Podcasts about pacific capital

Podcast: Level Up BusinessEpisode: Fully Invested: Unlocking Entrepreneurial Commitment with Chad WillardsonPub date: 2025-03-12Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAre you fully invested in your business, your relationships, and your life? In this episode, Chad Willardson, Founder & President of Pacific Capital and creator of Platinum Elevated, shares his philosophy on what it means to go all in—and why most entrepreneurs hold themselves back out of fear.Chad's journey from leaving a secure career at Merrill Lynch to building his own wealth management firm is proof that success comes from taking bold action. He also shares the powerful story of an 18-foot waterfall jump in New Zealand that transformed his mindset on risk, decision-making, and leadership.The podcast and artwork embedded on this page are from JR Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Startups With StuEpisode: Building Wealth Without Sacrificing FamilyPub date: 2025-03-04Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization From turning down multi-million dollar Wall Street recruitment bonuses to building a billion-dollar wealth management firm, Chad Willardson's entrepreneurial journey is anything but conventional. In this captivating episode of Startups with Stu, Chad reveals how he walked away from a $1.4M salary at Merrill Lynch to start Pacific Capital, taking a 70% pay cut to pursue his vision of serving entrepreneurs differently. He shares the fascinating story of surprising his wife with a private jet purchase (and her unexpected reaction), and explains why he turns down high-profile clients like NBA players to stay true to his entrepreneurial niche. Chad breaks down why he believes the "hustle culture" is a lie, revealing how he built a thriving business while maintaining an 8 AM-3 PM workday for his team and prioritizing family life. Drawing from his experience managing $1.45 billion in assets, Chad offers counter-intuitive wisdom about wealth building, arguing that diversification isn't always the answer. This episode is packed with invaluable insights for entrepreneurs looking to scale their businesses while building meaningful lives. The podcast and artwork embedded on this page are from Stuart Draper, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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

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

Introducing 214. Your Best Year Yet: The Power of Vision and Goals in Business and Life With Chad Willardson from Millionaire University.Follow the show: Millionaire University Looking to make 2025 your most intentional and successful year yet? In this episode, host Kirsten Tyrrel sits down with Chad Willardson, entrepreneur, author, and coach, to discuss how to build a thriving business while staying true to your values. Chad shares his journey from corporate America to launching Pacific Capital, along with insights into hiring the right people, setting clear goals, and maintaining balance between business and family life. Whether you're planning your next big move or navigating the challenges of entrepreneurship, Chad's actionable advice will inspire you to align your vision, invest wisely, and create sustainable success!What we discuss with Chad:+ Chad's journey from corporate to entrepreneurship+ Hiring for character over skills+ Setting clear, measurable goals+ Balancing business and family life+ Importance of mentorship and coaching+ Realistic financial planning for startups+ Power of vision and persistence+ Early investments for long-term growth+ Reflecting and writing down goals+ Humility and openness lead to successThank you, Chad!Check out ChadWillardson.com.Follow Chad on LinkedIn.Watch the video podcast of this episode!And follow us on:InstagramFacebookTik TokYoutubeTwitterTo get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

Looking to make 2025 your most intentional and successful year yet? In this episode, host Kirsten Tyrrel sits down with Chad Willardson, entrepreneur, author, and coach, to discuss how to build a thriving business while staying true to your values. Chad shares his journey from corporate America to launching Pacific Capital, along with insights into hiring the right people, setting clear goals, and maintaining balance between business and family life. Whether you're planning your next big move or navigating the challenges of entrepreneurship, Chad's actionable advice will inspire you to align your vision, invest wisely, and create sustainable success! What we discuss with Chad: + Chad's journey from corporate to entrepreneurship + Hiring for character over skills + Setting clear, measurable goals + Balancing business and family life + Importance of mentorship and coaching + Realistic financial planning for startups + Power of vision and persistence + Early investments for long-term growth + Reflecting and writing down goals + Humility and openness lead to success Thank you, Chad! Check out ChadWillardson.com. Follow Chad on LinkedIn. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Podcast: Millionaire University (LS 48 · TOP 1% what is this?)Episode: 214. Your Best Year Yet: The Power of Vision and Goals in Business and Life With Chad WillardsonPub date: 2024-12-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationLooking to make 2025 your most intentional and successful year yet? In this episode, host Kirsten Tyrrel sits down with Chad Willardson, entrepreneur, author, and coach, to discuss how to build a thriving business while staying true to your values. Chad shares his journey from corporate America to launching Pacific Capital, along with insights into hiring the right people, setting clear goals, and maintaining balance between business and family life. Whether you're planning your next big move or navigating the challenges of entrepreneurship, Chad's actionable advice will inspire you to align your vision, invest wisely, and create sustainable success!What we discuss with Chad:+ Chad's journey from corporate to entrepreneurship+ Hiring for character over skills+ Setting clear, measurable goals+ Balancing business and family life+ Importance of mentorship and coaching+ Realistic financial planning for startups+ Power of vision and persistence+ Early investments for long-term growth+ Reflecting and writing down goals+ Humility and openness lead to successThank you, Chad!Check out ChadWillardson.com.Follow Chad on LinkedIn.And follow us on:InstagramFacebookTik TokYoutubeTwitterTo get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Millionaire University, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Everyone's Talkin' Money: Money Secrets Nobody Tells You (LS 53 · TOP 0.5% what is this?)Episode: Stockings Full, Wallets Empty?: Preventing A Holiday Money Hangover with Chad WillardsonPub date: 2024-12-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIt's no secret—Americans are set to spend a mind-blowing $1.3 trillion this holiday season. But here's the real question: how much of that spending is driven by guilt, stress, or emotional habits you just can't shake?In this episode, I'm joined by Chad Willardson, a Certified Financial Fiduciary (CFF), the President and Founder of Pacific Capital and Platinum Elevated, a five-time bestselling author, and a financial pro who helps 8-9 figure entrepreneurs take control of their money. Together, we're diving deep into the chaos of holiday spending and how you can finally break the cycle of overspending.We'll talk about why guilt spending feels so hard to stop, why experiences almost always beat material gifts, and how to protect your wallet while still enjoying the season. If you've ever felt like your finances are out of control during the holidays, this episode is your permission slip to flip the script and start fresh.What You'll Learn: Why emotional spending takes over during the holidays—and how to stop it. The dangers of guilt spending and its long-term impact on your finances. How to prioritize meaningful experiences over mindless shopping. Practical tips for planning your spending, even last-minute. How to use past financial regrets to fuel smarter decisions this year. LINKSChad's website and booksChad on LinkedInPacific CapitalCONNECT WITH SHANNAHFREEBIE: Show Me the Money Workshop FREEBIE: She's Got Wealth WorkshopFollow me on Instagram Courses + Workshops + Money Coaching InformationSPONSORSThanks to Jenny Kayne for sponsoring the show. Get 15% off by going to http://www.jennykayne.com/etm15. Thanks to Money Picked for sponsoring the show. To schedule a FREE meeting to figure out your next financial steps, go to http://www.moneypickle.com/etm. Thanks to Wildgrain for sponsoring the show. Wildgrain is offering our listeners $30 off the first box - PLUS free Croissants in every box - when you go to http://www.wildgrain.com/etm to start your subscription.Thanks to Mint Mobile for sponsoring the show. To get your new 3-month premium wireless plan for just 15 bucks a month, go to http://www.mintmobile.com/ETM .Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/ Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns. Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com.Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM. Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Shannah Game, Money Podcast for Women, Personal Finance, Relationships & Mental Health & Glassbox Media. , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

It's no secret—Americans are set to spend a mind-blowing $1.3 trillion this holiday season. But here's the real question: how much of that spending is driven by guilt, stress, or emotional habits you just can't shake? In this episode, I'm joined by Chad Willardson, a Certified Financial Fiduciary (CFF), the President and Founder of Pacific Capital and Platinum Elevated, a five-time bestselling author, and a financial pro who helps 8-9 figure entrepreneurs take control of their money. Together, we're diving deep into the chaos of holiday spending and how you can finally break the cycle of overspending. We'll talk about why guilt spending feels so hard to stop, why experiences almost always beat material gifts, and how to protect your wallet while still enjoying the season. If you've ever felt like your finances are out of control during the holidays, this episode is your permission slip to flip the script and start fresh. What You'll Learn: Why emotional spending takes over during the holidays—and how to stop it. The dangers of guilt spending and its long-term impact on your finances. How to prioritize meaningful experiences over mindless shopping. Practical tips for planning your spending, even last-minute. How to use past financial regrets to fuel smarter decisions this year. LINKS Chad's website and books Chad on LinkedIn Pacific Capital CONNECT WITH SHANNAH FREEBIE: Show Me the Money Workshop  FREEBIE: She's Got Wealth Workshop Follow me on Instagram  Courses + Workshops + Money Coaching Information SPONSORS Thanks to Jenny Kayne for sponsoring the show. Get 15% off by going to http://www.jennykayne.com/etm15.  Thanks to Money Picked for sponsoring the show. To schedule a FREE meeting to figure out your next financial steps, go to http://www.moneypickle.com/etm.  Thanks to Wildgrain for sponsoring the show. Wildgrain is offering our listeners $30 off the first box - PLUS free Croissants in every box - when you go to http://www.wildgrain.com/etm to start your subscription. Thanks to Mint Mobile for sponsoring the show. To get your new 3-month premium wireless plan for just 15 bucks a month, go to http://www.mintmobile.com/ETM . Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Learn more about your ad choices. Visit megaphone.fm/adchoices

Podcast: Book Banter with Dianne Burckhardt - Book Talk PodcastEpisode: S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial AuthorPub date: 2024-11-13Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationJoin the conversation, text us now. Hello Happy People,We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently. Following the success of his previous bestsellers, Fit for Wealth, Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available. It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures. Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated. Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.Chad's WebsiteChad on LinkedInChad on AmazonIf you would like to book an interview with Chad Willardson please contact his PR representative at kymberlee@itssociety22pr.comSupport the showBurckhardtBooks.com: Buy the latest issue: Book Banter Magazine Buy & Read: The Into the West Saga Serial books Subscribe: Our Newsletter About Dianne: Dianne Burckhardt, Award-Winning Indie Author Meet Dianne EP 1: Who Am I? Dianne Burckhardt on Facebook Dianne Burckhardt on TikTok Support Us: FREE options. Learn more, Click here!The podcast and artwork embedded on this page are from Dianne Burckhardt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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

