Posts Tagged ‘Sudden Wealth Planning’

21 Innovative Ideas for Office Pools

By Robert Pagliarini on May 18, 2017

Robert was recently featured on Fit Small Business, offering expert advice on successfully setting the rules for a fair office lottery pool. Read the full article here: 21 Innovative Ideas for Fun Office Pools

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Robert Featured in The New York Times

By Robert Pagliarini on January 5, 2017

What’s the best way to manage sudden wealth? What steps should you take if you receive a windfall? Find the answers to these questions, as well as crucial advice from Robert Pagaliarini and other financial professionals in the latest “Ask Briana” