Podcasts about City treasurer

Authenticity wins — but only if you know how to share your story. In this episode, Shaquille Alexander reveals the power of authentic storytelling in leadership, sharing how his journey from adversity to public service became his greatest asset. As a first-time candidate running for City Treasurer in Whitehall, Ohio, Shaq opens up about his upbringing, his commitment to the community that raised him, and how he transformed personal struggles into a narrative that connects with voters. But this conversation goes beyond politics. You'll discover how to craft a compelling story that inspires trust, motivates supporters, and even raises money — without ever feeling like you're “selling.” Whether you're a leader, entrepreneur, or anyone trying to persuade others, this episode will show you how to lead with integrity and impact. Connect with Shaquille Alexander Instagram ⁠https://www.instagram.com/shaqdeez27/?hl=en⁠ LinkedIn ⁠https://www.linkedin.com/in/shaquilledalexander/⁠ X ⁠https://x.com/shaqdeez27?s=11&t=qqhIBC0srJUv2PauEhIQG

Authenticity wins — but only if you know how to share your story. In this episode, Shaquille Alexander reveals the power of authentic storytelling in leadership, sharing how his journey from adversity to public service became his greatest asset. As a first-time candidate running for City Treasurer in Whitehall, Ohio, Shaq opens up about his upbringing, his commitment to the community that raised him, and how he transformed personal struggles into a narrative that connects with voters. But this conversation goes beyond politics. You'll discover how to craft a compelling story that inspires trust, motivates supporters, and even raises money — without ever feeling like you're “selling.” Whether you're a leader, entrepreneur, or anyone trying to persuade others, this episode will show you how to lead with integrity and impact. Connect with Shaquille Alexander Instagram ⁠https://www.instagram.com/shaqdeez27/?hl=en⁠ LinkedIn ⁠https://www.linkedin.com/in/shaquilledalexander/⁠ X ⁠https://x.com/shaqdeez27?s=11&t=qqhIBC0srJUv2PauEhIQG

618Now Podcast: Candidate Forum – O'Fallon City Treasurer  As part of our commitment to keeping O'Fallon-Shiloh informed, The 618Now Podcast is hosting a Candidate Forum featuring those running for contested elected positions. This special episode provides voters with a closer look at each candidate's qualifications, priorities, and vision for the role.  Listen now to hear from Ron Zelms, Candidate for O'Fallon City Treasurer  Learn More at ofallonchamber.com/618nowforums  

618Now Podcast: Candidate Forum – O'Fallon City Treasurer  As part of our commitment to keeping O'Fallon-Shiloh informed, The 618Now Podcast is hosting a Candidate Forum featuring those running for contested elected positions. This special episode provides voters with a closer look at each candidate's qualifications, priorities, and vision for the role.  Listen now to hear from Dave Hursey, Candidate for O'Fallon City Treasurer  Learn More at ofallonchamber.com/618nowforums

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City Council ratified the 2025 Operating Budget on Monday night. City Treasurer and Commissioner of Corporate Services Keri Greaves will talk about the 2025 budget, while host Jeff Walters has a rundown of what else happened at City Hall on Monday night.

The CAO position is the highest ranking official in local government that doesn't have the job title of either mayor or city councillor, and it's the only staff position at city hall that's hired by a committee made up of the mayor and councillors. So yes, it's a pretty important job, and it's not like there's any shortage of issues or needs for the new woman in charge as she enters her first full year in charge. It was about this time last year that Scott Stewart announced that he would be retiring by the summer. Stewart had been the CAO for five years, and they were probably the most challenging five years any CAO has experienced in the history of Guelph. (Well, so far.) He got a lot done, but there also ended up being a lot of work for Tara Baker to do once she picked up the baton in mid-September. Fortunately, she had something of a head start.  Before becoming the CAO, Baker had spent 13 years at Guelph city hall, including the last eight as the City Treasurer and the General Manager of Finance. If the emphasis is to be put on affordability now, as it was with the last budget she worked on as Treasurer, it puts even more pressure on Baker as she's managing all the spinning plates in her new office. On this edition of the podcast, she will tell us what comes next.  Yes, Baker joins us this week to talk about why she wanted to be the CAO, why she thinks she stood out from the other applicants and the changing role of the CAO position after the introduction of Strong Mayor Powers. She will also talk about the search for a new City Treasurer, and the greater emphasis on affordability when it comes to City business. Also, she will discuss the changes she's making to the job, and what she wants her legacy to be when it becomes her turn to retire from the role. So let's get the 4-1-1 on the new CAO on this week's Guelph Politicast! You can see Baker's plan for goals and objectives for the coming year as part of the council agenda package for the January 28 meeting here, and you can just learn more generally about the CAO office here. And speaking of podcasts, you can check out Baker's appearance on Breezy Breakfast from last October and you can find that pod on whatever platform you listen to his one on. The host for the Guelph Politicast is Podbean. Find more episodes of the Politicast here, or download them on your favourite podcast app at Apple, TuneIn and Spotify. Also, when you subscribe to the Guelph Politicast channel and you will also get an episode of Open Sources Guelph every Monday, and an episode of End Credits every Friday.

Tammy Caputi Tammy began her first term on the Scottsdale City Council in January 2021 and is currently seeking a second term. She has lived and worked in Scottsdale for almost 25 years, and is the president and owner of Yale Electric West, Inc, a Scottsdale company.  Married for over 21 years with 3 daughters who all attend our local schools. She holds a Bachelor of Arts degree in Economics from Wellesley College in Wellesley, MA and a Master's in Business Administration from Simmons University in Boston, MA. Tammy is passionate about keeping Scottsdale the Gold Standard of the Valley, and is always running! Tammy Caputi website   Tom Durham Tom grew up in a small town in Iowa and attended Cornell College where he graduated Phi Beta Kappa and magna cum laude in 1977 with majors in Philosophy and History. Some of my earliest memories are of visiting my grandfather in Mesa where he had a pasture behind his house and rode horses. After graduating from Cornell, he attended NYU Law School in New York City, graduating in 1980. After graduating from NYU, Tom joined the Mayer Brown law firm in Chicago, an international law firm that specialized in tax controversy. He argued several appeals in the Circuit Court of Appeals for the District of Columbia, which is generally regarded as the second most important court in the United States.Tom's ability to analyze complex legal and factual situations and to "cut through" to the heart of the matter are essential to the City Council. During his time at Mayer Brown, I was recognized by Chambers USA as one of the top 25 tax controversy lawyers in the US. Tom retired from Mayer Brown in April 2015. Tom Durham 2024 website   MaryAnne McAllen Maryann McAllen is a 59 year resident of Scottsdale, she is a small business owner, a community leader and activist. Maryann met her husband Sam while being a summer recreation leader for the City of Scottsdale, they have four young adult children and a fun fact about Maryann she is an avid Antique Button Collector.MaryAnn McAllen website   Adam Kwasman Born and raised in Tucson, Arizona, Adam Kwasman developed a deep appreciation for community values and civic responsibility from an early age. His formative years instilled in him a commitment to service and a passion for making a positive impact on the lives of those around him. Adam earned his B.A. from Tulane University, his M.A. in economics from George Mason University, and his J.D. from Arizona State University's Sandra Day O'Connor College of Law. His academic journey not only equipped him with a strong foundation of knowledge but also fueled his desire to contribute meaningfully to society. He is a husband and father of 4 too. Adam Kwasman website   Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality. https://www.electdaveortegamayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.  

