Pacific Capital's Podcast Playlist: Recent Episodes
Pacific Capital / Listen Notes
With over 60+ episodes, dive in and listen to Chad Willardson as he talks about his newest book "Smart, Not Spoiled" and his first book "Stress Free Money".
Podcast: Book Banter with Dianne Burckhardt - Book Talk Podcast
Episode: S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author
Pub date: 2024-11-13
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
Join the conversation, text us now.
Hello Happy People,
We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently.
Following the success of his previous bestsellers, Fit for Wealth, Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available.
It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures.
Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated.
Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.
Chad's WebsiteChad on LinkedInChad on Amazon
If you would like to book an interview with Chad Willardson please contact his PR representative at kymberlee@itssociety22pr.com
Support the show
BurckhardtBooks.com:
- Buy the latest issue: Book Banter Magazine
- Buy & Read: The Into the West Saga Serial books
- Subscribe: Our Newsletter
About Dianne:
- Dianne Burckhardt, Award-Winning Indie Author
- Meet Dianne EP 1: Who Am I?
- Dianne Burckhardt on Facebook
- Dianne Burckhardt on TikTok
Support Us:
FREE options. Learn more, Click here!
The podcast and artwork embedded on this page are from Dianne Burckhardt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Moolala: Money Made Simple with Bruce Sellery (LS 37 · TOP 2.5% what is this?)
Episode: The Costs of Sports Betting
Pub date: 2024-09-18
While sports betting can be a hobby the cost of it can add up. We are joined by Tyler Thielmann, president and CEO of online lender Spring Financial, to take us through the dangers of betting on sports.
Connect with Spring Financial on X, Facebook and Instagram.
The podcast and artwork embedded on this page are from Bruce Sellery, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Author Nation Interviews
Episode: Secrets of a Successful Author and Entrepreneur | Author Interview
Pub date: 2024-05-09
Secrets of a Successful Author and Entrepreneur
Discover insider strategies for empowering author success, mastering money mindset, and navigating financial freedom. In this engaging conversation, Chad Willardson, an accomplished author and financial expert, shares invaluable insights derived from managing $1.2 billion in investments and co-founding GravyStack. Highlights:
* Learn how to set clear and achievable goals aligned with your values and vision.
* Discover practical strategies for mastering money mindset and building financial freedom.
* Implement actionable steps to turn your writing passion into a profitable venture.
Explore valuable insights and 3 actionable steps post-show at https://authornationtube.com/secrets-of-a-successful-author-and-entrepreneur/
The podcast and artwork embedded on this page are from Melody Owen, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Advisors Unscripted (LS 24 · TOP 10% what is this?)
Episode: Best-Selling Stories: Chad's Slam Dunk into Life
Pub date: 2023-12-04
In this episode of Advisors Unscripted, advisor Chad Willardson talks about the method he used to increase the number of his high-net-worth clients to the level where he is now only working with clients’ whose assets exceed $10 million. As a best-selling author, co-host of the “Smart Money Parenting Show” podcast, and Founder/CEO of a $1 trillion company, Chad also discusses how he used rejections from an early training program to pursue his own path, one that included making literally thousands of phone calls to prospects in a very narrow window of time. In all of Chad’s endeavors, whether playing basketball or losing weight, he’s found that eliminating his ego from his decisions and sticking to his principles have been the keys to his success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
The podcast and artwork embedded on this page are from Justin Woodbury, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: CASE STUDIES (LS 38 · TOP 2% what is this?)
Episode: THE PATH TO BUILDING WEALTH | INSIGHTS FROM CHAD WILLARDSON
Pub date: 2024-07-10
On this week’s episode, Casey sits down Chad Willardson - Chad shares his inspiring journey of building a successful wealth management business from the ground up, emphasizing the importance of adding value, maintaining integrity, and fostering positive relationships.
Chad reveals his unique approach to helping others overcome their fears, illustrated by a moving story of encouraging a stranger to take a leap of faith. We delve into the critical distinctions between building and preserving wealth, the significance of focusing on what you do best, and the power of giving while living. Chad also discusses the role of faith, family, and personal growth in achieving a fulfilling and successful life.
Whether you’re an aspiring entrepreneur, a seasoned business owner, or someone looking to better manage your finances, this episode is packed with practical wisdom and profound insights. Tune in to discover how to harness your fears, invest with confidence, and build a legacy of wealth and purpose.
Hosted on Acast. See acast.com/privacy for more information.
The podcast and artwork embedded on this page are from Casey Baugh, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Dollar Wise Podcast
Episode: Smart Not Spoiled: Raising Financially Savvy Kids
Pub date: 2024-06-04
In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an innovative app designed to help kids learn about money through practical activities, and the importance of financial education at a young age. Chad also delves into the philosophy behind his book "Smart Not Spoiled," offering practical advice for parents on raising financially responsible children.Tune into this episode to also learn:* The inspiration and development behind the GravyStack app * Practical steps for parents to teach their kids about money * The importance of creating a family mission statement and financial values
What we discussed* [00:02:27] Financial education and entrepreneurship for kids * [00:04:29] Teaching kids about money at home vs. school * [00:06:03] Practical tips: No allowance, earning through chores * [00:09:11] Integrating GravyStack methodologies into family life * [00:11:07] Starting financial education early * [00:12:01] Long-term vision for GravyStack and financial literacy impact * [00:14:13] Practical steps for parents to get started
3 Things To Remember1. Kids learn about money through observation and practical experience. 2. Stop giving allowances; instead, offer opportunities to earn. 3. Create a family mission statement and discuss financial values regularly.
Useful Links
Connect with Jason Gabrieli: LinkedIn
Connect with Chad Willardson: LinkedIn
Like what you’ve heard…
Learn more about HFM HERE
Schedule time to speak with us HERE
Check out our Financial Wellness Program – HFM Ignite
The podcast and artwork embedded on this page are from HFM Investment Advisors, LLC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Billion Dollar Backstory (LS 29 · TOP 10% what is this?)
Episode: 44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
Pub date: 2024-06-05
The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author.
In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today’s episode.
Plus, hear Chad’s full backstory and learn:
- Why advisors who think like entrepreneurs stand out to high-net-worth clients
- The hidden benefit of his LinkedIn presence: how he’s able to pass off sales meetings to his team almost entirely thanks to the strong trust he’s built on social
- His tips and tricks for balancing entrepreneurship and family life
About Chad Willardson:
Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps 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.
In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide.
Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University
Resources Mentioned in This Episode:
Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al.
Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
The podcast and artwork embedded on this page are from Stacy Havener, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Bucket List Life - Helping You Build A Life By Design
Episode: How to Go From Serving $100K to $10M Clients by Radically Elevating Your Mindset with Chad Willardson
Pub date: 2024-05-07
Ever wish you could unlock true wealth and fulfilment?
We all want financial abundance, but few understand how to genuinely achieve it while living an extraordinary life.
Join Trav Bell as he interviews Chad Willardson - entrepreneur, financial coach to the ultra-wealthy, author, and modern renaissance man. Discover Chad's philosophies on smart money management, raising financially literate kids, and leveraging wealth to pursue your dreams (like paragliding the Swiss Alps or swimming with sharks!). He shares insights from his latest book "Wealth Wired Differently" and his decade-long book writing commitment.
But it's about more than just money. Learn Chad's "Elevated" coaching system designed to help entrepreneurs shatter limits and live a Bucket List Life.
If you want the blueprint for creating sustained wealth while adventuring full-out, don't miss this conversation. Get ready for a mindset shift!
Episode Highlights:
- Escape the Stress of Money Worries Once and for All
- Parenting Hacks to Raise Financially Responsible and Successful Kids
- Strategies High Earners Employ to Achieve Explosive Growth
- The Ruthless Secret for Explosive 10X Life Growth
- Why Building an Empowering Family Legacy is Vital
- The Powerful Connection Between Health and Wealth
- Master the Art of Leverage and Multiplying Results Effortlessly
- How to Reignite Your Purpose and Avoid the Trap of Complacency
Connect with Chad Willardson:
Website - http://www.chadwillardson.com/Instagram - https://www.instagram.com/chad.willardson/LinkedIn - https://www.linkedin.com/in/chadwillardson/ Pacific Capital - https://pacificcapital.com/ Platinum Elevated - https://platinumelevated.com/ Books - https://www.amazon.com/stores/author/B08J7TQ3WZ
Connect with Trav Bell:
Website - https://www.thebucketlistguy.com/ LinkedIn - https://www.linkedin.com/in/travbell/ Facebook - https://www.facebook.com/thebucketlistguy Twitter - https://twitter.com/TravBell Instagram - https://www.instagram.com/bucketlistguy.travbell/ YouTube - https://www.youtube.com/user/TheBucketListGuy2011 Podcast - https://podcasts.apple.com/us/podcast/the-bucket-list-life-helping-you-build-a-life-by-design/id1712886116 Book - www.thebucketlistguy.com/book
The podcast and artwork embedded on this page are from Trav Bell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Money Tree Investing (LS 55 · TOP 0.5% what is this?)
Episode: Cultivating Good Financial Habits for Entrepreneurs
Pub date: 2024-05-17
Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.
Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey.
Today we discuss:
- Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011
- Chad's clientele, focusing on entrepreneurs with at least $10 million to invest
- The unique financial needs and challenges of entrepreneurs
- How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning
- The asset-rich but cash-poor nature of many entrepreneurs
- The perpetual entrepreneurial mindset and generational wealth transfer
- The importance of financial education and family planning to navigate wealth responsibly
- Cultivating financial discipline and good habits at any stage of wealth accumulation
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608
The podcast and artwork embedded on this page are from Money Tree Investing Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Banking on Digital Growth (LS 34 · TOP 5% what is this?)
Episode: 399) Wealth Wired Differently: Unpacking Financial Growth for Entrepreneurs
Pub date: 2024-05-13
Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.
In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.
Join us as we discuss:
-The Entrepreneurial Mindset and Financial Advice (04:20)
-Finding Your Niche in Financial Services (12:54)
-Practical Advice for Community Financial Institutions (23:14)
You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
The podcast and artwork embedded on this page are from James Robert Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Storycomic Presents: Interviews with Amazing Storytellers and Artists
Episode: (Episode 356): Chad Willardson on Why Entrepreneurs Need Different Financial Advice
Pub date: 2024-05-07
StorycomicPresents #ChadWillardson #WealthWiredDifferently #EntrepreneurFinance #FinancialAdvice #EntrepreneurLife #BusinessSuccess #FinancialFreedom #Entrepreneurship #BestsellingAuthor #FinancialExpert #InnovativeThinking #BusinessGrowth #WealthManagement #StrategicFinance
In Episode 356 of Storycomic Presents, host Barney Smith welcomes Chad Willardson, renowned author and financial expert, to discuss his new book, 'Wealth Wired Differently.' Chad, who has built a successful career advising entrepreneurs and managing substantial investment portfolios, shares invaluable insights tailored for the entrepreneurial mindset.
'Wealth Wired Differently' addresses the specific financial challenges and opportunities that entrepreneurs face, distinguishing their needs from those of traditional clients. Chad elaborates on the seven advantages that entrepreneurs can leverage when they receive advice from advisors who themselves have entrepreneurial experience. His book argues that conventional financial planning does not suit the dynamic, risk-embracing nature of entrepreneurs who thrive on innovation and non-conformity.
Throughout the interview, Chad delves into why understanding the entrepreneur's personal and professional world is crucial for effective financial planning. He provides practical advice on aligning financial strategies with the broader vision entrepreneurs hold for their lives and businesses.
Listeners will come away with a deeper understanding of how tailored financial advice can not only protect but also enhance their entrepreneurial ventures. Chad’s approach helps bridge the gap between entrepreneurial drive and financial acumen, ensuring that financial strategies propel rather than constrain the visionary goals of business creators.
The Title sequence was designed and created by Morgan Quaid.
See more of Morgan’s Work at: https://morganquaid.com/
Storycomic Logo designed by Gregory Giordano
See more of Greg’s work at: https://www.instagram.com/gregory_c_giordano_art/
Want to start your own podcast? Click on the link to get started:
https://www.podbean.com/storycomic
Follow us:
Are you curious to see the video version of this interview? It's on our website too! www.storycomic.com
www.patreon.com/storycomic
www.facebook.com/storycomic1
https://www.instagram.com/storycomic/
https://twitter.com/storycomic1
For information on being a guest or curious to learn more about Storycomic? Contact us at info@storycomic.com
Thank you to our Founders Club Patrons, Higgins802, Von Allan, Stephanie Nina Pitsirilos, Marek Bennett, and Matt & Therese. Check out their fantastic work at:
https://marekbennett.com/
https://www.hexapus-ink.com/
https://www.stephanieninapitsirilos.com/
https://www.vonallan.com/
https://higgins802.com/
https://shewstone.com/
Also to Michael Winn who is a member of our Founders Club!
The podcast and artwork embedded on this page are from storycomic, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The BrainStoke Podcast (LS 33 · TOP 5% what is this?)
Episode: EP. 36 - Reward Failure and Embrace Rejection - Chad Willardson
Pub date: 2024-04-25
Chad Willardson is an accomplished entrepreneur and philanthropist. He talks Preston and Tom through his early struggles with rejection and doors closed in his face, to giving talks on his business success and holistic approach to mental health in the business world. He touches on his unique parenting style in the modern age of social media and technology. This is a must listen for young and old professionals and parents alike.
The podcast and artwork embedded on this page are from Tom Telford & Preston Niederhauser, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Front Row Dads (LS 48 · TOP 1% what is this?)
Episode: 420: Getting Fit for Wealth, Elevating Mindsets and Experiencing Breakthroughs By Taking Big Steps with Chad Willardson
Pub date: 2024-01-02
Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I’m thrilled to have him back on the podcast today.
If you’re not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you’d like to get more familiar with Chad you’ll have a chance at our next Online Summit on January 25, 2023 where he’ll be one of our guest speakers.
In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we’ll also dig into his new book, Fit for Wealth.
This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy!
A Wide-Ranging Conversation Through…
- Zooming with Tony Robbins about GravyStack
- Launching the Platinum Elevated coaching program
- Fulfillment in helping others with breakthroughs
- Getting Fit for Wealth
- Recharging your motor with better sleep and diet
- Good habits are contagious
- Making 2024 an EPIC year of transformation
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/420
More About Front Row Dads
Connect with us @ FrontRowDads.com & Instagram
Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event.
Not able to travel? We got you. Join our next online event, built just for kickass dads who know there’s more to learn. FrontRowDads.com/summit
FRD is solving a huge problem for dads. Our culture has turned “Dad” into a joke. Go ahead, google Dad and you’ll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it’s a Homer Simpson mentality, and it’s BS.
Our community is built for solid men. Men with range. Those who are badass, and know there’s still more to learn, together.
Most guys find it hard to find “their crew.” Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you?
In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values)
If you’re reading this, you want to grow. Podcasts are great, but guys… when you’re ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you.
One more thing…
Has this podcast helped you? If so, please tell us how we’re doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen.
Subscribe to this show on Apple Podcasts | Google Podcasts | Spotify
The podcast and artwork embedded on this page are from Jon Vroman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Game Changing Attorney Podcast with Michael Mogill (LS 50 · TOP 0.5% what is this?)
Episode: 223. Chad Willardson — Achieving Financial Freedom: Strategies for Building Abundant Wealth
Pub date: 2023-12-14
Pacific Capital President & Founder Chad Willardson 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 their time.
In this episode of The Game Changing Attorney Podcast, Chad sits down with Crisp Founder & CEO Michael Mogill to discuss:
- What it takes to achieve financial freedom
- The difference between being rich and being wealthy
- How to raise kids that are smart, not spoiled
Links & Resources
- Episode Show Notes
- Merrill Lynch
- TikTok
- CNBC
- Dr. Benjamin Hardy
- Amazon Prime
- Albert Einstein
- Warren Buffet
- Fit For Wealth by Chad Willardson
- [Email Neliza at neliza@pacificcapital.com to get a free copy as a listener of The Game Changing Attorney Podcast!]
- Pacific Capital
- Trader Joe's
- David O. McKay
The podcast and artwork embedded on this page are from Michael Mogill, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Parents, Calm Down in the Bleachers
Pub date: 2023-11-01
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Mental Health Matters
Pub date: 2023-10-28
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Screen Time Is Ruining Kids Health
Pub date: 2023-10-25
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Teach Your Kids to Earn Money While They Brush Their Teeth
Pub date: 2023-10-22
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Use Food to Teach Kids About Money
Pub date: 2023-10-19
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.
Podcast: The Warrior Dad (LS 40 · TOP 2% what is this?)
Episode: FIT for WEALTH with Chad Willardson
Pub date: 2023-12-15
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.
Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% 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
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:
- How he got his start in the financial industry
- The art of landing high net-worth clients
- Financial skills we should be teaching our children
- Being authentic as an advisor
Websites:
- https://pacificcapital.com/
- https://www.chadwillardson.com/
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:
- Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM
- Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1
- Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0
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.
Podcast: Shannon Waller's Team Success (LS 38 · TOP 2% what is this?)
Episode: Teamwork Triad In Real Life, with Chad Willardson
Pub date: 2023-11-16
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.
Podcast: Secrets of the High Demand Coach (LS 28 · TOP 10% 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
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: The Right Back to School Attitudes
Pub date: 2023-10-13
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Positive vs Negative Words to Kids
Pub date: 2023-10-10
In this episode, Chad and Scott discuss the power of words and how they can impact our lives. They emphasize the importance of using positive and empowering language, especially when it comes to parenting. They highlight the phrases "I am" and "I can" and the impact they have on our mindset and actions. By avoiding negative words and replacing them with more empowering phrases, parents can help their children develop a positive relationship with money and success. The hosts also share advice on how to ensure that the words we use encourage and uplift our children, ultimately propelling them towards success.
- Importance of using empowering words with children
- The impact of words on mindset and behavior
- Reframing negative stories and narratives
- Teaching gratitude and the power of positive language
- The significance of staying calm and composed during conflicts with children
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: What Money Story Are You Telling Your Kids?
Pub date: 2023-10-07
In this episode, Chad and Scott delve into the topic of how the story we tell our kids about money can have lasting effects on their financial mindset. They emphasize the importance of recognizing the influence our own childhood experiences have on our attitudes towards money and how we unknowingly pass them on to our children. They discuss the potential negative impacts, such as entitlement, anxiety, and trauma, that can result from not being aware of the stories we are telling about money. By understanding the power of the narratives we create, we can avoid driving our kids over the potholes of financial missteps and instead foster a healthy and empowered relationship with money for future generations.
- The story you tell your kids about money will stay for generations.
- The story of your money can ruin your kids.
- The story of money can create high stress and anxiety.
- Money should be viewed as a tool, not the end-all be-all.
- Parents should have conversations about their own childhood stories and how they want to shape the story of money for their kids.
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Don't Work For Money - Make Your Money Work For You
Pub date: 2023-10-04
In this episode of Smart Money Parenting, Scott and Chad discuss the importance of having your money work for you rather than working for your money. They emphasize the distinction between assets and liabilities, with assets being defined as something that generates income. They provide insights on how to escape the job trap and share practical tips for getting your money to work for you. Tune in to learn how to raise amazing kids while achieving financial freedom.
- The difference between assets and liabilities.
- Assets are defined as things that pay you money, while liabilities are things that cost you money.
- Focus on buying and investing in assets.
- Financial freedom is achieved by having your money work for you
- Teach children about setting goals to accumulate assets for financial security.
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: The Parenting Superpower: From Me to We
Pub date: 2023-09-27
In this episode of Smart Money Parenting, Scott Donnell and Chad Willardson discuss the challenges and transitions that come with becoming a parent. They acknowledge the immense responsibility and hard work that parents carry, comparing them to superheroes. From the simple act of going to the beach to planning a short getaway, they highlight the shift from a life of "me" to a life of "we" when you have kids. They emphasize the importance of changing your perspective and adapting to prioritize the needs of your children.
- Importance of instilling positive beliefs in children
- The power of words in shaping a child's identity
- Examples of how positive reinforcement can lead to positive changes in behavior
- The impact of negative comments on a child's self-perception
- The role of parents and adult figures in providing a sense of identity and belief in children
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Your Kids Will Believe What You Say About Them
Pub date: 2023-09-21
In this episode of Smart Money Parenting, Scott and Chad discuss the importance of instilling the right beliefs and mindsets in children. They emphasize that children will believe what their parents say about them, and share personal stories to illustrate this point. They highlight the need for parents to encourage their children's gifts and make them feel supported. Tune in to learn more about shaping your child's beliefs for success.
- Importance of instilling positive beliefs in children
- The power of words in shaping a child's identity
- Examples of how positive reinforcement can lead to positive changes in behavior
- The impact of negative comments on a child's self-perception
- The role of parents and adult figures in providing a sense of identity and belief in children
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Parent Bootcamp For Kids
Pub date: 2023-09-18
In this episode of Smart Money Parenting, Scott and Chad discuss the importance of training and discipline in raising children. They emphasize that discipline is a result of a lack of training and introduce the concept of "boot camps" for children. The hosts share their own experiences and how they have implemented boot camps in their families. Listeners are encouraged to review, share, and spread the word about the podcast to support the mission of empowering families. * The podcast episode discusses the concept of boot camps as a way to teach discipline and training to children.
- The hosts emphasize that all discipline issues in a family can be attributed to a lack of training.
- They provide a list of boot camps for different age groups, ranging from zero to five years old, six to nine years old, and 10 to 13 years old.
- The boot camps cover various skills and values, such as proper behavior in public, household chores, time management, mental toughness, and financial responsibility.
- The hosts highlight the importance of teaching children practical skills and fostering a love for learning outside of school.
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 amazon.com Value Creation Kid: The Healthy Struggles Your Children Need to Succeed Value Creation Kid: The Healthy Struggles Your Children Need to Succeed (70 kB) https://www.amazon.com/gp/aw/d/1636801463/ref=tmm_pap_swatch_0?ie=UTF8&qid=&sr= Reply… Also send as direct message
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Master Money Without Losing Identity
Pub date: 2023-09-11
In this episode of Smart Money Parenting, the hosts discuss how to master money without losing your identity. They are joined by Financial Expert and Writer of "Investing is your Super Power" ; Empowered Planning, Shinobu Hindert, who shares her insights and expertise on the topic. The conversation explores the importance of not tying money to one's identity and focusing on underlying values. They also discuss the hurdles that parents face in managing their own finances and teaching their kids about money. This episode offers valuable advice and guidance for parents seeking to navigate the world of personal finance.
- Biggest hurdles for parents in managing finances: lack of time and decision fatigue
- Advice for parents who are intimidated by personal finance: start with the basics, be transparent about current financial situation, and set future goals
- Importance of automating financial decisions and creating a roadmap for financial planning
- Teaching kids about money: explaining the impact of money in everyday life, encouraging open conversations about money, and answering their questions
- Success story of a client who gained confidence and paid off debt through empowered planning
- Importance of understanding one's money story and money mindset
- Having conversations with spouses about money: understanding each other's values and financial priorities, avoiding conflict, and finding common ground
- Removing identity from money and focusing on underlying values and goals
Mentioned in this episode
https://www.empoweredplanning.com/
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
Shinobu Hindert on LinkedIn: https://www.linkedin.com/in/shinobu-hindert
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: Setting Goals for Success: Inspiring Kids to Reach Their Full Potential
Pub date: 2023-08-29
In this podcast episode, the Scott & Chad discuss their mission of financial education and success building in young people. They talk about the overwhelming response they receive from people who want to get involved and help. They also mention their upcoming event where they plan to break a world record for the most kids learning about financial literacy live on a livestream. They then shift the conversation to the importance of setting goals for kids and how it can help them think about something bigger than themselves. They mention a book called "Be Your Future Self Now" that inspired discussions with their own teenagers about setting goals and becoming the person they want to be in the future.
Bullet Point Break Down;
- Breaking a world record for the most kids in history participating in a live stream to learn financial literacy skills.
- Mention of notable guests and influencers participating in the event.
- Discussion on the importance of setting goals and thinking about a future version of oneself that matters enough to take action today.
- Reference to the book "Be Your Future Self Now" by Dr. Benjamin Hardy and its impact on teenagers.
- Explanation of the MAP (Motivation Ability Prompt) system for taking action on goals.
- Examples of using the MAP system for flossing teeth and doing push-ups.
- Importance of setting up prompts and reminders to support goal achievement.
- Mention of the "Start Your Day" habit and the concept of working backwards to set goals.
- Introduction to the concept of a strategy circle for kids and families to overcome obstacles and reach goals.
- Encouragement to make goals simple, measurable, and attainable.
How to Keep your Kids Accountable;
- Emphasize the importance of setting goals that are simple, measurable, and attainable.
- Discuss the concept of SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound).
- Encourage kids to think about their future selves and what they want to achieve.
- Teach kids to work backwards from their desired outcome and set smaller, actionable goals.
- Introduce the idea of creating vision boards or I am statements to visualize and reinforce goals.
- Use prompts and reminders to help kids stay motivated and accountable.
- Encourage kids to identify and overcome obstacles that may hinder their progress.
- Discuss the concept of perseverance and the importance of taking action towards goals.
- Highlight the benefits of having an accountability partner or support system.
- Encourage kids to celebrate milestones and successes along the way.
Mentioned in This Episode:
Elevate Experience 2023
Empower Over 15,000 Kids in a record Breaking Financial Literacy Event
https://www.elevate.kids
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.
Podcast: Smart Money Parenting (LS 38 · TOP 2% what is this?)
Episode: The Right Back to School Attitudes
Pub date: 2023-08-21
In this episode, both Scott Donnell and Chad Willardson discuss the right mindset for back-to-school season. They emphasize the importance of bringing one's best self, making a good first impression, and approaching challenges as opportunities for personal growth. The hosts also share advice on how parents can support their children in developing a positive attitude towards school.
- Encourage your child to embrace new opportunities and make new friends.
- Shift their mindset from focusing on being with their best friends to creating value for their classmates.
- Teach them to think about how they can serve and add value to others in the classroom.
- Emphasize the importance of bringing their best self and making a positive first impression.
- Help them develop a mindset of growth, positive energy, and serving others.
- Focus on the value they add to others' lives rather than just their own achievements.
- Prepare them to be a powerful force in the world by instilling traits of success and leadership.
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.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Stop doing things for your kids, just do things with them
Pub date: 2023-08-15
Stop doing things for your kids, just do things with them
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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Stop Asking Your Kids What They Want To Be When They Grow Up
Pub date: 2023-08-09
What do you want to be when you grow up? In this episode, Scott Donnell and Chad Willardson discuss why this is one of the most destructive questions parents can ask their kids. They also reveal how the question puts undue pressure on children as well as better ways to understand your kid's interests and passions.
- Scott starts the conversation by describing why you should stop asking your kids what they want to be when they grow up.
- When you ask your kids what they want to be when they grow up, their answers are often based on pleasing you.
- Scott describes how kids went from wanting to be doctors, firemen, and astronauts to social media influencers and YouTube content creators.
- Scott and Chad describe how parents can have conversations with their kids about goals, dreams, and aspirations.
- If someone is doing what they love while solving a need in the world, that's the perfect career.
- According to Scott, 50% of all jobs today did not exist 15 years ago. That's why we must focus on skill sets and unique abilities that could go into a hundred different jobs.
- Help your kids understand there's flexibility. People change careers and change industries all the time, and that's okay.
- Chad explains why it's never a good idea to pigeonhole your kids and force them to follow your career path.
- For Scott, the type of career your kid will have is based on their current interests and passions.
- Scott explains how your kid's unique abilities are the keys to a happy, satisfying life full of wealth, knowledge, clarity, and confidence.
- Chad and Scott discuss the best ways to talk to your kids about their future careers.
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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Special Treatment Damages Your Kid's Future
Pub date: 2023-08-01
Does your kid think they’re better than everyone else? Scott Donnell and Chad Willardson discuss how thinking your kids deserve special treatment damages their future. They also reveal a better way to motivate your kids and make them feel proud of their accomplishments.
- Chad and Scott agree that the best parents tell their kids, “you’re special to me.” Not, “you deserve special treatment.”
- According to Chad, telling your kids they deserve special treatment makes them walk around with a chip on their shoulder.
- Scott’s definition of humility - a clear self-estimation of who you are in the world.
- For Scott, true self-esteem is built by letting your kids know that they are special to you. Not telling them that they deserve special treatment.
- Although you’d want to love your kids as much as possible, you must also give them an accurate view of their place in the world.
- Chad talks about the unfortunate reality of modern parenting.
- Telling your kids that they’re superior doesn’t build self-esteem; it breeds narcissism.
- Scott and Chad agree that if you teach your kids to believe they are superior to everyone else and they deserve special treatment, you’re setting them up for failure later in life.
- Chad’s golden rule of parenting - praise and reward effort, not outcomes. Your kids cannot control the outcome. But they can control their effort and their attitude.
- Scott goes over the long-term consequences of parents doing everything for their kids.
- For Chad, doing everything for a child might initially sound harmless, but parents must also consider the long-term consequences of raising their kids in a bubble.
- Chad and Scott discuss the foundational elements of a smart money parent.
- Scott covers ways parents can teach their kids how to create value in the real world.
- Scott talks about the confidence and capability matrix - and why it’s so important for kids to start building concrete capabilities.
- Chad and Scott agree that it’s cheaper and safer for your kids to fail at home than in the real world.
- Scott shares a crazy hiring story where a parent accompanied their child to a job interview.
- According to Chad, failure in kids is okay - kids need to experience and overcome failure if they are to succeed in the real world.
- What to do the next time you find yourself trying to get special treatment for your kids.
- Scott and Chad discuss the detrimental consequences of entitled parents trying to get their kids special treatment.
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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Let's Go Win Podcast (LS 47 · TOP 1% what is this?)
Episode: Find Success on Your Own Terms with Chad Willardson
Pub date: 2023-08-24
Episode #331: Welcome to the Let's Go Win Podcast with your host, JM Ryerson, where we dive deep into the art of living life to its fullest potential. In this enlightening episode, JM is joined by the brilliant financial expert, Chad Willardson, as they explore the paramount importance of teaching children financial literacy, challenge the conventional "Hustle Culture," and offer practical insights on achieving the elusive work/life balance.
Are you ready to empower the next generation with indispensable financial knowledge? Chad Willardson, an accomplished authority in financial planning, shares invaluable strategies and approaches to equip children with vital financial literacy skills. Discover how these essential life lessons can build a strong foundation for a successful and prosperous future.
In a world where burnout is all too common, Chad and JM engage in an eye-opening discussion about the much-debated "Hustle Culture." Tune in to gain a fresh perspective on productivity, success, and the pursuit of happiness. Unravel the secrets to redefining success and breaking free from the chains of overworking.
But that's not all—Chad Willardson and JM Ryerson take the conversation further by offering actionable tips to achieve work/life balance, a sought-after state that many struggle to attain. Learn how to harmoniously integrate your personal and professional lives without compromising your well-being. Chad's insights will inspire you to transform your daily routine and experience life with a renewed sense of fulfillment.
Join us on the Let's Go Win Podcast, and delve into an enriching conversation that transcends the mundane, ignites your passion for financial education, and empowers you to embrace a life that's harmonious, balanced, and full of success on your own terms.
Subscribe now and let's embark on this transformational journey together!
Bio:
Chad Willardson, CFF, CRPC, AWMA, is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. As one of the top wealth management experts in the country, he is particularly passionate about educating children on financial literacy.
Contact Chad:
Website https://pacificcapital.com
LinkedIn: https://www.linkedin.com/in/chadwillardson
The podcast and artwork embedded on this page are from Host: JM Ryerson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Dive Deep into 529s with The College Investor
Pub date: 2023-07-28
How do you save for your children's education? Scott Donnell and Chad Willardson welcome the “accidental financial guy,” Robert Farrington from The College Investor.com.
They discuss when it’s a good time to start teaching your children about money, the Y.E.S. acronym, why 529 plans are worth looking into, and the different approaches you could have, in regards to saving for college, depending on your children’s age.
- Robert Farrington, who labels himself an “accidental financial guy,” starts the conversation by sharing his story and how we got to where he is today with The College Investor.
- Robert focuses on introducing children to money because he believes that "the earlier you start to build wealth, the less money it takes” – plus, you have time working in your favor.
- Starting as early as you can, obviously with age-appropriate money education for your child, is something Robert recommends to all parents.
- It’s about understanding the why, and helping children understand it, says Robert. Moreover, you should also teach children about earning money from a young age.
- There are different ways children can earn money: chores, household projects, saving money gifts (e.g. from birthdays), but also things outside the house, like small works or recycling, for instance.
- Even if your children ask about something you do know about, it’s very easy to get yourself informed today through podcasts, blogs, and YouTube channels.
- Robert always likes to approach paying for college using the Y.E.S. acronym: you, Educational savings, and then general savings.
- Robert’s suggestion is to use the oxygen mask analogy and take care of yourself first, also because there are several ways to navigate education – grants, scholarships, financial aids, different school choices, etc.
- Chad points out that many parents over-invest in putting money away for college and then under-invest in their own retirement. This is a mistake because you can’t get scholarships, grants, or student loans for retirement…
- For Robert, getting a 529 plan or leverage taxable investing are the two bread and butter ways to approach saving for education.
- Beware: there are plans that are marketed nationally, but they're all housed by states.
- Typically, a plan is based on the rules of the state of the account owner, usually a parent.
- Many people are afraid of the taxes and the 10% penalty you’d have to pay if you pulled money out of the account for non-qualifying expenses.
- Robert brings up an idea of how a family could use a 529 plan to create an “education trust” of sorts.
- Remember: a parent could be the account owner of a 529 plan. This is important to keep in mind because while 529 plans do impact your financial aid (though they only count towards 5.64% on the FAFSA), grandparent-owned 529 plans don’t impact your financial aid one bit.
- Robert, Chad, and Scott talk about what happens if your child receives a scholarship, as well as the life insurance side of things, and when you should tell your children that you’re saving for their education.
- People who struggle the most with student loans are the ones that never graduated college.
- Robert shares his advice for both parents with very young children and for those with older ones – including the approach he has with his own kids.
Mentioned in This Episode:
gravystack.com/smart
gravystack.com/igniter
smartmoneyparenting.com
smartmoneyparenting.com/followus
TheCollegeInvestor.com
The College Investor Audio Show
The College Investor on YouTube - @thecollegeinvestor
The College Investor on TikTok - @thecollegeinvestor
Previous episode - TRIGGER WARNING: Shocking Stats About College
Backer.com
Upromise.com
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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: TRIGGER WARNING: Shocking Stats About College
Pub date: 2023-07-25
How do you prepare your kids for college? And what about you – how do you prepare yourself? In today's episode, hosts Scott Donnell and Chad Willardson discuss what parents should think about and do when it comes to their children potentially going to college.
They share some stats related to education quality and student loan debts, the “financial handcuffs” trap, and what a good gap year actually looks like.
- Scott kicks off the conversation mentioning a few facts about education, like the fact that education rates are higher than ever.
- Even though an impressive amount of families really value education, Scott doesn’t believe that everyone should get thousands of dollars in student loans to get a degree.
- In 2021, the total amount of student debt by 44 million borrowers exceeded $1.7 trillion. However, only about 55% of students pursuing a bachelor’s degree actually complete it.
- Chad raises the question of whether it’s worth paying thousands of dollars while, today, education is really happening online…
- According to a 2021 report of best colleges, 76% of students believe that online learning is actually better and more productive than, or at least equal to, on-campus learning.
- Scott says it clearly: college is not the only answer to ensure a child’s success.
- Scott points out some of the advantages of going to college and warns about what parents should be on the lookout for.
- Chad and Scott mention the fact that many companies don’t look at degrees but focus on people’s attitudes when hiring them.
- Level 7 of the GravyStack app addresses the concept of the ROI of college.
- When approached the wrong way, student loans can be a “financial handcuff” young people will need to deal with for the rest of their life.
- Scott and Chad share their college prep advice, and talk about what a good gap year actually is.
- Chad shares the story of a couple that had a different way to approach their children’s college journey.
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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: What is Inflation and Why Does It Matter?
Pub date: 2023-07-21
How do you explain what inflation is to your kids? Scott Donnell and Chad Willardson talk about inflation, what it is, why it matters, and how to explain it to your kids.
- Chad starts the conversation by revealing the leading driver of inflation in the US.
- According to Chad, if your money isn’t growing, it’s losing a lot of its purchasing power and becoming less valuable.
- If you’re spending hundreds of thousands of dollars on a college education, ensure your kids learn valuable and practical things so they don’t graduate with a ton of debt and no skills.
- Chad talks about the difference between inflation and deflation.
- Scott explains how inflation and rising prices affect low-income households.
- For Scott, inflation is like a monster that can slowly eat away at what you have.
- Chad and Scott agree that learning to create more value is the best hedge against inflation.
- The statistics show that if you have a credit card, you are psychologically going to spend 30% more money.
- Chad and Scott talk about the benefits of having your money work for you.
- Chad goes through ways parents can make their kids understand why prices always go up in an economy.
- Scott reveals why you need to be aware of the things that can quickly dry up your bank account.
- Scott and Chad agree that saving and investing are critical for protecting yourself against inflation - always make more than you spend so that you can have something to save and invest.
- Scott reveals the two areas that prove inflation exists - rising health and medical costs.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Until Further Notice, Celebrate Everything
Pub date: 2023-07-11
How often do you high five your kids? In today's episode, hosts Scott Donnell and Chad Willardson discuss the benefits of recognizing and celebrating your children's accomplishments, big or small. They also cover why you should praise their efforts and encourage them to pursue their interests and passions.
- Chad starts the conversation by describing how much morale you can boost in your home by having a positive attitude.
- The best way to raise a confident kid is to celebrate them.
- Chad explains how celebrating the little things can create memories that stick with your kids for life.
- Chad goes through daily moments you can celebrate with your kids at home.
- Scott and Chad agree that you can change how a kid views something by celebrating it.
- Scott highlights that celebrating your kids is not about giving them false confidence - because false confidence means a lack of ability.
- Celebrating is an instant mood changer - think of how a kid instantly lights up when you give them a high five.
- Chad talks about the benefits of high-fiving your kids on all the little things that they do.
- According to Chad, parents should celebrate effort, not just celebrate results. It's not always about winning and losing or getting the award.
- For Scott, celebrating your kids bolsters their self-esteem, their mental health and their ability to take on the world. You want that in your kids.
- Remember that there are a million little opportunities every day you can use to celebrate your kids.
- Scott reveals the best marriage advice he ever got - Praise the good in your spouse as much as humanly possible and then leave the rest to God.
- According to Scott, finding ways to celebrate the little moments every day is not just going to lift your kids up, it's going to lift you up, too.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Give Your Kids Roots and Wings
Pub date: 2023-07-07
Are you a connected family? What is the importance of strong family ties? In today's episode, hosts Scott Donnell and Chad Willardson discuss ways parents can give their kids roots and wings. Roots - give them a sense of belonging and knowing where home is. Wings - give them the freedom to explore and conquer the world.
- You want them to stay rooted in your family culture, but you also want them to fly off and conquer the world.
- Are families being destroyed? In 1960, 72% of families had a nuclear family. Today, it's just 45%, and if you're an urban inner-city family, it's just 1%.
- Chad explains how families are being destroyed with modern leaders pushing for individualism and selfishness.
- For Scott, your goal as a parent is to have a family that is connected as much as possible.
- How do you kill a family culture? Scott explains how taking away the chief storyteller kills the culture and connectedness of a family.
- Scott talks about the value of raising independent kids with the goal of cultivating interdependence and remaining connected to each other.
- Every family has some form of crazy. But what you can do is take the good, leave the bad and make it better for your kids and the next generation.
- According to Scott, kids will stay a part of the family if they see you're still connected to your family.
- If you grew up in a dysfunctional home, as many people have, Chad believes you can be the one that breaks that chain of dysfunction.
- According to Scott, strong family values are the best way to preserve your family culture. Make them fun, memorable, and engaging.
- Scott goes through the practical things parents can do to unite the nuclear family when the extended one is in chaos.
- Make decisions for your great-grandchildren. Scott explains how the decisions you make today with your kids will impact future generations.
- Scott reveals the shocking driver behind public schools in 1917 - and the systemic plan to remove parents from their children's lives.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Rich vs. Wealthy: What Does it Mean to Have True Wealth?
Pub date: 2023-07-04
What is the difference between wealthy and rich? In today's episode, hosts Scott Donnell and Chad Willardson discuss the differences between being wealthy and being rich, as well as how kids can learn to differentiate between the two.
- Scott starts the discussion by describing how true wealth differs from being rich.
- Chad doesn't particularly like the term "rich" because owning a bunch of status symbols to keep up with the Joneses is not an actual benchmark of success.
- For Chad, a massive house and an expensive car do not tell you anything about a person's financial situation.
- Chad and Scott agree that rich is loud and wealth is quiet, most of the time.
- They further explain that true wealth is built brick by brick over time and living like nobody else today so you can live like no one else tomorrow.
- According to Scott, these super-expensive status symbols come with a lot of baggage if you don't have wealth.
- Chad believes trying to be rich is an anxious lifestyle, but living wealthy is real freedom. So kids should aim for wealth instead of riches.
- You make a living by what you get, but you make a life by what you give.
- Teach your kids that there's a very big difference between being rich and being wealthy - but it's almost impossible to tell from the outside.
- According to Chad, there's nothing wrong with owning a big house or a nice car - as long as you can afford it and live within your means.
- Wealth is wealth. You either have it or you don't.
- Chad and Scott discuss how the so-called financial gurus mislead people with get-rich-quick schemes that rarely work in the real world.
- If you own a bunch of nice stuff, Scott believes you should attempt to consistently communicate to your kids about how fortunate you are to be financially stable.
- For Scott, being wealthy is when you make wise money decisions, have your finances in order, and own assets that can withstand the test of time.
Mentioned in This Episode:
gravystack.com/smart
gravystack.com/igniter
smartmoneyparenting.com
smartmoneyparenting.com/followus
The Billionaire Who Wasn't: How Chuck Feeney Secretly Made and Gave Away a Fortune by Conor O'Clery
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Stop Telling Your Kids That Selling is Sleazy
Pub date: 2023-06-30
Can kids learn about sales without being sleazy? In today's episode, hosts Scott Donnell and Chad Willardson discuss why parents should stop telling their kids that selling is sleazy. They also reveal the sales skills every kid must learn and why sales is not about tricking people into giving you money.
- Scott starts the conversation by describing his definition of sales and why most people dislike the art of selling.
- Sales is not sleazy because everybody sells. According to Chad, if selling makes you feel sleazy, you're doing it wrong.
- Scott reveals why sales is not about tricking people into giving your money. Instead, it's about understanding their DOS - Dangers, Opportunities, and Strengths.
- Chad talks about pushy salespeople and how they give sales a bad rep.
- Chad and Scott break down the right approach to sales and why it's never a good idea to sell something you don't believe in.
- You kids will be selling and persuading people their whole lives. The least you can do is tell them that selling is not sleazy.
- For Scott, if you're trying to sell something that doesn't help people's lives get better, quit your job. Don't do that anymore.
- Don't have "sales" be a curse word in your home. For Scott, sales is not sleazy when you do it correctly.
- Chad and Scott agree that the core principle of selling is figuring out what somebody else wants or needs and solving that problem for them.
- According to Scott, people want to buy things that help their lives but don't want to be sold to or tricked into buying things they don't want.
- Chad goes through the benefits of learning how to sell - if your kids can learn to sell, they can do anything they want in life.
- To get better at selling, Chad believes you need first to get better at listening, questioning, and then obsess over helping people get what they want.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: The Future of Education is Online?
Pub date: 2023-06-27
What does the future of education look like? In today's episode, hosts Scott Donnell and Chad Willardson discuss how education is slowly moving online and ways parents and kids can use the internet to learn skills necessary for succeeding in the real world.
- Chad and Scott start the discussion by describing how the internet will change education as we know it.
- For Scott, education should be about kids learning practical skills that they can use to succeed in the real world.
- It’s so unfortunate that modern education focuses primarily on good grades and memorizing theoretical concepts instead of equipping kids with practical life skills.
- Scott reveals the reasons most parents don’t believe in online education.
- Scott talks about the critical thinking and practical skills kids and adults can earn online.
- Scott and Chad discuss the things parents can do to ensure their kids don’t become addicted to technology use and social media.
- As a parent, you must have rules in your home where your kids use technology for education, not entertainment.
- Chad and Scott agree that the world is a classroom, and you can learn anything you want to learn for free online.
- Chad is convinced that education has moved online, and it doesn’t matter whether we’re ready for it or not.
- According to Scott, education needs to be ranked and prioritized based on how it creates value in the real world.
- Scott talks about online safety and consuming the right online content.
- You must be careful online because if you don’t know what ‘they’re selling,’ then you are the product they’re selling.
- Chad describes the effectiveness of online learning and why it only makes sense when the acquired knowledge leads to action.
- For Chad, you can’t run away from technology. Your kids will be on screens, so always ensure that what they are consuming online is productive.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Proven Strategies for Raising Future Rockstars
Pub date: 2023-06-23
What is the secret to raising exceptional kids? In today's episode, hosts Scott Donnell and Chad Willardson discuss the necessary parenting skills to raise Rockstar kids. From fostering a supportive environment to cultivating discipline, creativity, and resilience, the duo uncovers the secrets behind empowering young minds to shine like true stars.
- Chad and Scott start the conversation by describing the joys of raising super successful kids.
- Chad shares how his eldest daughter is winning in almost all aspects of her life.
- Chad talks about the power of patience, persistence, and discipline in raising rockstar kids.
- The one thing you want as a parent is to have kids whoknow they can try new things, and if they put in the work, the results and the rewards will follow.
- Chad reveals the power of setting high expectations for your kids and giving them the resources they need to succeed.
- Scott and Chad agree that the excitement and enthusiasm to try something new is something all parents must foster in their kids.
- Scott reveals how consistent little wins can yield big results.
- As parents, we often underestimate our kids. We don't give them enough credit or think they are incapable of anything.
- According to Scott, your kids can do things you never thought possible - from learning new skills to solving problems and taking initiative.
- For Chad, the biggest mistake parents make is labeling their kids and putting them in a box where they cannot try new things.
- Chad shares things parents can do to help develop their children's curiosity.
- Chad talks about children taking risks and the mindset your kid needs to develop to succeed in the real world.
- Scott describes how parents can nurture creativity in their kids by encouraging curiosity and allowing them to try new experiences.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Five Nightmares All Parents Struggle With
Pub date: 2023-06-20
What are you most afraid of when it comes to raising your kids? In today's episode, hosts Scott Donnell and Chad Willardson go through the five nightmares all parents have with their kids. They cover the foundation of healthy parent to child relationships, what it takes to raise self-sufficient kids, and why deep down, all kids crave independence.
- Scott and Chad start the conversation by describing the incredible journey to getting GravyStack online.
- For Scott, there's no better feeling for a parent than when a kid stops asking for money.
- Scott and Chad go through the five nightmares all parents have with their kids and how to deal with them.
- According to Chad, no matter how busy you are, you must create time for real conversations with your kids.
- It's so unfortunate that many parents see their kids as liabilities.
- However, Scott is convinced that when you make your kids self-sufficient, they will become valuable contributors in the home.
- Chad shares how you can effectively prepare your kids for the real world.
- Scott and Chad discuss ways parents can create a system where kids can learn how to cover their own expenses.
- For Scott, giving your kids money they did not work for is a lose-lose situation.
- If you give in, you'll feel guilty for raising entitled kids. If you don't, then your kids see you as the bad guy.
- Scott and Chad agree that the biggest win for parents is when their kids are motivated to do stuff on their own.
- The best businesses in the world are solving the customer's deep needs and pain points.
- Fear just shows that you're unprepared and haven't done the work ahead of time.
- Did you know that 93% of shared time between parents and kids happens before their 18th birthday?
- According to Scott, you shouldn't feel guilty when your kids take ownership of their lives. Your goal is to raise accountable kids that don't think the world owes them anything.
- As your kids grow older, Scott believes you need to move from parent-guardian to coach-friend if you want to maintain a strong relationship into adulthood.
- Have you ever felt like time is ticking and your kids are growing up too fast? Scott shares how you can build a better relationship with your kids before it's too late.
- Chad talks about the dilemma most parents experience: I want to be a friend to my kids, but I cannot neglect my duty as a parent.
- Deep down, all kids want to be independent. You do not want nagging and the constant push-pull between parents and kids in your home.
- Scott reveals a stress-free system parents can use to maintain a healthy home - a system kids willingly want to follow and enjoy following.
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Tuttle Twins Guide to Good Money Skills - Guest Connor Boyack
Pub date: 2023-06-16
Do you know about the Tuttle Twins? If not, what resources are you using to help your kids develop critical thinking skills about real-world concepts? In today's episode, Scott Donnell and Connor Boyack discuss ways parents can explain economics, money subjects, and political principles to kids of all ages.
- Connor Boyack is the founder and president of Libertas Institute, a free market think tank in Utah. He is best known for The Tuttle Twins books, a children's series introducing young readers to economic, political, and civic principles.
- Scott and Connor start the conversation by talking about the Tuttle Twins Series and how it is impacting kids worldwide.
- If you want to teach your kids anything, you must find a way to make it engaging; otherwise, it won't stick.
- Scott explains what most parents don't realize about raising kids - anything you teach them today is a seed planted for their future success.
- Connor reveals the things parents should focus on if they want to raise super successful kids.
- Connor breaks down a survey where more than 50,000 parents were asked about the school system and why they send their kids to school.
- From the survey, the researchers found that parents primarily wanted their kids to learn practical skills and critical thinking, which are, unfortunately, not emphasized enough in today's curriculum.
- Connor and Scott agree that parents will get greater results if they learn financial literacy alongside their kids.
- Scott highlights the two main reasons parents avoid talking about money to their kids.
- According to Connor, learning doesn't have to be inside a classroom to be effective. Your kids can learn just as much at the dinner table.
- For Scott, life is your playground as a parent; you can make everything an incredible lesson for your kids.
- Connor does not believe we can pass some law and fix the issue of financial illiteracy. If we're going to save the future generation, it has to start at the dinner table.
- The best messages in the world are so easy that a 5-year-old can understand them.
- Scott reveals that kids learn by having fun and through real-world experience. The fun makes it motivating and the real-world experience gives them capability and confidence to succeed.
Mentioned in This Episode:
gravystack.com.smart
gravystack.com/igniter
smartmoneyparenting.com
smartmoneyparenting.com/followus
Tuttletwins.com
Connor Boyack’s LinkedIn
Download the Angel App Here: Angel.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Chase Purpose, Not Money
Pub date: 2023-06-13
Is having a purpose in life more important than chasing money? In today's episode, hosts Scott Donnell and Chad Willardson discuss why you need to help your kids find their purpose and the financial rewards of chasing purpose instead of money.
- Chad and Scott start the conversation by talking about their life's mission and why it has never been about making money - all they want is to help parents raise amazing kids.
- According to Scott, purpose is greater than money. People need a purpose more than they need money.
- For Chad, if you're chasing money without a purpose, you're going to be empty, unfulfilled, and unsuccessful.
- Chad and Scott agree that when you chase purpose and get people on board with that mission, the abundance and financial rewards are unlimited.
- Giving your kids an allowance without making them work for it makes them grow up thinking they deserve a bunch of free stuff from the world.
- Scott describes how money cannot make you happy. He knows many rich people who are wealthy but too miserable to enjoy life.
- It's easy to spot someone who is just chasing money without purpose; they don't care about impact and don't care about people.
- Chad is convinced that throwing money at people's problems will not solve anything. They are not going to be happier, and they're probably going to spend their way back to being broke.
- The point of life is not just to get rich. The point of life is to find purpose and find ways to love.
- According to Scott, you have to chase purpose more than you chase financial rewards. Financial rewards come after you find your purpose and become valuable.
- Chad and Scott agree that it's hard to make money. You can only do it through hard work, discipline, and creating value.
- Chad talks about finding your mission and how doing what you were born to do will ultimately lead to financial rewards.
- Scott reveals the trilogy of finding your purpose - these are the things you love, the things you're good at, and finding ways to solve other people's needs.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
smartmoneyparenting.com/followus
What's in It for Them?: 9 Genius Networking Principles to Get What You Want by Helping Others Get What They Want by Joe Polish
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Mirror the Environment that Your Children Will Mature Into
Pub date: 2023-06-09
How can you prepare your kids for the real world after leaving the nest? In today's episode, hosts Scott Donnell and Chad Willardson discuss why you must create a home environment similar to what your kids will find in the real world.
- Scott starts the conversation by describing when and how parents should start preparing their kids for the real world.
- Chad reveals the most important lesson he learned growing up.
- As a parent, your kids need to know that play never comes before work. We work first, and the rewards come later.
- For Scott, the worst thing you could ever do as a parent is to raise your kids in a bubble.
- Scott and Chad explore ways parents can create a home economy that mirrors the real world.
- Give your kids love and show them that you care, but don't protect them from struggle and sacrifice.
- Scott and Chad agree that we need to raise kids two years older than they are. Teach them the future and give them responsibility earlier than what society says their age deserves.
- Scott describes how mimicking the environment of the real world at home will do your kids a lot of good in the future.
- According to Scott, you're not loving your kids more by cuddling and pampering them. You're just preparing them for shock and failure once they leave the nest.
- For Scott, your kids will become entitled when they get whatever they want without working for it.
- Shockingly, 80 to 90% of parents never make their kids pay for anything. According to Scott, kids need to start covering some of their expenses from age six to eight.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
What's in It for Them?: 9 Genius Networking Principles to Get What You Want by Helping Others Get What They Want by Joe Polish
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Why Coachability is Critical for Success, for Both Kids and Parents
Pub date: 2023-06-06
What is the key to developing coachability in your kids? In today's episode, hosts Scott Donnell and Chad Willardson discuss why coachability is crucial for success for both kids and parents.
- Chad and Scott break down the concept of coachability and why it’s important for a family’s success.
- The most successful people have coaches. According to Chad, high performers have coaches and view them as a crucial cog in their path to success.
- Parents should never match their kid’s emotions. If your kid is going wild or getting angry and frustrated, the worst thing you can do is sink to their level.
- For Chad, the biggest compliment you can ever receive as a parent is that your kids are coachable.
- According to Chad, coachability sets apart the winners from those who don’t want to learn how to win.
- Scott explains the benefits of your kids being part of a competitive team.
- If you want your kids to be financially competent and ready to succeed in the real world, they need to be coachable, and so do you.
- For Scott, how kids react to coaches says a lot about how you raised them and their view of life and personal improvement.
- Solve problems together. It’s not you versus your kid; it’s you and your kid versus the problem or the challenge at hand.
- Scott explains why you need to teach your kids that not all situations are win or lose - sometimes you learn.
- Scott breaks down the First Time Follow Rule and how it can help you raise coachable kids.
- Does good cop/bad cop work with children? Chad and Scott go through the pros and cons of this type of parenting strategy.
- Scott and Chad reveal what parents can do to become more coachable and learn to cultivate coachability in the home.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Firm Plus Kind Equals Success
Pub date: 2023-06-02
Should you be firm with your kids? In today's episode, hosts Scott Donnell and Chad Willardson discuss how being firm and kind to your kids creates mentally strong and successful kids. They cover the best way to say no to your children and how letting your kids solve their own problems turns them into confident, resilient, and well-rounded individuals.
- Chad starts the conversation by describing how being firm but kind creates mentally strong and successful kids.
- Scott describes the foundation of being a firm but kind parent.
- Scott and Chad agree that relationships without rules equals rebellion. However, relationships with rules equals bonds that last a lifetime.
- Having rules is not about turning your kids into little robots. Allow room for creativity but have guidelines that keep them in check.
- Scott outlines the benefits of allowing your kids to solve their own problems.
- For Scott, when a leader is too firm, they become like a tyrannical dictator. Everyone’s scared of them, and that rarely creates the best results.
- Will your kids hate you if you have rules that they must follow? Of course not. Kids need structure to develop into secure, happy adults.
- If you have a consequence laid out for your kids, you better follow through with it.
- Understand that there is no substance to kindness without firmness to back it up.
- Chad explains why sticking to what you say is crucial for successful parenting.
- Scott describes how parents can learn to say no with kindness.
- Scott believes the best relationships are built when your kids understand and agree with the why behind your decisions.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Let Your Kids Scrape Their Knees
Pub date: 2023-05-30
Scott and Chad sit down and discuss how letting your kids scrape their knees is key to their long-term success and overall resiliency in life. Find out why small struggles and overcoming difficult challenges is important to building confidence and how parents that coddle their children prevent them from growing into all they are meant to be.
- Kids need to run into small obstacles and challenges like scraping their knees.
- Scott tells the story of making mistakes as a new and exhausted father. Babies and children have no concept of their mortality and often attempt things that result in them getting hurt. The trick is in providing an environment where they can make mistakes, get some bumps and bruises, but while not risking anything really dangerous.
- The more you coddle your children, the harder it is going to be for them to learn on their own.
- Children will look to their parents in some situations to figure out how to respond to a situation. We have to be careful with our reactions.
- No parent wants their kid to get hurt, but if the kid can learn and succeed through the struggle, there is incredible capability and confidence on the other side.
- We tend to jump in as parents and fix our kid’s problems, but that doesn’t help them grow at the end of the day.
- The greater joy is seeing your children overcome and get back up.
- There is no losing as a kid, there is winning or learning.
- The resiliency that a kid builds by trying over and over again, and breaking through barriers, is the resiliency that creates success long-term.
- A great question at the dinner table is, "What have you learned today by trying something new?" Reward your kids for trying new things instead of just succeeding at something they’ve already done before.
- It’s better to make small mistakes when you’re young than big mistakes when you’re much older.
- Let your children go through the struggle and celebrate them when they get to the other side.
- Little mindset shifts as a parent make a big difference.
- Let’s let our kids fail, make mistakes, learn, get up, get better, and keep going. Praise the effort and their persistence.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
Grit by Angela Duckworth
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Ambiguity Creates Anxiety, but Clarity Creates Confidence
Pub date: 2023-05-26
How do you set and communicate expectations to your kids? In today's episode, hosts Scott Donnell and Chad Willardson discuss the importance of clarity and setting expectations for kids. They also reveal how ambiguity around expectations creates anxiety and chaos for your kids.
- Ambiguity creates anxiety, but clarity creates confidence in kids.
- For Scott, you need rules and systems to run a functioning home.
- However, when you're rigid and structured with your rules, you risk killing your child's creativity.
- Chad explains why the first time you set up expectations for your kid, you must do it with them and show them what "done" looks like.
- Scott talks about the do’s and don'ts of raising value-creation kids.
- Scott and Chad agree that delegating tasks to your kids may take extra effort upfront but will pay off in the long run.
- Chad compares an ambiguous home to a city with no stop lights and no speed limits - it's dangerous and chaotic.
- According to Chad, you'll have a much calmer and happier home when you communicate clearly with your kids.
- Be very clear with how you want things done in the home. 85% of the results come from the first 15% of the process. That is true in business and family.
- For Scott, smart money parents see their kids as an incredible asset in the home. They're not just a blessing; they are a benefit and can really help you with your life.
- Chad describes why you must set up your home where everybody is part of the team and working towards the same goal.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Unleash the Power of Healthy Struggles for Your Kids, with Lee Benson (livestream)
Pub date: 2023-05-23
Want to know how to raise your kids to become value creators? In today's episode, host Scott Donnell sits down with Lee Benson and Kary Oberbrunner to break down Lee and Scott's new book Value Creation Kid: The Healthy Struggles Your Kid Needs to Succeed.
- Financial competency is the biggest gap in education because it's not taught in schools or at home.
- For Lee, smart money parenting is about creating an environment where kids can learn to create value in the world.
- Scott and Lee believe parents who protect their kids from pain and discomfort risk raising spoiled kids.
- Parents who remove healthy struggles from their child's life may unknowingly jeopardize their future.
- Lee explains how parents can turn healthy struggle into capability, confidence, and value creation.
- According to Scott, kids as early as kindergarten can start learning the art of value creation.
- How to shut down the Bank of Mom and Dad for good.
- Scott explains why he feels capitalism should be renamed value create-ism - because a capitalistic economy only grows when people add value to the world.
- Your kids need to learn financial skills for saving, spending, sharing, earning, and investing before age 18.
- Lee and Scott agree that it's never too late to start teaching your kids financial literacy.
- According to Scott, parents need to be comfortable with healthy struggles - Let your kids fail, but they should never forget that you love them.
- Discipline is actually a lack of training. Scott explains how, most of the time, behavior and discipline issues stem from a lack of training.
- Scott reveals that the best way to teach a kid about money is through fun and real-world experiences using real money.
- Scott talks about financial literacy and how banks make money from people who are not financially competent.
- Lee and Scott review the features that make GravyStack a unique banking platform for kids.
- Scott highlights the three main parts of their new book.
- Part 1: The Challenge. How to start the value creation journey with your kids.
- Part 2: The four categories in the GravyStack method.
- Part 3: The Reward. The benefits of cultivating a value creation mindset in your home.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Should Your Kids Know How Much Money You Make? - Guest Shannon Waller
Pub date: 2023-05-19
Do your kids know how much money you make? In today's episode, hosts Chad Willardson and Scott Donnell sit down with Shannon Waller from Strategic Coach to discuss the do's and don'ts of talking to your kids about the amount of money you make.
- Scott and Chad reveal how they talk to their kids about money and the benefits of creating value in the world.
- What are unique abilities? According to Shannon, these are things you are good at and love to do - so you always want to improve because you care.
- Shannon describes what it's like raising kids who know how to create value and leave a mark in the world.
- For Scott, the number one reason for making a lot of money is to buy back your freedom.
- What's the difference between envy and jealousy? Jealousy is when you want what someone else has. Envy, on the other hand, is when you don't want them to have it.
- It's totally okay to make a lot of money and tell your kids about it. But Shannon believes you must be careful about the number; otherwise, you risk raising spoiled and entitled kids.
- According to Scott, you need to help your kids understand there's no shame in making a lot of money.
- Chad talks about the type of money and investment conversations he has with his kids.
- Chad reveals why it doesn't make sense to hide everything from your kids because everything they need to know is just one Google search away.
- You need to help your kids understand that creating value in the world often comes with a financial reward.
- Scott is convinced that rules without relationship equals rebellion, but rules with relationship equals results.
- Scott and Chad go through the pros and cons of telling your kids how much you make.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
The Kolbe System - kolbe.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Your Kids' Schooling: One Size Doesn't Fit All - Guest Kary Oberbrunner
Pub date: 2023-05-16
Is homeschooling better for your child's development? In today's episode, hosts Chad Willardson and Scott Donnell sit down with Kary Oberbrunner to discuss the pros and cons of customized learning and its impacts on your child's future success.
- Scott and Chad start the discussion by breaking down the benefits of personalizing your child's education based on their strengths, needs, skills, and interests.
- According to Kary, there is no one-size-fits-all approach to learning. Your job as a parent is to find a curriculum that maximizes your child's potential.
- Scott and Chad settle the private versus public versus homeschooling debate.
- Kary reveals what parents should do when their child wants to switch schools.
- When looking for a school for your kid, Scott believes you should look for institutions where your child will thrive.
- Kary talks about the drawbacks of constantly moving your kid from one school to another.
- Kary explains why he feels not all kids should go to college - especially if they're interested in the trades or more technical career paths.
- According to Chad, obtaining current knowledge from the internet will be much more valuable than sitting in a classroom and memorizing facts from an old textbook.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: 17 Ways to Compliment Your Kids
Pub date: 2023-05-12
Scott and Chad sit down and discuss why complimenting your children is a great way to build their self-esteem and confidence, and give you a list of 17 compliments that you can use as a parent to completely make their day.
- Chad’s brother-in-law is a pediatrician and he saw that kids suffered greatly during the past two years of the pandemic. Children were lonely and scared, and were self-harming at alarming rates all over the world.
- Our kids need to be lifted up and strengthened, more so now than ever.
- Consider saying one of the following compliments every single day for the next three months.
-
1 You make me proud.
- Every child wants to know their parents are proud of them. Take 30 seconds and find something you are proud of and let them know.
-
2 I’ve noticed how hard you’ve been trying.
- This reinforces the effort and shows you appreciate the act, not just the end result.
-
3 You inspire me.
- This uplifts kids in a way that’s hard to describe and builds instant connection.
-
4 I can trust you because you’re honest.
- Children want their parents to trust them and will consider that when they have a decision to make. Valuing trust and integrity can be done with a simple compliment.
-
5 You are a great role model.
- Kids want to be a role model for others in things they care about. They want to know they are leading the people behind them.
-
6 You make me want to be the best person I can be.
- This tells you kids that they matter. That they are the reason you want to be better.
-
7 You amaze me.
- Kids want to impress the people they care about. Show them that you notice how awesome they are.
-
8 Your effort hasn’t gone unnoticed and I appreciate it.
- Reward progress, not perfection. If you reward effort and progress you help them create momentum.
-
9 Thank you for teaching me something new.
- There are always new things you can learn from your kids. Tell them that when they show you something you didn’t know.
-
10 I’m lucky to have such a kind child.
- This reinforces the value of kindness that every kid can benefit from having.
-
11 You’ve got so many great ideas.
- Your kids are a font of creation. Tell them that you love that about them and encourage their creativity. Whatever you focus on you get more of.
-
12 You make people around you smile.
- Kids are a great joy if you look for it.
-
13 You’re not afraid to dream big.
- We should be encouraging our children’s dreams and ambitions.
-
14 Your willingness to try is admirable.
- If you encourage their willingness to try, they will put in the effort to try new things more often.
-
15 You bring so much joy to our family.
- Kids have a memory bank that you need to build. The fastest way to remove mental health issues like anxiety, fear, and depression is using compliments like this.
-
16 You glow when you smile.
- Smiling has a physiological effect. Reinforcing the act of smiling makes it more of a habit.
-
17 I really admire the person you have become.
- This acknowledges their growth and that they are a good person as they are.
- Children need parents that build them up and a lot of that has to do with the language we use. Compliments are free so take 21 days and turn complimenting your kids into a habit.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Money Talks in Your Marriage
Pub date: 2023-05-09
What is the best way to talk about finances in a marriage? In today's episode, hosts Chad Willardson and Scott Donnell discuss the money conversations couples should have in a marriage. They break down simple ways to talk about money with your spouse and the essential questions you must ask your partner to understand their money mindset.
- Money conversations in marriage and the topics you should discuss with your spouse.
- Share your successes and mistakes as a parent with your kids. It doesn't scare them. It helps them learn and grow.
- Scott and Chad discuss the benefits of increasing the quality and frequency of your money conversations with your spouse.
- For Scott, you don't have to know everything about money to have productive financial conversations with your kids. You can always ask a friend or a mentor to talk to them over dinner.
- Scott and Chad cover creative money and finance-related questions you can use to understand your partner's money mindsets.
- For Scott, you don't outgrow your partner in marriage; you just grow apart.
- Chad and Scott agree that couples must have frequent conversations about money, especially if the goal is to stay together long-term.
- According to Scott, the best marriages work because couples are open and honest with one another.
- It's very normal to disagree on finances as a couple. Chad believes it's almost impossible to come from different backgrounds and share the same views about money.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Turn Your Kids Into Assets, Not Liabilities - Guest Dan Sullivan
Pub date: 2023-05-05
Scott and Chad sit down and discuss the intricacies of parenting with Dan Sullivan, a renowned coach and mentor to thousands of people around the world. Dan talks about the history of parenting and why we are in the middle of a tremendous cultural shift and why Gravystack will change the world.
- Dan’s role model for his later years has been his father, who had his best business year at the age of 82. Dan felt that the day his father retired was the day he no longer knew who he was.
- There is a crisis in parenting and the younger generation at the moment.
- Up until recently, we’ve been living in a world shaped by the Bretton Woods Agreement after World War 2. The resulting political climate made sense as long as the Soviet Union existed, but after the collapse in 1991, everything has changed, and that has created an artificial world where we’ve been raising kids.
- In the 40’s and 50’s, children were an asset. The financial security of the family relied on children being able to accomplish tasks, but the relationship of children to parents began to change after that time.
- Children became more of an expense than an asset.
- In the past, it was more common for children to know what things cost and the finances of the family. The more accurate and fully you inform your children, the less chance you have of a misunderstanding.
- The current condition of parenting and children can be traced back all the way to the 60’s.
- Covid has had two benefits; children found out what their parents did for a living, and parents learned what their children are being taught in school.
- Education should be based on its practical ability to create value in the world. Finances are a major hole in the education of children in general.
- Children can’t educate themselves, despite what one side of the political divide says at the moment. Parents need to provide them the tools to succeed in the world.
- The average Strategic Coach client has 3.5 kids. Dan likes to say it’s because clients often end up with both a lot of time and money, which are great conditions for a larger-than-average family.
- We are on the threshold of a cultural shift in regards to economics and finance. Savings always beats debt.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: The Healthy Struggles Your Children Need to Succeed
Pub date: 2023-05-02
Children need to experience healthy struggles to realize their full potential. Scott and Chad discuss how to create smart, successful, confident children by allowing them the space to overcome challenges in their own lives.
- The impulse to give your children all the things you never had as a kid comes from a good place, but it can prevent them from growing in the ways they need to.
- As parents, it’s easy for us to intervene and tell our kids what to do, but that hinders a child’s ability to make hard decisions for themselves.
- Your goal as a parent is to let your kids go through life experiences themselves, but to coach them along the way.
- We want to let our kids do dangerous things safely so they can build their competence and confidence.
- One way to gauge this is whether your children are willing to try new things. Are they nervous and hesitant about trying new activities?
- Helping a kid overcome a problem gives them confidence for life.
- Most kids struggle and want to give up as a default. Instead of telling them to suck it up and keep pushing, show them the value of overcoming challenges by embodying that value yourself.
- It takes discipline as a parent to allow your children to struggle. Ask questions instead of just solving their problems for them. Teach them to think through their challenges and work through things on their own.
- Watching your child figure out problems and gain confidence in themselves is fantastic.
- Solving your kid’s problems for them just creates a dependency.
- If your child needs to raise money for an activity, challenge them to reach out beyond family and friends.
- Overcoming challenges consistently will build children up into capable, confident, and effective adults.
- Chad tells a story of his seven-year-old son learning how to surf and being challenged enough to want to quit.
- You can’t expect your kids to get everything they need to be successful in public school.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 38 · TOP 2% what is this?)
Episode: Rules Without Relationship Equals Rebellion
Pub date: 2023-04-28
Your relationship with your children is going to be the foundation for everything you do. If you try to enforce rules without having a strong relationship first, you end up with rebellion and strife. Listen in to Scott and Chad talk about how to develop trust with your children and why being a safe but firm authority figure is the foundation of a healthy relationship.
- Chad tells the story of how his daughter asked to have a cell phone in 7th grade and the reasons why he and his wife thought it wasn't the best idea.
- There is no substitute to spending time with your kids. If you find your children rebelling against your rules, you need to start by investing more time with them.
- The more you connect and show them that they are your priority, the more trust and depth of a relationship you will have.
- Don’t ask them about their day when you are staring at your phone. Give them your full undistracted attention and show them that you care.
- If you have more than one child, spend time with each of them one-on-one. You need to have a relationship built on trust in order to have difficult conversations or lay down rules.
- Every kid will push boundaries eventually. When that happens the goal is to be a safe wall and avoid blowing your top. Be the safe wall that your kids can bounce off of safely.
- Your kids will understand the rules and the boundaries better when they know they are part of a family unit. What your family stands for flows into your children’s relationship with the rules.
- Both Scott and Chad have family mottos that encourage everyone in their family to overcome challenges and hardships. This value structure leads to kids that feel confident and resilient, and encouraged to be their best selves.
- We want kids to be strong-willed, independent, and willing to stand up for what’s right, but that can only be established and enforced within a family where the relationships are built on love and trust.
- Chick-fil-A’s corporate culture is a good example of how results come from the quality of your relationships. They use the SERVE core values in the business.
- See and shape the future,
- Engage and develop others,
- Reinvent continuously,
- Value results and relationships,
- Embody the values
- You can hold people accountable and build great relationships at the same time. The best leaders have great relationships with their people.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The L3 Leadership Podcast with Doug Smith (LS 44 · TOP 1% what is this?)
Episode: Chad Willardson on Stress-Free Money, Entrepreneurship, and the Four Freedoms You Should Pursue in Life
Pub date: 2023-04-25
Episode Summary: In this episode of the L3 Leadership podcast, Chad Willardson returns to the podcast to discuss his entrepreneurial journey, shares tips for entrepreneurs looking to level up, and provides some basic financial advice to anyone who is pursuing financial freedom.
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 Moneyhas 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 the changes brought about in the corporate banking world after the financial crisis of 2008, and why this drove him to start his own company in 2011 with no real entrepreneurship experience.
2. Distractions such as media can get in the way of growth and self-development.
3. Chad gives a lot of credit to Dan Sullivan for his personal development. Chad and Doug discuss the four freedoms that he’s learned about from Dan’s program.
4. He provides some general money advice for people who are looking to have more financial freedom.
Quotes From the Episode:*“Regardless of whether you own your own business or not, I believe that you should be working to maximize your own talents and gifts and doing something that you really have fun doing.”
“The more I use my time for things that matter, then the more that I can grow.”
“Don’t be miserly until some future retirement date, still enjoy your life. If you can’t enjoy the money you’re earning a little bit, then what’s the point? It’s not all about ‘I’m going to live life at some future date.’.*
Resources Mentioned:Dan Sullivan’s Strategic Coach
Smart Not Spoiled by Chad Willardson
Gravystack
Stress-Free Money by Chad Willardson
Beyond the Money by Chad Willardson
Die with Zero by Bill Perkins
Connect with Chad:Website | Twitter | Linkedin
The podcast and artwork embedded on this page are from Doug Smith , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: How to Raise a Value Creation Kid
Pub date: 2023-04-25
How do we raise children that have more than we did, but don’t become spoiled rotten along the way? In this episode, Scott and Chad discuss their philosophies on raising children, and also making sure children stay grounded, smart, and grateful for what they have, with a foundation of personal finance before they graduate high school.
- The overlap of Scott’s and Chad’s books create the foundation for Gravystack.
- The audience of the podcast is made up of parents from across the financial spectrum, and they all want the same for their children. They care about their children’s success and financial wellbeing.
- If kids can learn how to create value, they are going to grow up with a mindset of abundance and empowerment that will help them their whole lives.
- There are so many competing identities vying for our kid’s attention. All education should be based on the value that it creates in the world.
- There are three types of value: material, emotional, and spiritual. Every kid can create a lens to view the world on how to create those kinds of values from every situation.
- The confidence you get from a value creation mindset is unlike any other. This is what entrepreneurs do, and if kids can adopt this mindset, it can change the world.
- Not wanting your kids to struggle comes from a point of love, but not having to overcome struggles is what turns kids into spoiled, entitled adults.
- You have to put in the work to earn the trophy for your accomplishments.
- Parents have a tendency to shelter their kids, but children need to struggle through certain things in order to learn their own value.
- Healthy struggles create capability in kids. Capabilities create confidence. Confidence and capability together creates value in the world.
- Going through tough things is the antidote to entitlement, victimhood, and laziness.
- There is so much pressure on the younger generations right now. The value creation cycle allows them to take off that pressure and find ways to create value in the world and feel good about the efforts they put in.
- The frameworks in the book remove the bribery and coercion that most parents have to resort to in order to get their kids to take action.
- If, as a parent, you always intervene in your kid’s life, you prevent them from ever developing the capabilities they need to succeed.
Mentioned in This Episode:
gravystack.com.smart
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Marriage and Money: Why Honesty and Transparency are Critical
Pub date: 2023-04-21
Should you split finances in marriage? In today's episode, hosts Chad Willardson and Scott Donnell discuss the benefits of being honest and transparent about finances in a marriage. They go through practical ways to talk about money with your spouse and how financial dishonesty destroys intimacy.
- Scott starts the conversation by explaining how raising smart money children requires input from both parents.
- How transparent should you be about money with your partner? Chad and Scott believe the more open you are, the more stable your relationship will be.
- According to Chad, people often marry polar opposites when it comes to finances - there is always a spender and a saver.
- Although there is no one-size-fits-all answer to finances, Chad and Scott agree that if you plan to stay married, you must be honest about your finances.
- If you want alignment in your marriage, you have to work together as a team.
- Scott describes how transparency builds confidence and intimacy in a marriage.
- For Chad, there is no point in hiding your finances because you'll have to face the truth at some point.
- Scott reveals the role finances play in building physical and emotional intimacy.
- Chad and Scott agree that secrets, especially financial secrets, ruin beautiful relationships.
- Chad shares why it's impossible to agree on finances 100% of the time.
- Scott and Chad break down financial infidelity - Do your marriage a favor and stop keeping money secrets from your spouse.
- Chad highlights the benefits of sharing your financial goals with your partner.
- According to Scott, great things happen when a couple becomes financially aligned.
- For Chad, the non-financially inclined spouse will appreciate you more when you're open and transparent about your finances.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Giving While Living is Better Than Inheritance
Pub date: 2023-04-18
What is the best way to pass on inheritance to your loved ones or the community? In today's episode, hosts Chad Willardson and Scott Donnell discuss the 7 ways giving while living can add fulfillment and joy to your life.
- Scott and Chad start the conversation by explaining why giving while living is better than an inheritance after you die.
- For Chad, giving while living is about sharing your wealth and knowledge while you're alive so you can see the impact your money has on people.
- Scott believes dying with lots of money in the bank doesn't help you achieve anything.
- Scott explains the benefits of sharing your wealth while you're alive - you don't want your heirs to wait impatiently for you to die.
- Chad shares a heartbreaking story of how a mother and son moved in for their loved one's money barely 12 hours after his death.
- According to Scott, the satisfaction you get from giving while living can extend your life expectancy and deepen your relationships with loved ones.
- Chad reveals why giving is not about giving your heirs what they want all the time - you risk spoiling them if you do.
- Chad explains why giving while living is more powerful than inheritance without education.
- Scott and Chad reveal the amount of money you would need to guarantee a stress-free retirement.
- Scott shares the most important money habit to teach your kids.
- Give authentically because your kids can tell when you're inauthentic.
- Scott talks about his grandfather's legacy and how he used his wealth to build a tight-knit family.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: How to Keep Your Kids Safe Online
Pub date: 2023-04-14
How do you keep your kids safe online? In today's episode, hosts Chad Willardson and Scott Donnell go through practical ways parents can keep their kids safe online. They discuss the types of risks your child is exposed to, ways to identify potential online threats, and why you need to make it clear that they can talk to you about anything.
- Scott and Chad start the conversation by revealing many parents don't know where to start when it comes to keeping their kids safe online.
- According to Scott, all our kids are compromised as long as they own electronics.
- Chad shares a terrifying story of a malicious stranger targeting his teenage son.
- Scott and Chad agree that kids these days are way smarter than their parents when it comes to tech.
- Scott shares a shocking statistic - over 60% of 5-year-olds have made an in-app purchase using their parent's phone without them realizing it.
- Yes, kids are tech-savvy, but Scott believes they don't have enough experience to know when they are at risk.
- Chad and Scott break down a game in GravyStack that parents can use to teach their kids about online safety.
- For Chad, the best time to start teaching your kids about online safety is three years earlier than you think you should.
- Scott and Chad discuss building trust with your kids so they come to you when they feel compromised.
- Chad highlights the benefits of having rules around using technology in the house - and why he believes monitoring your kids is not an intrusion on their privacy.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
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 - https://www.linkedin.com/in/donnell-scott
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: The 7 Money Mindsets Keeping Your Kids Poor
Pub date: 2023-04-11
Did you know your money mindset can determine your financial destiny? In today's episode, hosts Chad Willardson and Scott Donnell break down the seven mindsets keeping you and your kids poor. They explain how these mindsets influence your money decisions, how to stop being anxious about money, and the changes you can make to secure your financial future.
- Scott and Chad start the conversation by revealing that the money mindsets you raise your kids with will stay with them forever.
- Scott and Chad explore why 90% of multi-generational wealth gets spent or wasted in one to two generations.
- Mindset #1 - Paying yourself last. It's crazy how much people spend on bills and expensive subscriptions without investing a single cent in their future.
- For Scott, paying yourself first keeps you motivated and gives you money confidence.
- Mindset #2 - Keeping up with friends that have expensive tastes.
- Chad shares why keeping up with the Joneses is terrible for your financial health - you don't know what they did to get there.
- Scott reveals the benefits of living off the interest of your investments.
- Scott is not a fan of the "fake-it-til-you-make-it mindset." He believes you'd much rather make smart money decisions until you make it.
- Mindset #3 - Not knowing where your money goes.
- Chad reveals that 92% of Americans don't look at their monthly statements - knowing your numbers is a crucial step toward financial independence.
- Mindset #4 - Debt and buying beyond what you can afford.
- Scott shares why he thinks living in debt is not a great way to live - and if you're in debt, you need to find a way out.
- According to Chad, the only type of debt you should have is appreciating debt or borrowing money to invest in something.
- Mindset #5 - Not planning for purchases in advance.
- Scott believes this is a common mistake among Americans - one that most cannot recover from.
- Mindset #6 - Not investing until you have enough money.
- Chad and Scott agree that people should stop assuming they'll invest when they get enough because they'll never have enough. The earlier you start, the better.
- Mindset #7 - Being clueless about taxes.
- For Scott, if you don't know your taxes, you'll forever have a poor mindset about money, which you'll likely pass on to your kids.
- Chad reveals where refunds come from and why you should not be excited when the IRS sends you a tax refund.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Thank You For Supporting Our Mission to Create 50 Million Financially Competent Kids
Pub date: 2023-04-07
How would you react if your newly launched podcast hit the number one spot a few hours after launch? In today's episode, hosts Chad Willardson and Scott Donnell say thank you for supporting and believing in their mission to create 50 million financially competent kids ready to succeed in the real world.
- Scott and Chad are excited and grateful for all the love and support you've shown the podcast since its launch.
- Scott believes raising smart kids that create value in the world is essential for moving humanity forward.
- Scott and Chad review some cool feedback from parents who listen to the podcast.
- Scott reveals the thing they're most excited about with the podcast is that people see the benefits of the podcast and want to share it with others.
- Chad explains why teaching your kids about money is so important for their success.
- According to Scott, everybody cares about financial literacy - it's a shame very few people know how to do it practically.
- Scott believes our kids' well-being is the one thing that can unify this country.
- Dan Sullivan, one of the most brilliant people in the world, said the podcast would change the education system as we know it.
- Scott explains why he feels education should be prioritized based on its practical application in the world.
- Chad and Scott share what the pandemic revealed about the education system - plus, kids now know what their parents do when they're at work.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Prioritize Intentionally Spending Time with Your Kids
Pub date: 2023-04-04
How do you build a strong relationship with your kids? In today's episode, hosts Chad Willardson and Scott Donnell go through ways parents can build deep relationships with their kids. They discuss the foundation of a strong parent-child relationship, signs your parenting style is super effective, and advice for parents with teens.
- Scott starts the conversation by revealing how they come up with podcast topics.
- According to Scott, teenagers generally don't want to rebel. They are just trying to find their place in the world.
- Scott and Chad emphasize that you want to be the one your children call when things are both good and bad.
- Scott explains why years 0 to 12 will shape the kind of relationship you'll have with your kids.
- Scott is convinced there is no substitute for spending time with your kids.
- Chad shares the benefits of intentionally spending time with your kids.
- Scott reveals that 93% of all the time you'll spend with your kids will be from years 0 to 18½.
- Nobody on their deathbed wishes they could have worked more. Chad talks about regrets and making time for your spouse and kids.
- For Scott, the people who matter don't mind - and those who mind don't matter.
- Scott and Chad break down common parenting styles and why just being present is the best one of them all.
- Scott reveals the secret to GravyStack's success and how they turn parents into heroes.
- According to Chad, parenting is not about being the best 100% of the time - you're human and bound to mess up at some point.
- Scott explains why he believes, as a parent, you'll know you're doing a good job when your kids come to you when they're unsure about something.
- Chad shares how a father-son relationship saved his life even before he was born.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Why We Need to Nurture Entrepreneurship in Young Girls
Pub date: 2023-03-31
What are the benefits of teaching your daughters about entrepreneurship? In today's episode, hosts Chad Willardson and Scott Donnell discuss daughters, women, and money. They talk about the responsibility we have as parents to teach our daughters about money and entrepreneurship.
- We all have the responsibility to teach our daughters to become business owners and investors rather than shoppers and consumers.
- Scott starts the conversation by revealing the role parents play in teaching their daughters about money.
- Scott explains the benefits of raising daughters to be motivated value creators.
- Chad reveals the problem with only talking to your sons about business and entrepreneurship - and ignoring your daughters.
- According to Chad, your kids don't have to become entrepreneurs - but they need to learn how to solve other people's needs and create value in the world.
- 25% of teenage girls have mental health issues. Scott breaks down the driving factors behind this unfortunate statistic.
- Scott reveals that in all the years he's been in business, the best leaders he's worked with were mostly women.
- Scott and Chad discuss how the nurturing tendencies in women are now driving business success.
- Chad describes the benefits of cultivating an entrepreneurial mindset in young girls.
- For Chad, teaching girls business and presentation skills can help them become confident and self-reliant.
- Chad is convinced that families would function better if husbands included their wives in making key financial decisions around the home.
- Chad and Scott agree that couples with unique individual attributes and strong financial skills build the most successful marriages.
- Scott explains how teaching your daughters business skills means they never have to depend on anyone for anything.
- Chad shares why he believes parents should complement their daughters on more than just their looks.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Do Your Kids Know What Stuff Costs?
Pub date: 2023-03-28
How much do your kids know about what things cost? In today's episode, hosts Chad Willardson and Scott Donnell discuss how to teach kids about money and the true cost of things. They talk about the benefits of involving kids in financial decisions at home, a smart way to save $547 annually, and what it takes to raise financially literate kids.
- Do your kids know how much it costs to fund their lifestyle?
- Scott starts the conversation by describing why you need to start involving your kids in making financial decisions in the house.
- Scott believes your kids will struggle if they leave the nest without understanding the true cost of things.
- According to Chad, the easiest way to make your child appreciate money is for them to earn it and spend it.
- For Scott, the more a child can learn how much things cost, the better they become at differentiating between wants and needs.
- If your kids are not asking questions about money, Scott believes you're in trouble because you're essentially raising them in a bubble - and the bubble will burst.
- Involving your kids when unsubscribing from unnecessary programs is a great way to teach them the difference between wants and needs.
- Scott reveals the one game in GravyStack that can save you $547 annually.
- Learn how to uncover the motivation behind your child's wants and presumed needs.
- Scott explains why you don't have to say no every time your kid wants you to buy them something - make them earn money, and they'll learn how to spend it.
- According to Scott, it's essential that you don't assume your kids know the price of everything in the home.
- Chad reveals that kids don't like talking about money because it's the source of most arguments at home.
- Chad explains how money-related issues can strain parent-child relationships.
- Did you know that over 90% of generational wealth is lost or wasted by the second generation?
- Chad describes a great way to pass on generational wealth successfully.
- Remember, you're not a parent for 18 years. You're a parent for the rest of your life - it's a blessing when you do it right.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Nobody Wants a Booger Sandwich
Pub date: 2023-03-24
Should all kids become entrepreneurs? In today's episode, hosts Chad Willardson and Scott Donnell discuss how kids can learn to think, act, and live like entrepreneurs.
They cover fun and engaging ways children can learn about entrepreneurship, lucrative businesses to start, and the skills needed for future career success.
- Scott starts the conversation by explaining why kids should be taught how to dream, act, and live like entrepreneurs.
- Chad and Scott believe that not all kids can become entrepreneurs - but thinking like one is probably one of the best skills you can teach a child.
- Scott reveals the ideal starting point when teaching kids how to become entrepreneurs.
- According to Scott, all kids have to learn the art of value creation and how to put something into the world that is useful to others.
- Scott reveals the tremendous impact The Children's Business Fair has had on kids worldwide.
- Scott breaks down the three foundational steps of a great pitch.
- Chad explains ways kids can learn how to develop viable business ideas.
- For Scott, the best way to find meaning in life is to solve problems for yourself and those around you.
- Scott describes why profit is not a bad thing - it's the lifeblood of every business and the reward for putting your capital at risk.
- Scott believes kids are far more likely to overcome laziness and negative self-doubt when they feel valued and of service to others.
- Chad explains how learning to pitch can help your kid overcome being introverted and socially awkward.
- Chad and Scott define price testing and how kids can learn to do it correctly.
- Chad talks about business opportunities for kids that are way better than lemonade stands.
Mentioned in This Episode:
The Compound Effect: Jumpstart Your Income, Your Life, Your Success by Darren Hardy
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Everything Parents Need to Know About Taxes
Pub date: 2023-03-21
What lessons should you teach your kids about taxes? In today's episode, hosts Chad Willardson and Scott Donnell discuss everything parents need to know about taxes and the hands-on strategies they can use to teach their kids about taxes. They cover when to start teaching kids about taxes, how to pay less taxes legally, and a brilliant way business owner parents can save on taxes.
- Scott starts the conversation by highlighting why we must teach our kids about taxes and tax codes.
- According to Chad, most people are clueless about taxes, so automatically, their kids struggle with taxes too.
- Chad shares an interesting story of an NBA player who couldn't believe that 50% of his earnings would go to the IRS.
- Scott and Chad agree that paying taxes is important because it keeps the country running.
- Chad explains what parents need to know about taxes before teaching it to their kids.
- Scott shares the history of taxes from the days of the Revolutionary War to where we are today.
- Chad believes an ideal step to teaching a child about taxes is making them understand that they have a say in how their taxes get spent.
- Chad talks about the benefits of showing your kids how to pay fewer taxes legally.
- For Scott, kids should not leave the house for college or work before understanding basic principles in the tax code - the earlier you start the better.
- Scott goes through a great game in GravyStack that shows kids ways to avoid the potential tax pitfalls that most people face once they start earning money.
- Chad shares a brilliant way business owners can save on taxes - employ your kids.
- Chad explains why you should never celebrate tax refunds and how you can work to eliminate them forever.
- Scott reveals an ingenious way your teenage kids can earn extra money during tax season.
- Scott shares a shocking static - 80% of all the money in circulation was printed in the last 2 ½ years.
- Chad and Scott agree that when the government is printing and spending money, you should be investing.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Use Investing to Teach Your Kids How to Succeed by Thinking Long Term
Pub date: 2023-03-17
Do your kids have the mindset of delayed gratification? In today's episode, hosts Chad Willardson and Scott Donnell discuss all things investing and thinking long-term with your kids.
They cover value creation and how learning delayed gratification will make your kids more successful in life.
- Scott starts the conversation by revealing that Gen Z is the least invested generation in history.
- Chad reveals why Stanford's Marshmallow Experiment is a great way to test a child's sense of delayed gratification.
- Chad shares ways to help your kids understand that long-term fulfillment is greater than short-term gratification.
- According to Scott, it's way easier to delay gratification when you don't have the expected outcomes at the top of your mind.
- Chad is convinced that willpower doesn't work - if you rely on willpower alone, you will eventually fall into temptation.
- Teaching kids to delay gratification and think long-term is difficult because even adults struggle with it.
- Chad shares how you can teach your kids to focus on the controllable.
- For Chad, the most important investment principle is to invest early and often.
- If you say your expenses cannot allow you to invest anything, Scott feels you need to find a way to earn more money or cut down on your expenses.
- Chad and Scott agree that the most significant advantage an investor will ever have is time - the earlier you start, the better your outcomes.
- Chad and Scott discuss the benefits of mastering the art of delayed gratification and how it can improve every aspect of your kid's life.
- Unfortunately, we are in a generation where kids have the attention span of a gnat - understand that teaching them instant gratification will be difficult.
- According to Chad, your kids will gravitate toward instant gratification if you don't stop them.
- Teach your kids that get-rich-quick schemes never work. Patience is key when it comes to creating wealth and value.
Mentioned in This Episode:
The Compound Effect: Jumpstart Your Income, Your Life, Your Success by Darren Hardy
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: How to Set a Great Example With Money For Your Kids to Follow
Pub date: 2023-03-14
Are you a good financial role model to your kids? In today's episode, hosts Chad Willardson and Scott Donnell discuss how parents can become positive financial role models for their kids. They cover ways kids learn about money, the benefits of teaching your kids about the real cost of life, and why you should be as transparent as possible about money with your kids.
- Scott starts the conversation by describing how parents can become financial role models to their kids.
- According to Chad, kids learn a lot by watching and listening - how you talk and spend money will influence how they think about money.
- Scott and Chad believe that you're setting up your kids for failure if you don't talk about money in front of them.
- For Chad, being a role model is not just what you do but what you say and how you say it.
- Chad shares an interesting Disneyland story about how his youngest daughter thought about money and ATMs.
- Scott goes through the money conversations you should have with your kids.
- Scott explains why you should be as transparent as possible about money with your kids, but that doesn't mean you must tell them everything.
- Chad believes there's no downside to teaching your kids about the real cost of living.
- Scott and Chad agree on the benefits of talking to your kids about your investments.
- Scott highlights why it's not a good idea to outsource parenting to coaches and teachers.
- Kids need to start making financial decisions at home using money they've earned. This way, Scott believes they get to make mistakes and learn about money in a safe environment.
- Scott reveals the easiest way you can learn to talk to your kids about money and become a trusted role model.
- Chad highlights the benefits of talking about the value of different jobs and skills to your kids.
- Kids need mentors. If you don't know where to start, find a parent in your circle who is already successful at this and emulate what they do.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Teaching Your Kids About Taking Initiative to Drive Success
Pub date: 2023-03-10
Is there a way to teach your kids about taking initiative and doing things without being asked? In today's episode, hosts Chad Willardson and Scott Donnell discuss customer service and the benefits of going the extra mile.
They talk about ways parents can teach their kids to go above and beyond in everything they do and why going the extra mile is essential for long-term success.
- Scott and Chad start the conversation by describing why going the extra mile is a skill every kid should master.
- Chad explains what it really means to go the extra mile for someone.
- According to Scott, going above and beyond will make you price insensitive - people are more than happy to pay extra for a better customer experience.
- Scott and Chad agree that there's no better industry to work in as a kid than the service industry.
- Smart Money parents teach their kids how businesses interact with customers.
- Scott shares a crazy customer service experience at a local ice cream shop that left him and his kids disappointed.
- Chad talks about the foundations of a great customer experience.
- Scott believes that customers are not always right, but they deserve to be treated with respect.
- For Chad, the worst thing you can do as a parent is to raise entitled kids.
- Teaching your kids to go the extra mile will serve them in any career they choose to pursue.
- Scott shares ways you can teach your kids to be proactive and take initiative.
- Chad shares a great customer experience where a teenage waitress went above and beyond to ensure customers were having a good time.
- According to Chad, the thing that separates successful companies from average companies is great customer experience.
- Scott explains how teaching your kids to go the extra mile starts with little tasks at home.
- Your kids will be successful if they grow into the type of people that take the initiative and go the extra mile.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Navigating the 4 Emotions and Feelings Your Kids Have About Money
Pub date: 2023-03-07
In today's episode, hosts Chad Willardson and Scott Donnell break down the 4 primary emotions and feelings your kids have about money.
They share how kids with different personalities spend their money and what you can do to ensure they don't make dire financial mistakes in the future.
- Chad starts the conversation by describing money emotions and how the money ideas you grew up with will stick with you for life.
- After interviewing over a thousand families, Scott and his team found that most parents don't know how to talk to their kids about money.
- They also found that kids dislike talking about money because they see it as the biggest source of conflict in the home.
- Chad and Scott dissect the four different money personalities in kids:
- The Brainy Kid - This kid is super information-based and knows a lot of things about money. However, they often suffer analysis paralysis, which leaves them stuck.
- The Mood Vibes - They have to buy something to feel worthy or good about themselves.
- The Saver - They crave stable and secure environments. They rarely overspend but often put off buying things that they need.
- The Bling - This kid buys things to be seen and noticed. All their money goes into purchasing status symbols like a cool bike or nice shoes.
- According to Chad, once you understand your child's money personality, you can know where to start with the money conversation.
- Scott believes parents should be careful about how they have money conversations with their kids and around their kids.
- Scott shares the benefits of having unique values about money as a family.
- Scott and Chad agree that giving your kids money they did not earn is the very definition of financial incompetence.
- Chad and Scott explain why kids can only learn to appreciate money if they work hard to earn it.
- Chad highlights the benefits of talking to your kids about the grave financial mistakes you made early in life.
- Scott reveals that kids at every age can have money conversations - you don't have to wait till they're 18 to start teaching them about money.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: What Kids Need to Know About Loans and Debts
Pub date: 2023-03-03
Is debt good or bad? In today's episode, hosts Chad Willardson and Scott Donnell discuss loans and why parents must teach their kids about debt.
They share some practical tips for teaching kids about debt in a way that highlights its negative impacts as well as ways they can use it to secure their financial future.
- Is debt good or bad? Chad and Scott agree that debt can be both good and bad, depending on a person's circumstances and use of the money.
- Scott and Chad discuss the basics of borrowing and why parents must teach their kids about debt.
- Chad believes parents have a duty to teach their kids the consequences of bad debt from a young age.
- Scott explains how shrewd lenders make money out of people's ignorance.
- According to Scott, credit cards, although beneficial, have the potential to ruin a person's life if handled without care.
- Chad describes how bad debt not only has a financial burden but carries an emotional and mental burden as well.
- Chad highlights why kids need to be taught the real-life consequences of being in debt.
- For Scott, it doesn't make sense to borrow money to fund your lifestyle or keep up with the Joneses.
- Scott and Chad discuss the reasoning behind pro-debt versus anti-debt mindsets.
- If you have a credit card, the stats show you're automatically spending more without even thinking about it.
- Scott describes the joys of living debt-free and how it opens doors to more investment opportunities.
- Scott and Chad go through the practical games available on GravyStack that you can use to teach your kids about loans.
- Chad believes that families that take on banking and financial literacy at home are families whose kids enter the real world confident and capable of making smart financial decisions.
- Scott and Chad agree that you should only consider taking on debt if you're investing in financially appreciating assets.
- Chad explains the benefits of a good credit score and why you need to teach your kids about good and bad credit.
- Scott shares a plan for getting out of debt that actually works.
- Teach your kids that debt is not black and white. Sometimes it makes sense to take on debt, and sometimes it won't - but always have a second opinion before taking on debt.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Teach Your Kids The Money Stuff That The Schools Won't Teach Them
Pub date: 2023-02-28
Should personal finance be taught in schools? In today's episode, hosts Chad Willardson and Scott Donnell discuss why teaching financial education in schools is great, but parents shouldn't wait for the government to teach their kids about money. They share some shocking stats about financial literacy among millennials and why personal finance education should start early, both at home and school.
- Scott reveals that 22 states passed laws for personal financial education in schools - it's great to see the education system is finally realizing that kids need financial literacy.
- A recent study found 76% of 25-year-old adults lack basic financial literacy - Scott believes we cannot sit back and expect the school system to solve this scary situation.
- Scott and Chad agree that it doesn't make sense to entrust teachers with teaching our kids financial literacy when they themselves struggle with money.
- For Chad, it's frustrating to see kids graduate high school knowing how to dissect a frog but cannot calculate interest rates or define terms like inflation.
- Why teachers don't like talking about money and nutrition in schools.
- Chad believes it's absurd that some states still don't see financial literacy as an essential part of the school curriculum.
- According to Chad, you cannot teach kids budgeting when they don't make or spend money.
- Chad and Scott discuss the type of accounts available on GravyStack and how you can create a digitally animated flow of money for your kids.
- Scott explains why it's critical to teach your kids how to save, spend, and share money.
- According to Scott, GravyStack is unique because it teaches money management without the heavy financial jargon.
- Chad and Scott agree that you cannot homework your kids into financial literacy - the fastest way to teach them about money is to make it fun and practical, with a real-life application.
- Scott explains why he's against giving kids an allowance.
- Personal finance is about teaching kids ownership and accountability, two traits the school system will probably overlook when teaching kids about money.
- Scott and Chad reveal that GravyStack will be openly available for schools looking to solve the financial illiteracy epidemic in a fun and practical way.
- Financial education starts at home. The topic is way too crucial to leave to the school system.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Simple Ways to Guide Your Child to Become a Generous Giver
Pub date: 2023-02-16
How do you teach your kids to be generous and not selfish? In today's episode, hosts Chad Willardson and Scott Donnell go through practical tips you can implement right now to teach your kids about generosity. They also discuss why it's important to raise kind and compassionate kids who know the value of giving back.
- Is generosity a teachable skill, or do kids have to be born with it?
- According to Chad, kids have different personalities, but they can all learn to be generous.
- Parents need to be generous first if they are to teach their kids generosity.
- Smart money parenting pro tip - teach your kids to give a portion of every dollar they make.
- Scott explains what smart money giving is all about.
- What do most super-rich people have in common?
- After 21 years of money management, Chad noticed that most successful people are givers.
- Scott reveals that generous giving can take many forms and doesn't necessarily have to come down to money.
- Scott and Chad agree that kids should earn the money they give out - only then can they learn the value of giving back.
- Chad shares an exciting story about a time they went beach cleaning during a holiday trip to Puerto Rico.
- Scott explains why he believes the easiest way to build tight family relationships and eliminate selfishness is to perform acts of charity together.
- Chad highlights how generous giving helps children develop an abundance mindset.
Mentioned in This Episode:
gravystack.com
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: Why Parents Shouldn’t Pay Allowance to Their Kids
Pub date: 2023-01-23
Should you give your kids an allowance? In today's episode, hosts Chad Willardson and Scott Donnell discuss the dos and don'ts of giving your kids an allowance. They also share practical money management strategies that are way better than giving your kids money they didn't earn.
- Scott and Chad start the conversation by sharing their thoughts on whether parents should give their kids an allowance.
- Chad reveals he's never been a fan of allowance because it's basically paying your kids for the mere fact that they exist.
- Although Chad and Scott agree that an allowance is an easy way to teach your kids money management, it's not the best.
- According to Chad, kids need to know that they have a role to play in the household - and they won't be paid for everything they do.
- For Scott, a great way to incentivize your kids to be more proactive in the house is to make it clear that not all tasks are created equal - some tasks warrant more pay than others.
- Chad highlights how his children earn money by going above and beyond their daily responsibilities.
- Chad is a big proponent of making your kids pay for their extra-curricular activities. If they want to go to Disney, they must earn it.
- Scott and Chad agree that parents should start teaching their kids money management as soon as they learn how to count.
- Scott believes the easiest way to ruin the relationship you have with your kids is to buy their love with money.
- Chad highlights the benefits of empowering kids to become the hero of their own financial stories.
- Scott explains how parents who never give their kids the opportunity to earn, manage, and spend money end up raising financially illiterate children.
- Scott shares how parents can take kids down the path to financial literacy using the GravyStack app - an app that harnesses the power of play to teach kids how to earn, save, invest, and share money.
Mentioned in This Episode:
gravystack.com
Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson
smartmoneyparenting.com
Scott Donnell on LinkedIn - https://www.linkedin.com/in/donnell-scott/
Chad Willardson on LinkedIn - https://www.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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Smart Money Parenting - Audio Edition (LS 37 · TOP 2.5% what is this?)
Episode: What Is Smart Money Parenting?
Pub date: 2022-12-28
What would the world be like if we had 50 million kids financially competent and ready to succeed in the real world?
That's exactly what we're gonna do with the Smart Money Parenting Show. Each week, we're gonna bring you great content to raise great kids as amazing parents.
How do you keep your kids from not being only focused on themselves? Quickest way to keep your kids from being spoiled brats?
Lots of ideas, parenting hacks, and great guests talking about how to talk to kids about money. Smart Money Parenting.
The podcast and artwork embedded on this page are from Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Real Relationship Talk (LS 37 · TOP 2% what is this?)
Episode: Overcoming Financial Infidelity in Marriage - with Chad Willardson
Pub date: 2023-03-28
Overcoming Financial Infidelity in Marriage
Financial problems is the #2 reason for divorce in our country. So it makes sense that we tackle the issue of financial infidelity in marriage. This goes deeper than just having money mindset challenges or spouses disagreeing on how money is spent. Financial infidelity speaks to the deception that a couple may find themselves facing when keeping secrets or telling lies about how money is spent in the marriage.
Joining us for this conversation is the founder of Pacific Capital, Chad Willardson, who coaches high earning entrepreneurs to create more wealth and focus on wealth planning in their lives and businesses. Chad has been married for over 22 years, and is the father of five children. He has been featured on Inc., Forbes, The Wall Street Journal, and more. He has written the books Stress Free Money and Smart Not Spoiled.
I loved hearing Chad’s story of how he grew up to appreciate living a life of generosity, which, I believe is foundational to the success he’s experiencing today.
We discuss how married couples can and should be honest about their spending practices, how to challenge their limiting beliefs about money, and where to start to recover if finances have taken a toll on the marriage.
Chad shares his best tips and resources to help couples get out of debt, create wealth, and live a life they love.
To learn more about Chad, visit https://pacificcapital.com.
Links Mentioned in this Episode:
Follow Chad on Linked In
Finding Financial Peace in Your Marriage - with Austin Black
SUBSCRIBE | SHARE | RATE | COMMENT
To ensure you never miss an episode, be sure to subscribe on Apple Podcasts, Google Play, Spotify, Stitcher, iHeart Radio, or wherever you listen to podcasts. Remember, sharing is caring! So, share these episodes with your friends and family via email or social media.
See omnystudio.com/listener for privacy information.
The podcast and artwork embedded on this page are from Real Relationship Talk, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The His and Her Money Show (LS 58 · TOP 0.5% what is this?)
Episode: Passing Good Financial Wisdom To Your Kids With Chad Willardson
Pub date: 2023-03-22
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 You Will Learn * 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
Resources Mentioned: * The Book: Smart, Not Spiled * GravyStack - Gravy Stack
Connect with Chad Willardson: * Website: PACIFIC CAPITAL * Instagram: PACIFIC CAPITAL (@pacificcapital) * LinkedIn: Chad Willardson, CFF®, CRPC® | LinkedIn * Facebook: PACIFIC CAPITAL | Facebook
The podcast and artwork embedded on this page are from Talaat and Tai McNeely, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Dads With Daughters (LS 27 · TOP 10% what is this?)
Episode: The Seven Money Skills Kids Must Master With Chad Willardson
Pub date: 2023-02-27
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!
The podcast and artwork embedded on this page are from Dr. Christopher Lewis of Fathering Together, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Big Idea Big Moves (LS 34 · TOP 3% what is this?)
Episode: Chad Willardson: Stress Free Money, Facing Fear and Entrepreneur Success
Pub date: 2023-02-22
Chad Willardson is a long-time Certified Financial Fiduciary, and now best-selling author of Stress Free Money and Founder of Pacific Capital.In 2008, Chad left his million-dollar salary at Merrill Lynch to start his wealth management firm from the ground up. Since then, Chad has grown his net worth to over $10M+ and advises entrepreneurs how to break out of the financial ‘norms’ that are actually holding them back and alleviate their stress about moneyIn his interview with Jamie, Chad explains how to supercharge your entrepreneurial mindset. They talk about: - Why entrepreneurs should reject the conventional retirement norm and NEVER retire. - Hacks every entrepreneur should use to overcome their fear of failure.- The habits and routines Chad instilled to break away from hustle culture, build whole life success, and still reach the top percentile of wealth. - How to identify and take advantage of the opportunities that a recession creates for your business and life.Be sure to tell Jamie and Chad what you think about this episode by leaving a review and rating. It helps us get the message out there! Refresh and plan! Find out more https://linktr.ee/bigideabigmoves Follow us on Instagram www.instagram.com/bigidea_bigmoves Facebook www.facebook.com/bigideabigmoves For amazing Lifestyle Clothing epitomesportswear.com For Human Resources and Talent help contact www.epitomeHR.com Take their free assessment Talk to us about partnerships https://beacon.by/epitome-hr-inc/bibm-sponsoship-packages Sleep is the key to building muscle, improving athletic performance, and increasing productivity. But winding down and getting great sleep can be tough. Thirdzy’s PM Recovery Collagen can help. This all-natural drink powder, packed with nutrients and amino acids, supports great quality sleep and muscle recovery. With no melatonin or sedatives – you won’t get hooked or feel groggy in the morning. Go to thirdzy.com and use code BIBM20 to save 20%Follow Chad and order his books at chadwillardson.com
The podcast and artwork embedded on this page are from Jamie Allison, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: How'd it Happen? (LS 37 · TOP 2% what is this?)
Episode: Chad Willardson - Making Money a Comfortable Conversation (Episode 348)
Pub date: 2023-01-30
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
To Connect with Mike:
- Website
- YouTube
- Coaching
Please LIKE 👍SHARE 📲SUBSCRIBE to stay updated on all LIVE Streams on Facebook, LinkedIn, YouTube, Twitter
I would like to invite you to join my FREE community for you to come and interact with me and each guest I interview by creating a profile today ➥ https://winject.com/register
If you would like to let me know what you thought of each conversation, please feel free; I welcome any feedback and love to share it with all the special guests that we have on the show ➥ https://winject.com/groups/howdithappen
If you are a content creator or aspiring one, submit an application to be selected as our next creator ➥ https://dubb.com/WINJECT
The podcast and artwork embedded on this page are from Mike Malatesta, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: 18 Summers: Podcast for Parents (LS 42 · TOP 1% what is this?)
Episode: Building a Harmonious Family is Creating Sustainable Wealth with Chad Willardson
Pub date: 2022-12-07
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 info@18summers.com. 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
The podcast and artwork embedded on this page are from Jim & Jamie Sheils, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Front Row Dads | Family Men with Businesses (LS 46 · TOP 1% what is this?)
Episode: 364: Smart, Not Spoiled, Beyond the Money with Chad Willardson
Pub date: 2022-12-07
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 info@frontrowdads.com 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 $460 million of 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
The podcast and artwork embedded on this page are from Jon Vroman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Author Hour (LS 40 · TOP 1.5% what is this?)
Episode: Beyond the Money: Chad Willardson
Pub date: 2022-11-23
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 enjoy it?
Welcomed back to the Author Hour Podcast. I’m your host Hussein Al-Baiaty, and my next guest is Chad Willardson, a bestselling author and one of the top wealth management experts in America. He’s here with me today to celebrate and talk about his new book, Beyond the Money. Let’s get into it.
Thank you, everyone, for joining us today. I’m really excited to have this conversation with my man, Chad Willardson, who is literally launching his third book, this is amazing because writing a book is not an easy feat, having written three, Chad is going to tell us all about that experience. This new book is not for everyone for sure, but it is for those specific few who need to help that Chad offers up in many different ways. Chad, how’s it going today? Thank you for joining me.
Chad Willardson: It’s going great; thank you for having me on. Excited to be here.
Hussein Al-Baiaty: Absolutely. So let’s give our audience a little bit of general sense of sort of who you are, personal background, perhaps where you grew up and what kind of led you into entrepreneurship and doing the work that you’re into now.
Chad Willardson: Yes, my name is Chad Willardson. I grew up in Orange County, California, Southern California, kind of a beach and sports kid, those are the two things that I loved. I was not an entrepreneur growing up, I was a hard worker, but I’d never started any kind of like a lemonade stand or like a lawnmowing business, I didn’t really have entrepreneurship in my genes or in my blood.
But I started my career at Meryl Lynch Wealth Management, and I was in the investment advisory division. And during the great recession of 2008/2009, Meryl Lynch went in the tank, went in the toilet and was bought out and rescued by Bank of America, which caused so much disruption in our business and our job that it essentially pushed me to try this out and to basically take the leap of faith to become an entrepreneur myself. And I’ve never looked back.
It’s been an amazing 11, 12 years, and just had so many great adventures and experiences along the way, and so that’s kind of what brought me here, and I’ll just give a little personal background, my wife and I have been married 21 years now, and we have five kids, ages seven to 18.
Hussein Al-Baiaty: Beautiful man, I love that. What a journey.
Chad Willardson: It’s been a journey, that’s for sure.
What Is Beyond the Money? Hussein Al-Baiaty: I think with life in of itself, we all tend to want to work hard especially, you know, when we have opportunities that arise for us but like, making that switch into entrepreneurship is very much a leap of faith, right? It’s a leap of going into the unknown, but once we cross that, there’s a whole level of different type of hardware, it consumes our mind, our bodies, sometimes sadly, our relationships suffer. So for you to say, you know, you’ve been with your wife, you have five beautiful kids. I love that you brought that in because we’ll circle back to that and the importance of that.
So tell me, I mean, this is your third book, and congratulations again. What drove you to write this specific one? And I know before we hit the record button, you were talking about how this is made for a specific audience, what made you go that far and that deep to write basically what sounded like a letter to really help those at this elite level of entrepreneurship? You sought to help them out. Why did you write this book specifically to them?
Chad Willardson: Well, I would say that my first book is called, Stress Free Money, and that it’s about the seven, overcoming the seven obstacles to find financial freedom. That book is really, could apply to anyone, it could apply to a college student, someone in their early career, a retired person, it’s really talking about just the obstacles and mindsets to find financial freedom.
Then my second book is Smart Not Spoiled: The 7 Money Skills Kids must master Before Leaving the Nest, and that’s really focused on parents and kids and families, kids and teenagers, young people, trying to get financial competence, trying to learn what they need to succeed in their future, all about money.
This third book was really focused on the specific client that I serve best in my primary business, which is Pacific Capital. So Pacific Capital is a fiduciary family office that serves entrepreneurs with eight figures or more and so this book called, Beyond the Money, is really, like you said, an open letter to our top clients and to their friends and to people who really are doing well. They’ve already kind of reached financial freedom, maybe not in their own mind.
But definitely by most standards, they’re doing very well financially, and it’s like, “What do I do now? What do I do next?” and so that’s who this audience is, that’s what they’re wondering. The conversations I’m having every week with clients and potential clients are basically the conversations that I had in this book.
Hussein Al-Baiaty: I love that so much, man. When we hear about extremely successful people, people who run multiple businesses, those kinds of things, in my mind, I just think they’re insanely busy, but they’re also, there’s a lot that comes with that, right? Mental health, of course, even physical health or relationship health.
You know, there’s a lot of components that start to be in light when you reach a level of success, but you know, isolation is a huge one. Feeling, you know, this idea of feeling lonely at the top, feeling like you can’t really deeply connect with others. You know, that’s something that you brought up in your book, can you talk to us a little bit about that? You know, that level of feeling lonely.
I feel like, when I owned a business, I owned a print shop for about nine years, and you know, I have 12 employees, it was great, I was very busy and everything, but in a lot of ways, I was almost timid to reach out to people because, in my mind, I felt like there was not a whole not to connect on my problems, I guess you could say, or the things that I was struggling with weren’t things that my peers or the friends that I grew up with if you will was struggling with, right? Because we’re different paths, right? One corporate world, and I was about sort of entrepreneur but even with other entrepreneurs, you still kind of have this struggle to be open and talk about things. Can you highlight that world a little bit for me?
Chad Willardson: I would say that a lot of times, entrepreneurs, they’re on stage, and so they’re expected to always have things together, always be confident, always have a plan, and you know, like right now, when there’s a lot of fears of recession and maybe we’re in a recession, interest rates are high, inflation is high, there’s lots of layoffs everywhere.
It’s difficult sometimes for leaders at the top, like you said, who have all the weight on pressure on their shoulders. It’s difficult for them to find peer groups or peers that they can really relate to or share with or confide in, or talk about their struggles with, and I think that’s a challenge and that’s why chapter one is really, don’t be successful in isolation. You need to find groups and people that you can trust that have similar issues and challenges that you have.
I think there are a lot more opportunities for employees out there because most of the world is employees, right? They’re used to the struggles of maybe dealing with management or dealing with a boss or deadlines or how to ask for a raise or things like that. There are a lot of tips for those situations, but I find less advice and less connecting for those who are really in kind of that smaller elite niche group that are running multiple businesses and, like you said, busy and the way of the payroll of the entire company is on their shoulders, and there is a lot of pressure involved, and so I think it’s extremely important to find and connect with people that are going through similar things like you.
Hussein Al-Baiaty: Yeah, I totally agree. So when you found yourself in that space, what did you start doing to kind of recultivate or cultivate those relationships? Was it conferences that you went to and restock to a specific people? Like, how, if someone is out there right now is struggling with that, specifically isolation, which I feel like you hear about it more often than not nowadays, right? Through articles and things like that and it’s just— maybe it’s social media, maybe it’s this, maybe it’s that, but entrepreneurship in of itself is extremely difficult.
Chad Willardson: I personally – yeah, I’ll say this, I personally was able to ask some clients and friends who are entrepreneurs themselves and just said, “What kind of groups are you guys involved in? What conferences do you guys go to, what books do you guys read?” and so it’s really like, what are mindsets and the thoughts and the insights that you’re exposing yourself to and one of the best groups that I joined is called Strategic Coach with Dan Sullivan and that to me was it absolutely changed everything about my business and my personal life because I kind of joined the island of misfit toys.
You know, all these entrepreneurs who are somewhat looked at as weird and overly ambitious and not normal to the general public but very much normal to each other. And that’s a group that to me has been extremely valuable. I’ve probably referred 40 to 50 people there and I just know that being able to find a group that you can connect with and learn from and share insights with and make some massive difference in how you run your life and how you run your businesses.
The Power of Managing Your Attention Hussein Al-Baiaty: Yeah, it’s very powerful. You know, reaching out, being a part of a group that can kind of understand you at that level is crucial not only for personal growth but just relatability. You can be around people that you can relate to, talk about those kinds of things, so that’s very powerful.
I know you’re sort of a serial entrepreneur, you’re involved in many different types of businesses. How are you able to navigate those things but also I mean, you talk about this in your book as well, you sort of manage your attention. With everything going on in our world, with everything, I feel like things are pulling at us, especially as entrepreneurs. They pull at us in different directions. How are you able to manage your attention, you know, and owning different types of businesses?
Chad Willardson: Yeah, I think one constant that Dan Sullivan teaches is that your attention is your property and your attention is extremely valuable. A Superbowl commercial, a 30 second commercial this year at the Superbowl was about seven million dollars, and so it’s obvious that attention is extremely valuable and extremely expensive, 30 seconds of a Superbowl ad, seven million dollars down the drain.
So they believe that if they can capture 30 seconds of your attention, they’re going to influence your behavior, and what that tells me is our attention is extremely valuable, and so how we use it is critical.
So my primary business is Pacific Capital, and at the same time, I’m also a cofounder in the company called The Draft Sports Complex. Another company called Gravy Stack. Gravy Stack is a financial gaming bank app for kids, it’s launching soon. We believe it’s going to change how kids learn about money, and I think we’ve raised close to 10 million dollars of investment so far, and we plan that to be a nine, maybe 10 figure business within the next three years. So how do I have time for that stuff? I’m currently an elected official in our city, 170,000 residents in the city, and I manage about $450-million portfolio and investments for the tax payers.
So when you look at stuff like all the things on my plate or the job titles or the roles of the hats I wear, it seems ridiculous, or it seems impossible, or it seems overly busy and yet, I actually have lots of free time. So how is that? It’s because I manage my attention very well.
I only contribute my unique ability to each of these ventures, business, opportunities. So anything that is not my extreme, high enjoyment, natural talent, I do not do it. I partner with someone, I collaborate with someone who is really good at it, I delegate it, I stop, I eliminate it, I politely decline it. So, I’m only using like my best natural talents in each of these different businesses.
So I’m not operating the sports complex, but I’ll talk to them every once a quarter, and we’ll talk about business strategy when it comes to all of our sports teams, when it comes to all of our sports teams, when it comes to hosting tournaments. I think we’re doing a Nike and an ESPN tournament in the first quarter of next year, and so I’ll chime in on the stuff that I’m really good at and I’ll stay out of all the day-to-day operations of the things that I’m not good at. And that, I think, that’s the one of the main lessons for entrepreneurship is that don’t dig your hands into every little decision and every little department. Let your experts collaborate, partner, hire, and bring in people who are really good at the stuff that you’re not good at. That’s made a huge difference for me at least.
Hussein Al-Baiaty: That is very powerful and a very good reminder to all of us entrepreneurs, to stay focused on what it is that you’re great at, the thing that you love doing, like you said, bring you enjoyment and then alleviate everything else. Let that pain go away, right? And it’s very powerful. It’s such a good reminder. I’ve heard that multiple times but I feel like it’s one of those things that you really have to sort of integrate into your life and create processes around to protect that thing that you are good at and then go further and excel and meet people around that. So that’s really powerful; thank you for that reminder.
Chad Willardson: And I’d say controlling distractions. Like that to me is something that’s massive. I control my distractions, so I don’t do my own work email anymore. I don’t – I haven’t had a voice mail since 2012. I don’t watch TV shows. Like, I’ll watch sports, that’s about it, but I just avoid a lot of distractions that people get caught up in, and they’re constantly getting interrupted, and if you’re constantly getting interrupted, your ability to focus and achieve goes down significantly. There’s a thousand studies on that.
So it’s critical if you want to make a big impact, you got to know how to focus, how to control distractions, how to be present, find flow, like really just unleash your genius by doing what you’re great at and not getting focused on doing everything and saying yes to every opportunity.
Hussein Al-Baiaty: Yeah man, I love that, which leads me sort of to my next, I guess bit of a conversation. You talk about celebrating the journey and you know, in a lot of ways, we have to give ourselves permission because I feel like even as an entrepreneur, there is so many times where I wanted to go celebrate or do something, and I just worked instead.
As a young person especially, tell me a little bit more about that. Elaborate more on what does it mean to give yourself permission to celebrate your journey?
Chad Willardson: Yeah, I think it’s a natural thing that when we – when a type-A high achieving entrepreneur achieves something great, they’re already on to the next thing. It’s like, you don’t even – even when, in fact, my team reminded me of this because we had a big book launch party, and we did media interviews and had camera crew here and the food and it was like a big reception party.
And someone said, “Didn’t you commit to writing 10 books in 10 years?” and I said, “Yes” and they said, “What’s your next book on?” and I said, “I have no idea” and someone chimed in and said, “Hey, right now, we’re just celebrating book number three. Like, don’t move on already to the next thing.” But that’s just kind of the natural temptation is, it’s in our DNA to just go full speed and go and move on to the next thing when we have to really take time to pause and recognize and celebrate. So it is a good reminder for me, for my team, and for anyone who is out there with high ambition and lots of goals is you’ve got to take time to actually look backwards.
There is a great book by Dr. Benjamin Hardy called, The Gap and The Gain, and he talks about looking backward and recognizing the gain and the progress and feeling that celebration together. So I think it’s critical.
Know When You Don’t Know Hussein Al-Baiaty: Yeah, it’s very powerful. I always try to remind myself. I think a key person that really helped me hone in on celebrating, giving that self-permission, is my wife. So I am super grateful for her. We got to celebrate these things and focus on one thing at a time, and sometimes we just need other people to kind of remind us. You are a 100% right, it’s a great book by Ben Hardy.
So we talk a lot about money and resources and the hurdles that we overcome as entrepreneurs. What would you say your biggest hurdle has been to kind of make this leap into high achieving, of course, but this leap into this sense of freedom that you bring up a lot in your book. It is a different kind of freedom that we are seeking, but what is your biggest hurdle? How did you overcome it to get to where you are today?
Chad Willardson: I’d say the biggest hurdle really is for any entrepreneur, and myself included, is giving up control, and I think we are used to being leaders. We are used to being in positions of where people depend on us, and so we kind of know that we’re good at a lot of things, and we think we need to be the decision maker on a lot of things. So the more control I have given up for day-to-day decisions and operations and things like that, the more freedom I’ve had and the more we’ve grown.
So it’s like the – it is kind of like the analogy of flying a kite when a kid feels like if he lets go of the kite, the kite is going to fly higher, and it’s counterintuitive like if you hold just the right spot on the kite, let the wind do the work. So there is an element of balance when it’s like, “Look, I have a great team in place, they all are specialists in their areas, and I just hold my little string, my little piece and let the wind do the work.”
So I think it is important to for each of us to realize, there is a lot of things that we’re not great at, and we don’t have to be involved in every single decision. We don’t have to be controlling everything. And as soon as I realized that and figure that out, I was kind of humbled by the fact that we couldn’t grow if I was going to be doing everything and being in charge of everything, you know? So that’s really given us a lot of freedom, and my team has a lot of autonomy. They’re going to make a lot of decisions using their best judgment, and that’s helped us grow significantly.
Hussein Al-Baiaty: That’s a really powerful indication as to how you were able to develop your own growth. You know, it is – you’re met with this challenge of like, “Okay, there are all of these things that I need to control, but I don’t have to control these things, especially if you hired the right people to do this work and giving them that autonomy and also you know, it is like you said, the wind is like this invisible trust, right?
It’s this essence of that trust that you can give someone, which is honestly, I feel like the biggest confidence booster for that individual who is helping you do that project, a collaborative work is that I have your trust to do this work. I am going to go in here and do what I am great at, and I will tap your shoulder for what I need you to show up for what you’re great at. I love that. It sounds like you are able to kind of reach a higher version of yourself through that.
That is a very personal thing, right? It’s a thing that we cultivate and sort of trusting ourselves in a way, very powerful.
Chad Willardson: Yeah, and in the beginning, there is times when you’re almost get sucked back in and you’re like, “Well, let me ask and see what Chad thinks.” And so I’d get an email or a text or a call and say, “Hey, we’re trying to decide should we do this, this or this.” And the problem is if I answer that and give them my opinion, then I am sucked back into all of that, which I was trying to basically empower the team to do and so this is probably three or four years ago. I finally just said like, “These are the few things that you can call me about and ask my opinion on. Otherwise, I trust you to make the decision without me, and if it doesn’t go well, we’ll talk about it later, but everyone’s got to step up.” You know, if you want to be it, it’s like if you want to be a championship team, everyone has to be willing to step up in the moment. You can’t rely on one player.
So that’s really the attitude I’ve taken, which like you said, has helped me grow, but it has also helped my team grow and as a result, has helped our business grow. So most of the clients don’t call in and ask for me. They call and ask for someone else that they’ve built a relationship with that they know is a trusted specialist and an expert. And so it’s okay to not know the answer to everything, and it is okay to not control everything. It is most important to implement who not how, that principle, and really partner with and team up with the best people you can.
Hussein Al-Baiaty: So powerful, another powerful book. Chad, I want to say congratulations on your third book. This is amazing. I know you’re on a roll, but yeah man, I hope you can really celebrate this one, but if people were to take away like one thing from this amazing book, what would it be?
Chad Willardson: I’d say this book, you know, it’s eight lifestyle shifts for entrepreneurs with eight figures or more, it’s not a financial book, and I think this is the first book of the three that doesn’t have a lot of money advice in it. It’s got no money advice. It is really talking about how to elevate your life and your lifestyle. And so the takeaway is for entrepreneurs that are successful, that are really earning a high income that have a lot of opportunities ahead of them.
The warning is, don’t screw this up. You know, you have made it into this elite class and there are a lot of opportunities, but you can really screw this up. You can really make mistakes that are going to bring you back down to that starting level when you don’t have to because you’ve already done really well. So it is really about how to elevate your life, elevate your focus, have more fulfillment.
Recharge your family relationships, your health, financial commitments, and take time to put first things first, like don’t sweat the small stuff and get caught up in the minutia of day-to-day. You are not a first time beginning that startup entrepreneur anymore, you are doing big things, and so that’s what this book is all about.
Hussein Al-Baiaty: Very meaningful, man. I appreciate that this sort of outlines your book concept and that idea of like look, as you get higher into these levels, the things that need to change are not going to be really outside of you, they’re going to be internal. The mindset, the lifestyle, all those good things. So I love that you highlighted this in your new book. Congratulations again, I learned so much today man. Seriously, it was great chatting with you.
Chad Willardson: Thank you. I will add this actually. I am going to add something. What got you to this point, what got you to this level, will not get you to the next level, and I think that is a critical focus of this is like all the stuff that you’ve done right to get you to this point, that’s fantastic, congratulations. You’re at this level now, you’re at this point. You are doing well. For the next phase, you can’t go back to that same playbook. It is a new playbook, and that’s what this book is.
Hussein Al-Baiaty: Yeah, that is so powerful because having sold my business and now going into a completely different direction, I recognize that as well, and it’s hard, it’s almost like glue, right? It’s like letting go of those old mindsets, those old beliefs, and now really regenerating and creating new ones that can take you to a new level. Man, I relate to that a lot, thank you for adding that in, I appreciate that. Yeah man.
So besides checking out the book, where can people find you?
Chad Willardson: Yeah, I mean, the easiest way to find me is on LinkedIn. I’m daily active on LinkedIn, got a great engaged following there. Pacificcapital.com if you want to subscribe to our free newsletter that I send out weekly. And that’s pretty much it. I’m on all the socials, but that’s where you can find me.
Hussein Al-Baiaty: Well, Chad, thank you so much for serving the community in your respectful place by leading us but also, you know, thank you for taking the time and resources to put your wisdom and knowledge into a book, so that whatever level seems like we’re on, you’re there to help us out, and I just appreciate that about people such as yourself that take the time and really process through their knowledge and wisdom and share with the world something powerful and I think you did that with this book. So thanks again for your time, I appreciate it.
Chad Willardson: Thank you. No, I appreciate it. Thanks for having me on.
The post Beyond the Money: Chad Willardson appeared first on Author Hour.
The podcast and artwork embedded on this page are from Author Hour, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The L3 Leadership Podcast with Doug Smith (LS 44 · TOP 1% what is this?)
Episode: Chad Willardson on How to Raise Your Children to be Smart and Not Spoiled
Pub date: 2022-10-25
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 Moneyhas 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
The podcast and artwork embedded on this page are from Doug Smith , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Next Level Minds (LS 37 · TOP 2.5% what is this?)
Episode: Chad Willardson | Being Intentional With Your Wealth Creation
Pub date: 2022-09-19
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
The podcast and artwork embedded on this page are from Chris Chapman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Lemonade Stand Stories (LS 33 · TOP 5% what is this?)
Episode: Chad Willardson helps give rise to financial gurus, one child at a time
Pub date: 2022-09-15
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
The podcast and artwork embedded on this page are from Lemonade Stand, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: My Perfect Failure (LS 38 · TOP 2.5% what is this?)
Episode: Providing Financial Literacy For The Next Generation with Chad Willardson
Pub date: 2022-07-13
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
•Work with me: paul@myperfectfailure.com
•MPF Website: http://www.myperfectfailure.com/
•Insta: follow: https://www.instagram.com/myperfectfailure/
•Twitter: https://twitter.com/failure_perfect
•Facebook MPF Private Group: https://www.facebook.com/groups/377418129517757/
The podcast and artwork embedded on this page are from Paul Padmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Money Answers Show (LS 31 · TOP 5% what is this?)
Episode: The Money Answers Show 05/23/22
Pub date: 2022-05-23
The podcast and artwork embedded on this page are from Jordan Goodman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The 3-Day Weekend Entrepreneur (LS 41 · TOP 1.5% what is this?)
Episode: 160. Raising Kids that are Smart Not Spoiled with Chad Willardson
Pub date: 2022-04-19
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)
START YOUR 3-DAY WEEKEND JOURNEY
- Employees, Side-Hustlers, Freelancers, Solopreneurs, Business Owners, Executives, and Everyone in between can start creating a 3-Day Weekend or similar Lifestyle.
- 3-Day Weekend Club can help you get started for free.
- It’s a community of people working to create their 3-Day Weekend or similar lifestyle.
- You can create your 3-Day Weekend Game Plan
- Then decide if you’ll follow the Employee track or the Entrepreneur track.
- Join Now or check out the other resources below.
3-DAY WEEKEND CLUB LINKS
- Email Updates, Free Online Courses, Subscribe to the Podcast, Social Media & More
- Go to the Links Page
The podcast and artwork embedded on this page are from Wade Galt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The One Big Tip Podcast with Jeff Mendelson (LS 35 · TOP 3% what is this?)
Episode: E172 - Acknowledging Obstacles: How to Assess and Remove What's Standing Between You and Your Wealth | with Chad Willardson
Pub date: 2021-10-19
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.
Support the show (https://jeffmendelson.com/onebigtip)
The podcast and artwork embedded on this page are from Everyone has that One Big Tip!, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Banking on Digital Growth (LS 30 · TOP 10% what is this?)
Episode: 179) #ExponentialInsights - How to Teach Kids Sound Financial Habits
Pub date: 2022-03-28
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
- The best ways to inculcate sound financial habits in kids
- Why learning to earn is as important as learning to manage money
You can find this interview, and many more, by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.
The podcast and artwork embedded on this page are from James Robert Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Real Money Talks (LS 33 · TOP 5% what is this?)
Episode: Teach Your Kids Young & Take The Stress Out of Money
Pub date: 2022-03-18
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
Thanks for listening!
Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
Subscribe to the podcast
If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.
Leave us an iTunes review
Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
The podcast and artwork embedded on this page are from Loral Langemeier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters (LS 46 · TOP 1% what is this?)
Episode: How To Teach Your Kids To Be “Smart, Not Spoiled”
Pub date: 2022-02-23
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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.”
The podcast and artwork embedded on this page are from Dan Sullivan and Shannon Waller, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Eccentric CEO
Episode: The Delicate Craft of Managing ＞$500M of Other People’s Money — Chad Willardson
Pub date: 2022-01-23
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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
- Differences between managing the money of an individual versus an entire city
- What a city CAN and CANNOT invest its money
- The “nutritionist at the butcher shop”: Why more than 95% of financial advisors and planners make more money if they lie to you
- How to tell legit fiduciaries from imposters
- Shocking inside stories from Merill Lynch and other banks
- Ways how the company acquire customers and market their services
- Pacific capital’s framework for inspecting clients’ finances and deciding on a plan
The podcast and artwork embedded on this page are from Aman Y. Agarwal, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice (LS 50 · TOP 0.5% what is this?)
Episode: Smart, not Spoiled: The Seven Skills to Master in Childhood with Chad Willardson | PoP 653
Pub date: 2021-12-30
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
How comfortable are you talking about money with your children? Have you heard of opportunities spreadsheets? Why is generosity an important principle to teach...
The post Smart, not Spoiled: The Seven Skills to Master in Childhood with Chad Willardson | PoP 653 appeared first on How to Start, Grow, and Scale a Private Practice| Practice of the Practice.
The podcast and artwork embedded on this page are from Practice of the Practice Network, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Driven Entrepreneur with Matt Brauning (LS 56 · TOP 0.5% what is this?)
Episode: Get a Money Plan and DON‘T Spoil Your Kids with Chad Willardson
Pub date: 2021-12-21
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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
Whether you are new to 'The Driven Entrepreneur' podcast or a recurring fan, please help out by subscribing to the show on Apple, Spotify, or Google, and leave us that 5-Star love and a quick review over at Apple Podcasts! Your support and your reviews mean a lot to me, and really help the show to reach more people. Plus, it provides me with valuable feedback, so that I can continue to bring value to you each and every week. I love hearing from fans and listeners. Please share your feedback, guest suggestions, or ideas for show topics with me on social media.
Connect with Me On Social Media:
Follow Matt Brauning on social media on Facebook, Instagram, and Youtube
Check out more on this podcast, PLUS subscribe to my other podcast “Speaking of Getting Booked” This one's for anyone who wants to get booked to speak. We interview people who book and hire speakers just like you, and share all their strategies for you to get booked!" mattbrauningpodcast.com
Get a signed copy of my #1 Best-selling book, "The Firebox Principle"
PLUS take the Firebox quiz FREE at: fireboxbook.com
Have a question for the show? Head to mattbrauningpodcast.com to submit your question and I may just answer your question on the air and feature your business!
The podcast and artwork embedded on this page are from Matt Brauning, Entrepreneur and Business Leadership Expert, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Starting Out: The Career Path Podcast (LS 28 · 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
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:
- Chad explains how he started his career in wealth management. (02:54)
- Chad describes why he wrote Smart, Not Spoiled. (07:02)
- 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 26 · 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
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 40 · 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
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
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 33 · 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
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
- 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?
- At what age should parents be talking to their children about the skills you mention in your book?
- What are the seven skills kids should know before adulthood, in your professional opinion? Why are these skills important?
- What should parents teach their children about “money now vs. money later”?
- Speaking of being “smart, not spoiled,” (how) should parents distribute allowances to their children?
- What are some learning activities parents can do with their children to make learning about money fun?
Recap / Takeaways
- 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
- Ways you can help your kids be smart with money:
- Give your kids 3 jars - spending saving giving
- Start having conversations with your kids about money younger
- 7 things kids should know about money
- Invest early and often
- Hire your kids to do work around the office
- Open a Roth IRA in their name
- Borrow wisely
- Know your cash flow (income and expenses)
- Teach about how much stuff really costs
- Talking taxes
- Taxes are your #1 expense, so you better know your stuff
- Learn to earn
- Create a menu of opportunity so your kids can earn money
- Let the kids go around and find a job to do and offer a price
- Protect who and what you care about
- Give generously
- 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
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 hello@thefridayhabit.com
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 & Benjamin Manley, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Friday Habit (LS 33 · 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
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
- 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?
- At what age should parents be talking to their children about the skills you mention in your book?
- What are the seven skills kids should know before adulthood, in your professional opinion? Why are these skills important?
- What should parents teach their children about “money now vs. money later”?
- Speaking of being “smart, not spoiled,” (how) should parents distribute allowances to their children?
- What are some learning activities parents can do with their children to make learning about money fun?
Recap / Takeaways
- 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
- Ways you can help your kids be smart with money:
- Give your kids 3 jars - spending saving giving
- Start having conversations with your kids about money younger
- 7 things kids should know about money
- Invest early and often
- Hire your kids to do work around the office
- Open a Roth IRA in their name
- Borrow wisely
- Know your cash flow (income and expenses)
- Teach about how much stuff really costs
- Talking taxes
- Taxes are your #1 expense, so you better know your stuff
- Learn to earn
- Create a menu of opportunity so your kids can earn money
- Let the kids go around and find a job to do and offer a price
- Protect who and what you care about
- Give generously
- 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
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 hello@thefridayhabit.com
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 & Benjamin Manley, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Entrepreneurs on Fire (LS 71 · 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
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:
-
You can be productive in less time and be successful without sacrificing what matters to you.
-
Do not wait to be rich to be generous.
-
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
Sponsors:
HubSpot: Connection across every channel is critical for the success of your business. Learn more about how a HubSpot CRM platform can help connect your business at HubSpot.com!
Thinkific: If you've ever thought about creating an online course to reach a wider audience and make passive income, then Thinkific is the perfect partner! Learn how you can take advantage of Thinkific’s biggest deal of the year at Thinkific.com/firefriday!
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? - A Show for The Young and The Anxious. (LS 42 · TOP 1.5% what is this?)
Episode: 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
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 48 · TOP 1% 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
• 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
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 41 · TOP 1.5% 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
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.
Podcast: The New Mind Creator (LS 31 · TOP 5% what is this?)
Episode: Ep #201 Chad Willardson Author Of #1 Amazon Best Seller "Smart, Not Spoiled", Talks About The Psychology Of Money, Teaching Your Kids About Money, Compound Interest & Delayed Gratification
Pub date: 2021-10-18
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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.
Send in a voice message: https://anchor.fm/new-mind-creator/message Support this podcast: https://anchor.fm/new-mind-creator/support
The podcast and artwork embedded on this page are from Maurice Flournoy, MS, LMHC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Hustle with Ben Anderson (LS 36 · TOP 3% what is this?)
Episode: 69: Money Talk with Financial Fiduciary, Chad Willardson
Pub date: 2021-10-06
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
Ben chats with Financial Fiduciary, 2 x Best-Selling Author, and Founder of Pacific Capital, Chad Willardson. They discuss Pacific Capital's Financial Life Inspection and how to start and execute a money plan. Chad is currently handling $840 million dollars and shares his knowledge and expertise in his 2 best selling books, Stress Free Money and Smart, Not Spoiled. Sit back and listen to Ben and Chad chat about money, how to set goals, parenting, real estate and the market. Financial Freedom is possible wherever you are so start with your plan today!
The podcast and artwork embedded on this page are from Ben Anderson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: BCF ORG Podcast - The Business of Business
Episode: #32 - Guest, Chad Willardson - Pacific Capital
Pub date: 2021-10-05
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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.
The podcast and artwork embedded on this page are from Brian Fisher, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Author Hour (LS 41 · TOP 2% what is this?)
Episode: Smart, Not Spoiled: Chad Willardson
Pub date: 2021-09-15
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
Hey, all you parents out there. If you are like I am, you worry how you’ll teach your kid financial literacy when you’ve barely mastered it yourself. It is on you because kids ...
The post Smart, Not Spoiled: Chad Willardson appeared first on Author Hour.
The podcast and artwork embedded on this page are from Author Hour, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Real Estate Investing with the REI Mastermind Network (LS 41 · TOP 2% what is this?)
Episode: The 7 Money Skills Kids Must Master with Chad Willardson
Pub date: 2021-09-19
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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
- 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"
As you can already tell we have made some changes and a few more are on the way. If you are interested in what we have planned, head over to Patreon.com/REImastermind, and support the show today. Financial contributions are always appreciated along with a LIKE, SHARE, and REVIEW. It really helps us grow and reach more people with this valuable information. See you next time and tell a friend!
LIKE • SHARE • JOIN • REVIEW
- Website
- Patreon
- Apple Podcasts
- Google Podcasts
- YouTube
- Spotify
- Stitcher
- Deezer
- The podcast and artwork embedded on this page are from REI Mastermind Network | Real Estate Investing, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Shannon Waller's Team Success (LS 40 · TOP 2% what is this?)
Episode: How To Talk To Your Kids About Money — Author Interview with Chad Willardson
Pub date: 2021-09-10
Notes from Pacific Capital's Podcast Playlist:
“Smart, Not Spoiled" is now available. Click here https://geni.us/SmartNotSpoiled
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!
The post How To Talk To Your Kids About Money — Author Interview with Chad Willardson appeared first on Your Team Success.
The podcast and artwork embedded on this page are from Shannon Waller - Strategic Coach, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Make Yourself (LS 52 · TOP 0.5% what is this?)
Episode: 89 | Make Yourself...With Chad Willardson on Stress Free Money
Pub date: 2021-06-16
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
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!
The podcast and artwork embedded on this page are from Make Yourself Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Secrets of Success (LS 42 · TOP 1.5% what is this?)
Episode: Winning Money and Financial Mindset | Chad Willardson
Pub date: 2021-03-31
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
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
The podcast and artwork embedded on this page are from Secrets of Success TM with Dr. Ken Keis, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Modern Man Podcast (LS 36 · TOP 3% what is this?)
Episode: 145: How to Eliminate Financial Burnout with Chad Willardson
Pub date: 2021-05-26
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
“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
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 podcast and artwork embedded on this page are from Ted Phaeton, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: REL Freedom Podcast (LS 30 · TOP 10% what is this?)
Episode: 37. Chad Willardson: Overcoming Obstacles For Stress Free Money
Pub date: 2021-06-03
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
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!
SUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY
✅ https://www.youtube.com/channel/UCDX0H8Hg3IFnR6enlI0Ywxg?sub_confirmation=1
LEARN ABOUT REL FREEDOM & HEAR MORE REAL LIFE STORIES
🎙️ http://www.relfreedom.com
GROW YOUR NET WORTH THROUGH OUR FREEDOM COACHING PROGRAM
📈 https://www.relfreedom.com/store
FREEBIES: DOWNLOAD YOUR FREE FREEDOM FOUNDATION BLUEPRINT
💵 https://www.relfreedom.com/blueprint
LOOKING FOR A REAL ESTATE AGENT ANYWHERE IN THE US? FIND A TOP AGENT IN YOUR COMMUNITY
🏠 http://www.eliteagentreferral.com
JOIN OUR FACEBOOK COMMUNITY
👨👩👧👦 https://www.facebook.com/groups/relfreedom
SUBSCRIBE TO THE REL FREEDOM PODCAST
🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/rel-freedom-podcast/id1535281574
🎧 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xNDA3NjIyLnJzcw==
🎧 Spotify: https://open.spotify.com/show/5nXA5hLHbDzRwxypc2wLur
LET'S CONNECT
👉 Facebook: https://www.facebook.com/mswenson13
👉 Instagram: https://www.instagram.com/getrelfreedom/
👉 TikTok: https://www.tiktok.com/@relfreedom
🏠 Minnesota Real Estate: https://www.eliteadvantageteam.com
Let's go get some REL Freedom together!
chadwillardson #pacificcapital
The podcast and artwork embedded on this page are from Mike Swenson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Terminal Value (LS 40 · TOP 2% what is this?)
Episode: #38 Effective Financial Planning with Chad Wilardson
Pub date: 2021-06-01
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Doug and Chad spoke about the importance of financial planning for people of all income levels.
When building an effective financial plan, it is important to select the right partner. The best partners will tell you not just where to invest, but when to make decisions that will lower your costs that may result in less revenue for their practice. This is the true meaning of a 'fiduciary' relationship where the client's interests are placed first.
Learn more at https://pacificcapital.com/
Doug's business specializes in partnering with companies and non-profits to capture overhead cost savings without layoffs to fund growth and strengthen financial results.
You can find the audio podcast feed at www.TerminalValuePodcast.com
You can find the video podcast feed at www.youtube.com/channel/UCV5a4QbT-dXhpgb-8HJHdGg
Schedule time with Doug to talk about your business at www.MeetDoug.Biz
The podcast and artwork embedded on this page are from Doug Utberg, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Calling On You
Episode: Chad: Building a better future
Pub date: 2020-12-02
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Today Chad called in to share his story of fear and leaving his job to become an entrepreneur. Chad talks about working hard at his corporate high paying job at Merrill Lynch to branch off and start his own wealth management and investment company. Setting out on his own was a scary decision to make because Chad had three kids and a wife and he had spent nine years working to achieve his position at Merrill Lynch. Chad talks about building an all star team, being part of the 10x program and how it’s important to focus on the things you can control, how happiness is linked from progress, setting goals and holding yourself accountable. Check out Chad’s wealth management company here: https://www.pacificcapital.com/ Stress Free Money Book: https://geni.us/StressFreeMoney
The podcast and artwork embedded on this page are from Adam Webber, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Thoughtful Entrepreneur (LS 42 · TOP 1.5% what is this?)
Episode: 662 – Living Intentionally Through Your Finances with Pacific Capital’s Chad Willardson
Pub date: 2021-04-15
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
662 - Living Intentionally Through Your Finances with Pacific Capital's Chad Willardson
The podcast and artwork embedded on this page are from Josh Elledge of UpMyInfluence.com, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The New Mind Creator (LS 31 · TOP 5% what is this?)
Episode: Ep #175 Chad Willardson Founder Of Pacific Capital A Fiduciary Wealth Advisory Firm & Author Of Stress Free Money
Pub date: 2021-04-19
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
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.
Send in a voice message: https://anchor.fm/new-mind-creator/message Support this podcast: https://anchor.fm/new-mind-creator/support
The podcast and artwork embedded on this page are from Maurice Flournoy, MS, LMHC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Financial Planning For Canadian Business Owners
Episode: Financial Perception with Chad Willardson | E056
Pub date: 2021-04-01
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Chad Willardson, President and Founder of Pacific Capital and best–selling author of Stress–Free Money. Chad is here to talk about how childhood perception of money can affect your money mindset for the rest of your life and how to get around those perceptions!
Episode Highlights:
- 0:59 – Chad Willardson introduces himself and his profession.
- 2:25 – How does Chad start the conversation about early–life money perceptions?
- 3:40 – Jason and Chad break down the psychological barriers of spending money.
- 6:17 – What prohibitory mindsets around money does Chad usually run into?
- 10:09 – Jason and Chad discuss the negative effects of having a scarcity mindset.
- 11:11 – What successful discussions has Chad had to help his clients move away from a scarcity mindset?
- 12:15 – Jason and Chad break down the failures of education systems around the world.
- 13:18 – Are there commonalities amongst the people that Chad can’t get through to?
- 15:49 – How often does Chad see prohibitory money mindsets passed down to kids?
- 19:33 – Chad shares the key lessons from his upcoming book, Smart Not Spoiled.
- 21:54 – What would Chad tell those who are looking to move past a scarcity mindset?
3 Key Points
- Money perceptions that are passed on from parent to child determine the mindset that people have for their entire lives.
- Chad often sees a misconception of risk where people are either extremely aggressive and risky or are so scared of taking any risk that they can’t move their money out of the bank.
- By demonstrating what people can do based on their current financial situation, Chad helps his clients move away from a scarcity mindset.
Tweetable Quotes:
- “If a muscle gets flexed long enough, it’s going to cramp and actually it’s harder to loosen up because of that.” – Jason Pereira
- “There’s a real lack of understanding of the randomness of the world in general.” – Jason Pereira
- “It’s a tragedy to me that kids graduate high school knowing how to dissect a frog or knowing all the inner parts of a cell but having no clue about personal finance.” – Chad Willardson
- “You need to actually trust the process and trust the plan and the strategy that you’ve got. That should weigh more than the fear or the scarcity emotions that you’re feeling because that’s going to hold you back from success.” – Chad Willardson
Resources Mentioned:
- Facebook – Jason Pereira’s Facebook
- LinkedIn – Jason Pereira’s LinkedIn
- Woodgate.com – Sponsor
- FintechImpact.co – Website for Fintech Impact
- jasonpereira.ca – Jason Pereira’s Website
- Stress–Free Money – Chad Willardson’s Best–Selling Book
- Pacificcapital.com – Website for Pacific Capital
- LinkedIn – Chad Willardson’s LinkedIn
Transcript
See acast.com/privacy for privacy and opt-out information.
The podcast and artwork embedded on this page are from Jason Pereira, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Retirement Wisdom Podcast (LS 42 · TOP 1.5% what is this?)
Episode: Plan Holistically for Retirement – Chad Willardson
Pub date: 2021-03-29
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
What are your images of retirement? How do you picture yourself enjoying your hard-earned freedom? It’ll take savvy holistic planning to achieve your vision. It starts with holistic financial planning, but it includes planning for the non-financial aspects as well. Trusted advisors can be valuable assets in your holistic planning for retirement.
Our guest is Chad Willardson, President, and Founder of Pacific Capital. I talk with Chad about his observations on retirement planning and:
- Why he founded Pacific Capital
- Why he does what he does
- What key differences he sees between people who are successful in retirement and those who struggle
- Common mistakes to avoid in planning for retirement
- What surprises his clients most about life in retirement
- The challenges entrepreneurs face in planning for retirement
- What people should look for in a financial advisor
- Key takeaways from his book Stress Free Money – and a preview of his upcoming second book
Chad joins us from Southern California.
__________________________
Bio 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 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, CA with their five children.
_________________________
Wise Quotes On Purpose & Meaning in Retirement
“People who are successful in retirement have a lot of meaning and purpose. They don’t just stop cold turkey. Most of them have other ideas or pursuits, whether it’s hobbies, businesses, charitable giving, charitable time, and spending time with their grandchildren in a productive way. I feel like the people who actually retire to something rather than retire from something are much more successful. It’s one thing to say, I’m going to stop work at age 60. It’s another thing to say between age 60 and 70 here are my 10 big goals or the big things on my bucket list that I really want to focus on. And I’ve seen people really, really thrive after they stopped their primary career and even explore new opportunities that they never thought they could do, like starting a business with a grandson or learning how to do something new, like getting into cycling or getting into art or traveling with your family. There are so many things that I’ve seen people do in retirement. That shows me that you really need to have a game plan. It’s it could be a 10,000 days journey. And to, to just simply think, well, I don’t have to do anything anymore, you’re kind of setting yourself up for failure.”
On Priorities in Retirement
“I think people, once they get to retirement, they realize that there were a lot of things they weren’t doing often enough, like self-care and taking care of their health. I’ve seen many people just work themselves so hard, work so many hours, with so much extra stress, that they’re finally able to really take better care of themselves. And relax and do things that are more fulfilling than doing something just for a paycheck. It’s definitely on the unfortunate side, but I think the healthcare costs are typically a negative surprise. It costs more than they expect on the positive side. And I feel like people are busier than they would ever have dreamed of. My parents, when I talk to them, they have a full schedule. And to me it’s sometimes it’s like Well, how do you have a full schedule? You’re totally retired. But when you go through their activity list on their calendar, they’ve got so many things that they’ve planned and committed. And they’re excited about that. They’re just doing a lot more than they ever thought they would.”
On An Exit Strategy for Entrepreneurs
“I think entrepreneurs often assume that there’ll be able to work until they are done and just easily decide and pick up and leave. But most entrepreneurs actually don’t make it to that point. There could be many reasons. It could be something that happens in their industry. If you look at COVID, many businesses have adjusted or had to be closed because of the extended restrictions on the ability to stay open. So there are a lot of things that people just don’t realize it’s not as cut and dry when your paycheck depends on you. So you’ve got to really have a plan, not only for your business and your business succession or your exit strategy but also personally, when you’re going to stop working and begin to live a retired lifestyle if you will, it’s a lot of different things to plan for. If you’re an entrepreneur, I’d say my advice for those crafting an exit strategy is to engage with professionals who have helped others transition before. So there’s no reason to try to do everything by yourself, definitely work with a team of professionals who’ve helped other people execute their own exit strategies, because there are a lot of things you don’t think of – especially if it’s your first time selling a business or retiring. There’s going to be a lot of things that come up that you just hadn’t prepared for. And if you can seek great professional counsel beforehand, you’ll have more of a sense and you’ll have more confidence as you’re making those big decisions.”
___________________________
For More on Chad Willardson
Pacific Capital
Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom
____________________________
Podcast Episodes You May Like
When Will You Flip the Switch? – Dr. Barbara O’Neill
What Are The Keys To A Successful Retirement? Fritz Gilbert
What’s Your Exit Strategy? – Ashley Micciche
Are You Ready to Follow Your Own Path in Retirement? – Bob Lowry
If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver
Who Will You Be in Retirement? – David Ekerdt
______________________________
About Retirement Wisdom
We help people who are retiring, but not done yet, discover what’s next.
A long retirement is a terrible thing to waste. And a meaningful retirement doesn’t just happen by accident.
We help you design the life and/or the second career you want.
Schedule a call today to discuss how we can help you.
_________________________
Explore retirementwisdom.com
_________________________
The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.
The podcast and artwork embedded on this page are from Retirement Wisdom, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Don't Quit Podcast (LS 31 · TOP 5% what is this?)
Episode: The Top Financial Tips with Chad Willardson
Pub date: 2021-03-22
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
The Don’t Quit Podcast takes a look at how professionals work and how you can learn from them.
This episode features Chad Willardson. He’s passionate about financial education and believes with the right tools and resources, people can be empowered to make smart money decisions. Chad is the author of the book, Stress Free Money: Overcome the 7 obstacles to Find Financial Freedom. He loves to help people organize their financial life, clarify their goals, and make decisions that lead them to a successful and fulfilling life.
Go to http://www.goalsconversation.com and schedule a free conversation to share your important goals and priorities and let’s see how we can help you reach them!
Website: http://www.goalsconversation.com/
Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
https://www.amazon.com/Stress-Free-Money-Overcome-Obstacles-Financial/dp/1544516746
—
Support The Don’t Quit Podcast by visiting TyypoPrints.com making dreamers into achieves through motivational art prints.
Use promo code: podcast at the checkout to get 10% off your next print.
Email the Host, Nick Mann at Nick@TyypoPrints.com
Follow the host on Twitter @MannDesigner
If you enjoyed this episode please give a review on Apple Podcasts.
Thank you for listening!
The podcast and artwork embedded on this page are from TyypoPrints, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Millionaires Unveiled (LS 55 · TOP 0.5% what is this?)
Episode: 177: Net Worth of 10M+ - Elected City Treasurer and Small Business Owner
Pub date: 2021-03-15
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.
To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/
The podcast and artwork embedded on this page are from Clark Sheffield, CPA and Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Real Estate Investing with the REI Mastermind Network (LS 41 · TOP 2% what is this?)
Episode: Overcome The 7 Obstacles to Financial Freedom with Chad Willardson #196
Pub date: 2021-01-04
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
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
- Check out his new book Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
As you can already tell we have made some changes and a few more are on the way. If you are interested in what we have planned, head over to Patreon.com/REImastermind, and support the show today. Financial contributions are always appreciated along with a LIKE, SHARE, and REVIEW. It really helps us grow and reach more people with this valuable information. See you next time and tell a friend!
Join, support, and follow at:
- Website
- Patreon
- YouTube
"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD
The podcast and artwork embedded on this page are from REI Mastermind Network | Real Estate Investing, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Inspiration Contagion (LS 26 · TOP 10% what is this?)
Episode: Finding Financial Freedom with Chad Willardson
Pub date: 2021-03-02
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad is the Founder & President of Pacific Capital Wealth Management Firm & Author of Best Selling book "Stress Free Money". Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California. Chad was Elected City Treasurer for his city, managing the $350 million investment portfolio. He is also Co-Owner of the Draft Sports Complex. Chad is a married father of five kids.
Chad has been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and more.
Chad is also the Author of a #1 Best-Seller (on Amazon) Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom.
Watch on YouTube: https://youtu.be/vIH-PjCn4L4
Follow Chad:
linkedin.com/in/chadwillardson
Pacificcapital.com
Music Credits: HNGVR - Touch Me https://hngvr.bandcamp.com/
The podcast and artwork embedded on this page are from Holly Jean Jackson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: PR Weekly With Sari Cicurel
Episode: Financial Freedom Stress Free
Pub date: 2021-03-02
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad Willardson is the:
• 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 • Happily 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
Here’s what we discussed:
- Financial Freedom
- How to not stress about money
- Teaching your kids about money
Connect with Chad Willardson:
https://www.linkedin.com/in/chadwillardson/
http://www.pacificcapital.com/
The podcast and artwork embedded on this page are from Sari M. Cicurel, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Show Up with Priyanka (LS 47 · TOP 1% what is this?)
Episode: SU60: Conversation with Creator of The Financial Life Inspection® -Chad Willardson
Pub date: 2021-02-24
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
About Chad Willardson,
Chad 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. He is the Co-Owner of the Draft Sports Complex .He is Married, and is Father of five kids . He has been 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 . He is the Author of Amazon #1 Best-Seller "Stress Free Money": Overcome These 7 Obstacles to Find Financial Freedom
Connect with Chad,
Go to his website www.pacificcapital.com and schedule a time to chat.
Go to Amazon to buy a copy of Chad's book "Stress Free Money"
Follow Chad on LinkedIn for daily insights : https://www.linkedin.com/in/chadwillardson/
Chad's Youtube link : Youtube channel/Chad
Please send me your feedback , your key takeaways, any topics you would like me to cover, any concerns and questions at showupwithpriyanka@gmail.com
You can follow me at
Facebook Page
As a Director of Operations and Business Growth Strategist with 12 years corporate experience as a Senior Engineer, I help multiple 6 figures or more impact driven entrepreneurs to scale by smart systems, empowered teams and streamlined operations to increase revenue and eliminate the chaos. For any Operations need for your business , connect with me at http://scaleupwithpriyanka.com/
If you are looking into launching your own podcast - check out this course which I went through to launch my podcast in 28 days to Top 60 rated show on Itunes 'Entrepreneurship category'. This is my affiliate link to sign up for the podcast course : https://aff.podcastprofitlab.co/17187/60011
The podcast and artwork embedded on this page are from Priyanka Khandalkar, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Backable (LS 32 · TOP 5% what is this?)
Episode: Gaining Capital with Chad Willardson
Pub date: 2021-02-17
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Today Tim is joined by Chad Willardson, founder and president of Pacific Capital, a wealth management firm in Southern California and author of the book Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom.
We discuss the lessons Chad learned from his time with Merrill Lynch and how they helped shape the creation of his own client-centric wealth advisory firm.
We also talk about people's relationship with money and investing, the important role contribution has played in Chad's life and he also shares some simple tips for those just starting in their investment journey.
Connect with Chad & the Pacific Capital Team Below:
Stress Free Money
YouTube
Join the Backable Community:
Podcast
Member’s Facebook Group
Backable Instagram
Tim’s Instagram
YouTube
Website
The podcast and artwork embedded on this page are from Philotimo, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Nomad on FIRE Podcast (LS 37 · TOP 2.5% what is this?)
Episode: Financial Freedom and Entrepreneurship with Certified Financial Fiduciary Chad Willardson of Pacific Capital | NOF #52
Pub date: 2021-01-26
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
The Nomad on FIRE Podcast | Chad Willardson | of Pacific Capital | Episode #52 Shownotes
Guest Bio
Chad Willardson is the bestselling author of Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom. He is also the President and Founder of Pacific Capital a Wealth Management Firm based in Southern California. Chad talks about writing his book, building Pacific Capital, and shares useful advice for achieving financial freedom.
Links Mentioned
- Pacific Capital
- Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom by Chad Willardson
- Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan and Benjamin Dr. Hardy
Show Notes
- What is Chad's background? 01:05
- What was Chad Willardson’s inspiration to write his book Stress-Free Money? 03:18
- What should people focus on first when they are getting started with building financial freedom? 05:07
- Personal finance is lifestyle design 08:17
- What does he recommend for healthy liquid cash flow? 13:53
- How important is it to choose a financial advisor with fiduciary responsibility? 17:21
- It is an exciting time for investing with a lot of opportunities 22:25
- Why did Chad want to start Pacific Capital? 24:03
- Remember that entrepreneurship is not easy 29:42
- What does the future look like for Chad Willardson both personally and professionally? 31:49
- Does he consider living long-term elsewhere? 34:16
- Is he looking to make Pacific Capital more of a remote working space? 36:08
- Connect with Chad Willardson 39:29
- Chad Willardson on Linkedin
- Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
- Pacific Capital
Significant Quotes
- “Stress-Free Money, I really wanted to write a book that captures the insights, and stories, and principles that could be applicable to anyone, you know? I believe that financial freedom is possible for anybody, no matter what level income you are earning.” 03:18
- “Once you identify the goal, you are more motivated to make it a reality. That is what I see with people. Once they clarify where they want to be and the life that they want to live, then the getting there is the easy part.” 07:32
Connect with Eric on social media or at Nomad on FIRE and check out the Nomad on FIRE Recommendations!
Shownotes may contain affiliate links of products and services that we use and recommend at no additional cost to you. Please read my Disclosure for more information.
The podcast and artwork embedded on this page are from Eric Richard, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Zack Ballinger Show (LS 25 · TOP 10% what is this?)
Episode: Certified Financial Fiduciary
Pub date: 2021-02-01
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
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. A native of Orange County, CA, Chad and his wife of 17 years live in Corona with their five children.
Awards and Recognitions:
● Elite Wealth Management Team of the Year
● White House Volunteer Service Award
● "Top of the Table" at Million Dollar Round Table
● President’s Circle, Chairman’s Club
● “Top 40 Under 40” in Corona
● “Who’s Who of the Inland Empire” 2017
● CA Leadership Council at Merrill Lynch
Featured In:
● Wall Street Journal
● Forbes
● U.S. News & World Report
● Investment News
● Entrepreneur Magazine
● Financial Advisor Magazines
● Inc.
The podcast and artwork embedded on this page are from Zack Ballinger, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Pen Over Sword and Audacious Talk with Dennis Collins
Episode: Ep. 27 - How People Can Achieve Financial Freedom with Chad Willardson
Pub date: 2021-02-01
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad and I discuss some aspects of achieving financial freedom as talked about in his book Stress Free Money, as well as the definition of financial freedom. Chad also shares his opinion on some financial hot topics.
