Pacific Capital's Podcast Playlist
by Pacific Capital / Listen NotesWith over 120+ episodes, dive in and listen to Chad Willardson as he talks about his newest book "Beyond The Money", 2nd book "Smart, Not Spoiled" and his first book "Stress Free Money".
Copyright: Copyright 2024 Pacific Capital / Listen Notes
Episodes
FIT for WEALTH with Chad Willardson
21m · PublishedEpisode : 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.#15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital
28m · PublishedEpisode : #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
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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.Teamwork Triad In Real Life, with Chad Willardson
52m · PublishedEpisode : 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
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.How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107
19m · PublishedEpisode : 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.The Right Back to School Attitudes
19m · PublishedEpisode : 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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.Power of Words
15m · PublishedEpisode : Power of Words
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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.Is the Story of Your Money Ruining Your Kids
13m · PublishedEpisode : Is the Story of Your Money Ruining Your Kids
Pub date : 2023-10-07
In this episode g, 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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.Don't Work For Money - Make Your Money Work For You
17m · PublishedEpisode : 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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.The Parenting Superpower: from Me to We
16m · PublishedEpisode : 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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.Your Kids Will Believe What You Say About Them
15m · PublishedEpisode : 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 Chad Willardson and Scott Donnell, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.Pacific Capital's Podcast Playlist has 154 episodes in total of non- explicit content. Total playtime is 71:24:40. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on May 18th, 2024 09:44.
