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MPF Discussion with Chad Willardson
Providing Financial Literacy For The Next Generation with Chad Willardson

Chad created and trademarked the Financial Life Inspection® , wrote two best-selling books "Stress-Free Money" and "Smart, Not Spoiled,"

He has also accumulated additional awards and accolades including
Top of the Table Club, Million Dollar Round Table, Top 1% of Financial Advisors worldwide) And Five-Star Professional Wealth Manager

Chad is also the President & Founder PACIFIC CAPITAL, 2011-Current EXPERIENCE Senior Vice President- Investments MERRILL LYNCH WEALTH MANAGEMENT , 2003-2011 Elected City Treasurer.

He is also co-owner of MyFirstSale.com and The Draft Sports Complex, and the CoFounder of the GravyStack app. Which is changing the way kids and teens become financially independent by making it fun, easy, and lucrative to learn entrepreneurial skills and principles of smart money management.

GravyStack helps kids Game, Learn, Earn™ in real time through an app that teaches financial literacy through quests and challenges. GravyStack kids have fun making real money and exp while learning the fundamentals of spending, saving, and sharing. Parents, grandparents, friends, and family can cheer on kids and give them even more opportunities to tackle challenges for money.

On this episode of My Perfect Failure (Providing Financial Literacy for The Next Generation) Chad provides important insights on the importance of financial literacy and why financial literacy and gamification are the perfect combination to inspire kids to learn about financial literacy in a fun way.  Some of the areas we cover.
•The importance of Financial Literacy
•Chads passion for giving people access to financial literacy
•GravyStack giving kids access to financial literacy
•Setting kids up for financial success

Work with Pacific Capital
•https://pacificcapital.com/

Follow Chad on LinkedIn
•linkedin.com/in/chadwillardson

Purchase Smart-Not-Spoiled-Skills-Leaving-ebook
•https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM

Stress Free Money - Overcome These Seven Obstacles to Find Financial Freedom
•https://www.amazon.co.uk/Stress-Free-Money-Overcome-Obstacles-Financial-ebook/dp/B08J3MS95R/ref=sr_1_2?crid=38IXKP0FJ6E35&keywords=chad+willardson&qid=1657752719&sprefix=chad+willardson%2Caps%2C351&sr=8-2

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  ·         Work with me: [email protected]

·         MPF Website: http://www.myperfectfailure.com/ 

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The 7 Money Skills Kids Must Master Before Leaving the Nest

ABOUT CHAD

Chad helps people enjoy life by removing their stress about money.

He is the founder of Pacific Capital, creator of the Financial Life Inspection, author of the best-selling books "Stress-Free Money" and "Smart, Not Spoiled” and co-owner of multiples businesses.

CONNECT WITH CHAD & HIS WORK

• Pacific Capital Company Website (Chad's Company)
• Get the Book - Smart, Not Spoiled
• LinkedIn

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Chad Willardson has a lot on his repertoire. He’s the founder and president of a wealth management firm called Pacific Capital, the elected treasurer for his city, and the author of an Amazon best-selling book titled Stress Free Money: Overcome the 7 Obstacles to Financial Freedom. Luckily for listeners, he’s taking us through a few of those obstacles in order to help lead people to wealth and financial success! 

Chad says that without knowing your obstacles, you can never get to your destination. That’s why he’s here to address a few of the most common obstacles that you might not even realize are standing in your own way, from a lack of clear goals to what he calls “financial fast food.”

In this episode, you’ll not only hear examples of these obstacles but also learn how you can start to overcome them in order to make your way to the wealth you’ve always dreamed of. Overall, it’s all about making clear goals, knowing what’s standing in your way, and coming up with a roadmap to get through it. 