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

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life  About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University Resources Mentioned in This Episode: Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al. Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Podcast: Billion Dollar Backstory (LS 29 · TOP 10% what is this?)Episode: 44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money MattersPub date: 2024-06-05The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life  About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University Resources Mentioned in This Episode: Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al. Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membershipThe podcast and artwork embedded on this page are from Stacy Havener, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Billion Dollar Backstory (LS 29 · TOP 10% what is this?)Episode: 44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money MattersPub date: 2024-06-05The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life  About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University Resources Mentioned in This Episode: Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al. Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membershipThe podcast and artwork embedded on this page are from Stacy Havener, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Dollar Wise PodcastEpisode: Smart Not Spoiled: Raising Financially Savvy KidsPub date: 2024-06-04In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an innovative app designed to help kids learn about money through practical activities, and the importance of financial education at a young age. Chad also delves into the philosophy behind his book "Smart Not Spoiled," offering practical advice for parents on raising financially responsible children.Tune into this episode to also learn:The inspiration and development behind the GravyStack appPractical steps for parents to teach their kids about moneyThe importance of creating a family mission statement and financial valuesWhat we discussed[00:02:27] Financial education and entrepreneurship for kids[00:04:29] Teaching kids about money at home vs. school[00:06:03] Practical tips: No allowance, earning through chores[00:09:11] Integrating GravyStack methodologies into family life[00:11:07] Starting financial education early[00:12:01] Long-term vision for GravyStack and financial literacy impact[00:14:13] Practical steps for parents to get started3 Things To RememberKids learn about money through observation and practical experience.Stop giving allowances; instead, offer opportunities to earn.Create a family mission statement and discuss financial values regularly.Useful LinksConnect with Jason Gabrieli: LinkedInConnect with Chad Willardson: LinkedInLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERECheck out our Financial Wellness Program – HFM IgniteThe podcast and artwork embedded on this page are from HFM Investment Advisors, LLC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Dollar Wise PodcastEpisode: Smart Not Spoiled: Raising Financially Savvy KidsPub date: 2024-06-04In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an innovative app designed to help kids learn about money through practical activities, and the importance of financial education at a young age. Chad also delves into the philosophy behind his book "Smart Not Spoiled," offering practical advice for parents on raising financially responsible children.Tune into this episode to also learn:The inspiration and development behind the GravyStack appPractical steps for parents to teach their kids about moneyThe importance of creating a family mission statement and financial valuesWhat we discussed[00:02:27] Financial education and entrepreneurship for kids[00:04:29] Teaching kids about money at home vs. school[00:06:03] Practical tips: No allowance, earning through chores[00:09:11] Integrating GravyStack methodologies into family life[00:11:07] Starting financial education early[00:12:01] Long-term vision for GravyStack and financial literacy impact[00:14:13] Practical steps for parents to get started3 Things To RememberKids learn about money through observation and practical experience.Stop giving allowances; instead, offer opportunities to earn.Create a family mission statement and discuss financial values regularly.Useful LinksConnect with Jason Gabrieli: LinkedInConnect with Chad Willardson: LinkedInLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERECheck out our Financial Wellness Program – HFM IgniteThe podcast and artwork embedded on this page are from HFM Investment Advisors, LLC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an innovative app designed to help kids learn about money through practical activities, and the importance of financial education at a young age. Chad also delves into the philosophy behind his book "Smart Not Spoiled," offering practical advice for parents on raising financially responsible children.Tune into this episode to also learn:The inspiration and development behind the GravyStack appPractical steps for parents to teach their kids about moneyThe importance of creating a family mission statement and financial valuesWhat we discussed[00:02:27] Financial education and entrepreneurship for kids[00:04:29] Teaching kids about money at home vs. school[00:06:03] Practical tips: No allowance, earning through chores[00:09:11] Integrating GravyStack methodologies into family life[00:11:07] Starting financial education early[00:12:01] Long-term vision for GravyStack and financial literacy impact[00:14:13] Practical steps for parents to get started3 Things To RememberKids learn about money through observation and practical experience.Stop giving allowances; instead, offer opportunities to earn.Create a family mission statement and discuss financial values regularly.Useful LinksConnect with Jason Gabrieli: LinkedInConnect with Chad Willardson: LinkedInLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERECheck out our Financial Wellness Program – HFM Ignite

Podcast: The Bucket List Life - Helping You Build A Life By DesignEpisode: How to Go From Serving $100K to $10M Clients by Radically Elevating Your Mindset with Chad WillardsonPub date: 2024-05-07Ever wish you could unlock true wealth and fulfilment?We all want financial abundance, but few understand how to genuinely achieve it while living an extraordinary life.Join Trav Bell as he interviews Chad Willardson - entrepreneur, financial coach to the ultra-wealthy, author, and modern renaissance man. Discover Chad's philosophies on smart money management, raising financially literate kids, and leveraging wealth to pursue your dreams (like paragliding the Swiss Alps or swimming with sharks!). He shares insights from his latest book "Wealth Wired Differently" and his decade-long book writing commitment.But it's about more than just money. Learn Chad's "Elevated" coaching system designed to help entrepreneurs shatter limits and live a Bucket List Life.If you want the blueprint for creating sustained wealth while adventuring full-out, don't miss this conversation. Get ready for a mindset shift!Episode Highlights: Escape the Stress of Money Worries Once and for AllParenting Hacks to Raise Financially Responsible and Successful KidsStrategies High Earners Employ to Achieve Explosive GrowthThe Ruthless Secret for Explosive 10X Life GrowthWhy Building an Empowering Family Legacy is VitalThe Powerful Connection Between Health and WealthMaster the Art of Leverage and Multiplying Results EffortlesslyHow to Reignite Your Purpose and Avoid the Trap of ComplacencyConnect with Chad Willardson:Website - http://www.chadwillardson.com/Instagram - https://www.instagram.com/chad.willardson/LinkedIn - https://www.linkedin.com/in/chadwillardson/Pacific Capital - https://pacificcapital.com/Platinum Elevated - https://platinumelevated.com/Books - https://www.amazon.com/stores/author/B08J7TQ3WZConnect with Trav Bell:Website - https://www.thebucketlistguy.com/LinkedIn - https://www.linkedin.com/in/travbell/Facebook - https://www.facebook.com/thebucketlistguyTwitter - https://twitter.com/TravBellInstagram - https://www.instagram.com/bucketlistguy.travbell/YouTube - https://www.youtube.com/user/TheBucketListGuy2011Podcast - https://podcasts.apple.com/us/podcast/the-bucket-list-life-helping-you-build-a-life-by-design/id1712886116Book - www.thebucketlistguy.com/bookThe podcast and artwork embedded on this page are from Trav Bell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Bucket List Life - Helping You Build A Life By DesignEpisode: How to Go From Serving $100K to $10M Clients by Radically Elevating Your Mindset with Chad WillardsonPub date: 2024-05-07Ever wish you could unlock true wealth and fulfilment?We all want financial abundance, but few understand how to genuinely achieve it while living an extraordinary life.Join Trav Bell as he interviews Chad Willardson - entrepreneur, financial coach to the ultra-wealthy, author, and modern renaissance man. Discover Chad's philosophies on smart money management, raising financially literate kids, and leveraging wealth to pursue your dreams (like paragliding the Swiss Alps or swimming with sharks!). He shares insights from his latest book "Wealth Wired Differently" and his decade-long book writing commitment.But it's about more than just money. Learn Chad's "Elevated" coaching system designed to help entrepreneurs shatter limits and live a Bucket List Life.If you want the blueprint for creating sustained wealth while adventuring full-out, don't miss this conversation. Get ready for a mindset shift!Episode Highlights: Escape the Stress of Money Worries Once and for AllParenting Hacks to Raise Financially Responsible and Successful KidsStrategies High Earners Employ to Achieve Explosive GrowthThe Ruthless Secret for Explosive 10X Life GrowthWhy Building an Empowering Family Legacy is VitalThe Powerful Connection Between Health and WealthMaster the Art of Leverage and Multiplying Results EffortlesslyHow to Reignite Your Purpose and Avoid the Trap of ComplacencyConnect with Chad Willardson:Website - http://www.chadwillardson.com/Instagram - https://www.instagram.com/chad.willardson/LinkedIn - https://www.linkedin.com/in/chadwillardson/Pacific Capital - https://pacificcapital.com/Platinum Elevated - https://platinumelevated.com/Books - https://www.amazon.com/stores/author/B08J7TQ3WZConnect with Trav Bell:Website - https://www.thebucketlistguy.com/LinkedIn - https://www.linkedin.com/in/travbell/Facebook - https://www.facebook.com/thebucketlistguyTwitter - https://twitter.com/TravBellInstagram - https://www.instagram.com/bucketlistguy.travbell/YouTube - https://www.youtube.com/user/TheBucketListGuy2011Podcast - https://podcasts.apple.com/us/podcast/the-bucket-list-life-helping-you-build-a-life-by-design/id1712886116Book - www.thebucketlistguy.com/bookThe podcast and artwork embedded on this page are from Trav Bell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Money Tree Investing (LS 55 · TOP 0.5% what is this?)Episode: Cultivating Good Financial Habits for EntrepreneursPub date: 2024-05-17Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.   Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608The podcast and artwork embedded on this page are from Money Tree Investing Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Money Tree Investing (LS 55 · TOP 0.5% what is this?)Episode: Cultivating Good Financial Habits for EntrepreneursPub date: 2024-05-17Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.   Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608The podcast and artwork embedded on this page are from Money Tree Investing Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.   Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608

