Listen "Chad Willardson - Making Money a Comfortable Conversation (Episode 348)"
Episode Synopsis
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/chadwillardsonWebsite: https://www.pacificcapital.comTwitter: PacificCapTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Get Mike’s book: Owner Shift Please LIKE 👍SHARE 📲SUBSCRIBE to stay updated on all LIVE Streams on Facebook, LinkedIn, YouTube, Twitter
More episodes of the podcast How'd it Happen?
Why You Need an Exit and an Entry Strategy
02/08/2024
What’s in It for Them?
26/07/2024
Why Jay Leno Has More Meaning Than Money
19/07/2024
The Best Gifts Humans Can Give
12/07/2024
Hasard Lee – The Art of Clear Thinking
08/07/2024
10 Cool Things About You
28/06/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.