Pacific Capital's Podcast Playlist

Podcast: Starting Out: The Career Path Podcast (LS 27 · TOP 10% what is this?)
Episode: The Importance of Financial Literacy with Chad Willardson
Pub date: 2021-12-20

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
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Summary: In Episode 15, of Starting Out: The Career Path Podcast, Chad Willardson describes the 7 financial skills that every young person should understand from his new book Smart, Not Spoiled.

Main Points:

1. Chad explains how he started his career in wealth management. (02:54)
2. Chad describes why he wrote Smart, Not Spoiled. (07:02)
3. Chad details the 7 financial skills important for young people to understand, and answers specific questions about how each of them applies to college students. (10:00) 

Bio: Chad Willardson is the President & Founder of Pacific Capital, a bestselling author of two books (Stress-Free Money & Smart, Not Spoiled), the elected city Treasurer of Corona, California, the co-owner of MyFirstSale.com, the co-founder of the GravyStack app, and the co-owner of the Draft Sports Complex. Chad is a wealth manager, entrepreneur, author, husband, and father of 5. Chad’s career mission is to help people enjoy life by removing their stress about money. 

Links: 

Follow Chad on Instagram or LinkedIn.

Get your copy of Smart, Not Spoiled on Amazon

Learn more about Chad at pacificcapital.com

Learn more about Squire at www.squirework.com 

Follow Squire on Instagram: @squirework 

The podcast and artwork embedded on this page are from Squire Work Inc., which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: How to Talk to Kids About Anything (LS 28 · TOP 10% what is this?)
Episode: How to Talk to Kids about Money Skills with Chad Willardson
Pub date: 2021-12-07

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
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Special guests: Chad Willardson. This podcast will focus on how to talk to kids about the financial skills they need to manage money throughout their lifetime. From saving, spending wisely, giving and investing, this podcast gives you the talking points! Dr. Robyn Silverman interviews financial advisor and best-selling author of Stress-Free Money and Smart, Not Spoiled, Chad Willardson.

The post How to Talk to Kids about Money Skills with Chad Willardson appeared first on drrobynsilverman.com.

The podcast and artwork embedded on this page are from Dr. Robyn Silverman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Richer Geek (LS 39 · TOP 2% what is this?)
Episode: Stress Free Money
Pub date: 2021-12-01

Notes from Pacific Capital's Podcast Playlist:

"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4

Get Podcast Transcript →
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Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor. 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 the author of the Best Selling Book: Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom.

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. A native of Orange County, CA, Chad and his wife of 17 years live in Corona with their five children.

Find complete show notes and more information at therichergeek.com/podcast

The podcast and artwork embedded on this page are from Mike Stohler, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: My Designed Life
Episode: (Ep.65) Smart Not Spoiled 7 Money Skills To Teach Kids With Chad Willardson
Pub date: 2021-11-15

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
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99% of us were not taught any skills on mastering money before being sent out into the world. With today’s guest, we have an opportunity to learn how to break the cycle.

The podcast and artwork embedded on this page are from TanyaMFK, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Friday Habit (LS 32 · TOP 5% what is this?)
Episode: Personal Finance - Interview with Chad Willardson - Part 2
Pub date: 2021-10-08

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
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Chad Willardson 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. 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 with his wife, Amber, and their five children.

Main Topic Notes

1. Give us a brief overview of how things have been for you since writing Stress-Free Money. What inspired you to focus your attention on financial education for children for your new book?
2. At what age should parents be talking to their children about the skills you mention in your book?
3. What are the seven skills kids should know before adulthood, in your professional opinion? Why are these skills important?
4. What should parents teach their children about “money now vs. money later”?
5. Speaking of being “smart, not spoiled,” (how) should parents distribute allowances to their children?
6. What are some learning activities parents can do with their children to make learning about money fun?

Recap / Takeaways

1. Fiduciaries are different from financial advisors because they are legally required to look out for the clients best interest instead of selling a product like insurance
2. Ways you can help your kids be smart with money:
3. Give your kids 3 jars - spending saving giving
4. Start having conversations with your kids about money younger
5. 7 things kids should know about money
6. Invest early and often
7. Hire your kids to do work around the office
8. Open a Roth IRA in their name
9. Borrow wisely
10. Know your cash flow (income and expenses)
11. Teach about how much stuff really costs
12. Talking taxes
13. Taxes are your #1 expense, so you better know your stuff
14. Learn to earn
15. Create a menu of opportunity so your kids can earn money
16. Let the kids go around and find a job to do and offer a price
17. Protect who and what you care about
18. Give generously
19. When you travel internationally, you could set aside a day for service

Money doesn't buy happiness, but it does give your more choices and freedoms. It gives more opportunity to make a greater impact for others.

Action Item:

Start having more conversations about personal finance in your family.

Connect with Chad

PacificCapital.com

Linkedin

Go to TheFridayHabit.com to find show notes for this episode. There you can also find links to our websites and ways to get in touch. At the bottom of the page you can download our guide to the Friday Habit system that will show you how to set aside one full day each week dedicated to working on your business instead of in your business.

If you enjoyed this episode please subscribe and leave us a review in the Apple podcasts app.

If you have a question or a topic you’d like us to cover don’t forget to record us a quick voice memo and send it to [email protected]

Thanks for listening to The Friday Habit.

Until next time. Live every day like it’s Friday.

