistency on Personal Growth 12:22 Consistency in Daily Habits and Routines 13:19 The Long-Term Effects of Consistency 15:08 Consistency in Kindness and Final Thoughts

In this episode of the Smart Money Parenting show, hosts Chad Willardson and Scott Donnell discuss the significant differences between Smart Money Parents and regular parents. They emphasize that Smart Money Parents raise their children to be future adults who are prepared to face the real world. This involves teaching kids to create value and handle money independently instead of relying solely on their parents. Other discussions include the importance of praising children's choices and decisions rather than just their natural gifts, encouraging a mindset of continuous learning, and treating children as investments rather than expenses. They conclude by mentioning their workshop at dinnertable.com. 00:04 Introduction to Smart Money Parenting 00:29 The Difference Between Smart Money Parents and Others 01:17 The Impact of Smart Money Parenting on Children 02:23 The Challenges of Default Parenting 03:28 The Importance of Intentionality in Parenting 04:08 The Power of Mindset Shifts in Parenting 05:48 The Role of Choices in Smart Money Parenting 07:55 The Investment Perspective of Smart Money Parents 13:49 The Value of Learning and Growth in Smart Money Parenting 16:02 Conclusion and Invitation to Further Learning

In this episode of Smart Money Parenting, Scott and Chad discuss overcoming insecurity and fostering confidence in children. They stress that true confidence doesn't come from external validation but from keeping commitments to oneself and creating value for others. They emphasize the importance of kids learning about money, being self-reliant, and taking on challenges. Chad shares personal anecdotes about his children to illustrate how confidence is boosted when they exhibit financial responsibility. Both hosts emphasize that confidence is critical for both personal and financial success, and parents can help instill this in their kids. 00:00 Introduction 00:21 Welcome to Smart Money Parenting 00:46 The Importance of Confidence in Kids 02:04 Building Inner Confidence vs Surface Layer Confidence 02:25 The Role of Commitment in Building Confidence 03:06 The Misconception of Confidence and Insecurity 04:46 The Power of Keeping Promises to Yourself 05:08 The Difference Between Insecurity and Confidence 05:42 The Contagious Nature of Confidence 08:30 The Role of Value Creation in Building Confidence 10:34 The Impact of Earning Money on Kids' Confidence 14:10 Conclusion: From Insecurity to Confidence 14:31 Closing Remarks and Thanks Additional Links Want to take your family and your finances to the next level? Schedule a call with Dinner Table today. https://www.dinnertable.com Chad's Best Seller Book: ⁠Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest⁠ by Chad Willardson Scott's Best Seller Book: ⁠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

In this episode, Scott and Chad talk about the one benefit that companies aren't offering... and how they are solving the problem. Additional Links Want to take your family and your finances to the next level? Schedule a call with Dinner Table today. https://www.dinnertable.com Chad's Best Seller Book: ⁠Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest⁠ by Chad Willardson Scott's Best Seller Book: ⁠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

In this episode of the Smart Money Parenting Show, hosts Chad Willardson and Scott Donnell delve into the topic of 'money trauma,' a form of childhood trauma that often goes undiscussed. They examine how attitudes and behavior around money during childhood can significantly shape people's financial behaviors in adulthood. The pair warns that without addressing and healing from this trauma, people may continue to perpetuate harmful financial habits, possibly passing them down to the next generation. They also stress the need to see money as a tool rather than a status symbol or a measure of self-worth. The hosts encourage listeners to reflect on their own 'money trauma', to discuss it with their children and to endeavor to lead by a better example financially. 00:00 Introduction to Money Trauma 01:36 Understanding the Impact of Money Trauma 02:30 The Relationship with Money 03:11 The Consequences of Money Trauma 03:33 Examples of Money Trauma 07:41 The Influence of Parents' Money Habits 09:41 The Importance of Addressing Money Trauma 09:56 How to Become a Smart Money Parent 13:00 Conclusion and Call to Action Additional Links Want to take your family and your finances to the next level? Schedule a call with Dinner Table today. https://www.dinnertable.com Chad's Best Seller Book: ⁠Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest⁠ by Chad Willardson Scott's Best Seller Book: ⁠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

Scott and Chad are back at it for 2024 and excited to bring you more great content. In this episode, they discuss the importance of teaching kids about financial independence at an early age. They identify three ways to make money: selling time, selling products, or investing capital. They emphasize the potential of the digital era that allows children and teenagers to learn anything for free and create passive streams of income. The idea is to motivate kids to think beyond the traditional hourly wages or salary jobs and explore creative ways of making money. In addition, the potential value of transformative approaches such as investing capital at a young age, drop shipping businesses or creating a tech product is highlighted. 00:00 Introduction 00:41 Welcome to Smart Money Parenting 01:32 The Three Ways to Make Money 02:40 Examples of Selling Time, Products, and Investing Capital 07:42 The Power of Compounding Interest 09:56 The Importance of Diversifying Income Streams 13:11 The Value of Results Over Time and Effort 15:46 Conclusion: Encouraging Kids to Think Outside the Box 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

In this episode of the Smart Money Parenting Show, co-hosts Chad Willardson and Scott Donnell dive into the topic of spenders versus hoarders. They discuss the different attitudes and behaviors associated with each type, emphasizing the importance of being frugal rather than cheap. The hosts offer insights on how to identify and manage these personality types, providing useful tips for finding a healthy balance between spending and saving. Tune in to learn more about the spender and hoarder profiles and gain valuable advice for navigating financial decisions. Spending vs hoarding: different attitudes towards money Cheap vs frugal: understanding the difference Status and emotions drive overspending Money habits often stem from childhood experiences Healing and balance are key to smart money parenting 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