Tammy Caputi Tammy began her first term on the Scottsdale City Council in January 2021 and is currently seeking a second term. She has lived and worked in Scottsdale for almost 25 years, and is the president and owner of Yale Electric West, Inc, a Scottsdale company.  Married for over 21 years with 3 daughters who all attend our local schools. She holds a Bachelor of Arts degree in Economics from Wellesley College in Wellesley, MA and a Master's in Business Administration from Simmons University in Boston, MA. Tammy is passionate about keeping Scottsdale the Gold Standard of the Valley, and is always running! Tammy Caputi website   Tom Durham Tom grew up in a small town in Iowa and attended Cornell College where he graduated Phi Beta Kappa and magna cum laude in 1977 with majors in Philosophy and History. Some of my earliest memories are of visiting my grandfather in Mesa where he had a pasture behind his house and rode horses. After graduating from Cornell, he attended NYU Law School in New York City, graduating in 1980. After graduating from NYU, Tom joined the Mayer Brown law firm in Chicago, an international law firm that specialized in tax controversy. He argued several appeals in the Circuit Court of Appeals for the District of Columbia, which is generally regarded as the second most important court in the United States.Tom's ability to analyze complex legal and factual situations and to "cut through" to the heart of the matter are essential to the City Council. During his time at Mayer Brown, I was recognized by Chambers USA as one of the top 25 tax controversy lawyers in the US. Tom retired from Mayer Brown in April 2015. Tom Durham 2024 website   MaryAnne McAllen Maryann McAllen is a 59 year resident of Scottsdale, she is a small business owner, a community leader and activist. Maryann met her husband Sam while being a summer recreation leader for the City of Scottsdale, they have four young adult children and a fun fact about Maryann she is an avid Antique Button Collector.MaryAnn McAllen website   Adam Kwasman Born and raised in Tucson, Arizona, Adam Kwasman developed a deep appreciation for community values and civic responsibility from an early age. His formative years instilled in him a commitment to service and a passion for making a positive impact on the lives of those around him. Adam earned his B.A. from Tulane University, his M.A. in economics from George Mason University, and his J.D. from Arizona State University's Sandra Day O'Connor College of Law. His academic journey not only equipped him with a strong foundation of knowledge but also fueled his desire to contribute meaningfully to society. He is a husband and father of 4 too. Adam Kwasman website   Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality. https://www.electdaveortegamayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.  

City Treasurer of Chicago Melissa Conyears-Ervin joins Jon Hansen to talk about “Building Wealth Today for Tomorrow Financial Empowerment Summit” (BWTT), the largest financial ​education program of its kind in Chicago. Hosted on Saturday, October 12th at the UIC Pavilion, you can sign up here!

In this episode we have a first for The Treasury Career Corner podcast as we are delighted to be joined by twin brothers Arturo Aguayo and Fidel Aguayo as they share their journey in the field of treasury and their experiences in higher education finance.Arturo Aguayo:Arturo is the Assistant Treasurer at the California Institute of Technology (Caltech), a renowned research and education institution where he is responsible for overseeing all aspects of Treasury including debt administration, cash management, short-term investments, and merchant services/PCI compliance Prior to joining Caltech, he was a Director of Treasury for the University of Southern California (USC). During his tenure at USC, Arturo developed financing and operational strategies that supported cost containment and revenue generating initiatives for both the University and the Healthcare Enterprise. Before joining USC, Arturo worked as an Investment Banker and Consultant serving municipal clients throughout the State of California.Fidel Aguayo:Fidel is the Vice President of Treasury and Investment/University Treasurer at Loyola Marymount University, a prominent academic institution, where he oversees cash management, debt administration, and the University's endowment.Prior to joining Loyola Marymount University, Fidel served as City Treasurer for the City of Long Beach, California. As Treasurer, he managed all treasury functions. He also established city-wide financial policies and procedures and was responsible for the City's long-term capital financial plan which incorporated enterprise departments.Prior to joining the City, Fidel spent nearly ten years working for a top ten investment bank. During this time, he executed approximately $40 billion of debt for some of the largest agencies in the State of California including airports, seaports, school districts, utilities, and non-profit organizations.Both guests have 20+ years' experience in treasury and public finance and this episode explores the brothers' paths into treasury and their work in higher education finance. They discuss their early experiences in treasury, their passion for public finance, and their transition into higher education. They also touch on the challenges and changes in the treasury field, such as technology and economic conditions.What to expect:Insight into the treasury operations of academic institutions.Discussion on the challenges and changes in the treasury field.Advice on attracting talent and developing a career in treasury.Exploration of the role of treasury in higher education finance.Personal anecdotes and experiences from the twin brothers' treasury careers.You can connect with Arturo Aguayo on LinkedIn. You can connect with Fidel Aguayo on LinkedIn. Are you interested in pursuing a career within Treasury?Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships inBlackstone's Infrastructure Group. In this capacity, Mr. Summers is responsible forinvestment strategies in partnership with governments, public entities, civic and labororganizations, and broader stakeholders to help advance local infrastructure prioritiesand he also advances Blackstone Infrastructure's ESG efforts. Mr. Summers waselected and served as Chicago's 70th City Treasurer until 2019. Mr. Summers alsoserved as both Chairman of the Chicago Infrastructure Trust, where he led the largestlighting retrofit project in North America, and Chairman of the Chicago CommunityCatalyst Fund, a first-of-its-kind $100 million local investment fund focused on privateinvestments in Chicago neighborhoods..Kurt's chapters of public service are numerous and varied, and we chart these from start tofinish. We hear about the extraordinary responsibility that came with some of the roles, thenumbers of employees within the coverage areas and the budget at stake. This sparks adiscussion of the difference between public and private sector careers, and the kind ofexperience that the former can provide, mainly due to the fact that some responsibility can comeearly in one's career.We move then to discuss infrastructure and the public/private partnership opportunity anddiscuss some of the particular transactions that make sense as well as the impact that theseprojects can have.Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager -founded in 1994 - managing over $25 billion for institutions, pension funds, charities andindividuals. They have a single investment approach that aims to deliver positive returns acrossthe full range of market conditions.  Nuveen has provided investment excellence for 125years. With expertise across income and alternatives, Nuveen continues to expand itscapabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.comto learn more. Investing involves risk; loss of principal is possible.

No one understands the health of Scottsdale's finances better than city treasurer Sonia Andrews. She brings a wealth of technical skills to the job and clearly understands what it takes to keep the city financially strong. You'll also discover the personal side to Sonia, who says it's the passion of Scottsdale's residents that drives her work and commitment to the job. In the spirit of the city's Western heritage, she's also a horsewoman.

Chad Willardson, CFF, CRPC(R), AWMA(R), is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's 21 Books To Read In 2021 and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children. We discuss the importance of prioritizing people not things, understanding how to create an impact on people and legacy for your family, the misconceptions around creating financial success, that hard work does not equal hustle, 3 ingredients to success and all about mastering fear. This is a packed episode!Follow ChadChad Willardson websiteBuy Chad's books:Smart, Not SpoiledStress free moneyBeyond the moneyFit For Wealth Become the Happiest Person You KnowGet Your Athletic Greens Offer Here Get your Onnit Alpha Brain Offer HereWebsite IG Support the showWake up with ENERGY, CLARITY, and TAP into the most authentic version of yourself to create a life you love with this daily practice.Head over to KARAPAYTON.COM/DAILY to get your gift!In your corner, XXKara

We are honored to welcome the accomplished and inspiring City of Chicago Treasurer, Melissa Conyears-Ervin for this episode of SEEChange.  She is the first elected treasurer in over 20 years that was not previously appointed.  Serving since 2019, Treasurer Conyears-Ervin ·         manages the city's $10 billion investment portfolio, ·         is responsible for maintaining records and accounts of the city's finances and ·         serves on four local pension boards with nearly $25 billion under management.With an MBA in finance and career that has spanned both the public and private sector, she knows how to get things done.   Having grown up on both the South and West of Chicago and the first in her family to go to college, she knows the struggles that these communities face and has identified the structural barriers that impede their ability to become financially empowered.   Her upbringing and career path have shaped the social impact lens through which she looks at everything.  As City Treasurer, she is in a unique position to help address these barriers and struggles through outreach, inclusion and investing for impact.   We were lucky enough to talk with Madame Treasurer the day after she was elected for her second term in office and got her first hand accounts of the highly publicized mayoral race as well.   She is a sophisticated, eloquent, and determined to make things better for the residents of the city.  She loves to share her story and is a shining example and role model of what is possible for her young daughter and all of the youth of Chicago.   Annie Seelaus is CEO of R. Seelaus & Co., Inc. The firm is a certified women's business enterprise ("WBE") and has grown into a full-service financial firm that is mission driven in its commitment to creating more opportunities for women in the financial services. R. Seelaus & Co., Inc. and its subsidiaries offer investment advisory, asset management, capital markets, brokerage, fixed income and equity trading, institutional sales, leveraged finance and insurance services. The R. Seelaus & Co., LLC subsidiary is a broker dealer registered with the SEC and member of FINRA, and the subsidiary Seelaus Asset Management, LLC, is an SEC Registered Investment Advisor ("RIA"). With various fixed income trading desks and more than seventy professionals, both entities serve individuals, families, public and private companies, non-profit organizations, and institutional investors. The firm has offices in New Jersey, Connecticut, Florida, Illinois, North Carolina and Massachusetts. For more information about R. Seelaus & Co., and its subsidiaries visit www.rseelaus.com

In today's episode, we will recap the City Council meeting from February 7, 2023.  As always, these recaps are intended to serve as brief overviews, and we encourage you to watch the full meeting video at the link below. This week's meeting included the following topics:The appointment of Greg Robinett as Director of Finance as a result of the current City Treasurer's, Allyn Clark, retirement. Awarding the update of the Redding Riverfront Specific Plan and preparation of the Environmental Impact Report to MIG/Populous.Redding Electric Utility's Quarterly Financial Report and Industry Activities Update.A resolution establishing a policy regarding the naming of park facilities. A resolution recognizing the formation of the International Brotherhood of Electrical Workers Local Power Production Unit.And more!Council Meeting Agenda>>Check out the video here>>Episode transcript >>>Contact the City of Redding Podcast Team Email us at podcast@cityofredding.org Connect with us on Facebook, Twitter and Instagram Love the podcast? The best way to spread the word is to rate and review!

Bishop On Air talks with Bill McCarty, the city's budget director now running for Springfield City Treasurer.

The candidate for mayor visits The Wardrobe in the Gables to chat about city issues and the campaign. See omnystudio.com/listener for privacy information.

2022 Candidate Series - West Covina City TreasurerCandidate: Sue AuginoCity: West CovinaElection Date: November 8, 2022Email: saugino@aol.com In this episode of Talk to Us West Covina we sat down with SUE AUGINO, a candidate for the West Covina City Treasurer this November. This special “Candidate Series” was produced by interviewing each candidate separately.  In addition, all candidates were asked the same questions, regarding the same topics such as what the roles and responsibilities of the City Treasurer entail and also their positions regarding on-going deficit spending by the City, the proposed Municipal Health Department, and the city budget. None of the candidates were provided any questions  in advance of their interview.While all candidates were contacted to participate and make their positions known, some declined. (Listed below)We commend the candidates that were interviewed and shared with the residents of West Covina their thoughts about what's ailing our City and how to change that.The Candidate Series is great way to get to know the candidates.NOTE: For the "Candidate Series" we have added "Chapter Markers" for each topic discussed.  Please feel free to use these to jump to specific questions and topics.Non-participating candidates listed hereCity Treasurer:Colleen Rozatti (Incumbent)Marsha SolorioTalk to Us West Covina:Website: www.talktouswc.comEmail: talktouswc@gmail.comFacebook: www.facebook.com/talktouswc

The newly-announced mayoral candidate discusses her philosophy and qualifications to lead the city. See omnystudio.com/listener for privacy information.

What was covered during Tuesday night's Redding City Council Meeting?  Here's a quick recap on the wide range of topics that were covered, but of course, we recommend you watch the full video for all the details.• Adjustments to a few zoning codes related to paved driveways on single-family lots, temporary use permits, and emergency housing sites in proximities to school boundary lines, among a few others.• A recommendation by CSAC (Community Services Advisory Commission) to continue work with Project for Public Spaces to build upon the Visioning Plan to develop a schematic design and programming matrix for South City Park.• An update on the Airport Strategic Plan and adopting a resolution to change the name of the Redding Municipal Airport to the Redding Regional Airport.• Adjusting the municipal code regulating wastewater discharge limits for permitted industrial users for three constituents to bring them in line with current state guidelines.• An amendment to the municipal code to modernize parking code regulations and allow for alternative collection, tracking, and enforcement systems.• A resolution to add a ballot measure to the next election asking voters if they would like to move City Clerk and City Treasurer to appointed positions rather than elected positions.Take a listen for the full recap. To access the agenda and video, visit Council Meeting Agenda>>Check out the video here>>Episode Transcript>>

Get ready for a City Council Recap + Bonus Emergency Housing Site discussion in this week's update from the Redding City Council Meeting on May 17, 2022.The Council approves the Goodwater Crossing Emergency Housing Site, which will consist of no more than 12 sleeping cabins for a one-year term at 2500 Shasta View Drive in Redding.A Development Agreement for Lowden Lane Senior Apartments located at 2775 Lowden Lane in Redding will move forward. Good financial news from both Redding Electric Utility and the City of Redding General Fund.Moving City Clerk and City Treasurer from elected positions to appointed positions may be headed for the November ballot. The council directed City Staff to draft the ballot measure for further review and discussion. Lastly,  ordinance amendments were passed allowing Solid Waste collection services to comply with Senate Bill 1383.  In effect since January 2022, SB 1383 requires that organic materials and edible food are diverted from landfills to reduce methane emissions Statewide. Cities must have enforceable ordinances in place to help facilitate local changes to comply with SB 1383 mandates.Plus! Stick around after the update as we talk in more detail with Deputy City Manager Steve Bade about Emergency Housing Sites.  We'll ask questions about the Goodwater Crossing site approved by the City Council and what Emergency Housing is all about.As always, we recommend you watch the video for full details and to hear all the presentations and discussions.Watch May 17, 2022 City Council Meeting here>>Read the podcast transcript here>>

