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Podcast: The Determined Society with Shawn French | Adversity & Mindset (LS 48 · TOP 1% what is this?)Episode: Breaking Norms in Wealth Management | Chad Willardson on Discipline & IntegrityPub date: 2026-07-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this inspiring episode of The Determined Society, Shawn French sits down with Chad Willardson, founder of Pacific Capital, six-time author, husband, father of five, and one of the most respected voices in wealth management and leadership. Chad shares the courageous decision that changed his life forever, walking away from a successful career at Merrill Lynch with no safety net to build a company rooted in integrity, purpose, and people over profits. Today, Chad Willardson manages more than $1.5 billion in assets, but Chad reveals that his greatest success has never been measured by money. From overcoming fear and rejection to building elite teams, protecting company culture, prioritizing family, and turning down millions to stay true to his values, this conversation is packed with practical wisdom for entrepreneurs, leaders, and anyone determined to build a meaningful life.  • Connect with Shawn: https://link.me/shawnmf32 •Subscribe to our newsletter for all updates and heavy doses of DETERMINATION: https://thedeterminedsociety.com  • Subscribe on Apple/Spotify: — Apple: https://podcasts.apple.com/us/podcast... — Spotify: https://open.spotify.com/show/5kS9tkL...      The Determined Society is hosted by Shawn French — a show for people who refuse to quit. Every episode goes beyond the highlight reel to explore the real stories behind resilience, reinvention, and the relentless pursuit of a life built on your own terms. Subscribe on YouTube, Spotify, Apple Podcasts, and all others.. If this episode moved you, share it with someone who needs to hear it — and leave a review. It helps more than you know. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. The podcast and artwork embedded on this page are from Determined Society Podcast | Overcoming Adversity & Mindset, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Storycomic Presents: Interviews with Amazing Storytellers and ArtistsEpisode: (Ep: 485) Work-Life Balance Is a Lie—So What Actually Works?Pub date: 2026-01-15Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization#ChadWillardson #FullyInvested #Leadership #EntrepreneurLife #WorkLifeIntegration #BusinessGrowth #HighPerformance #TimeManagement #FamilyFirst #PersonalDevelopment #WealthMindset #SuccessHabits #PodcastInterview #StorycomicPresents #AuthorInterview Chad Willardson is back on Storycomic Presents—and this time he’s here to talk about his latest book, Fully Invested: Why Work-Life Balance Is a Total Lie. In our conversation, Chad breaks down why “balance” can leave high achievers feeling guilty and split in half, and what it looks like instead to build real alignment between business, family, health, and the life you’re trying to enjoy.  We also get into the practical side: the book lays out seven strategies aimed at scaling without sacrificing your marriage, your kids, your health, or your sanity—and what Chad calls building “true wealth,” not just a bigger number on paper.1 If you’re a founder, creator, or leader who’s tired of doing everything “right” while still feeling behind, this episode is for you. Learn more about Chad and his work through Pacific Capital and the book page linked above.    The Title sequence was designed and created by Morgan Quaid. See more of Morgan’s Work at: https://morganquaid.com/   Storycomic Logo designed by Gregory Giordano See more of Greg’s work at: https://www.instagram.com/gregory_c_giordano_art/   Want to start your own podcast?  Click on the link to get started: https://www.podbean.com/storycomic   Follow us: Are you curious to see the video version of this interview?  It's on our website too! www.storycomic.com www.patreon.com/storycomic www.facebook.com/storycomic1 https://www.instagram.com/storycomic/ https://twitter.com/storycomic1 For information on being a guest or curious to learn more about Storycomic? Contact us at [email protected] The podcast and artwork embedded on this page are from storycomic, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Legacy Builders with Kyle McGee (LS 25 · TOP 10% what is this?)Episode: Building a Life of Faith, Family & Goals: What It Means to Be 'Fully Invested' with Chad WillardsonPub date: 2025-12-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode of Legacy Builders with Kyle McGee, our host sits down with entrepreneur, author, and wealth advisor Chad Willardson to explore what it truly means to live a fully invested life — not just in business, but in faith, family, fitness, and purpose. Chad opens up about his personal operating system, the vulnerability of writing his most authentic book yet, and why the traditional concept of “work–life balance” is a lie holding leaders back. He shares how intentional decisions, non-negotiable habits, and a values-driven mindset have helped him build a thriving company while staying anchored at home. Connect with Chad: linkedin.com/in/chadwillardson Buy Chad's Newest Book: https://fullyinvested.com/ Stay connected to the conversation by joining us on your favorite social media platform!  