Matrix Moments, by Matrix Partners India, is a podcast series dedicated to the founders, startups and all those within the ecosystem, through candid conversations on what we think it really takes to survive in this wild, wild startup world. In a world where we are endlessly engulfed with information in all its forms and sizes, this is our attempt to create, curate and bring to you the insights and reflections that we have had the luxury of having learned the hard way, through all the years s ...
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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. 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.
5% of Americans are constantly stressed about money. Chad's trademarked Financial Life Inspection helps people identify their complete financial landscape (healthcare, real estate, insurance, investments, etc.) and helps them identify their goals behind their financial strategy. Chad is here today to help you identify your goals and find a WHY for your financial plan.
Connect with Chad:
- Check out his book Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom
- Check out his new book "Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest"
As you can already tell we have made some changes and a few more are on the way. If you are interested in what we have planned, head over to Patreon.com/REImastermind, and support the show today. Financial contributions are always appreciated along with a LIKE, SHARE, and REVIEW. It really helps us grow and reach more people with this valuable information. See you next time and tell a friend!
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"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD