Pacific Capital's Podcast Playlist

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 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

• The Book: Smart, Not Spiled
• GravyStack - Gravy Stack

• Website: PACIFIC CAPITAL
• Instagram: PACIFIC CAPITAL (@pacificcapital)
• LinkedIn: Chad Willardson, CFF®, CRPC® | LinkedIn
• Facebook: PACIFIC CAPITAL | Facebook

Today on the Dads with Daughters Podcast we bring you Chad Willardson, Co-Founder of Gravy Stack, author of Smart, Not Spoiled: The Seven Money Skills Kids Must Master Before Leaving the Nest and father of five. This week I talk to Chad Willardson about his own experience as a father, his book and about how we should never limit the dreams of our daughters!

If you've enjoyed today's episode of the Dads With Daughters podcast we invite you to check out the Fatherhood Insider. The Fatherhood Insider is the essential resource for any dad that wants to be the best dad that he can be. We know that no child comes with an instruction manual and most are figuring it out as they go along. The Fatherhood Insider is full of valuable resources and information that will up your game on fatherhood. Through our extensive course library, interactive forum, step-by-step roadmaps and more you will engage and learn with experts but more importantly with dads like you. So check it out today!

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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/chadwillardson
• Website: https://www.pacificcapital.com
• Twitter: PacificCap

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• Twitter
• YouTube
• Coaching
• Get Mike’s book: Owner Shift

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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 [email protected]. 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

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 [email protected] 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

How do you avoid the time traps that come from significant financial success? Now that you can afford the lifestyle you’ve always dreamed of, how do you find the time and freedom to ...

The post Beyond the Money: Chad Willardson appeared first on Author Hour.

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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 Willardson
Stress Free Money  by Chad Willardson

Beyond the Money  by Chad Willardson
Gravystack

Connect with Chad:
Website | Twitter | Linkedin 

Support the show

On this week’s episode of Next Level Minds I had the opportunity to sit down with Chad Willardson. His story is very inspiring and he is almost a master when it comes to finances. We discuss his learning lesson from his early days at Merrill Lynch the growth of his company (Pacific Capital), his two books & upcoming third one, financial strategies, and much more. 

Connect with Chad on LinkedIn here

Chad's books here

Chad's company here

Chad Willardson is a fan favorite here at Lemonade Stand. This is his 2nd appearance with us. Being an epic financial guru, he has now come up with an incredible app to teach kids how to have the proper mindset to become financial gurus themselves. Gravy Stack will be launching either the end of the year or the beginning of next year, and he already has thousands of families on as beta testers. Chad is an incredibly cool guy and his insights are equally as incredible. Such a blast having him on again. Enjoy!

Here's some helpful links:
Gravy Stack
Follow Chad on LinkedIn

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