Chad 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  | Spotify

In this episode of Smart Money Parenting, hosts Scott Donnell and Chad Willardson discuss the concept of the "pink tax." They explain that the pink tax refers to the tendency of products marketed towards women to be more expensive than similar products marketed towards men. This phenomenon has been present for decades but is now being exposed. The hosts highlight that simply adding a feminine touch to a product can increase its price by 30 to 43%. They encourage listeners to question the cost of products and not simply accept the status quo. This episode aims to raise awareness about the pink tax and empower consumers to make informed financial decisions. Pink tax: phenomenon of products marketed towards women being more expensive Products affected: razors, shampoo, dry cleaning, haircuts, clothing, footwear, gloves, hats, medicines Price increase: 30-43% for feminine products Importance of price comparisons and questioning costs Conversation about societal pressures and self-worth in relation to beauty and consumerism 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

In this episode of Smart Money Parenting, hosts Chad and Scott celebrate the Christmas season by expressing gratitude for their healthy and happy families. They share 9 tips to for the holiday season! Tune in for a heartwarming discussion on the importance of investing in the long-term well-being of our families. Merry Christmas to all! Tips for not spoiling kids during Christmas Prioritize experiences over material gifts Embrace giving and involve kids in charitable activities Encourage creativity with homemade gifts Invest in learning through books and educational resources 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

In this episode of Smart Money Parenting, Scott and Chad discuss the importance of helping children develop a strong sense of self-worth and identity. They emphasize the need for children to know that they are loved and valued, regardless of their achievements or performance. By addressing the biggest fear that every child has, they explore how parents can support their children in building a healthy self-image. Tune in to gain insights on fostering a positive identity in your children. Kids fear not being loved or feeling like they're not enough Parents need to reinforce their child's worth and value Identity shapes decisions and behaviors Values and vision are important in shaping a child's identity Reminding kids of their worth and potential helps them thrive   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

Chad 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.com

Pacific 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

In this episode of Smart Money Parenting, the hosts discuss the challenge of getting kids to care about money. They highlight that only 5% of kids are naturally entrepreneurial and interested in money, while the majority don't even want to talk about it. The hosts emphasize the importance of giving kids a motive to earn money and cover expenses, as this will help them develop a sense of responsibility and understanding about finances. Tune in to learn more about how to get your kids to care about money in the right way. Teenagers need a motive to care about money Kids won't care about money until they have to GravyStack app helps kids earn and manage money Teaching kids responsibility and choice-making is important Setting up a system with trust and responsibility can help kids learn about money 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

Scott and Chad discuss the importance of teaching children manners and respect. They share personal stories and experiences that have made an impact on them, such as their children being praised for their respectful behavior. They emphasize the need for kids to learn respect for adults, have good attitudes, and engage in age-appropriate conversations. They also mention how these traits stand out to adults and the positive effects they can have on children's confidence and capabilities. 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  

In this episode of Smart Money Parenting, Chad and Scott talk about entitlement and the different ways to prevent the behavior in 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  

In this Thanksgiving episode of the Smart Money Parenting Show, hosts Chad and Scott discuss the power of gratitude and the importance of appreciating what we have. They share their favorite Thanksgiving foods and traditions, including mashed potatoes, pumpkin pie, stuffing, and playing football with friends. The hosts also reminisce about past Thanksgiving mishaps, such as injuries from turkey bowl games. Tune in for a lighthearted and grateful conversation about the holiday season. Overestimate what can be done in a year. Underestimate what can be done in 10 years. Gratitude increases happiness. Gratitude reduces frustration and anger. Gratitude fosters generosity. 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  

In this episode of Smart Money Parenting, Chad and Scott discuss their recent transformative experience at a men's event in the mountains of Colorado. They emphasize the importance of dads supporting each other and debunk the traditional idea that men should suppress their emotions. They explore the ways spouses can support the dads and men in their lives. Tune in for powerful insights and breakthroughs for fathers and leaders. Protect and provide for your family Be vulnerable and seek help Importance of having a support system The impact of isolation on mental health The power of vulnerability in fatherhood 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  

Download 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.

In this episode of the Smart Money Parenting Show, Chad and Scott dive deep into the topic of childhood trauma around money. They discuss how understanding the atmospheric conditions in someone's life can help us understand the decisions they make. The hosts emphasize the importance of transforming childhood trauma and preventing it from happening in our own families. While they acknowledge that they are not licensed counselors, they offer resources for those who may need professional help. Listeners are encouraged to listen to this impactful episode multiple times. Childhood trauma around money Impact on decisions and behaviors Importance of discussing money as a family Identifying and addressing money mindsets Transforming trauma into positive change   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  

In this episode of Smart Money Parenting, Scott and Chad discuss the importance of focusing on the needs and desires of clients rather than getting caught up in the details of how a product or service works. Using the analogy of selling a Tylenol pill, Chad emphasizes that people don't care about the intricacies of a solution; they only care about the end result it provides. They urge parents to teach their kids the lesson of framing their actions and decisions in simple terms to meet the needs of others rather than getting caught up in unnecessary details. Solving problems and helping others is the key drive. Selling is about understanding what customers want and need. Teaching kids to be unselfish and self-aware. Focus on the benefits and the dream, not just the features. Help people solve their pain points and make their headaches disappear. 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  

In this episode of the Smart Money Parenting Show, Chad and Scott discuss the importance of being aware of who is influencing your kids. They emphasize the value of having a strong inner circle and how it can impact your children's lives. They explore the role of friends and peers in shaping your child's goals, interests, and mindset. The hosts also touch on the financial aspect and how factors like zip code and school can play a role in your child's financial future. Tune in to gain insights on how to build a positive and influential inner circle for your kids. Importance of inner circle for kids Influence of peers and trusted adults Choosing influential people for inner circle Being aware of who is influencing kids online Building intentional dinner table conversations 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