https://linktr.ee/legacybuilderskm The podcast and artwork embedded on this page are from Kyle McGee , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Built Authority Podcast (LS 26 · TOP 10% what is this?)Episode: Fully Invested: The Anti-Hustle Blueprint for Entrepreneurs with Chad WillardsonPub date: 2025-12-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWork-life balance? It’s a lie. In this episode, JR Lay sits down with Chad Willardson—author of Fully Invested—to explore what it really means to go “all in” without losing yourself in the process. You’ll learn how to integrate your values across life and business, why alignment beats balance every time, and how redefining success can unlock greater impact at home and in your company. Whether you're scaling a business or re-evaluating your priorities, this conversation will help you stop chasing and start building with intention. The podcast and artwork embedded on this page are from JR Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Jon Gordon Podcast (LS 57 · TOP 0.5% what is this?)Episode: Fully Invested | Chad WillardsonPub date: 2025-10-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOn this episode of The Jon Gordon Podcast, I sit down with Chad Willardson, entrepreneur, wealth advisor, and author of Fully Invested, for a heartfelt and lively conversation about what it truly means to win big at work and at home - without sacrificing one for the other. Chad shares the journey behind his "fully invested" philosophy: from the pivotal moment he chose family over chasing the Wall Street grind, to building successful businesses while making his marriage and five kids a top priority. Together, we unpack why "work-life balance" is a myth, and how true fulfillment comes from integrating your values into every part of your life, not compartmentalizing them. Key themes include learning to say no to good opportunities so you can say yes to great ones, cultivating championship teams in business and family, and establishing rituals and communication that keep loved ones connected even as life and careers evolve. Chad's candid stories and practical strategies illuminate how being present, whether at home or work, not only deepens relationships but powers greater professional success. Whether you're longing for more meaning at home while building your career, or questioning if you really have to choose between family and ambition, this episode is a powerful reminder that your richest life is possible when you invest fully in what truly matters. About Chad, Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs. As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth. Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home. With over 20 years of experience in wealth management, Chad continues to inspire entrepreneurs to win in business and at home. Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Order my new book 'The 7 Commitments of a Great Team' today! Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Join me for my Day of Development! You'll learn proven strategies to develop confidence, improve your leadership and build a connected and committed team. You'll leave with an action plan to supercharge your growth and results. It's time to Create your Positive Advantage. Get details and sign up here. Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare! The podcast and artwork embedded on this page are from Jon Gordon, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: REAL Mentors PodcastEpisode: How To Be Successful in Work AND in Life | Chad Willardson | Ep. 50Pub date: 2025-09-30Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationChad Willardson went from top 2% at Merrill Lynch, speaking on Wall Street stages, to walking away from the corporate “matrix” to build a life where family and freedom come first. Today, he’s the founder of Pacific Capital, a fiduciary wealth advisory firm serving entrepreneurs and families, a five-time author, and a leading voice challenging the hustle culture with a new framework: work-life integration. Raised with strong family and faith values but no entrepreneurial wealth, Chad learned early that true success isn’t just about a big bank account—it’s about being present at home and building wealth that lasts across generations. His books Smart, Not Spoiled and Why Work-Life Balance Is a Lie reveal how to raise grounded kids, manage money differently, and create both financial freedom and family legacy at the same time. This episode explores: Growing up in a family that valued presence and faith over money—and how that shaped his pathTurning down lucrative Wall Street jobs as a newlywed to prioritize marriage and fatherhoodLeaving Merrill Lynch after 9 years despite high performance, and the freedom entrepreneurship unlockedWhy entrepreneurs