Why Retirees Struggle - Chad Willardson Interview

Today's video is an interview with Chad Willardson, president and founder of Pacific Capital in California. Chad is a certified financial fiduciary and a chartered retirement planning counselor. He has a lot of experience helping people live their ideal retirement.

Look for the topics we discussed below so you can skip to what is most interesting to you.

Some of the topics we discuss are the differences between retirees who have retired well and those who struggle. Chad also shares a little bit on retirees that have continually grown their purpose and their significance in retirement. Lastly, he shares how to pass values onto your kids and grandkids because as important as the money part is, wisdom is even more important.

Dave Zoller, CFP®

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00:00 Intro
01:00 Successful Retirees vs Those Who Struggle in Retirement
03:52 Worries About Current Events That Impact Retirement
06:20 How to Grow Purpose & Satisfaction in Retirement
08:55 Example of Purpose After Selling a Big Business
11:00 Passing on Values (as well as money) to Kids and Grandkids
13:33 Business Owners - A Different Look at Retirement
16:05 Beware of The "FAD Retirement Diet"


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MUSIC:
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