The podcast and artwork embedded on this page are from Dennis Collins, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Coaches & Mentors Unwrapped
Episode: Part 1: You're Not Wealthy Until You Have Something That Money Can't Buy - By Chad Willardson
Pub date: 2021-01-25
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
EPISODE NOTES
In this first episode of season 2, Chad shared his experience of educating his kids about money and shared his practical tips on how to develop habits about money.
It doesn’t matter where you are in your financial life, you will feel some anxiety about your finances. If you have more, you feel you are going to lose and conversely if you have less, its on your mind as there are things you want to accomplish but can’t yet afford it.
Chad’s goal in life is to help you enjoy life by removing stress about money for his clients.
Practical Tools & Processes
- Have a mindset of abundance and not scarcity
- Start with a plan, and end goal and and clear steps to get there
Books Mentioned
- Smart Not Spoiled - By Chad Willardson ( to be released this year )
- Stress Free Money - By Chad Willardson
Quotes Mentioned
- If you fail to prepare you prepare to fail - Benjamin Franklin
- You can’t live the life of luxury without paying for it first
How do you get in contact with Chad?
Connect with Chad on LinkedIn - https://www.linkedin.com/in/chadwillardson/
Schedule a free conversation - https://www.pacificcapital.com/goals_conversation/
Never miss an episode
www.cm-unwrapped.com
Do you have questions?
- Ask a question through contacting us here https://cm-unwrapped.com/ or email us at support@cm-unwrapped.com
What’s Mike & Ros up to?
- Mike - Blogging www.metricdrivenselling.com
- Ros - Launching her new venture www.powherfullpeer.co.uk
- In search of Coaches & Mentors for the show
- Apply for Mike or Ros to Coach or Mentor by emailing us at support@cm-unwrapped.com , please be specific with your ask.
Sponsors
- If you’d like to sponsor our show, please write to us at support@cm-unwrapped.com
To Our Growth
The Adonteng's
The podcast and artwork embedded on this page are from Michael & Roslyn Adonteng , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: My Designed Life
Episode: (Ep.45) Stress Free Money With Chad Williardson
Pub date: 2021-01-04
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Financial planning, wealth management, investments. These are NOT "rich people" things. They are for EVERYONE who aspires to have better control and planning of their everyday life. However, this is not stuff we learn at school. And the cost we pay is financial stress, constant struggling, and the feeling that it's never "enough".
Join us with Chad Willardson, wealth advisor and Pacific Capital founder, and learn how to get rid of money-related stress and how to achieve financial freedom.
====================== Connect with Chad: https://www.pacificcapital.com/
IG: @PacificCapital FB: @PacificCapital Linkedin: @Pacific-Capital
====================== Connect with Us:
My Designed LIFE SHOW mydesignedlife.show/
Subscribe to My Youtube Channel: www.youtube.com/channel/UCJchvntdIwscHjuKaHbmyJw
IG : @MyDesignedLife FB : www.facebook.com/MyDesignedLife ====================== Follow the host: IG @TanyaMFK FB www.facebook.com/TanyaMFK/ ======================
BE A GUEST: rebrand.ly/MDLShow-ApplyToBeAGuest SUGGEST A TOPIC: rebrand.ly/MDLSuggestaTopic
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: Management Blueprint (LS 29 · TOP 10% what is this?)
Episode: 20: Gain 100 Points of Clarity with Chad Willardson
Pub date: 2020-12-29
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad Willardson is the founder and CEO of Pacific Capital, a fiduciary wealth management firm, the co-founder of The Draft Sports Complex, and twice-elected City Treasurer of Corona, California. He recently published Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, which already accumulated 89 five-star reviews on Amazon.
Time Stamps
[00:53] Chad’s professional background and why he started his company
[03:10] The evolution of Pacific Capital since its inception
[06:55] How Pacific Capital is different from other wealth management firms
[08:40] Financial health checks and recommendations for financial robustness
[10:52] Major money mistakes that people make
[13:03] How Pacific Capital helped an entrepreneur find clarity
[15:59] Pacific Capital’s big and small client services
[17:58] Levels of diversification and asset classes
[20:58] Advice for high-risk investment
[22:49] The effect of low interest rates on investment
[25:07] What to look for in a fiduciary advisor
[26:58] Chad’s mentors and influences
Links and Resources:
Chad Willardson’s LinkedIn Profile
Pacific Capital website
Chad Willardson’s book Stress-Free Money
Steve’s blog
Steve’s website
The podcast and artwork embedded on this page are from ProfServ Traction, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Business School (LS 40 · TOP 2% what is this?)
Episode: Stress Free Money with Chad Willardson
Pub date: 2020-12-22
Notes from Pacific Capital's Podcast Playlist:
Like most entrepreneurs, you probably wake up each morning thinking about what else you can do to grow your business, how you can do more, and achieve more. Sharran’s guest, Chad Willardson, might have the answers for you. Chad is an award-winning Certified Financial Fiduciary, the Elected City Treasurer for the City of Corona, managing the city’s $350 million investment portfolio, and co-owner of the Draft Sports Complex. He is happily married and a father of five kids. Chad has been featured in the Wall Street Journal, Forbes, Inc., U.S. News and World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and many others. If you want to be stress-free, financially secure, and get personalized financial advice, stay tuned and learn from someone who can teach you how to grow your wealth and your business from personal experience instead of just from theory.
Like most entrepreneurs, you probably wake up each morning thinking about what else you can do to grow your business, how you can do more, and achieve more. Sharran’s guest, Chad Willardson, might have the answers for you. Chad is an award-winning Certified Financial Fiduciary, the Elected City Treasurer for the City of Corona, managing the city’s $350 million investment portfolio, and co-owner of the Draft Sports Complex. He is happily married and a father of five kids. Chad has been featured in the Wall Street Journal, Forbes, Inc., U.S. News and World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and many others. If you want to be stress-free, financially secure, and get personalized financial advice, stay tuned and learn from someone who can teach you how to grow your wealth and your business from personal experience instead of just from theory.
“Progress begins with telling the truth and looking at the facts.”
– Chad Willardson
In This Episode:
-
The point of realization and seeing the big picture
-
The first and most common obstacle to financial success
-
Goals conversation process with Chad and his team
-
What is the trust factor, and why is it important in choosing a financial advisor
-
How do you choose the right advisor
-
The fourth obstacle explained
-
Understanding the sixth and the seventh Obstacle
-
The “Give and Take Relationship” in the financial planning process
-
Chad’s passion for coming up with strategies and helping clients design their futures
Resources:
- Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom
Connect with Chad Willardson and Pacific Capital:
-
Website
-
Linkedin
-
Facebook
-
Instagram
-
Twitter
-
YouTube
Connect with Sharran:
-
Website
-
LinkedIn
-
Facebook
-
Instagram
-
Twitter
The podcast and artwork embedded on this page are from Sharran Srivatsaa, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Resourceful Agent Radio Show (LS 25 · TOP 10% what is this?)
Episode: Stress Free Money: with Chad Willardson
Pub date: 2020-12-21
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
In today's episode of Resourceful Agent Radio Show I speak with Chad Willardson, Founder of Pacific Capitol and author of Amazon's #1 Best Seller, "Stress Free Money". Chad and I discuss his passion for helping others create wealth and plan financially for their future as well as growing a very successful fiduciary wealth advisory firm in California. This one is packed with useful information that I'm sure you will enjoy. Be sure to check this out on all platforms including iTunes, Spotify, YouTube, ResourcefulAgent.com and many more. You can also reach me on Instagram or Facebook @ResourcefulAgent .
__
Interested in reaching out to Chad Willardson? Contact him at the links included below.
Website - https://www.pacificcapital.com/
Linkedin - linkedin.com/in/chadwillardson
The Amazon link to buy his new book is: Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom
_
I really enjoy hearing what you guys think of these videos, please take a second to say "Hi" in the comments and let me know what you thought of the video....Also if you enjoy these videos and my channel it would mean a lot to me if you subscribed :)
_
Instagram: instagram.com/resourcefulagent/
Facebook: facebook.com/resourcefulagent
TikTok: https://www.tiktok.com/@resourcefulagent?lang=en
Linkedin: https://www.linkedin.com/in/andrew-silvius-091aa7190/
The podcast and artwork embedded on this page are from Andy Silvius, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Uncharted Podcast (LS 34 · TOP 5% what is this?)
Episode: #5 Chad Willardson, the secrets to becoming financial savvy regardless of the circumstances
Pub date: 2020-04-20
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad Willardson began his career as a financial advisor working in the top wealth management division for Merrill Lynch. After a successful nine year career where he ranked in the top two percent of financial advisors worldwide. He decided it was time for him to start a his own company where he works in the interest of his clients and not for a big firm. The client comes first, not the product. Analyzing their needs rather than pushing unnecessary items on them, is what drove Chad’s previous clients to look for him. Pacific Capital has been a huge success and Chad is using his business to actually helping others with his great team.
Outside of Pacific Capital, Chad is the Treasurer for the City of Corona. The City's population is at 168,000 people and continues to rise each year. Chad donates his time to the city and manages over $300 million dollars.
You can schedule a time with Chad and his team at Pacific Capital here
If you want to connect with me, Poya, you can reach me on LinkedIn or Twitter.
Support this podcast: https://anchor.fm/uncharted1/support
The podcast and artwork embedded on this page are from Uncharted Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Lemonade Stand Stories (LS 33 · TOP 5% what is this?)
Episode: Chad Willardson, CEO of Pacific Capital, Co-Founder of Drafts Sports Complex
Pub date: 2020-08-24
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Since the beginnings of his lawn mowing days, Chad has seen the benefit from bringing value to people. Even though he didn't completely know what he wanted to do in college, he happened to visit the Merrill Lynch booth and realized that helping people with their finances spoke to him.
Fast forward to years later, he started Pacific Capital, a firm in So Cal specifically focused on helping entrepreneurs and families with financial decisions. He further went on with a group of people to create the Draft Sports Complex, a 75,000 sq ft arena used for basketball, volleyball, cheerleading, and stunts tournaments. And then Covid hit. And with that blow, when all games were suddenly cancelled, after sleepless nights, they've turned the facility into a charter school for kids whose parents are essential workers. Incredibly story right there. Enjoy!
The podcast and artwork embedded on this page are from Lemonade Stand, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Where There’s a Will There’s a Way
Episode: Chad Willardson, Author
Pub date: 2020-10-06
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
- 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 Amazons Best Seller: Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom
The podcast and artwork embedded on this page are from Will Crist, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Trusted Podcast (LS 24 · TOP 10% what is this?)
Episode: Trusted Podcast: Chad Willardson and Stress Free Money
Pub date: 2020-10-12
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Financial fiduciary Chad Willardson joins us to talk about his new book, Stress Free Money which you can buy on Amazon here: https://geni.us/StressFreeMoney We also talk about LinkedIn, and other things to help you enjoy your life and your money better.
The podcast and artwork embedded on this page are from Blake Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Mission Matters Money with Adam Torres
Episode: Author Chad Willardson Releases Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
Pub date: 2020-10-19
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
New book alert! In this episode, Adam Torres and Chad Willardson, CRPC®, AWMA®, President of Pacific Capital and Author of the Best Selling Book Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, explore Chad's book.
Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:
https://missionmatters.lpages.co/podcastguest/
Visit our website:
https://missionmatters.com/
The podcast and artwork embedded on this page are from Adam Torres, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The One Broken Cog Podcast
Episode: Price is what you pay, Value is what you get
Pub date: 2020-10-20
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad Willardson is Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California, and he is the Co-Owner of the Draft Sports Complex. Chad is also the elected city treasurer of Corona CA, managing the $350 million dollar investment portfolio. Chad’s been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, and the California Business Journal. Chad joins the show to discuss the top financial mistakes people make and how to overcome them, as well as the biggest takeaways from his Amazon best seller - "Stress Free Money" Overcome These 7 Obstacles to Find Financial Freedom.
The podcast and artwork embedded on this page are from One Broken Cog, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Shay Rowbottom Show (LS 45 · TOP 1% what is this?)
Episode: #25 Chad Willardson - Stress Free Money; how to build wealth
Pub date: 2020-11-18
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad Willardson is the founder of Pacific Capital, best selling author of "Stress Free Money", and elected city treasurer managing over 360 million dollars in investments. Today we dive into the reality of wealth creation, why so many people are stressed financially, and how to resolve it all to build the life of your dreams. If you're interested in anything money, mindset, and personal growth... talk to this guy! https://pacificcapital.com/
The podcast and artwork embedded on this page are from Shay Rowbottom, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The B2B Podcast by The App Guys (LS 24 · TOP 10% what is this?)
Episode: The B2B Podcast: Chad Willardson – hosted by Austin Miller
Pub date: 2020-12-05
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
You can connect with Chad on www.pacificcapital.com, check out his book, Stress-Free Money on Amazon (https://www.amazon.com/Stress-Free-Money-Overcome-Obstacles-Financial/dp/1544516746/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1602616789&sr=8-5), or connect on LinkedIn (https://www.linkedin.com/in/chadwillardson/).
The podcast and artwork embedded on this page are from The App Guys Software LLC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The Jay Adams Show
Episode: Ep. 13_Stress Free Money_chad Willardson
Pub date: 2020-12-07
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
An expert in finance, Chad Willardson is the author of Stress Free Money. Sebastian and I talk with Chad about what prompted him to write this book, the best way to invest, and how to live that Stress Free Money lifestyle.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
The podcast and artwork embedded on this page are from Jared Adams, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Igniting Souls Podcast with Kary Oberbrunner (LS 45 · TOP 1% what is this?)
Episode: Author Chad Willardson Shares the "F Word" That Can Ruin Your Financial Life
Pub date: 2020-10-12
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Author Chad Willardson Shares the "F Word" That Can Ruin Your Financial Life - Who doesn't stress about money? Am I right? As we celebrate Chad Willardson's global book launch of his new bestseller Stress Free Money, he shares some specific tips on investing and the top financial mistakes people make and how to avoid them. Find out more at https://www.pacificcapital.com
The podcast and artwork embedded on this page are from Kary Oberbrunner, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Make Yourself (LS 52 · TOP 0.5% what is this?)
Episode: 6 | Make Yourself...Financially Savvy
Pub date: 2019-02-13
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
City of Corona Treasurer and Founder of Pacific Capital, Chad Willardson, joins the show to discuss what to look for when searching for a financial advisor. Sharing various tools and resources, Chad’s mission shows us the importance of value one should place on their client to make their business stand out from the rest.
The podcast and artwork embedded on this page are from Make Yourself Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: My Perfect Failure (LS 37 · TOP 2.5% what is this?)
Episode: How to Discover your Financial Freedom with Chad Willardson
Pub date: 2020-10-03
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
MPF discussion with Chad Willardson
How to Discover your Financial Freedom with Chad Willardson
Chad is the Founder and President of Pacific Capital, a fiduciary wealth management firm based in Southern California
- Chad was Elected City Treasurer for his city, managing a $350 million investment portfolio
- He’s the Co-Owner of the Draft Sports Complex
- He’s married and father to five kids
- 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’s also Author of Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom
On this episode of My Perfect Failure (How to Discover your Financial Freedom) Chad charts his transition from a successful career at Merrill Lynch to become the Founder and President of Pacific Capital, a fiduciary wealth management firm based in Southern California. With the release of his fabulous new book Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom. Chad is on a mission and reveals the secrets to help us all overcome the obstacles standing between us and financial freedom. Some of the areas we cover.
· We have less stress about money when we are okay giving back
· Create your financial plan and align with your Life goals
· Find a professional and qualified fiduciary to sharpen your financial and life goals
· Plan and prepare with what you have
· Less than 3% pf people have written goals, become part of that 3%
Purchase: Stress Free Money
· https://www.amazon.com/Stress-Free-Money-Overcome-Obstacles-Financial/dp/1544516746/ref=sr_1_2?dchild=1&keywords=stress+free+money&qid=1600972708&sr=8-2
Pacific Capital Website: Schedule an appointment
· https://www.pacificcapital.com/
Pacific Capital Twitter
· https://twitter.com/pacificcap
Pacific Capital Instagram
· https://www.instagram.com/pacificcapital/
Pacific Capital Facebook
· https://www.facebook.com/pacificcapital
Contact Chad on LinkedIn
· https://www.linkedin.com/in/chadwillardson/
· MPF - Please leave a reviewPlease if you can leave a review at https://www.podchaser.com/MyPerfectFailure or the platform of your choice that would be great
· I
The podcast and artwork embedded on this page are from Paul Padmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Continuous Improvement 4 Life (LS 34 · TOP 5% what is this?)
Episode: Do you want to achieve Financial Freedom? Start here...
Pub date: 2020-12-15
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Rick Heyland and Chad Willardson discuss Chad's book called: "Stress Free Money- overcome these seven obstacles to find financial freedom".
The podcast and artwork embedded on this page are from Rick Heyland, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Ask More. Get More. Leadership Podcast (LS 25 · TOP 10% what is this?)
Episode: How to Build Financial Freedom and Responsibility [Chad Willardson]
Pub date: 2020-09-29
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
In this episode we are joined by Founder and President of Pacific Capital, Chad Willardson, to discuss how to get more out of our financial freedom.
Grab your copy of the book! https://amzn.to/3cCtMG5
"Right now, thousands of entrepreneurs and families are enjoying life, no longer worried and stressing about their money or the markets. They are confident and on track to reach their financial goals. If this isn't you, then you're missing out." - Pacific Capital
Chad sits down to talk to us about our financial goals, financial education (including our kids!) and how to take the first steps needed towards financial goal setting and ultimately, freedom.
You can find Chad here:
Link to schedule a Goals Conversation:
https://www.GoalsConversation.com
LinkedIn: https://www.linkedin.com/in/chadwillardson/
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you like what you hear, don’t forget to comment, subscribe and leave a review.
If you LOVE what you hear, don’t forget to share it!
PR and Media Requests here: hello@bareslate.ca
You can learn more about us here: https://www.bareslate.ca/
Watch us on YouTube Here: https://www.youtube.com/c/BareSlate
Discover stuff we love here: https://www.amazon.ca/shop/bareslate
Note: this post may contain affiliate links and if you click and make a purchase we may receive a small commission at no extra cost to you. Thank you for supporting the show!
Instacart - Groceries delivered in as little as 1 hour.
Free delivery on your first order over $35.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show (https://www.bareslate.ca/courses/real-leaders-real-life-coffee-plan)
The podcast and artwork embedded on this page are from Bare Slate Inc., which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Make Yourself (LS 52 · TOP 0.5% what is this?)
Episode: 58 | Make Yourself...Take the Next Steps During Covid-19 with Chad Willardson
Pub date: 2020-03-25
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
This week we bring back financial advisor and City Treasurer of Corona, California, Chad Willardson. Chad joins the show to share his perspective on the current events following Covid-19 and the next course of action small businesses should take during this difficult time. Tune-in to hear his amazing recommendations.
The podcast and artwork embedded on this page are from Make Yourself Podcast, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Author Hour (LS 41 · TOP 2% what is this?)
Episode: Stress-Free Money: Chad Willardson
Pub date: 2020-09-30
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Every day you’re bombarded by ideas that could derail your financial feature. Bad advice, different expert opinions, and sales pitches are everywhere. Whether you personally have a hundred thousand dollars or a hundred ...
The post Stress-Free Money: Chad Willardson appeared first on Author Hour.
The podcast and artwork embedded on this page are from Author Hour, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: The 3-Day Weekend Entrepreneur (LS 41 · TOP 1.5% what is this?)
Episode: 065 - Stress Free Money with Chad Willardson
Pub date: 2020-10-02
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
Chad helps help people organize their financial life, clarify their goals & make decisions that lead them to a successful & fulfilling life.
We discuss...
- The Best Advice He Ever Received about Success and Money
- How to Attract the People You Can Help, and Repel the “Wrong” People
- The Most Common and Difficult Financial Decision Entrepreneurs Must Make
- How Individuals Can Create Financial Freedom
- The Biggest Challenge all Solopreneurs F ace
- How to Recruit Great People that Attract Ideal Clients
- How to Know If Your Feelings are Getting in the Way of Your Judgment
- How to Know Whether to Invest More in Your Business or the Market
- Insights from his new book - Stress Free Money, and more.
ABOUT CHAD
CHAD WILLARDSON, AWMA®, CRPC® is the president and founder of Pacific Capital, a fiduciary wealth advisory firm he started in 2011 after nine years of climbing the ranks as an investment advisor at Merrill Lynch. Currently Chad also manages a $350 million investment portfolio as the elected City Treasurer in his community. He created and trademarked The Financial Life Inspection®, a unique process to remove the stress people feel about their money. He’s a Certified Financial Fiduciary®, and is featured in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, Investment News, Entrepreneur, and Financial Advisor, and the bestselling book Who Not How by Dr. Benjamin Hardy, Tucker Max, and Dan Sullivan.
Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. Chad is the author of the book, Stress Free Money: Overcome the 7 obstacles to Find Financial Freedom.
Outside of his business, Chad loves sports, travel, and serving people in need. He served as a volunteer for a church service mission in Lithuania, Latvia, Estonia, and Belarus for two years and can speak, read, and write fluently in Lithuanian. Above all, Chad cherishes his family. A native of Orange County, CA, Chad and his wife of 19 years live in Southern CA with their five beautiful children.
HIGHLIGHTS
3:36 Put People Before Money & Success
7:09 How to Attract the People You Can Help and Repel the “Wrong” People
10:19 Know Who You’re Best Built to Serve
13:35 The Biggest Challenge of Solopreneurs
15:14 Recruit Great People to Attract Great Clients
17:37 Advice for New Entrepreneurs - Investing in the Market vs. In Yourself
21:41 Have a Plan & Automate It
23:49 You Have a Goal, SO THAT…
27:36 What Puzzles Can Teach Entrepreneurs About Goal Setting
30:47 The Most Important Strategy to Consistently Build Wealth
33:21 How to See What You REALLY Care About
36:50 Financial Fast Food
40:22 How to Tell if an Advisor is Looking Out for You (Or Not)
47:23 The Problem with Only Investing in What You Know
49:16 How to Know Whether to Invest More in Your Business or the Market
53:18 How to Know If Your Feelings are Getting in the Way of Your Judgment
53:52 Defining Stress Free Money
CHAD'S BOOK
Stress Free Money ( https://www.amazon.com/gp/product/B08J3MS95R/ )
CHAD'S COMPANY
Pacific Capital ( https://www.pacificcapital.com/ )
CONNECT WITH CHAD
Go to http://www.goalsconversation.com and schedule a free conversation to share your important goals and priorities and discuss how he can help you reach them.
The podcast and artwork embedded on this page are from Wade Galt, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Mind Over Money (LS 29 · TOP 10% what is this?)
Episode: Stress-Free Wealth Creation with Chad Willardson
Pub date: 2020-09-29
Notes from Pacific Capital's Podcast Playlist:
"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4
The right financial advisor is conflict-free and dedicated to your investments' growth, not their commissions (1:45) - From Big Bank to Client-Centered (6:30) - Planning For Retirement: Where to Start (15:20) - Picking the Right Advisor For Your Nest Egg (20:30) - Financial Fast Food: Don’t Let It Tempt You! (26:15) - Your Investment Journey: What To Expect Along The Ride (33:10) - What Does A Financial Fiduciary Do? (39:55) - How Emotions Get In Your Way (44:00) - Stress Free Money Book Email: Podcast@Zacks.com Archive: Mind Over Money
The podcast and artwork embedded on this page are from Kevin Cook, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.