Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
Book Banter with Dianne Burckhardt - Book Talk Podcast - S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author

S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author

11/13/24 • 31 min

Book Banter with Dianne Burckhardt - Book Talk Podcast

Join the conversation, text us now.

Hello Happy People,

We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently .

Following the success of his previous bestsellers, Fit for Wealth , Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available.

It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures.

Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated.

Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.

Chad's WebsiteChad on LinkedInChad on Amazon

If you would like to book an interview with Chad Willardson please contact his PR representative at [email protected]

Support the show

BurckhardtBooks.com:

About Dianne:

Support Us:

FREE options. Learn more, Click here!

plus icon
bookmark

Join the conversation, text us now.

Hello Happy People,

We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently .

Following the success of his previous bestsellers, Fit for Wealth , Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available.

It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures.

Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated.

Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.

Chad's WebsiteChad on LinkedInChad on Amazon

If you would like to book an interview with Chad Willardson please contact his PR representative at [email protected]

Support the show

BurckhardtBooks.com:

About Dianne:

Support Us:

FREE options. Learn more, Click here!

Previous Episode

undefined - S3 EP 143: Sebastian Dureaux-Russell, Author of Burning with a Blue Flame

S3 EP 143: Sebastian Dureaux-Russell, Author of Burning with a Blue Flame

Join the conversation, text us now.

Bleeped words due to some censors: sh00ting up hero!n, prostitute, s*x, s*xuality, g*n
Hello Happy People,
With recent world events, we are choosing to focus on the thing that make us happy, talking to authors about books. Today Dianne shares her conversation with author Sebastian Dureaux-Russell. Readers of Book Banter Magazine may recognize Sebastian's name and book cover from a previous issue when he was a featured poet in the April/May 2024 issue. His poem, Ethan Frome Sled , speaks to a need for reinvention and creation while blending literary nostalgia.

It is not surprising to find that Sebastian has an incredibly deep pool of talent to draw from to feed his creative works. Educated at Duke Ellington School of the Arts and The International Center of Photography, Sebastian is not just an accomplished writer, but is also an award-winning photographer, speaker, and a former model who can perform the “Dior Turn”.

In addition to his award-winning photography, Sebastian has written for numerous publications including Where Magazine, Travel Weekly, and The New York Times . However, in recent years his focus has shifted from writing articles to literary fiction.

His award-winning debut novel, Burning with a Blue Flame , is a historical fiction adventure the centers around Pilot Elmer Darrel. Elmer agrees to compete against race car driver Humbolt Bratka. These men are both trying to reconcile their own personal demons as they speed toward the finish line while navigating through a maze of distractions including speakeasies, passionate interludes, and plenty of jazz.
With all the accolades Sebastian has earned, it is difficult to imagine that at one time he struggled in school. To find out more just listen to today's episode and hear all the fascinating tales from the author himself. Don't wait, go listen now!

Sebastian's Website Sebastian on Facebook

Support the show

BurckhardtBooks.com:

About Dianne:

Support Us:

FREE options. Learn more, Click here!

Next Episode

undefined - S3 EP145: David Atkinson, Musician and Author of Future Proof

S3 EP145: David Atkinson, Musician and Author of Future Proof

Join the conversation, text us now.

Hello Happy People,

Today Dianne shares her interview with Edinburgh based writer and musician, David Atkinson. David attributes his love of reading to being a significant force, pushing him toward eventually pursuing a career in writing. From a young age he remembers being a voracious reader and even having a fondness for the classics that other his age tended to shun.

Even though David is an Amazon bestselling author, he still works a “day job” and one that could not be much more removed from his creative pursuits. Working in financial services, David find’s his writing to be a form of escapism from the less creative side of his life, but writing is not his only creative outlet. He is also an accomplished musician and used that talent to create a soundtrack for his latest book.

While David has not yet been able to transition to being a full-time writer, he has had a good deal of success with the books he has published. His first novel, Love Byte , was published by Buried River Press. This romantic comedy not only made him a bestselling author, but put him on a shortlist for the Romantic Comedy Novel of the Year Award (2015) by the Romantic Novelists’ Association.

David later followed that book with another romantic comedy, Squeezed . His third book in this genre, The Second Life of Nathan Jones , was published by One More Chapter, an imprint of Harper Collins.

With hundreds to thousands of positive reviews for his traditionally published, romantic comedies, one would think it would be logical for David to continue publishing these types of books. However, his greatest success was yet to come when he took a chance on another genre and turned to self-publishing.

Future Proof is a listed on Amazon.com as a time travel, comedy/drama and nearly a year after publication, it is still – as of this writing – sitting in the top 25 in at least three categories.

  • #1 in Time Travel Romance
  • #2 in British & Irish Humor & Satire
  • #3 in Time Travel Science Fiction

David on AmazonDavid on Facebook

Support the show

BurckhardtBooks.com:

About Dianne:

Support Us:

FREE options. Learn more, Click here!

Episode Comments

Generate a badge

Get a badge for your website that links back to this episode

Select type & size
Open dropdown icon
share badge image

<a href="https://goodpods.com/podcasts/book-banter-with-dianne-burckhardt-book-talk-podcast-250278/s3-ep144-chad-willardson-wealth-management-expert-and-amazon-bestselli-78311840"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to s3 ep144: chad willardson, wealth management expert and amazon bestselling financial author on goodpods" style="width: 225px" /> </a>

Copy