Podcast: Banking on Digital Growth (LS 34 · TOP 5% what is this?)Episode: 399) Wealth Wired Differently: Unpacking Financial Growth for EntrepreneursPub date: 2024-05-13Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of  "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.Join us as we discuss:-The Entrepreneurial Mindset and Financial Advice (04:20) -Finding Your Niche in Financial Services (12:54) -Practical Advice for Community Financial Institutions (23:14)You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.  Hosted by Ausha. See ausha.co/privacy-policy for more information.The podcast and artwork embedded on this page are from James Robert Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Banking on Digital Growth (LS 34 · TOP 5% what is this?)Episode: 399) Wealth Wired Differently: Unpacking Financial Growth for EntrepreneursPub date: 2024-05-13Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of  "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.Join us as we discuss:-The Entrepreneurial Mindset and Financial Advice (04:20) -Finding Your Niche in Financial Services (12:54) -Practical Advice for Community Financial Institutions (23:14)You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.  Hosted by Ausha. See ausha.co/privacy-policy for more information.The podcast and artwork embedded on this page are from James Robert Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Front Row Dads [Family Men with Businesses, Not Businessmen with Families] with Jon Vroman (LS 48 · TOP 1% what is this?)Episode: 420: Getting Fit for Wealth, Elevating Mindsets and Experiencing Breakthroughs By Taking Big Steps with Chad WillardsonPub date: 2024-01-02Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I'm thrilled to have him back on the podcast today. If you're not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you'd like to get more familiar with Chad you'll have a chance at our next Online Summit on January 25, 2023 where he'll be one of our guest speakers. In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we'll also dig into his new book, Fit for Wealth. This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy! A Wide-Ranging Conversation Through…  Zooming with Tony Robbins about GravyStack Launching the Platinum Elevated coaching program Fulfillment in helping others with breakthroughs Getting Fit for Wealth Recharging your motor with better sleep and diet Good habits are contagious Making 2024 an EPIC year of transformation Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/420 More About Front Row Dads Connect with us @ FrontRowDads.com & Instagram  Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event.  Not able to travel? We got you. Join our next online event, built just for kickass dads who know there's more to learn. FrontRowDads.com/summit  FRD is solving a huge problem for dads. Our culture has turned “Dad” into a joke. Go ahead, google Dad and you'll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it's a Homer Simpson mentality, and it's BS.   Our community is built for solid men. Men with range. Those who are badass, and know there's still more to learn, together.   Most guys find it hard to find “their crew.” Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you? In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values) If you're reading this, you want to grow.  Podcasts are great, but guys… when you're ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you.   One more thing…  Has this podcast helped you? If so, please tell us how we're doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen.  Subscribe to this show on Apple Podcasts | Google Podcasts  | SpotifyThe podcast and artwork embedded on this page are from Jon Vroman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Front Row Dads (LS 48 · TOP 1% what is this?)Episode: 420: Getting Fit for Wealth, Elevating Mindsets and Experiencing Breakthroughs By Taking Big Steps with Chad WillardsonPub date: 2024-01-02Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I'm thrilled to have him back on the podcast today. If you're not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you'd like to get more familiar with Chad you'll have a chance at our next Online Summit on January 25, 2023 where he'll be one of our guest speakers. In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we'll also dig into his new book, Fit for Wealth. This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy! A Wide-Ranging Conversation Through…  Zooming with Tony Robbins about GravyStack Launching the Platinum Elevated coaching program Fulfillment in helping others with breakthroughs Getting Fit for Wealth Recharging your motor with better sleep and diet Good habits are contagious Making 2024 an EPIC year of transformation Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/420 More About Front Row Dads Connect with us @ FrontRowDads.com & Instagram  Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event.  Not able to travel? We got you. Join our next online event, built just for kickass dads who know there's more to learn. FrontRowDads.com/summit  FRD is solving a huge problem for dads. Our culture has turned “Dad” into a joke. Go ahead, google Dad and you'll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it's a Homer Simpson mentality, and it's BS.   Our community is built for solid men. Men with range. Those who are badass, and know there's still more to learn, together.   Most guys find it hard to find “their crew.” Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you? In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values) If you're reading this, you want to grow.  Podcasts are great, but guys… when you're ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you.   One more thing…  Has this podcast helped you? If so, please tell us how we're doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen.  Subscribe to this show on Apple Podcasts | Google Podcasts  | SpotifyThe podcast and artwork embedded on this page are from Jon Vroman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I'm thrilled to have him back on the podcast today. If you're not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you'd like to get more familiar with Chad you'll have a chance at our next Online Summit on January 25, 2023 where he'll be one of our guest speakers. In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we'll also dig into his new book, Fit for Wealth. This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy! A Wide-Ranging Conversation Through…  Zooming with Tony Robbins about GravyStack Launching the Platinum Elevated coaching program Fulfillment in helping others with breakthroughs Getting Fit for Wealth Recharging your motor with better sleep and diet Good habits are contagious Making 2024 an EPIC year of transformation Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/420 More About Front Row Dads Connect with us @ FrontRowDads.com & Instagram  Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event.  Not able to travel? We got you. Join our next online event, built just for kickass dads who know there's more to learn. FrontRowDads.com/summit  FRD is solving a huge problem for dads. Our culture has turned “Dad” into a joke. Go ahead, google Dad and you'll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it's a Homer Simpson mentality, and it's BS.   Our community is built for solid men. Men with range. Those who are badass, and know there's still more to learn, together.   Most guys find it hard to find “their crew.” Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you? In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values) If you're reading this, you want to grow.  Podcasts are great, but guys… when you're ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you.   One more thing…  Has this podcast helped you? If so, please tell us how we're doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen.  Subscribe to this show on Apple Podcasts | Google Podcasts  | Spotify

Podcast: The Warrior Dad (LS 40 · TOP 2% what is this?)Episode: FIT for WEALTH with Chad WillardsonPub date: 2023-12-15Chad Willardson is the founder of Pacific Capital, a 4x best selling Amazon author and CFF to America's Top 1%. He's also a dad to 5 children. Where you can find Chad:www.chadwillardson.comwww.pacificcapital.comThe podcast and artwork embedded on this page are from Jeff Wickersham, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Warrior Dad (LS 40 · TOP 1.5% what is this?)Episode: FIT for WEALTH with Chad WillardsonPub date: 2023-12-15Chad Willardson is the founder of Pacific Capital, a 4x best selling Amazon author and CFF to America's Top 1%. He's also a dad to 5 children. Where you can find Chad:www.chadwillardson.comwww.pacificcapital.comThe podcast and artwork embedded on this page are from Jeff Wickersham, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Chad Willardson is the founder of Pacific Capital, a 4x best selling Amazon author and CFF to America's Top 1%. He's also a dad to 5 children. Where you can find Chad:www.chadwillardson.comwww.pacificcapital.com

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

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Podcast: Shannon Waller's Team Success (LS 38 · TOP 2% what is this?)Episode: Teamwork Triad In Real Life, with Chad WillardsonPub date: 2023-11-16 In previous episodes, Shannon has talked about the Teamwork Triad—are you curious to see how it plays out in real life? In this episode, Shannon interviews entrepreneur, author, and podcast host Chad Willardson about his Unique Ability® Dream Team. Learn how to find extraordinary executive assistants who not only support you, but sit in the Teamwork Triad seats that will help you achieve 10x growth. Download Episode Transcript Show Notes: Chad Willardson is an entrepreneur, author, and podcaster from Southern California. He left Merrill Lynch in 2011 to start his own company, Pacific Capital, a wealth management firm serving entrepreneurs. Teamwork specialist Shannon Waller and Unique Ability specialist Julia Waller introduced the idea of a Unique Ability “Dream Team” to support Chad beyond his business. This team, called the Teamwork Triad, includes a Visionary, an Innovation Manager, and a Focus Manager. Chad found two extraordinary people he knew would be the right fit through LinkedIn. Maddie was hired to be Chad's Strategic EA and handles business-related tasks. Chad calls her his left brain. Oriya was hired to be Chad's Operational EA and focuses on personal tasks, marketing, travel planning, and calendar management. Because of her interests and skills in design, Chad calls her his right brain. What each member of the triad is responsible for can be summed up by “make it up” (Chad, the Visionary), “make it real” (Maddie, the Innovation Manager), and “make it recur” (Oriya, the Focus Manager). Chad's main requirement was to find and hire high-caliber individuals who align with his vision and have the mental horsepower to handle complex tasks. The team uses tools like Asana, Microsoft Teams, and Google Docs for communication and task management. Regular communication and collaboration are keys to success for a team that works mainly remotely but meets bi-weekly in person. The team meets weekly and has in-person collaboration sessions every other week to align on goals and projects. The trust and empowerment Chad gives his team leads to his own increased freedom and success as an entrepreneur. Chad used assessments like Kolbe, CliftonStrengths®, PRINT®, and Working Genius to understand each of their strengths and how to best work together. Chad asked ChatGPT to assess potential clashes given everyone's assessments, gave its response to Maddie and Oriya, and had them discuss how they would avoid territorial dangers. From the beginning, Maddie and Oriya forged their friendship and working relationship based on mutual respect for each other's separate interests and areas of Unique Ability. Because of how Chad has empowered them, Maddie and Oriya find ways to help each other without having to get Chad involved, thereby keeping his capacity free for his own Unique Ability projects. Maddie and Oriya have been attending their own workshops with Strategic Coach® to learn how to use tools such as The Weekly Planner and The Impact Filter™, which further simplify communication and delegation for all three. Maddie and Oriya have collected their tips on how entrepreneurs can most effectively work with two executive assistants: “EA Collaboration Guide.” Freed up from daily business operations, Chad is leveraged to think about bigger opportunities beyond his business, such as Free Zone collaborations with other 10x entrepreneurs. Resources: Books: Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest Fit for Wealth: 7 Breakthrough Strategies for Elite Health and Abundant Wealth Podcasts: Smart Money Parenting Financial learning app for kids: GravyStack EA Collaboration Guide: Detailed version PDF QuickStart version PDF Pacific Capital website Personal assessments: CliftonStrengths website Kolbe PRINT: Team Success Podcast, episode 224, “Uncovering “The Why Of You,” With Debra Levine” Wonderlic Working Genius Productivity: Asana ChatGPT Microsoft Teams TripIt Other resources: EOS: Entrepreneurial Operating System Tribal Leadership: Leveraging Natural Groups to Build a Thriving Organization, by Dave Logan, John King, Halee Fischer-Wright Strategic Coach concepts, tools, and books: The Strategic Coach® Program Free Guide to The Entrepreneurial Time System® PDF download: “The Entrepreneur’s Guide To Time Management” Free Impact Filter worksheet PDF download The Team Success Handbook by Shannon Waller Unique Ability Teamwork article: “What Are Unique Ability Teams?” Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan with Dr. Benjamin Hardy The podcast and artwork embedded on this page are from Shannon Waller, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Secrets of the High Demand CoachEpisode: How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107Pub date: 2023-10-23In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.You will discover:- Difference between an outside wealth management and a your internal CFO- How and when you should think about an exit- How you could save millions in taxes by using the right strategies`
Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client's business, financial, and personal decisions.
Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/The podcast and artwork embedded on this page are from Scott Ritzheimer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.You will discover:- Difference between an outside wealth management and a your internal CFO- How and when you should think about an exit- How you could save millions in taxes by using the right strategies`
Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client's business, financial, and personal decisions.
Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/

