Smart, Not Spoiled with Chad Willardson

Today’s Guest Expert: Chad Willardson

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 Best-Seller Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom. And the newest Book in the last month Smart, Not Spoiled: The 7 Money Skills Your Kids Must Master Before leaving Nest. And probably most important of all, he is a BYU Cougar Alumni.

 

3 Top Takeaways: Smart, Not Spoiled with Chad Willardson

  • Invest early and often
  • Tell your money where to go instead of wondering where it went
  • The money you make is a symbol of the value you create

Memorable Moment

[shareable]’We make a living out of what get, we make a life by what we give’ ~ Winston Churchill[/shareable]

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Learn More About Chad Willardson

WebsitePacificcapital.com

 

Chad Willardson’s Book(s)

Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom

Smart, Not Spoiled: The 7 Money Skills Your Kids Must Master Before leaving Nest

 

Small Business Success Resources

  1. Small Business Success Kit
  2. Modern Leadership Book Club
  3. Superpower Downloads: Accountable | Adaptable | Confident | Inspiring | Problem Solving
  4. Free E-Book: Mini-Motivations: Quotes to Empower the Leader in You
  5. 13 LeadershipPrinciples
  6. Get 2 free Audible Books (if you are new to Audible)

 

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About the author

Jake Carlson is a popular speaker, accountability partner, and host of the Modern Leadership podcast. Jake built his business while traveling with his family around the world. Follow him on Facebook, Twitter, Instagram or LinkedIn. Read more about him here.