Podcast: Real Money Talks (LS 35 · TOP 3% what is this?)Episode: Teach Your Kids Young & Take The Stress Out of MoneyPub date: 2022-03-18Today, I am joined by Chad Willardson, the founder of Pacific Capital, and entrepreneur investor to talk about how to teach your kids about money.Our kids are always watching - and even when we aren't talking to them about money they are learning by watching what we do. For this reason, the money talks conversations need to start when they are young.There are a multitude of tools that can be used even with our youngest children. Listen in to hear some of the when, how, and why of teaching our kids financial planning, intention and abundance thinking early on. Meet Chad Willardson:Chad Willardson, CFF, CRPC®, AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's "21 Books To Read In 2021" and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.Chad's mission is to help people enjoy life by removing their stress about money,Instagram: @mr_seadubbBooks: Smart, Not Spoiled & Stress-Free MoneyGET ON THE WAITLIST FOR GRAVY STACK: https://gravystack.com/iflip Invest App: https://iflipinvest.com/Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.The podcast and artwork embedded on this page are from Loral Langemeier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Real Money Talks (LS 33 · TOP 5% what is this?)Episode: Teach Your Kids Young & Take The Stress Out of MoneyPub date: 2022-03-18Today, I am joined by Chad Willardson, the founder of Pacific Capital, and entrepreneur investor to talk about how to teach your kids about money.Our kids are always watching - and even when we aren't talking to them about money they are learning by watching what we do. For this reason, the money talks conversations need to start when they are young.There are a multitude of tools that can be used even with our youngest children. Listen in to hear some of the when, how, and why of teaching our kids financial planning, intention and abundance thinking early on. Meet Chad Willardson:Chad Willardson, CFF, CRPC®, AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's "21 Books To Read In 2021" and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.Chad's mission is to help people enjoy life by removing their stress about money,Instagram: @mr_seadubbBooks: Smart, Not Spoiled & Stress-Free MoneyGET ON THE WAITLIST FOR GRAVY STACK: https://gravystack.com/iflip Invest App: https://iflipinvest.com/Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.The podcast and artwork embedded on this page are from Loral Langemeier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Today, I am joined by Chad Willardson, the founder of Pacific Capital, and entrepreneur investor to talk about how to teach your kids about money. Our kids are always watching - and even when we aren't talking to them about money they are learning by watching what we do. For this reason, the money talks conversations need to start when they are young. There are a multitude of tools that can be used even with our youngest children. Listen in to hear some of the when, how, and why of teaching our kids financial planning, intention and abundance thinking early on. Meet Chad Willardson: Chad Willardson, CFF, CRPC®, AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's "21 Books To Read In 2021" and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children. Chad's mission is to help people enjoy life by removing their stress about money, Instagram: @mr_seadubb Books: Smart, Not Spoiled & Stress-Free Money GET ON THE WAITLIST FOR GRAVY STACK: https://gravystack.com/ (https://gravystack.com/) iflip Invest App: https://iflipinvest.com/ Meet Loral Langemeier: Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books. Her goal: to change the conversations people have about money worldwide and empower people to become millionaires. The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth. She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services. Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families. She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.   Links and Resources: Ask Loral App:https://apple.co/3eIgGcX ( https://apple.co/3eIgGcX) Loral on Facebook:https://www.facebook.com/askloral/ ( https://www.facebook.com/askloral/) Loral on YouTube:https://www.youtube.com/user/lorallive/videos ( https://www.youtube.com/user/lorallive/videos) Loral on LinkedIn:https://www.linkedin.com/in/lorallangemeier/ ( https://www.linkedin.com/in/lorallangemeier/) Money Rules:https://integratedwealthsystems.com/money-rules/ ( https://integratedwealthsystems.com/money-rules/) Millionaire Maker Store:https://millionairemakerstore.com/ ( https://millionairemakerstore.com/) Real Money Talks Podcast:https://integratedwealthsystems.com/podcast/...

Support this podcast: https://anchor.fm/marina-malaguti Stephanie D. Neely is Managing Director, J.P. Morgan Asset Management. Prior to joining Chase, Stepahnie was Treasurer of the City of Chicago, Illinois for 2 terms (2006, 2011). Neely accumulated more than 20 years of private-sector financial experience before being appointed City Treasurer. She returned to the private sector in 2015 when she became Vice President of Treasury for Allstate Insurance Company, where she oversaw corporate finance and commercial banking. As the City's banker, Neely manages a $7 billion portfolio and tracks the balances on all City accounts. During her time in office she has streamlined the office, reinvented its programs and achieved double-digit returns on pension fund investments. She serves as trustee on the City's five public pension boards. Her innovative programs include Small Business Development Loans, Financial Literacy programs in Chicago Public Schools and free seminars on using Social Media to build small businesses. Stephanie Neely is a native Chicagoan with deep ties to the City and a strong commitment to its civic and financial well-being. She is the daughter of an entrepreneur who owned and operated a successful chain of gas stations located on the southside of Chicago. She earned a bachelor's degree in Economics from Smith College, and a Master of Business Administration from the University of Chicago. Wepa! I'm Marina. I am a technologist, mom, podcast host, leadership coach, cruciverbalist, and aquarian. ;) UNBOSSED is “Stories of Amazing Women”. If you are a new listener to UNBOSSED, we would love to hear from you. Please visit our Contact Page and let us know how we can help you today! Memorable Quotes: “If I can change just one thing, I would ask people to try to see the world from a different lens” - Stephanie Neely “Women think no means no forever. Ask again and keep asking.” - Stephanie Neely “Typically in politics women are asked and men go for it” - Stephanie Neely Useful Links and Resources: https://www.linkedin.com/in/stephanie-d-neely-ba8a1938/ Join the Conversation Our favorite part of recording a live podcast each week is participating in the great conversations that happen on Linkedin, Twitter, and in our comments section. Follow UNBOSSED Podcast Anchor: https://anchor.fm/marina-malaguti Youtube: https://www.youtube.com/channel/UCDTz6_FepG04QTs1BjFLBjw/ Spotify: https://lnkd.in/eUhfH8E Apple Podcasts: https://lnkd.in/e7cWtBv Google Podcasts: https://lnkd.in/enjChPt Audible: https://music.amazon.com/podcasts/cea4c49e-6c7e-4dab-833e-eb57d204c493 And all others… --- Support this podcast: https://anchor.fm/marina-malaguti/support

Sun-Times City Hall reporter Fran Spielman is joined by Chicago City Treasurer Melissa Conyears-Ervin to discuss her determination to reverse lending inequities by depositing tax dollars in smaller, local banks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On Monday, July 26, 2021, Connie DeKemper joined Yavapai County as the new Finance Director. She replaced Lars Johnson who left to pursue other opportunities. Mrs. DeKemper recently moved to Yavapai County from Sun Prairie Wisconsin where she was the Director of Administrative Services for the City of Sun Prairie. She was previously the City Treasurer and Finance Director for the City of Milton Wisconsin. She has a Baccalaureate in Mathematics with an emphasis in statistics from LaCrosse Wisconsin and a post Baccalaureate in Accounting from Arizona State University and passed the CPA Examination in May of 2002. Yavapai County... For the written story, read here >> https://www.signalsaz.com/articles/yavapai-county-hires-new-finance-director/

Podcast: REL Freedom Podcast (LS 30 · TOP 10% what is this?)Episode: 37. Chad Willardson: Overcoming Obstacles For Stress Free MoneyPub date: 2021-06-03Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4The path to financial freedom can be simple, yet that does not mean it is easy. Chad Willardson shares with us some of the main obstacles you can overcome to find financial freedom. Chad is the founder and president of Pacific Capital, a wealth advisory firm in California that works with high net worth individuals. He has been featured in The Wall Street Journal, Forbes, Inc., US New & World Report, Entrepreneur Magazine, NBC News, and many others. He's also the author of Amazon #1 Best-Seller "Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom." In addition, he's also an elected City Treasurer, managing a $350 million investment portfolio for tax payers. He is the co-owner of the Draft Sports Complex, he's an entrepreneur, and father of 5! SUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY✅   https://www.youtube.com/channel/UCDX0H8Hg3IFnR6enlI0Ywxg?sub_confirmation=1LEARN ABOUT REL FREEDOM & HEAR MORE REAL LIFE STORIES

Podcast: REL Freedom Podcast (LS 24 · TOP 10% what is this?)Episode: 37. Chad Willardson: Overcoming Obstacles For Stress Free MoneyPub date: 2021-06-03Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4The path to financial freedom can be simple, yet that does not mean it is easy. Chad Willardson shares with us some of the main obstacles you can overcome to find financial freedom. Chad is the founder and president of Pacific Capital, a wealth advisory firm in California that works with high net worth individuals. He has been featured in The Wall Street Journal, Forbes, Inc., US New & World Report, Entrepreneur Magazine, NBC News, and many others. He's also the author of Amazon #1 Best-Seller "Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom." In addition, he's also an elected City Treasurer, managing a $350 million investment portfolio for tax payers. He is the co-owner of the Draft Sports Complex, he's an entrepreneur, and father of 5! SUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY✅   https://www.youtube.com/channel/UCDX0H8Hg3IFnR6enlI0Ywxg?sub_confirmation=1LEARN ABOUT REL FREEDOM & HEAR MORE REAL LIFE STORIES