are “wealth wired differently”—and why traditional advice fails themSmart, Not Spoiled: practical ways to raise kids who understand money, work ethic, and value creationWhy financial literacy should be taught in schools from 1st grade through collegeThe viral Babysitter Guide that became a parenting and leadership lessonMissing the Kentucky Derby “main event” to make his son’s playoff game—and why he’d do it 100 out of 100 timesWork-life integration: putting family on the calendar first, then businessHow money mindsets are inherited—and how anyone can rewire theirs to build wealthWhy financial freedom is possible for everyone, regardless of background This episode is about faith, family, and freedom. Chad’s story will challenge you to stop chasing hustle culture, start defining success on your own terms, and create wealth without sacrificing the relationships that matter most. --- 🔗 Connect with Chad Willardson Website: https://chadwillardson.com Book: https://fullyinvested.com Instagram: https://instagram.com/chadwillardson Follow REAL Mentors Podcast Instagram: https://instagram.com/realmentorspodcast Host - Sean Martin: https://instagram.com/theseanmartin --- 🔥 About the Guest – Chad Willardson Chad Willardson is the President & Founder of Pacific Capital, a fiduciary wealth advisory firm in Southern California. With 23+ years advising entrepreneurs and families, Chad is a trusted voice on financial freedom, family legacy, and entrepreneur-focused wealth strategies. He’s the author of five books, including Smart, Not Spoiled and Why Work-Life Balance Is a Lie. His work has been featured in major outlets, and his viral parenting and money frameworks have reached millions. A husband, father of five, and entrepreneur, Chad leads with faith, integrity, and the belief that real success means thriving in both business and family life. --- Tags & Keywords Chad Willardson, Pacific Capital, Smart Not Spoiled, Why Work Life Balance is a Lie, Fully Invested, Sean Martin, REAL Mentors Podcast, financial freedom, wealth management, entrepreneur money mindset, family legacy, parenting and money, financial literacy, entrepreneur wealth, fiduciary, Wall Street to entrepreneur, money mindset, wealth wired differently, faith and business, work life integration, freedom and family The podcast and artwork embedded on this page are from Sean Martin, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Hacks and Hobbies with Junaid Ahmed (LS 39 · TOP 2% what is this?)Episode: Chad Willardson (Wealth Advisor): The Simple Money Blueprint to Build Wealth and Live Stress-FreePub date: 2025-08-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWelcome to another episode of Hacks and Hobbies! I’m your host, Junaid, and today we’re diving deep into the world of entrepreneurship, wealth-building, and lifestyle freedom with our returning guest, Chad Willardson. Chad is the founder of Pacific Capital and creator of the Platinum Elevated coaching program, where he helps entrepreneurs not just grow their businesses, but also achieve true financial and lifestyle freedom. In this episode, Chad shares powerful strategies for investing outside your business, setting ambitious goals, and surrounding yourself with growth-minded people. We’ll also discuss how to avoid burnout, recharge your energy, and create a business that supports the life you love. Whether you’re just starting out or looking to take your success to the next level, Chad’s insights will inspire you to take action and build the future you deserve. Stick around—this is an episode you won’t want to miss! Where to reach Our Guest https://chadwillardson.com/ https://www.linkedin.com/in/chadwillardson/3 Hacks to take away Invest Outside Your Business: Entrepreneurs should not tie all their net worth to their business. It’s crucial to invest in assets outside the business—such as retirement accounts, the stock market, or real estate—to build long-term wealth and financial security. Surround Yourself with Growth-Minded People: The people you associate with greatly influence your success. Being around ambitious, growth-focused individuals helps expand your mindset and accelerates your personal and business growth. Set Big Goals and Take Massive Action: Success comes from setting ambitious goals and following through with determined, consistent action. Combine this with regular self-investment—whether in skills, training, or masterminds—to achieve both business and personal growth. Connect with our Host Junaid Want to be a guest on Hacks and Hobbies – Passion to Profit Stories? Send Junaid Ahmed a message on PodMatch, here: https://www.podmatch.com/member/hacksandhobbies 📖 Check out Junaid's book on Home Studio: https://homestudiobook.com 🔗 Find me on LinkedIn: https://linkedin.com/in/superjunaid 🎙 Wanna be a guest? Apply on PodMatch: https://www.podmatch.com/member/hacksandhobbies 📖 Home Studio resources: https://homestudiobook.com 🔗 LI: https://linkedin.com/in/superjunaid Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. The podcast and artwork embedded on this page