In this episode:

• [1:25] Chad takes us through his background and gives us an idea of what he does and who he is - not only an author and founder of a wealth management firm but an elected official as well.
• [4:25] We dive into Chad’s one big tip: Facing the obstacles between you and your wealth. He says the most common obstacle is a lack of clear goals. 
• [6:37] Chad explains how he helps clients get clear on their goals.
• [8:43] Another major obstacle is “financial fast food” - this is buying into what the latest news tells you to do with your money rather than thinking of your own position, plans, and needs
• [9:50] Letting your feelings get in the way is another huge obstacle, Chad says. 

After graduating from high school, most schools have taught us what the insides of a frog looks like or that mitochondria is the powerhouse of the cell…

But how many teach taxes or investment strategies?

For Chad Willardson, Founder and President at Pacific Capital and author of Smart, Not Spoiled, sound financial habits begin early — and the financial brands who help kids learn are poised to gain loyal, life-long customers.

Join us as we discuss:

• The challenges parents face when teaching financial literacy

You can find this interview, and many more, by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Today, I am joined by Chad Willardson, the founder of Pacific Capital, and entrepreneur investor to talk about how to teach your kids about money.

Our kids are always watching - and even when we aren't talking to them about money they are learning by watching what we do. For this reason, the money talks conversations need to start when they are young.

There are a multitude of tools that can be used even with our youngest children. Listen in to hear some of the when, how, and why of teaching our kids financial planning, intention and abundance thinking early on.

Meet Chad Willardson:

Chad Willardson, CFF, CRPC®, AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's "21 Books To Read In 2021" and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.

Chad's mission is to help people enjoy life by removing their stress about money,

Instagram: @mr_seadubb

Books: Smart, Not Spoiled & Stress-Free Money

GET ON THE WAITLIST FOR GRAVY STACK: https://gravystack.com/

iflip Invest App: https://iflipinvest.com/

Meet Loral Langemeier:

Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.

Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.

The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.

She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.

Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.

She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.

Links and Resources:

Ask Loral App: https://apple.co/3eIgGcX

Loral on Facebook: https://www.facebook.com/askloral/

Loral on YouTube: https://www.youtube.com/user/lorallive/videos

Loral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/

Money Rules: https://integratedwealthsystems.com/money-rules/

Millionaire Maker Store: https://millionairemakerstore.com/

Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/

Integrated Wealth Systems: https://integratedwealthsystems.com/

Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates

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How do you teach your kids to be smart about money and ensure they’re not spoiled? This is a question many successful entrepreneurs have faced, including financial expert Chad Willardson, who decided to write a book on the subject. In this episode, Chad explains to Dan Sullivan how parents can ensure their kids are financially literate and have good “money values.”

Managing other people’s money is a delicate position — a lot of things can go wrong.

Do you ever think about the people who actually MANAGE the taxes you pay to your government? Do you know how to choose the right financial advisor, and how to tell if they’re legit or not?

As an entrepreneur, I always wanted to dive into the unique “fiduciary industry,” which includes financial advisors, financial planners and the like. (Specific to the USA.)

Today I interview Chad Willardson, the Founder and President of Pacific Capital — an independent financial advisory firm based in California. What’s especially interesting about Chad is that he not only manages money for high net-worth individuals but also his city’s entire portfolio of $400M (yes, 400 million USD).

As usual, being the best business podcast in the world, I bring to you the most insightful discussion of the subject available anywhere:

• Strange truths about managing $400M of taxpayer’s money for the government in America

EP #285 -This week on the podcast, I'm joined by Chad Wildarson, the President of Pacific Capital, a fiduciary wealth advisory firm as we discuss how to Get a Money Plan and DON'T Spoil Your Kids!

Chad's 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. Chad has appeared in The Wall Street Journal, Inc., U.S. News & World Report, Investment News, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California where he serves as elected treasurer of the City of Corona with his wife, Amber, and their five children.

Learn More About Chad Wildardson:

Get his Book "The Book Smart Not Spoiled"

Follow Chad Wildardson on social media on LinkedIn, and Instagram

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