Podcast: Secrets of the High Demand Coach (LS 30 · TOP 5% what is this?)Episode: How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107Pub date: 2023-10-23In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.You will discover:- Difference between an outside wealth management and a your internal CFO- How and when you should think about an exit- How you could save millions in taxes by using the right strategies`
Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client's business, financial, and personal decisions.
Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/The podcast and artwork embedded on this page are from Scott Ritzheimer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Episode #331: Welcome to the Let's Go Win Podcast with your host, JM Ryerson, where we dive deep into the art of living life to its fullest potential. In this enlightening episode, JM is joined by the brilliant financial expert, Chad Willardson, as they explore the paramount importance of teaching children financial literacy, challenge the conventional "Hustle Culture," and offer practical insights on achieving the elusive work/life balance.Are you ready to empower the next generation with indispensable financial knowledge? Chad Willardson, an accomplished authority in financial planning, shares invaluable strategies and approaches to equip children with vital financial literacy skills. Discover how these essential life lessons can build a strong foundation for a successful and prosperous future.In a world where burnout is all too common, Chad and JM engage in an eye-opening discussion about the much-debated "Hustle Culture." Tune in to gain a fresh perspective on productivity, success, and the pursuit of happiness. Unravel the secrets to redefining success and breaking free from the chains of overworking.But that's not all—Chad Willardson and JM Ryerson take the conversation further by offering actionable tips to achieve work/life balance, a sought-after state that many struggle to attain. Learn how to harmoniously integrate your personal and professional lives without compromising your well-being. Chad's insights will inspire you to transform your daily routine and experience life with a renewed sense of fulfillment.Join us on the Let's Go Win Podcast, and delve into an enriching conversation that transcends the mundane, ignites your passion for financial education, and empowers you to embrace a life that's harmonious, balanced, and full of success on your own terms.Subscribe now and let's embark on this transformational journey together!Bio:Chad Willardson, CFF, CRPC, AWMA, is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. As one of the top wealth management experts in the country, he is particularly passionate about educating children on financial literacy. Contact Chad:Website https://pacificcapital.comLinkedIn: https://www.linkedin.com/in/chadwillardson

Are you ready to arm your children with the crucial skill of financial literacy? Join us as we pick the brain of Chad Willardson, founder, and president of Pacific Capital and author of four books focused on finance and literacy. A parent of five, Chad's unique approach to teaching his children about money is both unconventional and inspiring. From opening bank accounts at a tender age to forgoing the traditional forms of allowance, Chad offers a fresh perspective on preparing children for financial success.Our conversation quickly turns to the importance of instilling the concepts of cash flow, taxes, and the value of earning in children. We explore Chad's interesting home economy model, designed to give kids an early start in financial skills. We also discuss his innovative company, Gravy Stack, which ingeniously combines banking with games, making financial education fun for kids. On a deeper level, we discuss how to balance wealth protection and generosity, a principle Chad strongly advocates for.As we engage further, we delve into the crucial topic of legacy. How can we leave a legacy that outlasts us? How should we encourage our kids to embrace financial literacy? Chad not only shares his insights on these matters but also brings a personal touch with a powerful message from his grandmother about the role of relationships in legacy. We conclude by examining ways to translate financial literacy into real-life experiences for kids and the significance of leaving an enduring legacy. Join us on this enlightening journey as we unpack the keys to raising financially-competent children.Download Gravy Stack App https://apps.apple.com/us/app/gravystack-gamified-banking/id1635188175https://play.google.com/store/search?q=gravystack&c=apps&hl=en_US&gl=USBuy Chad's Book https://a.co/d/fFRQ6CQListen to Chad's Podcast https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356Check out the show on any of your favorite platforms and give us a like and follow if you like our content! Apple Podcastshttps://podcasts.apple.com/us/podcast/the-gentlemen-project-podcast/id1536669294Google Podcastshttps://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMzIwMDMxLnJzcw?sa=X&ved=0CAcQrrcFahcKEwiwk7STluT_AhUAAAAAHQAAAAAQLAAudiblehttps://www.audible.com/pd/The-Gentlemen-Project-Podcast-Podcast/B08LG4HBLR?action_code=ASSGB149080119000H&share_location=pdpAmazon Musichttps://music.amazon.com/podcasts/6a91bd19-279b-41f5-bab2-b2cecfed7beb/the-gentlemen-project-podcastFacebookhttps://www.facebook.com/thegentlemenprojectpodcastInstagram https://www.instagram.com/thegentlemenprojectpodcast/Twitter...

Episode Summary: In this episode of the L3 Leadership podcast, Chad Willardson returns to the podcast to discuss his entrepreneurial journey, shares tips for entrepreneurs looking to level up, and provides some basic financial advice to anyone who is pursuing financial freedom. About Chad Willardson: Chad is the president of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His best-selling first book, Stress Free Money has been featured in Forbes 21 books to read in 2021, NBC News, and Yahoo Finance.In addition to serving the family office clients of Pacific Capital, Chad also manages the 450 million-dollar investment portfolio as the elected city treasurer of 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., US News and World Report, Investment News, Entrepreneur, and Financial Advisors Magazines.  He lives in Southern California with his wife, Amber, and their 5 children.4 Key Takeaways:1. Chad talks about the changes brought about in the corporate banking world after the financial crisis of 2008, and why this drove him to start his own company in 2011 with no real entrepreneurship experience.2. Distractions such as media can get in the way of growth and self-development. 3. Chad gives a lot of credit to Dan Sullivan for his personal development. Chad and Doug discuss the four freedoms that he's learned about from Dan's program.4. He provides some general money advice for people who are looking to have more financial freedom. Quotes From the Episode:“Regardless of whether you own your own business or not, I believe that you should be working to maximize your own talents and gifts and doing something that you really have fun doing.”“The more I use my time for things that matter, then the more that I can grow.”“Don't be miserly until some future retirement date, still enjoy your life. If you can't enjoy the money you're earning a little bit, then what's the point? It's not all about ‘I'm going to live life at some future date.'.Resources Mentioned:Dan Sullivan's Strategic CoachSmart Not Spoiled by Chad WillardsonGravystackStress-Free Money by Chad WillardsonBeyond the Money by Chad WillardsonDie with Zero by Bill PerkinsConnect with Chad:Website | Twitter | Linkedin 

