Chad Willardson is the President and Founder of Pacific Capital, and best-selling author of Stress Free Money. Chad recounts how and why he turned down a 100-million-dollar client, and the effects that decision had on his company. He also shares advice for passing along not just our money to our kids, but, most importantly, our values and principles regarding finances. This is the focus of his upcoming book, Smart not Spoiled, releasing Sep 14th, 2021.

Learn more about the financial services offered by Pacific Capital: https://www.pacificcapital.com/

Connect with Chad: linkedin.com/in/chadwillardson