Pacific Capital's Podcast Playlist

Chad Willardson is the founder and President of PACIFIC CAPITAL, a fiduciary wealth advisory firm in California Elected City Treasurer, managing a $350 million investment portfolio for the taxpayers Co-Owner of the Draft Sports Complex Married, Father of five kids Featured in: The Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Yahoo News, Financial Advisor Magazine, CA Business Journal Author of Amazon #1 Best-Seller "Stress Free Money": Overcome These 7 Obstacles to Find Financial Freedom.

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Chad Willardson is founder and President of Pacific Capital.  He is also a Certified Financial Fiduciary® and Best-Selling Author.

With professional athletes, wildly successful Silicon Valley CEOs, and tenured executives under his advisory, he thought most of his clients had everything figured out. 

Then he noticed almost every single client was worried about their kids growing up entitled and unable to understand the true value of money: how to make it, how to use it, and how to build off of their parent’s financial success. 

The Business of Business, topics are divided into 4 Categories: Management, Operations, Sales, and Financial. Target Audience is Business Owners, C-Level Executives, Management, and anyone considering starting a business. Helping you run a successful profitable business.

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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. 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.

5% of Americans are constantly stressed about money. Chad's trademarked Financial Life Inspection helps people identify their complete financial landscape (healthcare, real estate, insurance, investments, etc.) and helps them identify their goals behind their financial strategy. Chad is here today to help you identify your goals and find a WHY for your financial plan.

Connect with Chad:

• PacificCapital.com
• LinkedIn
• Check out his book Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
• Check out his new book "Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest"

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Most of us can remember having some version of “The Talk” with our parents—and how uncomfortable it was for everyone involved. But studies show parents feel more comfortable talking about sex and drugs with their kids than money… and best-selling author and financial expert Chad Willardson is out to change that. In this episode of the Team Success Podcast, Shannon and Chad sit down to discuss his latest book, Smart Not Spoiled, where he not only outlines 7 key money skills your kids need to have in order to be financially independent, but also strategies for taking the emotion and stress out of the conversation. If you’d like to help your kids learn how to spend money wisely AND earn it in ways that they enjoy, keep listening!

This week we end our season with our fiduciary friend, Chad Willardson from Pacific Capital. Chad joins the show to share on his new and first book, Stress Free Money! As always, Chad enlightens us with his financial wisdom around investing and getting yourself set-up for any financial goals you have set for yourself. Chad covers his top topics around his book, in addition to some helpful tips on where to begin when it comes to investing! We all get sucked into our day-to-day with our businesses, but these important steps will make a world of a difference with your finances. You don't want to miss this episode!

Today guest is bestselling author and financial expert Chad Willardson. Chad’s first book, Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, became an Amazon #1 bestseller. He is now in the final stages of his next book, Smart Not Spoiled to help train kids on financial matters before they leave school. Having five kids of his own, Chad believes this is a major motivator to serve others in this space.

Chad encourages listeners that no matter where you are at in this journey, first become clear about your goals and direction. If you don’t know your direction, you will never get there. To find out more about Chad, subscribe to his newsletter or order his book, go to www.pacificcapital.com.

During the show, we discuss the importance of becoming clear about your end goal in mind. However, the first step is to clarify and confirm what is most important to you and what excites you in your life. To achieve this, CRG encourages you to consider our powerful online course experience so you can live a life with more purpose and passion: The Quest For Purpose eCourse (based on our book of the same name). We take you through a step-by-step process to help you clarify, confirm and then live your life on purpose to increase your fulfilment, engagement and success in life. To learn more and register, go to https://crgleader.com/the-quest-for-purpose-ecourse/.

If you want to take yourself to the next level, personally or professionally, consider our Professional Mastery & Assessment Certification virtual workshop. This three-day in-depth experience will transform your life. To find out more, go to: https://www.crgleader.com/certification.

Thank you in advance for subscribing, sharing and posting a positive review and/or comment as we expand our impact to encourage and inspire others.

Until next time,

Keep Living On Purpose!

Dr. Ken Keis

"Compound interest in growth is what saves the day in the future. You can't make up for those lost years." -Chad Willardson

According to a study conducted by the American Psychological Association (APA), money is among the top causes of stress. Left unchecked, it can bring in even more problems. Learn the secret to financial freedom with our guest, Chad Willardson, the best-selling author of Stress-Free Money. As a fiduciary, Chad shares common financial mistakes that people make, how to build an effective financial plan, when to start investing, what to invest on, and how much you actually need to start an investment. Ted and Chad also talked about the importance of writing down your goals, paying attention to your cash flow, balancing your budget, and planning for the long-term. If there is one thing you can give your future self, it is financial freedom. Don't miss this week's exciting conversation!

Connect with Ted:

Website

Facebook

Twitter

Instagram

LinkedIn

YouTube

Highlights:

04:23 What is a Fiduciary?

10:29 How to Build a Financial Plan

13:04 The Biggest Financial Mistakes

16:03 How Much Do You Need to Invest?

18:52 What Can You Invest On?

25:10 The Impact of Decisions

28:25 Stress-Free Money Life

The path to financial freedom can be simple, yet that does not mean it is easy. Chad Willardson shares with us some of the main obstacles you can overcome to find financial freedom. Chad is the founder and president of Pacific Capital, a wealth advisory firm in California that works with high net worth individuals. He has been featured in The Wall Street Journal, Forbes, Inc., US New & World Report, Entrepreneur Magazine, NBC News, and many others. He's also the author of Amazon #1 Best-Seller "Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom." In addition, he's also an elected City Treasurer, managing a $350 million investment portfolio for tax payers. He is the co-owner of the Draft Sports Complex, he's an entrepreneur, and father of 5! 

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