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Dec 7, 2022

Listen to Chad Willardson as he gives valuable advice on building strong family ties and a successful business. Learn from his life-engaging books, the uniting factor to keep your family aligned and bonded, and how to be more resilient in managing your business and personal life. Tap into this episode and hear all these!


Key takeaways to listen for

  • The inspiration behind Chad’s books
  • Wealth-building mistakes that people should avoid
  • Why you should focus on increasing your freedom
  • Benefits of having a meaningful conversation with your family
  • The importance of spending time alone with your spouse


Resources mentioned in this episode


About Chad Willardson

Chad Willardson is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary, Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor. He is the Author of two best-selling books, "Stress Free Money" and "Smart Not Spoiled" and Co-Founder of GravyStack, a new banking app that helps kids manage money. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally. Chad is

passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. He loves to help people organize their financial life, clarify their goals, and make decisions that lead them to a successful and fulfilling life.

He's been featured in The Wall Street Journal, Forbes, Inc, Yahoo Finance, Investment News, NASDAQ. U.S. News & World Report, Entrepreneur magazine, etc. A native of

Southern CA, Chad and his wife have been married since 2001 and have five children.


Connect with Chad


Connect with Us

To learn more about us, visit our website at or email us at To get a copy of our book “The Family Board Meeting,” click here.

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