Overcoming Financial Infidelity in Marriage   Financial problems is the #2 reason for divorce in our country. So it makes sense that we tackle the issue of financial infidelity in marriage. This goes deeper than just having money mindset challenges or spouses disagreeing on how money is spent. Financial infidelity speaks to the deception that a couple may find themselves facing when keeping secrets or telling lies about how money is spent in the marriage.    Joining us for this conversation is the founder of Pacific Capital, Chad Willardson, who coaches high earning entrepreneurs to create more wealth and focus on wealth planning in their lives and businesses. Chad has been married for over 22 years, and is the father of five children. He has been featured on Inc., Forbes, The Wall Street Journal, and more. He has written the books Stress Free Money and Smart Not Spoiled.    I loved hearing Chad's story of how he grew up to appreciate living a life of generosity, which, I believe is foundational to the success he's experiencing today.    We discuss how married couples can and should be honest about their spending practices, how to challenge their limiting beliefs about money, and where to start to recover if finances have taken a toll on the marriage.    Chad shares his best tips and resources to help couples get out of debt, create wealth, and live a life they love.    To learn more about Chad, visit https://pacificcapital.com.    Links Mentioned in this Episode:  Follow Chad on Linked In Finding Financial Peace in Your Marriage - with Austin Black    SUBSCRIBE | SHARE | RATE | COMMENT To ensure you never miss an episode, be sure to subscribe on Apple Podcasts, Google Play, Spotify, Stitcher, iHeart Radio, or wherever you listen to podcasts. Remember, sharing is caring! So, share these episodes with your friends and family via email or social media.  See omnystudio.com/listener for privacy information.

In this episode of His and Her Money Show, we are joined by Chad Willardson, the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. He is the Author of the book: Smart, Not Spoiled. 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! Chad explains how parents and families can pass good financial wisdom to kids and teenagers. He talks about the story behind the book: Smart, Not Spoiled, what made him get into helping kids learn about money, the right time to have financial conversations with your kids, the benefits of teaching your kids to earn their own money, and the power of compound interest. He also shares some tips for hiring your kids the right way. Tune in to learn more! What You Will Learn What made Chad get into helping kids learn about money The right time to have financial conversations with your kids The benefits of teaching your kids to earn their own money Helping kids cultivate their own entrepreneurial journey Equipping your kids to bring their entrepreneurial ideas to life The benefits of investing at a young age Tips for hiring your kids the right way Chad's approach to helping his kids become investors The story behind the book: Smart, Not Spoiled Resources Mentioned: The Book: Smart, Not Spiled GravyStack - Gravy Stack Connect with Chad Willardson: Website: PACIFIC CAPITAL Instagram: PACIFIC CAPITAL (@pacificcapital) LinkedIn: Chad Willardson, CFF®, CRPC® | LinkedIn Facebook: PACIFIC CAPITAL | Facebook  

Chad Willardson is a long-time Certified Financial Fiduciary, and now best-selling author of Stress Free Money and Founder of Pacific Capital. In 2008, Chad left his million-dollar salary at Merrill Lynch to start his wealth management firm from the ground up. Since then, Chad has grown his net worth to over $10M+ and advises entrepreneurs how to break out of the financial ‘norms' that are actually holding them back and alleviate their stress about money In his interview with Jamie, Chad explains how to supercharge your entrepreneurial mindset.  They talk about: - Why entrepreneurs should reject the conventional retirement norm and NEVER retire. - Hacks every entrepreneur should use to overcome their fear of failure. - The habits and routines Chad instilled to break away from hustle culture, build whole life success,  and still reach the top percentile of wealth. - How to identify and take advantage of the opportunities that a recession creates for your business and life. Be sure to tell Jamie and Chad what you think about this episode by leaving a review and rating.  It helps us get the message out there!  Refresh and plan!   Find out more   https://linktr.ee/bigideabigmoves  Follow us on Instagram www.instagram.com/bigidea_bigmoves  Facebook www.facebook.com/bigideabigmoves  For amazing Lifestyle Clothing epitomesportswear.com  For Human Resources and Talent help contact www.epitomeHR.com Take their free assessment  Talk to us about partnerships    https://beacon.by/epitome-hr-inc/bibm-sponsoship-packages  Sleep is the key to building muscle, improving athletic performance, and increasing productivity.  But winding down and getting great sleep can be tough. Thirdzy's PM Recovery Collagen can help. This all-natural drink powder, packed with nutrients and amino acids, supports great quality sleep and muscle recovery. With no melatonin or sedatives – you won't get hooked or feel groggy in the morning. Go to thirdzy.com and use code BIBM20 to save 20% Follow Chad and order his books at chadwillardson.com

Chad Willardson, CFF, CRPC®, AWMA®, is the founder and president of Pacific Capital, a fiduciary wealth advisory firm serving entrepreneurs and families. He's a 3-time best-selling author. His first book, Stress-Free Money, was featured in Forbes's “21 Books to Read in 2021.” His second book, Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest, deals with increasing financial literacy among young people across the country, and his latest book, Beyond the Money: 8 Lifestyle Shifts for Entrepreneurs with 8 Figures or More, doesn't tell you what you want to hear; instead, it tells you to want you to need to hear to achieve fulfillment while increasing lifestyle freedom to do more of what you love.Chad also invests a $450 million portfolio as the elected city treasurer in his community. Recognized as one of the top wealth management experts in the country, he's been written about in The Wall Street Journal, Forbes, US News & World Report, NBC News, Yahoo Finance, InvestmentNews, Entrepreneur, and Financial Advisor. Today's episode is with Chad Willardson, a high-net-worth financial advisor with a mission to make kids smart about money. We talk about book reports, reading books rather than watching TV, his belief about learning and earning, the power of YES, the three tips for us all on how to find our work/life balance, and making money a comfortable conversation. Chad's an all-star, and I hope you love this episode. Listen. Watch.  Enjoy!LinkedIn: https://www.linkedin.com/in/chadwillardsonWebsite: https://www.pacificcapital.comTwitter: PacificCapTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Please LIKE

As family men with thriving businesses, we're used to providing our kids with a rich and enjoyable life. Even though I want my kids to have an awesome life, I don't want them to get too comfortable and get everything they want without earning it. So how do we provide a good life for our kids while teaching them the values and principles to be financially and emotionally independent adults who crush it in life? Allow me to introduce you to today's guest, Chad Willardson. Chad is a husband and father of five kids and the Founder and President of Pacific Capital. He's also the best-selling author of Stress-Free Money. He is one of the top wealth management experts in the country who helps 8 and 9-figure entrepreneurs remove their stress about money, increase their cash flow and free up a ton of their time. As a father of five, Chad's also passionate about showing parents how to teach financial principles to kids. In our conversation, we dig into why it's important to allow your children to experiment and learn from failures and how to challenge them without pushing too hard. Chad also shares an epic story about how he created a babysitting guide for hiring and paying babysitters that he's had tremendous success with that you won't want to miss. We also talked about how achieving financial and lifestyle freedom is not mutually exclusive and the difference between being rich and wealthy. We also discuss the importance of being intentional with your spouse and why ego won't get you anywhere in relationships or business. One last thing! If you leave an honest review of this episode, mention Chad, screenshot it and send it to info@frontrowdads.com with your mailing address, and I will buy a copy of one of Chad's books. You pick the book, and I'll ship it to you. (US residents only). Last but not least, our Front Row Dads Wealth and Legacy Online Summit is coming up in January 2023. Save your spot right by visiting FrontRowDads.com/Summit. Chad Willardson Podcast Highlights How he started Pacific Capital after the 2008 crisis and grew it into a behemoth that manages over $1 BILLION in investments! Why people constantly seek his advice on babysitting. What inspired him to write his bestseller Smart, Not Spoiled. The importance of teaching kindness, discipline, and effort to your kids and how Chad taught his kids to be self-reliant. (Fun Fact: Four of Chad's kids have their own businesses!) Why high achievers are intentional in spending quality time with family. Losing your temper never leads to a solution. Two things that have immensely helped Chad in life: saying no and surrounding himself with A players. Get the Full Show Notes Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/364 Want to learn more about Front Row Dads? We are in the business of building better families. While most dads would say that family matters most, the challenge is they feel guilty knowing their careers get the best of them, and their family seems to get the rest of them. We help Dads become family men with businesses, not businessmen who have families, so they can thrive personally AND professionally. Subscribe to the Front Row Dad podcast to learn about fatherhood, marriage and how to level up your game at home, or if you're ready for the best coaching and true brothers to grow with, Join The Brotherhood! Are you getting all the shows? Subscribe today! Want to leave a review? THANK YOU! http://FrontRowDads.com/review

Listen to Chad Willardson as he gives valuable advice on building strong family ties and a successful business. Learn from his life-engaging books, the uniting factor to keep your family aligned and bonded, and how to be more resilient in managing your business and personal life. Tap into this episode and hear all these!   Key takeaways to listen for The inspiration behind Chad's books Wealth-building mistakes that people should avoid Why you should focus on increasing your freedom Benefits of having a meaningful conversation with your family The importance of spending time alone with your spouse   Resources mentioned in this episode Air Jordan Beyond the Money by Chad Willardson | Kindle, Paperback, and Hardcover Smart, Not Spoiled by Chad Willardson | Kindle, Paperback, and Hardcover   About Chad Willardson Chad Willardson is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary, Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor. He is the Author of two best-selling books, "Stress Free Money" and "Smart Not Spoiled" and Co-Founder of GravyStack, a new banking app that helps kids manage money. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally. Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. He loves to help people organize their financial life, clarify their goals, and make decisions that lead them to a successful and fulfilling life. He's been featured in The Wall Street Journal, Forbes, Inc, Yahoo Finance, Investment News, NASDAQ. U.S. News & World Report, Entrepreneur magazine, etc. A native of Southern CA, Chad and his wife have been married since 2001 and have five children.   Connect with Chad Website: Pacific Capital LinkedIn: Chad Willardson Twitter: @PacificCap   Connect with Us To learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting,” click here. Subscribe to 18 Summers Podcast and leave a rating and written review! Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe

What does it really take to protect and grow your wealth in this new economy? That's what you'll find out in today's episode with Chad Willardson, founder and president of Pacific Capital — a wealth management and financial advisory firm.  His company has been helping entrepreneurs protect and grow their wealth since 2011… So if you've ever wanted to know how to grow your money and protect it, especially during these uncertain times, don't miss today's episode. Show Highlights Include: Why Chad turned down $100 million (most people would think he's insane) Chad's top techniques and tactics for reaching the top 2% in any industry   The “T-word” you have to remember if you want people to respect and trust you  Avoid THESE big mistakes both young and experienced entrepreneurs make (and what to do instead)  And more!   Listen to the episode here! 

Episode Summary: In this episode of the L3 Leadership podcast, Chad talks about how he got his start in the financial industry, raising kids who are smart and not spoiled, and his new book which is geared towards helping entrepreneurs with their mindsets. About Chad Willardson: Chad is the president of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His best-selling first book, Stress Free Money has been featured in Forbes 21 books to read in 2021, NBC News, and Yahoo Finance.In addition to serving the family office clients of Pacific Capital, Chad also manages the 450 million-dollar investment portfolio as the elected city treasurer of 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., US News and World Report, Investment News, Entrepreneur, and Financial Advisors Magazines.  He lives in Southern California with his wife, Amber, and their 5 children.4 Key Takeaways:1. Chad talks about his obsession with learning, growth, and self-improvement helped him get to where he is today.2. He discusses his book, Smart Not Spoiled, which he wrote to teach his kids about money.3. He shares some examples of what he's taught his kids about entrepreneurship. 4. Chad talks about his thoughts behind his new book, Beyond the Money.Quotes From the Episode:“Something I think we can do better at is teaching our kids to be creative and earn money.”“Be good at something, enjoy it, and make sure people are willing to pay you for it.”“Be clear about your boundaries up front and decide what is critical.”Resources Mentioned:Smart Not Spoiled  by Chad WillardsonStress Free Money  by Chad WillardsonBeyond the Money  by Chad WillardsonGravystackConnect with Chad:Website | Twitter | Linkedin