are from Junaid Ahmed, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Hacks and Hobbies with Junaid Ahmed (LS 39 · TOP 2% what is this?)Episode: Chad Willardson (Wealth Advisor): The Hidden Habit That Keeps Entrepreneurs Broke and Burned OutPub date: 2025-08-15Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWhy do so many entrepreneurs achieve financial success but end up with broken personal lives? In this episode, Chad Willardson—founder of Pacific Capital and Platinum Elevated—shares the truth about building wealth while keeping your family and health intact. From leaving Merrill Lynch after the 2008 recession to building his own firm, Chad reveals the hidden traps that keep entrepreneurs overworked, unhealthy, and unfulfilled, and how to break free. 🔑 What you’ll learn in this episode: Why most entrepreneurs unknowingly sacrifice family and health chasing growth The #1 challenge holding entrepreneurs back: refusing to give up control Why proper delegation and teamwork lead to better home and business outcomes How Chad built a life where success means winning at home and in business The role of community and coaching in creating lasting breakthroughs ⏱️ Timestamps: 00:00 – Chad’s story: from Merrill Lynch to starting Pacific Capital 03:30 – Success at home and in business: why both matter 07:00 – The trap of control and what it costs entrepreneurs 12:00 – Why balance is a myth but intentional focus works 18:30 – Platinum Elevated: building communities that push you higher 📌 Connect with Chad: Website: chadwillardson.com LinkedIn: Chad Willardson 🎙 Wanna be a guest? Apply on PodMatch: https://www.podmatch.com/member/hacksandhobbies 📖 Home Studio resources: https://homestudiobook.com 🔗 LI: https://linkedin.com/in/superjunaid Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. The podcast and artwork embedded on this page are from Junaid Ahmed, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: HawkeTalk (LS 49 · TOP 0.5% what is this?)Episode: 150. Chad Willardson: The Financial Expert Who Left Wall Street to Lead $1.4 Billion in AssetsPub date: 2025-08-26Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode of HawkeTalk, I sit down with Chad Willardson, founder and CEO of Pacific Capital, to hear how he went from a young Merrill Lynch trainee during the tech bubble to building a premier boutique wealth management firm for entrepreneurs. Chad shares how growing up in Orange County shaped his values, why basketball and Michael Jordan fueled his competitive spirit, and what it really took to survive in a “shark tank” Wall Street training program where only three of 140 made it through. After nine years at Merrill Lynch and a front-row seat to the chaos of the 2008 financial crisis, Chad walked away from a seven-figure salary, lucrative offers from Goldman Sachs and Morgan Stanley, and even a multimillion-dollar signing bonus. Instead, he chose freedom, authenticity, and the chance to start over from zero. We dive into the struggles and triumphs of launching Pacific Capital in 2011, from fighting off frivolous lawsuits to learning the nuts and bolts of leases, payroll, and leadership. Chad opens up about finding his niche serving growth-minded entrepreneurs, scaling his firm to $25M+ minimums, and why taking care of clients above all else has been the key to long-term success. Through it all, Chad’s story is a reminder that persistence, integrity, and the courage to leave comfort for calling can transform both a career and a life. In this episode:  (00:00) The best advice Chad ever got: take care of clients first(04:34) Surviving Merrill Lynch’s “boiler room” training days(10:24) Walking away from Merrill Lynch despite seven-figure earnings(15:54) Building a boutique family office model(22:15) Expanding services like tax strategy and travel concierge(23:20) Why entrepreneurs are underserved in wealth management(24:58) Advice on persistence and always putting clients first Hawke Media https://www.linkedin.com/company/hawkemedia/https://www.instagram.com/hawkemedia/?hl=en https://hawkemedia.com/https://twitter.com/hawkemediahttps://www.facebook.com/hawkemedia/  About Our Guest   Chad Willardson is the founder and CEO of Pacific Capital, a boutique fiduciary wealth advisory firm in Southern California serving entrepreneurs and families with $25M+ in investable assets. Chad began his career at Merrill Lynch, where he rose to become one of the top advisors in his region before leaving in 2011 to launch his own firm. At Pacific Capital, he and his team provide a true family office experience, from tax strategy and investment management to travel concierge and executive hiring support. He is also the author of Wealth Wired Differently, bridging the gap between entrepreneurs and financial professionals. Chad’s mission is simple: help entrepreneurs protect, grow, and enjoy their wealth while living life on their terms. Chad Willardson Pacific Capital WebsiteChad Willardson on LinkedIn Hosted on Acast. See acast.com/privacy for more information. The podcast and artwork embedded on this page are from Erik Huberman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Lifestyle Investor - Investing, Passive Income, Wealth (LS 48 · TOP 0.5% what is this?)Episode: 244: How to Build Wealth Without Sacrificing Your Family with Chad WillardsonPub date: 2025-06-26Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationYou set out to build wealth, then realized your family was getting the leftovers. But it doesn’t have to be either-or, you can thrive in both. Today, I’m talking with Chad Willardson—wealth advisor to 8 & 9-figure founders, serial entrepreneur, bestselling author, and father of five—who’s figured out how to scale his wealth and stay fully present for his family. He runs a successful wealth advisory firm, owns multiple businesses, travels by private jet, and still makes it to his kids’ games. In this conversation, Chad reveals the exact frameworks he uses to buy back time, build lasting wealth, and prioritize what matters most—insights he expands on in his upcoming book, Fully Invested: Why Work-Life Balance Is a Total Lie. You’ll learn how he structures investments, leverages debt without stress, and designs a calendar around his life, not just his work. In this episode, you’ll learn:  1.) The habits and systems Chad uses to prioritize family without sacrificing growth 2.) The “buy, borrow, die” strategy that Chad uses to grow his wealth tax-free 3.) The real cost (and benefit) of buying a private jet 4.) The “Right Brain / Left Brain” executive assistant system that saved his time and sanity Show Notes: LifestyleInvestor.com/244 Tax Strategy Masterclass If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax Strategy Session  For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation The Lifestyle Investor Insider Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider Rate & Review If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review. Connect with Justin Donald FacebookYouTubeInstagramLinkedInTwitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. The podcast and artwork embedded on this page are from Justin Donald, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Built Authority Podcast (LS 26 · TOP 10% what is this?)Episode: Fully Invested: Unlocking Entrepreneurial Commitment with Chad WillardsonPub date: 2025-03-12Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAre you fully invested in your business, your relationships, and your life? In this episode, Chad Willardson, Founder & President of Pacific Capital and creator of Platinum Elevated, shares his philosophy on what it means to go all in—and why most entrepreneurs hold themselves back out of fear. Chad’s journey from leaving a secure career at Merrill Lynch to building his own wealth management firm is proof that success comes from taking bold action. He also shares the powerful story of an 18-foot waterfall jump in New Zealand that transformed his mindset on risk, decision-making, and leadership. The podcast and artwork embedded on this page are from JR Lay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Startups With Stu (LS 25 · TOP 10% what is this?)Episode: Building Wealth Without Sacrificing FamilyPub date: 2025-03-04Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization From turning down multi-million dollar Wall Street recruitment bonuses to building a billion-dollar wealth management firm, Chad Willardson's entrepreneurial journey is anything but conventional. In this captivating episode of Startups with Stu, Chad reveals how he walked away from a $1.4M salary at Merrill Lynch to start Pacific Capital, taking a 70% pay cut to pursue his vision of serving entrepreneurs differently. He shares the fascinating story of surprising his wife with a private jet purchase (and her unexpected reaction), and explains why he turns down high-profile clients like NBA players to stay true to his entrepreneurial niche. Chad breaks down why he believes the "hustle culture" is a lie, revealing how he built a thriving business while maintaining an 8 AM-3 PM workday for his team and prioritizing family life. Drawing from his experience managing $1.45 billion in assets, Chad offers counter-intuitive wisdom about wealth building, arguing that diversification isn't always the answer. This episode is packed with invaluable insights for entrepreneurs looking to scale their businesses while building meaningful lives. The podcast and artwork embedded on this page are from Stuart Draper, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Building Wealthy HabitsEpisode: Episode 57 - Real Estate Investments with Josh ConiglioPub date: 2025-02-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this week's episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for tax benefits. The conversation also covers structuring real estate investments through LLCs and trusts, the role of REITs, and the necessity of due diligence when evaluating real estate opportunities. We hope that if you take anything away from this week's episode, it's the importance of maintaining liquidity and a well-rounded investment strategy. In This Episode: 00:00 Introduction to Real Estate Investment 03:02 The Value of Real Estate in Portfolios 05:46 When Real Estate Doesn't Make Sense 09:07 Understanding Tax Implications of Real Estate 11:55 Structuring Real Estate Investments 14:54 Evaluating Real Estate Opportunities 18:02 The Role of REITs and Partnerships 20:49 The Importance of Due Diligence 24:00 Conclusion and Resources Connect with Josh: LinkedIn: https://www.linkedin.com/in/joshuaconiglio/ Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected] Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: [email protected] The podcast and artwork embedded on this page are from TriCord Advisors, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Millionaire University (LS 50 · TOP 0.5% what is this?)Episode: 214. Your Best Year Yet: The Power of Vision and Goals in Business and Life With Chad WillardsonPub date: 2024-12-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationLooking to make 2025 your most intentional and successful year yet? In this episode, host Kirsten Tyrrel sits down with Chad Willardson, entrepreneur, author, and coach, to discuss how to build a thriving business while staying true to your values. Chad shares his journey from corporate America to launching Pacific Capital, along with insights into hiring the right people, setting clear goals, and maintaining balance between business and family life. Whether you're planning your next big move or navigating the challenges of entrepreneurship, Chad's actionable advice will inspire you to align your vision, invest wisely, and create sustainable success! What we discuss with Chad:+ Chad's journey from corporate to entrepreneurship + Hiring for character over skills + Setting clear, measurable goals + Balancing business and family life + Importance of mentorship and coaching + Realistic financial planning for startups + Power of vision and persistence + Early investments for long-term growth + Reflecting and writing down goals + Humility and openness lead to success Thank you, Chad!Check out ChadWillardson.com. Follow Chad on LinkedIn. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices The podcast and artwork embedded on this page are from Millionaire University, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: She's Talkin' Money (LS 54 · TOP 0.5% what is this?)Episode: Stockings Full, Wallets Empty?: Preventing A Holiday Money Hangover with Chad WillardsonPub date: 2024-12-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIt’s no secret—Americans are set to spend a mind-blowing $1.3 trillion this holiday season. But here’s the real question: how much of that spending is driven by guilt, stress, or emotional habits you just can’t shake? In this episode, I’m joined by Chad Willardson, a Certified Financial Fiduciary (CFF), the President and Founder of Pacific Capital and Platinum Elevated, a five-time bestselling author, and a financial pro who helps 8-9 figure entrepreneurs take control of their money. Together, we’re diving deep into the chaos of holiday spending and how you can finally break the cycle of overspending. We’ll talk about why guilt spending feels so hard to stop, why experiences almost always beat material gifts, and how to protect your wallet while still enjoying the season. If you’ve ever felt like your finances are out of control during the holidays, this episode is your permission slip to flip the script and start fresh. What You’ll Learn: Why emotional spending takes over during the holidays—and how to stop it. The dangers of guilt spending and its long-term impact on your finances. How to prioritize meaningful experiences over mindless shopping. Practical tips for planning your spending, even last-minute. How to use past financial regrets to fuel smarter decisions this year. LINKS Chad's website and books Chad on LinkedIn Pacific Capital CONNECT WITH SHANNAH FREEBIE: Show Me the Money Workshop  FREEBIE: She’s Got Wealth Workshop Follow me on Instagram  Courses + Workshops + Money Coaching Information SPONSORS Thanks to Jenny Kayne for sponsoring the show. Get 15% off by going to http://www.jennykayne.com/etm15.  Thanks to Money Picked for sponsoring the show. To schedule a FREE meeting to figure out your next financial steps, go to http://www.moneypickle.com/etm.  Thanks to Wildgrain for sponsoring the show. Wildgrain is offering our listeners $30 off the first box - PLUS free Croissants in every box - when you go to http://www.wildgrain.com/etm to start your subscription. Thanks to Mint Mobile for sponsoring the show. To get your new 3-month premium wireless plan for just 15 bucks a month, go to http://www.mintmobile.com/ETM . Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don’t wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it’s the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Learn more about your ad choices. Visit megaphone.fm/adchoices The podcast and artwork embedded on this page are from Shari Rash | Financial Advisor for Women & Founder of GWA Wealth, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.