You set out to build wealth, then realized your family was getting the leftovers.

But it doesn’t have to be either-or, you can thrive in both.

Today, I’m talking with Chad Willardson—wealth advisor to 8 & 9-figure founders, serial entrepreneur, bestselling author, and father of five—who’s figured out how to scale his wealth and stay fully present for his family. He runs a successful wealth advisory firm, owns multiple businesses, travels by private jet, and still makes it to his kids’ games.

In this conversation, Chad reveals the exact frameworks he uses to buy back time, build lasting wealth, and prioritize what matters most—insights he expands on in his upcoming book, Fully Invested: Why Work-Life Balance Is a Total Lie.

You’ll learn how he structures investments, leverages debt without stress, and designs a calendar around his life, not just his work.

In this episode, you’ll learn: 

1.) The habits and systems Chad uses to prioritize family without sacrificing growth

2.) The “buy, borrow, die” strategy that Chad uses to grow his wealth tax-free

3.) The real cost (and benefit) of buying a private jet

4.) The “Right Brain / Left Brain” executive assistant system that saved his time and sanity

Show Notes: LifestyleInvestor.com/244

Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax

Strategy Session 

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation

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