20: Gain 100 Points of Clarity with Chad Willardson

Podcast: Management Blueprint (LS 34 · TOP 5% 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

https://StevePreda.com

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