Pacific Capital's Podcast Playlist

Pacific Capital's Podcast Playlist

By Pacific Capital / Listen NotesBusinessEntrepreneurshipEducationArtsBooksCareers
Download on the App Store

Pacific Capital's Podcast Playlist episodes

  • Parents, Calm Down in the Bleachers
    Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)
    Episode: Parents, Calm Down in the Bleachers
    Pub date: 2023-11-01

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



    In this episode of Smart Money Parenting, Chad and Scott discuss the importance of attitude and effort in sports. They share their experiences as parents of kids involved in various sports and how they strive to raise financially competent, emotionally intelligent, and emotionally strong children. The main topic of the episode is emotional regulation in sports, specifically addressing parents' behavior in the bleachers. Chad shares his personal experience of attending over a thousand youth sports games and emphasizes the need for parents to remain calm and composed during these events.

    • Sports and emotional regulation

    • Calming down in the bleachers

    • Importance of attitude and effort in sports

    • Negative impact of overly competitive parents

    • Teaching kids character and emotional intelligence through sports

       

    Mentioned in this episode 

    gravystack.com/smart

    gravystack.com/igniter

    smartmoneyparenting.com

    smartmoneyparenting.com/followus

    Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

    Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson

    Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott 

    Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson

    Scott Donnell on Instagram - @imscottdonnell

    Chad Willardson on Instagram - @chad.willardson

    Scott Donnell on TikTok - @imscottdonnell

     



    The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
    20 min
  • Mental Health Matters
    Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)
    Episode: Mental Health Matters
    Pub date: 2023-10-28

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



    In this episode of Smart Money Parenting, Scott Donnell and Chad Williamson discuss the importance of mental health for young people. They address alarming statistics that show the prevalence of mental health challenges among children and teenagers, such as depression and thoughts of self-harm. The hosts emphasize the need for parents to take these issues seriously and to actively work towards preventing them. With their combined nine children, Scott and Chad share their personal concern for their own families and the desire to ensure their children's well-being. Mental health matters, and this episode aims to raise awareness and promote sensitivity towards this critical topic.

    • Mental health challenges for young people are increasing.
    • Cyberbullying and online comments can be harmful.
    • Parents need to have open conversations about mental health with their kids.
    • Physical health and serving others can improve mental health.
    • The GravyStack app is a helpful tool for families.

     

    Mentioned in this episode 

    gravystack.com/smart

    gravystack.com/igniter

    smartmoneyparenting.com

    smartmoneyparenting.com/followus

    Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

    Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson

    Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott 

    Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson

    Scott Donnell on Instagram - @imscottdonnell

    Chad Willardson on Instagram - @chad.willardson

    Scott Donnell on TikTok - @imscottdonnell

     



    The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
    19 min
  • Screen Time Is Ruining Kids Health
    Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)
    Episode: Screen Time Is Ruining Kids Health
    Pub date: 2023-10-25

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



    In this episode of Smart Money Parenting, Chad and Scott discuss the importance of family fitness and how to help kids stay healthy in a world dominated by screens. They highlight the increased screen time children have today and the impact it can have on their physical well-being. They emphasize the need for kids to get outside and engage in physical activities to support their overall development. Tune in for valuable insights on modeling healthy habits as a family.

    • Importance of modeling fitness for kids
    • Impact of sedentary lifestyle on children's health
    • Connection between health habits and wealth habits
    • The compound effect of healthy habits over time
    • The benefits of physical activity for family bonding and communication

    Mentioned in this episode 

    gravystack.com/smart

    gravystack.com/igniter

    smartmoneyparenting.com

    smartmoneyparenting.com/followus

    Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

    Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson

    Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott 

    Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson

    Scott Donnell on Instagram - @imscottdonnell

    Chad Willardson on Instagram - @chad.willardson

    Scott Donnell on TikTok - @imscottdonnell



    The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
    18 min
  • Teach Your Kids to Earn Money While They Brush Their Teeth
    Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)
    Episode: Teach Your Kids to Earn Money While They Brush Their Teeth
    Pub date: 2023-10-22

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



    In this episode of Smart Money Parenting, Chad and Scott discuss the importance of teaching kids about passive income and revenue streams. They emphasize the need for multiple sources of income and the risks of relying on just one. The hosts introduce the idea of teaching children to earn money while brushing their teeth, a simple and practical way to introduce them to the concept of passive income. They explain the benefits of passive income and revenue streams and how it can provide financial security in uncertain times. This episode offers valuable insights for parents looking to teach their kids about financial independence.

    • Teaching kids about passive income and revenue streams
    • Importance of having multiple sources of income
    • Investing in stocks, real estate, and other opportunities
    • Planting seeds for long-term financial success
    • Promoting an abundance mindset for financial growth

    Mentioned in this episode 

    gravystack.com/smart

    gravystack.com/igniter

    smartmoneyparenting.com

    smartmoneyparenting.com/followus

    Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

    Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson

    Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott 

    Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson

    Scott Donnell on Instagram - @imscottdonnell

    Chad Willardson on Instagram - @chad.willardson

    Scott Donnell on TikTok - @imscottdonnell

     



    The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
    13 min
  • Use Food to Teach Kids About Money
    Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)
    Episode: Use Food to Teach Kids About Money
    Pub date: 2023-10-19

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



    In this episode of Smart Money Parenting, Scott and Chad discuss how food can be a great tool for teaching children about money. They share practical ways to incorporate money lessons into everyday activities like cooking and grocery shopping. They also highlight the concept of the "dad tax" as a fun way to teach kids about expenses. Tune in to discover how to use food to teach your children important financial principles.