The path to financial freedom can be simple, yet that does not mean it is easy. Chad Willardson shares with us some of the main obstacles you can overcome to find financial freedom. Chad is the founder and president of Pacific Capital, a wealth advisory firm in California that works with high net worth individuals. He has been featured in The Wall Street Journal, Forbes, Inc., US New & World Report, Entrepreneur Magazine, NBC News, and many others. He's also the author of Amazon #1 Best-Seller "Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom." In addition, he's also an elected City Treasurer, managing a $350 million investment portfolio for tax payers. He is the co-owner of the Draft Sports Complex, he's an entrepreneur, and father of 5! SUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY✅   https://www.youtube.com/channel/UCDX0H8Hg3IFnR6enlI0Ywxg?sub_confirmation=1LEARN ABOUT REL FREEDOM & HEAR MORE REAL LIFE STORIES

For the City of Rolling Hills Estates in California, the adoption of new technology has already paid off with a unique approach to administering and maximizing compliance of business license tax revenues. In this episode, we talked with Mike Whitehead, Administrative Services Director and City Treasurer for the City of Rolling Hills Estates in California. We covered: Challenges faced with business license administration and overall compliance Finding solutions tailored to the unique needs and problems cities are facing Responsibilities of staff and the shifting priorities with the use of new technology Cost savings with technology partnerships and client facing portals This discussion with Mike Whitehead was taken from our show Local Government Insights. If you want to hear more episodes like this one, check us out on Apple Podcasts. If you don't use Apple Podcasts, you can find every episode here.

Podcast: Millionaires Unveiled (LS 55 · TOP 0.5% what is this?)Episode: 177: Net Worth of 10M+ - Elected City Treasurer and Small Business OwnerPub date: 2021-03-15Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.  To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/The podcast and artwork embedded on this page are from Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Millionaires Unveiled (LS 55 · TOP 0.5% what is this?)Episode: 177: Net Worth of 10M+ - Elected City Treasurer and Small Business OwnerPub date: 2021-03-15Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.  To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/The podcast and artwork embedded on this page are from Clark Sheffield, CPA and Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.  To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/

https://youtu.be/fHmxbQqefrc Chad Willardson is the founder and CEO of Pacific Capital, a fiduciary wealth management firm, the co-founder of The Draft Sports Complex, and twice-elected City Treasurer of Corona, California. He recently published Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, which already accumulated 89 five-star reviews on Amazon.     --- Gain 100 Points of Clarity with Chad Willardson Our guest is here Chad Willardson, who is the CEO and founder of Pacific Capital, which is a fiduciary wealth management firm. Chad is also the co-founder of the Draft Sports Complex. He is the twice elected treasurer of the city of Corona in California. And most recently, he is the author of the book, Special Money, that recently came out and has 89 five-star reviews on Amazon. So welcome to the show, Chad. Thank you. I'm very happy to be here. I appreciate it. I'm excited to have you. So you seem to have your hand in a lot of different parts. So tell us a little bit about your journey. How did you become an entrepreneur? I became an entrepreneur a little bit by accident. I'm not one of those people who was a kid that started all kinds of businesses. That wasn't really me. But I was at Merrill Lynch. I'd been there nine years in the wealth management investment department, if you will, and I just felt like it wasn't everything that clients wanted and it wasn't everything that I wanted. It just wasn't ideal. After the financial crisis of 2008, a lot of things changed with the big banks and it very impersonal and bureaucratic and slow. And it just felt like this is not where I'm gonna spend the next 30 years of my life. And so on 11. 11. 11, I started Pacific Capital, an independent advisory firm. And it was a big risk to leave that corporate Wall Street environment. There were a lot of security, even just the having a nice big income there and security of that, everything disappeared as I became an entrepreneur for the first time. But looking back, it's the greatest move I could have made. So since then, we work with entrepreneurs as our clients, and I've been able to come across other opportunities to be a part of, like the Sports Complex business in South California here. That's been great. So that's kind of how my journey came out of discomfort and dissatisfaction that led me to become an entrepreneur. And I think that's probably a lot of the stories of your audience that and your clients that really just felt like there has to be a better way. And so they decided to create that way. That definitely happens. There are people, they either get tired of being in a big bureaucratic organization or they feel like they create more value than they get paid for. And they think they can do it for themselves. Or sometimes they get laid off and then they pick up a franchise and they do it. So there's many, many different ways. Very few people do it the way that maybe most people think entrepreneurs are born, which is they want to be an entrepreneur all their lives and they do it from the get-go. So where are you with Pacific Capital right now? What was the journey? It's been nine years. Yeah. You have a bunch of employees now. It's been nine years, so we've grown. Thankfully, we've grown each of those nine years. So every year has been a record year. We started from scratch, obviously, but we've grown significantly. In all my responsibilities, I'm now in charge of about $620 million. So it's a lot of money for me to be essentially have stewardship over. And I've got, luckily I've got a great support team. So we have specialists in many different areas on our team at Pacific Capital, but we've got really seven full-time employees and then some part-time and some interns and things like that, and some more independent contractor types outside of that. But our core seven really do the bulk of the work here on the team. And how did you build this company? Was it just by trial and error or did you use so...

UpFront with Jason Jakubowski CEO, Foodshare/Connecticut Food Bank From his childhood aspirations of wanting to become a lawyer to now running the largest food bank in Connecticut, Jason shares his story of growing up in New Britain, lessons he's learned from baseball and what makes a great leader. Above all else, we talk about the important work and challenges of solving hunger in Connecticut. UpFront is a monthly podcast that features Connecticut-based top performers in their respective field and how they are making a positive impact in their industry and community. Hosted by Derek Beere from Mason, the show takes a deep dive into how our guests achieved success and more insights into the person. About Jason Jakubowski: Jason Jakubowski is the CEO of Foodshare/Connecticut Food Bank, which makes it the largest non-profit organization serving the needs of Connecticut's food insecure. Jason also has more than 15 years of experience in public health, public affairs, nonprofit leadership, and community relations. He's worked with Connecticut based companies such as Hospital for Special Care, Charter Oak State College, has been elected twice to the New Britain City Council, served as City Treasurer, and has taught political science at Central Connecticut State University. He also serves as Chairman of the Board at Leadership Greater Hartford and has board experience with Community Health Resources in Windsor, the Middlesex County Chamber of Commerce and was on the transition team for Governor Malloy among other things. www.foodshare.org www.ctfoodbank.org twitter.com/jayjakubowsk About Mason: www.mason23.com www.twitter.com/mason_inc www.linkedin.com/company/mason-inc

Join us Thursday evening when we welcome newly elected Dearborn Heights City Treasurer Lisa Hicks-Clayton. Lisa is also the Deputy Chief of Staff for State Senator Alexander and she will have the latest updates for us from Lansing and much more. We hope to see you 8pm live right here on Facebook at www.facebook.com/gcchat

Chad Willardson is the founder and CEO of Pacific Capital, a fiduciary wealth management firm, the co-founder of The Draft Sports Complex, and twice-elected City Treasurer of Corona, California. He recently published Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, which already accumulated 89 five-star reviews on Amazon.     Time Stamps   [00:53] Chad's professional background and why he started his company [03:10] The evolution of Pacific Capital since its inception [06:55] How Pacific Capital is different from other wealth management firms [08:40] Financial health checks and recommendations for financial robustness [10:52] Major money mistakes that people make [13:03] How Pacific Capital helped an entrepreneur find clarity [15:59] Pacific Capital's big and small client services [17:58] Levels of diversification and asset classes [20:58] Advice for high-risk investment [22:49] The effect of low interest rates on investment  [25:07] What to look for in a fiduciary advisor [26:58] Chad's mentors and influences   Links and Resources: Chad Willardson's LinkedIn Profile Pacific Capital website Chad Willardson's book Stress-Free Money Steve's blog https://StevePreda.com

