A Conversation With Chad Willardson: How To Teach Financial Principles To Kids

Investment advisory services are provided by Pacific Capital Wealth Advisors, Inc. (doing business as Pacific Capital), an SEC registered investment adviser. The firm only transacts business in states and jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

For additional information about our fees, services, and disclosures, please refer to our Form ADV Part 2A, which is available upon request or online at www.adviserinfo.sec.gov.

In a conversation with Strategic Coach, Chad Willardson shares his approach to teaching kids essential financial skills often missing from traditional education. After realizing his children needed a solid understanding of money, he developed a curriculum focused on finance, entrepreneurship, and life skills beyond school standards. His book, Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest, serves as a guide for parents looking to instill financial literacy, emphasizing the importance of learning to earn, save, and value money responsibly.

Willardson advocates for a family-focused education that prepares kids for real-world financial success, encouraging parents to consider values and skills that schools may not cover. For more insights, read the full article on Strategic Coach.