The podcast and artwork embedded on this page are from Mark Labriola II, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Friday Habit (LS 32 · TOP 5% what is this?)
Episode: Personal Finance - Interview with Chad Willardson - Part 1
Pub date: 2021-10-01

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Chad Willardson 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. 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 with his wife, Amber, and their five children.

Main Topic Notes

1. Give us a brief overview of how things have been for you since writing Stress-Free Money. What inspired you to focus your attention on financial education for children for your new book?
2. At what age should parents be talking to their children about the skills you mention in your book?
3. What are the seven skills kids should know before adulthood, in your professional opinion? Why are these skills important?
4. What should parents teach their children about “money now vs. money later”?
5. Speaking of being “smart, not spoiled,” (how) should parents distribute allowances to their children?
6. What are some learning activities parents can do with their children to make learning about money fun?

Recap / Takeaways

1. Fiduciaries are different from financial advisors because they are legally required to look out for the clients best interest instead of selling a product like insurance
2. Ways you can help your kids be smart with money:
3. Give your kids 3 jars - spending saving giving
4. Start having conversations with your kids about money younger
5. 7 things kids should know about money
6. Invest early and often
7. Hire your kids to do work around the office
8. Open a Roth IRA in their name
9. Borrow wisely
10. Know your cash flow (income and expenses)
11. Teach about how much stuff really costs
12. Talking taxes
13. Taxes are your #1 expense, so you better know your stuff
14. Learn to earn
15. Create a menu of opportunity so your kids can earn money
16. Let the kids go around and find a job to do and offer a price
17. Protect who and what you care about
18. Give generously
19. When you travel internationally, you could set aside a day for service

Money doesn't buy happiness, but it does give your more choices and freedoms. It gives more opportunity to make a greater impact for others.

Action Item:

Start having more conversations about personal finance in your family.

Connect with Chad

PacificCapital.com

Linkedin

Go to TheFridayHabit.com to find show notes for this episode. There you can also find links to our websites and ways to get in touch. At the bottom of the page you can download our guide to the Friday Habit system that will show you how to set aside one full day each week dedicated to working on your business instead of in your business.

If you enjoyed this episode please subscribe and leave us a review in the Apple podcasts app.

If you have a question or a topic you’d like us to cover don’t forget to record us a quick voice memo and send it to [email protected]

Thanks for listening to The Friday Habit.

Until next time. Live every day like it’s Friday.

The podcast and artwork embedded on this page are from Mark Labriola II, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Entrepreneurs on Fire (LS 69 · TOP 0.05% what is this?)
Episode: Smart Not Spoiled: 7 Money Skills Kids Must Master Before Leaving The Nest with Chad Willardson
Pub date: 2021-11-11

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California and elected city treasurer for their city, managing the $350 million investment portfolio. He's been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, etc. 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 to be rich to be generous.

3. Financial freedom and stress free money is really available out there and it's up to you.

Overcome These Seven Obstacles to Find Financial Freedom - Stress Free Money on Amazon

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The podcast and artwork embedded on this page are from John Lee Dumas of EOFire, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Okay, Now What? - With Kate Gladdin (LS 42 · TOP 1.5% what is this?)
Episode: *FOR TEENS* How to Get Good With Money - Interview with Chad Willardson
Pub date: 2021-10-18

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Feel like you're hopeless at saving money? Get squirmish when people talk about money? Believe you're greedy if you want to make a lot of money? Then this episode is going to give you some HUGE break throughs!

I am excited to have Wealth Management Advisor & Certified Financial Fudiciary, Chad Willardson, on the show to teach three simple money habits to start practicing NOW so you end up with a LOT more money later! No it's not boring or complicated financial advice - it's SIMPLE and powerful steps that you can use to get a handle over your money situation. Chad will help you see your ''money blind spots'' and also how something as simple as saving $10 today can turn into $10,000 down the track. Your future self (and your bank account) will definitely thank you for tuning into this interview!

Chad is founder of Pacific Capital Wealth and author of his latest book, Smart Not Spoiled, which focuses on helping teens & young adults get money savvy so they can set themselves up for a more fulfilling and abundant life. You can check out Chad's latest book here!

The podcast and artwork embedded on this page are from Kate Gladdin, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Lucky Titan (LS 41 · TOP 1.5% what is this?)
Episode: Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom With Chad Willardson
Pub date: 2021-10-21

Notes from Pacific Capital's Podcast Playlist:

"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

• Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California
• Elected City Treasurer for our city, managing the $350 million investment portfolio
• Co-Owner of the Draft Sports Complex
• Married father of five kids
• Chad’s been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, etc.
• Author of #1 Best-Seller (on Amazon) Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom

www.pacificcapital.com
https://www.youtube.com/watch?v=_XK20Px8fTg
https://www.youtube.com/watch?v=sC-p1TvkYYM

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The podcast and artwork embedded on this page are from Josh Tapp, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Modern Leadership with Jake Carlson (LS 40 · TOP 2% what is this?)
Episode: Smart, Not Spoiled with Chad Willardson
Pub date: 2021-10-21

Notes from Pacific Capital's Podcast Playlist:

“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Today’s Guest Expert: Chad Willardson Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California. He co-owns of the Draft Sports Complex and has been elected multiple times as city treasurer for Corona CA, managing the $430 million investment portfolio. He is the author of #1 Amazon […]

The post Smart, Not Spoiled with Chad Willardson appeared first on Jake A Carlson.

The podcast and artwork embedded on this page are from Jake A Carlson | Podcaster | Speaker | Leadership Mentor, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.