Podcast: Management Blueprint (LS 29 · TOP 10% what is this?)Episode: 20: Gain 100 Points of Clarity with Chad WillardsonPub date: 2020-12-29Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4Chad Willardson is the founder and CEO of Pacific Capital, a fiduciary wealth management firm, the co-founder of The Draft Sports Complex, and twice-elected City Treasurer of Corona, California. He recently published Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, which already accumulated 89 five-star reviews on Amazon.     Time Stamps   [00:53] Chad's professional background and why he started his company [03:10] The evolution of Pacific Capital since its inception [06:55] How Pacific Capital is different from other wealth management firms [08:40] Financial health checks and recommendations for financial robustness [10:52] Major money mistakes that people make [13:03] How Pacific Capital helped an entrepreneur find clarity [15:59] Pacific Capital's big and small client services [17:58] Levels of diversification and asset classes [20:58] Advice for high-risk investment [22:49] The effect of low interest rates on investment  [25:07] What to look for in a fiduciary advisor [26:58] Chad's mentors and influences   Links and Resources: Chad Willardson's LinkedIn Profile Pacific Capital website Chad Willardson's book Stress-Free Money Steve's blog Steve's websiteThe podcast and artwork embedded on this page are from Steve Preda, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Management Blueprint (LS 34 · TOP 5% what is this?)Episode: 20: Gain 100 Points of Clarity with Chad WillardsonPub date: 2020-12-29Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4Chad Willardson is the founder and CEO of Pacific Capital, a fiduciary wealth management firm, the co-founder of The Draft Sports Complex, and twice-elected City Treasurer of Corona, California. He recently published Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, which already accumulated 89 five-star reviews on Amazon.     Time Stamps   [00:53] Chad's professional background and why he started his company [03:10] The evolution of Pacific Capital since its inception [06:55] How Pacific Capital is different from other wealth management firms [08:40] Financial health checks and recommendations for financial robustness [10:52] Major money mistakes that people make [13:03] How Pacific Capital helped an entrepreneur find clarity [15:59] Pacific Capital's big and small client services [17:58] Levels of diversification and asset classes [20:58] Advice for high-risk investment [22:49] The effect of low interest rates on investment  [25:07] What to look for in a fiduciary advisor [26:58] Chad's mentors and influences   Links and Resources: Chad Willardson's LinkedIn Profile Pacific Capital website Chad Willardson's book Stress-Free Money Steve's blog https://StevePreda.comThe podcast and artwork embedded on this page are from Steve Preda, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The 3-Day Weekend Entrepreneur (LS 41 · TOP 1.5% what is this?)Episode: 065 - Stress Free Money with Chad WillardsonPub date: 2020-10-02Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4Chad helps help people organize their financial life, clarify their goals & make decisions that lead them to a successful & fulfilling life.We discuss...The Best Advice He Ever Received about Success and MoneyHow to Attract the People You Can Help, and Repel the “Wrong” PeopleThe Most Common and Difficult Financial Decision Entrepreneurs Must MakeHow Individuals Can Create Financial FreedomThe Biggest Challenge all Solopreneurs F aceHow to Recruit Great People that Attract Ideal ClientsHow to Know If Your Feelings are Getting in the Way of Your JudgmentHow to Know Whether to Invest More in Your Business or the MarketInsights from his new book - Stress Free Money, and more. ABOUT CHADCHAD WILLARDSON, AWMA®, CRPC® is the president and founder of Pacific Capital, a fiduciary wealth advisory firm he started in 2011 after nine years of climbing the ranks as an investment advisor at Merrill Lynch. Currently Chad also manages a $350 million investment portfolio as the elected City Treasurer in his community. He created and trademarked The Financial Life Inspection®, a unique process to remove the stress people feel about their money. He's a Certified Financial Fiduciary®, and is featured in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, Investment News, Entrepreneur, and Financial Advisor, and the bestselling book Who Not How by Dr. Benjamin Hardy, Tucker Max, and Dan Sullivan.Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. Chad is the author of the book, Stress Free Money: Overcome the 7 obstacles to Find Financial Freedom.Outside of his business, Chad loves sports, travel, and serving people in need. He served as a volunteer for a church service mission in Lithuania, Latvia, Estonia, and Belarus for two years and can speak, read, and write fluently in Lithuanian. Above all, Chad cherishes his family. A native of Orange County, CA, Chad and his wife of 19 years live in Southern CA with their five beautiful children. HIGHLIGHTS3:36 Put People Before Money & Success7:09 How to Attract the People You Can Help and Repel the “Wrong” People10:19 Know Who You're Best Built to Serve13:35 The Biggest Challenge of Solopreneurs15:14 Recruit Great People to Attract Great Clients17:37 Advice for New Entrepreneurs - Investing in the Market vs. In Yourself21:41 Have a Plan & Automate It23:49 You Have a Goal, SO THAT…27:36 What Puzzles Can Teach Entrepreneurs About Goal Setting30:47 The Most Important Strategy to Consistently Build Wealth33:21 How to See What You REALLY Care About36:50 Financial Fast Food40:22 How to Tell if an Advisor is Looking Out for You (Or Not)47:23 The Problem with Only Investing in What You Know49:16 How to Know Whether to Invest More in Your Business or the Market53:18 How to Know If Your Feelings are Getting in the Way of Your Judgment53:52 Defining Stress Free MoneyCHAD'S BOOKStress Free Money ( https://www.amazon.com/gp/product/B08J3MS95R/ )CHAD'S COMPANYPacific Capital ( https://www.pacificcapital.com/ )CONNECT WITH CHADGo to http://www.goalsconversation.com and schedule a free conversation to share your important goals and priorities and discuss how he can help you reach them.The podcast and artwork embedded on this page are from Wade Galt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The 3-Day Weekend Entrepreneur (LS 41 · TOP 1.5% what is this?)Episode: 65. Stress Free Money with Chad WillardsonPub date: 2020-10-02Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4Chad helps help people organize their financial life, clarify their goals & make decisions that lead them to a successful & fulfilling life.We discuss...The Best Advice He Ever Received about Success and MoneyHow to Attract the People You Can Help, and Repel the “Wrong” PeopleThe Most Common and Difficult Financial Decision Entrepreneurs Must MakeHow Individuals Can Create Financial FreedomThe Biggest Challenge all Solopreneurs F aceHow to Recruit Great People that Attract Ideal ClientsHow to Know If Your Feelings are Getting in the Way of Your JudgmentHow to Know Whether to Invest More in Your Business or the MarketInsights from his new book - Stress Free Money, and more. ABOUT CHADCHAD WILLARDSON, AWMA®, CRPC® is the president and founder of Pacific Capital, a fiduciary wealth advisory firm he started in 2011 after nine years of climbing the ranks as an investment advisor at Merrill Lynch. Currently Chad also manages a $350 million investment portfolio as the elected City Treasurer in his community. He created and trademarked The Financial Life Inspection®, a unique process to remove the stress people feel about their money. He's a Certified Financial Fiduciary®, and is featured in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, Investment News, Entrepreneur, and Financial Advisor, and the bestselling book Who Not How by Dr. Benjamin Hardy, Tucker Max, and Dan Sullivan.Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. Chad is the author of the book, Stress Free Money: Overcome the 7 obstacles to Find Financial Freedom.Outside of his business, Chad loves sports, travel, and serving people in need. He served as a volunteer for a church service mission in Lithuania, Latvia, Estonia, and Belarus for two years and can speak, read, and write fluently in Lithuanian. Above all, Chad cherishes his family. A native of Orange County, CA, Chad and his wife of 19 years live in Southern CA with their five beautiful children. HIGHLIGHTS3:36 Put People Before Money & Success7:09 How to Attract the People You Can Help and Repel the “Wrong” People10:19 Know Who You're Best Built to Serve13:35 The Biggest Challenge of Solopreneurs15:14 Recruit Great People to Attract Great Clients17:37 Advice for New Entrepreneurs - Investing in the Market vs. In Yourself21:41 Have a Plan & Automate It23:49 You Have a Goal, SO THAT…27:36 What Puzzles Can Teach Entrepreneurs About Goal Setting30:47 The Most Important Strategy to Consistently Build Wealth33:21 How to See What You REALLY Care About36:50 Financial Fast Food40:22 How to Tell if an Advisor is Looking Out for You (Or Not)47:23 The Problem with Only Investing in What You Know49:16 How to Know Whether to Invest More in Your Business or the Market53:18 How to Know If Your Feelings are Getting in the Way of Your Judgment53:52 Defining Stress Free MoneyCHAD'S BOOKStress Free MoneyCHAD'S COMPANYPacific CapitalCONNECT WITH CHADSchedule a free conversation to share your important goals and priorities and discuss how he can help you reach them.START YOUR 3-DAY WEEKEND JOURNEYEmployees, Side-Hustlers, Freelancers, Solopreneurs, Business Owners, Executives, and Everyone in between can start creating a 3-Day Weekend or similar Lifestyle.3-Day Weekend Club can help you get started for free.It's a community of people working to create their 3-Day Weekend or similar lifestyle.You can create your 3-Day Weekend Game PlanThen decide if you'll follow the Employee track or the Entrepreneur track.Join Now or check out the other resources below.3-DAY WEEKEND CLUB LINKSEmail Updates, Free Online Courses, Subscribe to the Podcast, Social Media & MoreGo to the Links The podcast and artwork embedded on this page are from Wade Galt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Make Yourself (LS 52 · TOP 0.5% what is this?)Episode: 58 | Make Yourself...Take the Next Steps During Covid-19 with Chad WillardsonPub date: 2020-03-25Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4This week we bring back financial advisor and City Treasurer of Corona, California, Chad Willardson. Chad joins the show to share his perspective on the current events following Covid-19 and the next course of action small businesses should take during this difficult time. Tune-in to hear his amazing recommendations. The podcast and artwork embedded on this page are from Make Yourself Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Make Yourself (LS 49 · TOP 0.5% what is this?)Episode: 58 | Make Yourself...Take the Next Steps During Covid-19 with Chad WillardsonPub date: 2020-03-25Notes from Pacific Capital's Podcast Playlist:"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4This week we bring back financial advisor and City Treasurer of Corona, California, Chad Willardson. Chad joins the show to share his perspective on the current events following Covid-19 and the next course of action small businesses should take during this difficult time. Tune-in to hear his amazing recommendations. The podcast and artwork embedded on this page are from Make Yourself Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

