177: Net Worth of 10M+ - Elected City Treasurer and Small Business Owner

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8 • 872 Ratings

🗓️ 15 March 2021

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.

To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/

Transcript

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0:00.0	Successful investing is goal focused and planning driven.
0:05.0	Failed investing is market outlook focused.
0:08.0	It's reactionary. It's looking at the headlines.
0:10.0	It's trying to get excited about the trends and things that are
0:13.6	happening in the moment. Whereas the long-term success really comes from
0:17.0	consistency and discipline and commitment, no matter what's happening, I am
0:21.6	saving money into investing every single week.
0:25.0	Monday morning it happens every week consistently gives me 52 chances a year to find
0:29.3	opportunities and bargains and to just be committed to my plan.
0:33.0	You're listening to the Millionaires Unvealed Podcast,
0:37.0	where you'll hear the stories and interviews of everyday millionaires.
0:41.0	We'll unveil their decisions,
0:44.0	their strategies, and their current portfolio allocation.
0:48.6	Now to your hosts, Clark Sheffield and Jace Mattson.
0:57.5	Welcome back to another episode of the Millionaires of Mail podcast. This is episode 177, Clark.
0:59.6	How's it going?
1:00.4	What's going on in your world?
1:01.7	They're doing good. Not a whole lot going on in my world. Doing good.
1:03.0	Not a whole lot going on in my world, just same old, really, busy time of the year for us,
1:07.0	but nothing crazy.
1:08.0	What about you?
1:09.0	Yeah, man, same here, it's busy getting ready for spring here,
	...

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