    • Teaching kids cooking skills and budgeting at the grocery store
    • Using food to teach kids about the price of food and money
    • The dad tax as a way to teach kids about taxes
    • Using the Gravy Stack app to teach kids about coupons and saving on groceries
    • The dinner budget challenge to teach kids about budgeting and cooking at home

    Mentioned in this episode 

    gravystack.com/smart

    gravystack.com/igniter

    smartmoneyparenting.com

    smartmoneyparenting.com/followus

    Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

    Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson

    Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott 

    Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson

    Scott Donnell on Instagram - @imscottdonnell

    Chad Willardson on Instagram - @chad.willardson

    Scott Donnell on TikTok - @imscottdonnell



    The podcast and artwork embedded on this page are from by Gravy Stack, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
    17 min
  • FIT for WEALTH with Chad Willardson
    Podcast: The Warrior Dad (LS 40 · TOP 1.5% what is this?)
    Episode: FIT for WEALTH with Chad Willardson
    Pub date: 2023-12-15

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



    Chad Willardson is the founder of Pacific Capital, a 4x best selling Amazon author and CFF to America's Top 1%. He's also a dad to 5 children.

    Where you can find Chad:

    www.chadwillardson.com

    www.pacificcapital.com



    The podcast and artwork embedded on this page are from Jeff Wickersham, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
    22 min
  • #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital
    Podcast: What Are You Working Towards? (LS 34 · TOP 3% what is this?)
    Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital
    Pub date: 2023-11-17

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



    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠


    Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books.

    In today's episode, Chris and Chad talk about:

    1. How he got his start in the financial industry
    2. The art of landing high net-worth clients
    3. Financial skills we should be teaching our children
    4. Being authentic as an advisor

      5. Websites:

      1. https://pacificcapital.com/
      2. https://www.chadwillardson.com/

        3. LinkedIn: https://www.linkedin.com/in/chadwillardson/

        Instagram: https://www.instagram.com/chad.willardson/

        Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356

        Chad's Books:

        1. Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM
        2. Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1
        3. Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0

          4. -----------------------------------------------------------------------------------------------------------------------

          Maximize your marketing, close more clients, and amplify your AUM by following us on:

          Instagram: https://instagram.com/ultrahighnetworthclients

          TikTok: https://tiktok.com/ultrahighnetworthclients

          YouTube: https://www.youtube.com/@uhnwc

          Facebook: https://www.facebook.com/UHNWCPodcast

          Twitter: https://twitter.com/uhnwcpodcast

          iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400

          Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr

          Website: https://uhnwc.com

          Work with us: https://famousfounder.com/


          DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.



          The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
          29 min
        4. Teamwork Triad In Real Life, with Chad Willardson
          Podcast: Shannon Waller's Team Success (LS 39 · TOP 2% what is this?)
          Episode: Teamwork Triad In Real Life, with Chad Willardson
          Pub date: 2023-11-16

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



          In previous episodes, Shannon has talked about the Teamwork Triad—are you curious to see how it plays out in real life? In this episode, Shannon interviews entrepreneur, author, and podcast host Chad Willardson about his Unique Ability® Dream Team. Learn how to find extraordinary executive assistants who not only support you, but sit in the Teamwork Triad seats that will help you achieve 10x growth.

          Download Episode Transcript

          Show Notes:

          • Chad Willardson is an entrepreneur, author, and podcaster from Southern California. He left Merrill Lynch in 2011 to start his own company, Pacific Capital, a wealth management firm serving entrepreneurs.
          • Teamwork specialist Shannon Waller and Unique Ability specialist Julia Waller introduced the idea of a Unique Ability “Dream Team” to support Chad beyond his business. This team, called the Teamwork Triad, includes a Visionary, an Innovation Manager, and a Focus Manager.
          • Chad found two extraordinary people he knew would be the right fit through LinkedIn.
          • Maddie was hired to be Chad’s Strategic EA and handles business-related tasks. Chad calls her his left brain.
          • Oriya was hired to be Chad’s Operational EA and focuses on personal tasks, marketing, travel planning, and calendar management. Because of her interests and skills in design, Chad calls her his right brain.
          • What each member of the triad is responsible for can be summed up by “make it up” (Chad, the Visionary), “make it real” (Maddie, the Innovation Manager), and “make it recur” (Oriya, the Focus Manager).
          • Chad’s main requirement was to find and hire high-caliber individuals who align with his vision and have the mental horsepower to handle complex tasks.
          • The team uses tools like Asana, Microsoft Teams, and Google Docs for communication and task management.
          • Regular communication and collaboration are keys to success for a team that works mainly remotely but meets bi-weekly in person. The team meets weekly and has in-person collaboration sessions every other week to align on goals and projects.
          • The trust and empowerment Chad gives his team leads to his own increased freedom and success as an entrepreneur.
          • Chad used assessments like Kolbe, CliftonStrengths®, PRINT®, and Working Genius to understand each of their strengths and how to best work together.
          • Chad asked ChatGPT to assess potential clashes given everyone’s assessments, gave its response to Maddie and Oriya, and had them discuss how they would avoid territorial dangers.
          • From the beginning, Maddie and Oriya forged their friendship and working relationship based on mutual respect for each other’s separate interests and areas of Unique Ability.
          • Because of how Chad has empowered them, Maddie and Oriya find ways to help each other without having to get Chad involved, thereby keeping his capacity free for his own Unique Ability projects.
          • Maddie and Oriya have been attending their own workshops with Strategic Coach® to learn how to use tools such as The Weekly Planner and The Impact Filter™, which further simplify communication and delegation for all three.
          • Maddie and Oriya have collected their tips on how entrepreneurs can most effectively work with two executive assistants: “EA Collaboration Guide.”
          • Freed up from daily business operations, Chad is leveraged to think about bigger opportunities beyond his business, such as Free Zone collaborations with other 10x entrepreneurs.

            • Resources:

            Books:

            • Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
            • Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest
            • Fit for Wealth: 7 Breakthrough Strategies for Elite Health and Abundant Wealth

              • Podcasts:

              • Smart Money Parenting

                • Financial learning app for kids: GravyStack

                EA Collaboration Guide:

                • Detailed version PDF
                • QuickStart version PDF

                  • Pacific Capital website

                  Personal assessments:

                  • CliftonStrengths website
                  • Kolbe
                  • PRINT: Team Success Podcast, episode 224, “Uncovering “The Why Of You,” With Debra Levine”
                  • Wonderlic
                  • Working Genius

                    • Productivity:

                    • Asana
                    • ChatGPT
                    • Microsoft Teams
                    • TripIt

                      • Other resources:

                      • EOS: Entrepreneurial Operating System
                      • Tribal Leadership: Leveraging Natural Groups to Build a Thriving Organization, by Dave Logan, John King, Halee Fischer-Wright

                        • Strategic Coach concepts, tools, and books:

                        • The Strategic Coach® Program
                        • Free Guide to The Entrepreneurial Time System® PDF download: “The Entrepreneur’s Guide To Time Management”
                        • Free Impact Filter worksheet PDF download
                        • The Team Success Handbook by Shannon Waller
                        • Unique Ability Teamwork article: “What Are Unique Ability Teams?”
                        • Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan with Dr. Benjamin Hardy


                          • The podcast and artwork embedded on this page are from Shannon Waller, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
                          53 min
                        • How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107
                          Podcast: The Start, Scale & Succeed Podcast (LS 36 · TOP 2.5% what is this?)
                          Episode: How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107
                          Pub date: 2023-10-23

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



                          In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.

                          You will discover:

                          - Difference between an outside wealth management and a your internal CFO

                          - How and when you should think about an exit

                          - How you could save millions in taxes by using the right strategies`

                          
Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client’s business, financial, and personal decisions.

                          
Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/



                          The podcast and artwork embedded on this page are from Scott Ritzheimer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
                          20 min
                        • The Right Back to School Attitudes
                          Podcast: Smart Money Parenting (LS 40 · TOP 1.5% what is this?)
                          Episode: The Right Back to School Attitudes
                          Pub date: 2023-10-13

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



                          In this episode of Smart Money Parenting, Scott and Chad discuss the right attitudes for heading back to school. They share their own experiences and offer insights on how parents can set their kids up for success. They emphasize the importance of having a positive mindset and making a good first impression. Tune in to learn more about fostering a healthy back-to-school attitude.

                          • Importance of bringing your best self to school
                          • Shifting mindset from self-centered to value creation
                          • Focusing on adding value to others and serving as a friend
                          • The impact of positive energy and attitude on success
                          • Encouraging kids to think about how they can help and serve others

                           

                          Mentioned in this episode 

                          gravystack.com/smart

                          gravystack.com/igniter

                          smartmoneyparenting.com

                          smartmoneyparenting.com/followus

                          Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson

                          Value Creation Kid: The Healthy Struggles Your Children Need to Succeed by Scott Donnell and Lee Benson

                          Scott Donnell on LinkedIn - linkedin.com/in/donnell-scott 

                          Chad Willardson on LinkedIn - linkedin.com/in/chadwillardson

                          Scott Donnell on Instagram - @imscottdonnell

                          Chad Willardson on Instagram - @chad.willardson

                          Scott Donnell on TikTok - @imscottdonnell

                           



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

                        About Pacific Capital's Podcast Playlist

                        From the publisher's feed

                        With over 160+ episodes, dive in and listen to Chad Willardson as he talks about his newest book "Wealth Wired Differently", 4th book "Fit for Wealth", 3rd book "Beyond The Money", 2nd book "Smart,…