AVCA 2020 Focus Series - Fundraising: Looking At Alternative Sources Of Capital In Africa's Investment Industry Speakers · Catherine Swanepoel, Chief Investment Officer at South Suez Capital; · Chuck Burbridge, Executive Director at Chicago Teachers'​ Pension Fund; · Christian Dunbar, City Treasurer at City of Philadelphia; · Dabney Tonelli, Partner: Investor Relations at Helios Investment Partners; and · Herman Marais, Co-Founder & Managing Partner at EXEO Capital Moderators: · Alexandre Alfonsi, Partner at Axonia Partners; and · Marc Lasserre, Managing Partner at S.O Capital Advice

October 13, 2020 Treasurer Melissa Conyears-Ervin – City of Chicago Melissa Conyears-Ervin Melissa Conyears-Ervin is the current City Treasurer of the City of Chicago and a former State Representative for the 10th District. She believes in the promise of opportunity and the strength of families to effectively address the needs of our communities. As the […]

Chad helps help people organize their financial life, clarify their goals & make decisions that lead them to a successful & fulfilling life.We discuss...The Best Advice He Ever Received about Success and MoneyHow to Attract the People You Can Help, and Repel the “Wrong” PeopleThe Most Common and Difficult Financial Decision Entrepreneurs Must MakeHow Individuals Can Create Financial FreedomThe Biggest Challenge all Solopreneurs F aceHow to Recruit Great People that Attract Ideal ClientsHow to Know If Your Feelings are Getting in the Way of Your JudgmentHow to Know Whether to Invest More in Your Business or the MarketInsights from his new book - Stress Free Money, and more. ABOUT CHADCHAD WILLARDSON, AWMA®, CRPC® is the president and founder of Pacific Capital, a fiduciary wealth advisory firm he started in 2011 after nine years of climbing the ranks as an investment advisor at Merrill Lynch. Currently Chad also manages a $350 million investment portfolio as the elected City Treasurer in his community. He created and trademarked The Financial Life Inspection®, a unique process to remove the stress people feel about their money. He's a Certified Financial Fiduciary®, and is featured in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, Investment News, Entrepreneur, and Financial Advisor, and the bestselling book Who Not How by Dr. Benjamin Hardy, Tucker Max, and Dan Sullivan.Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. Chad is the author of the book, Stress Free Money: Overcome the 7 obstacles to Find Financial Freedom.Outside of his business, Chad loves sports, travel, and serving people in need. He served as a volunteer for a church service mission in Lithuania, Latvia, Estonia, and Belarus for two years and can speak, read, and write fluently in Lithuanian. Above all, Chad cherishes his family. A native of Orange County, CA, Chad and his wife of 19 years live in Southern CA with their five beautiful children. HIGHLIGHTS3:36 Put People Before Money & Success7:09 How to Attract the People You Can Help and Repel the “Wrong” People10:19 Know Who You're Best Built to Serve13:35 The Biggest Challenge of Solopreneurs15:14 Recruit Great People to Attract Great Clients17:37 Advice for New Entrepreneurs - Investing in the Market vs. In Yourself21:41 Have a Plan & Automate It23:49 You Have a Goal, SO THAT…27:36 What Puzzles Can Teach Entrepreneurs About Goal Setting30:47 The Most Important Strategy to Consistently Build Wealth33:21 How to See What You REALLY Care About36:50 Financial Fast Food40:22 How to Tell if an Advisor is Looking Out for You (Or Not)47:23 The Problem with Only Investing in What You Know49:16 How to Know Whether to Invest More in Your Business or the Market53:18 How to Know If Your Feelings are Getting in the Way of Your Judgment53:52 Defining Stress Free MoneyCHAD'S BOOKStress Free MoneyCHAD'S COMPANYPacific CapitalCONNECT WITH CHADSchedule a free conversation to share your important goals and priorities and discuss how he can help you reach them.START YOUR 3-DAY WEEKEND JOURNEYEmployees, Side-Hustlers, Freelancers, Solopreneurs, Business Owners, Executives, and Everyone in between can start creating a 3-Day Weekend or similar Lifestyle.3-Day Weekend Club can help you get started for free.It's a community of people working to create their 3-Day Weekend or similar lifestyle.You can create your 3-Day Weekend Game PlanThen decide if you'll follow the Employee track or the Entrepreneur track.Join Now or check out the other resources below.3-DAY WEEKEND CLUB LINKSEmail Updates, Free Online Courses, Subscribe to the Podcast, Social Media & MoreGo to the Links

KMOX Cardinals broadcaster Mike Claiborne joins host Mark Reardon to break down how the Cardinals plan to proceed now that six players, including Yadier Molina and Paul DeJong, have tested positive for COVID-19. KMOX political analysts John Hancock and Michael Kelley then discuss today’s big primary races and issues up for vote including St. Louis County Executive, Medicaid expansion, City Circuit Attorney, City Treasurer, State Senator Bill Eigel’s seat and more. Reardon also touches on today’s deadly explosion in the Lebanese capital of Beirut and President Trump’s interesting interview with Jonathan Swan of Axios. See omnystudio.com/policies/listener for privacy information.

