50 min listen
20: Gain 100 Points of Clarity with Chad Willardson
20: Gain 100 Points of Clarity with Chad Willardson
ratings:
Length:
31 minutes
Released:
Dec 28, 2020
Format:
Podcast episode
Description
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
https://StevePreda.com
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
https://StevePreda.com
Released:
Dec 28, 2020
Format:
Podcast episode
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