Gillian and Chad talk about a whole bunch of stuff, including: improv, the importance of a writing routine, Gillian possibly becoming City Treasurer, pesky rabbits, how much of a non-difference the letter "r" can make to two words, and much, much, more.Gillian is the Artistic Director at The Upfront Theatre in Bellingham, Washington. If you can do so, please click on the link below and follow the instructions on how to make a donation to The Upfront. Every bit helps during these strange, strange, times.https://theupfront.com/#

Some great news for small business owners comes by way of the City Treasurer of Chicago.  Melissa Conyears-Ervin lays out the plan for loans that offer no interest for the first 6 months.  Lissa and Thom also get some Covid-19 guidance from Melissa's 3-year-old daughter.

This week we bring back financial advisor and City Treasurer of Corona, California, Chad Willardson. Chad joins the show to share his perspective on the current events following Covid-19 and the next course of action small businesses should take during this difficult time. Tune-in to hear his amazing recommendations.

Join Shalom Klein on his weekly radio show, Get Down To Business with guests: David Spitulnik Sharon Nazarian Chicago City Treasurer Stephanie Neely Dr. Steve Julius

Episode 6 of Details of Life with Marcus Wilson brings you St. Louis's bold, progressive and sometimes controversial City Treasurer Tishaura Jones. We discuss women's battle in the workforce, solutions to crime in STL, her thoughts on airport privatization, the failed Better Together plan and her passion around financial empowerment for youth. We also talk about what she learned running for Mayor losing a close race to current St. Louis Mayor Lyda Krewson and if she will run for mayor again in the next election. I close with my commentary on the importance of free thought in today's world.

The Sunday Spin Host Rick Pearson talks with Chicago city treasurer Melissa Conyears-Ervin to discuss the upcoming event ‘Dollars and Sen$e’ which is aimed to provide economic assistance and discussion between stakeholders on neighborhood lending, community banking, economic development opportunities and financial assistance and more. To learn more about the event you can search for […]

Departments for Budget Review: Item 1: Mayor Item 2: Holyoke Police Dept. Item 3: Holyoke Fire Dept. Item 4: DPW Item 5: City Auditor Item 6: City Assessor Item 7: City Treasurer

Rick Pearson speaks with Melissa Conyears-Ervin, Chicago City Treasurer, about her efforts to help drive economic improvement outside throughout the city – not just for the Downtown, Chicago area; the catalyst fund and the purposes that it’s meant to serve; and her upcoming Women’s Small Business Expo. The Women’s Small Business Expo will take place […]

Treasurer Melissa Conyears-Ervin talks with Craig Dellimore about securing the City's investments, investing in community projects, expanding depositories, and why things will be better now that women run Chicago.

Question- Why did the fraudster cross the road to Accounts Payable?  Answer:  (In the Podcast)  Today I want to talk about the fact that setting up a vendor or changing an existing vendor will take longer than it has in the past and why should.  Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or protecting it from fraud.  Subscribe today to be entered into the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug.  Links mentioned in the podcast: Read the Blog:  https://www.debrarrichardson.com/blog/3nbspreasons-why-it-should-take-longernbsptonbspadd-or-change-an-existing-vendornbspBlog Post:  “Send a Notification to Vendors After Updates in the Vendor Master File”Kip Boyle's book “Fire Doesn't Innovate: The Executive's Practical Guide to Thriving in the Face of Evolving Cyber Risks”Here is one published this week where a City Treasurer wired $128K to a fraudster. eGuide:  3 Step Vendor Setup and Maintenance Process – Authentication. Validation.  Management. Music Credit:  www.purple-planet.com

Composer Alan Menken joins the Morning Shift to talk about his career, play some songs on the WBEZ piano, and give us a peek into his one-man show. Plus, city treasurer candidate Melissa Conyears-Ervin talks about what she’d do as treasurer.

Chicago City Treasurer candidate Ameya Pawar joins us to talk about his vision for the city’s economic future, which includes creating a public bank that would offer low-interest loans to support home-buyers and business owners. Plus, the Chicago Latino Film Festival kicks off this week. Founder Pepe Vargas talks about the festival's origins and what to expect with this year's lineup of around 100 films.

Joining the show this week are the three candidates for city treasurer. They are Accountant Peter Gariepy, Alderman Ameya Pawar, and State Rep. Melissa Conyears-Ervin. The three discuss why they’re running for City Treasurer, and provide a brief biographical background. How would the treasurer shape city investments? Should Amazon move to Chicago, after their HQ2 deal with New York City fell through? In this week's round table segment, John is joined by Ray Long of the Chicago Tribune, Lynn Sweet and Fran Spielman of the Chicago Sun-Times, Greg Hinz of Crain’s, and Heather Cherone editor of The Daily Line. A new Telemundo/NBC 5 poll has come out. What’s to make of the poll results? And how are the Mayoral candidates shaping up? President Trump declares a national emergency over securing the funds to build the southern border wall. Ray and Greg decode Governor Pritzker’s upcoming budget proposal. This week's community spotlight segment is with Nick Gale. Mayor Rahm Emanuel has taken legal action against online retailers who sell e-cigarettes and vaping liquids that he says are selling products to minors. This suit follows actions taken in November, in which a lawsuit was filed against eight online retailers and 15 brick-and-mortar retailers were cited. Corporation Counsel Ed Siskel says the latest lawsuit is against 27 online retailers and four retail stores in Chicago.

Craig Dellimore interviews State Representative Melissa Conyears Ervin, CPA Peter Gariepy and Alderman Ameya Pawar about the direction each wants to take the City Treasurer's office. They discuss qualifications, experience and a bold proposal to create a City owned Bank.

Election day in VA is less than 24 hours away. Saturday, I sat with former Richmond City Council President and current candidate for City Treasurer Michelle Mosby to learn about her campaign, why she is running for City Treasurer, and what she hopes to bring to the position if elected. This was my first time sitting down with Ms. Mosby and it was great conversation. Recently, there has been questions, raised in the press, asking if the role of City Treasurer is even needed within the City. Ms. Mosby answers that question and provides, in detail, exactly why she feels she is uniquely qualified for the job. Check out the interview and make sure you get to the polls tomorrow. #WESEEIT

In today's episode of We-Cast, we bring you our final one-on-one with St. Louis mayoral candidate, Tishaura Jones, as she discusses her campaign and takes questions from the students of the Advanced Skills Workforce Center; a pre-apprenticeship training program developed by District Council 58 of the Painters Union in Partnership with the St. Louis Workers Education Society and Peoples Community Action Corp.

City Treasurer Tishaura Jones talks about her school days in the desegregation program, her two terms in Jefferson City as a state representative, taking over for Larry Williams as city treasurer....and her decision to run for mayor -- why she's doing it, what she wants to do and how she hopes to pull it off. 

Welcome to the seventh episode of the Central Valley Politics Podcast. This Podcast is brought to you by the Student Media Center at California State University, Stanislaus. Your host is Dr. Shannon Stevens and in this episode students from her Political Communication Studies class will continue talking about the races for Turlock City Council and City Treasurer, the local congressional contest, and the State senate election. For more info about the podcast and to see where the students and Dr. Stevens got their information go www.kcss.net

Welcome to the first episode of the Central Valley Politics Podcast. This Podcast is brought to you by the Student Media Center at California State University, Stanislaus. Your host is Dr. Shannon Stevens and in this episode students from her Political Communication Studies class will introduce the races for Turlock City Council and City Treasurer, the local congressional contest, and the State senate election. For more info about the podcast and to see where the students and Dr. Stevens got their information go www.kcss.net

As the City Treasurer for St. Louis, MO, Tishaura Jones made history in 2013 when she became the first woman to ever hold the position. In this week’s episode of Changing the Face of Power, Tishaura shares her story of how she balances serving her community with being a single mom and a badass.

Albany City Treasurer Darius Shahinfar talks about the bond rating in the city

Albany City Treasurer Darius Shahinfar talks about fiscal problems in the City of Albany

A conversation with Darius Shahinfar who is running for Treasurer in the City of Albany NY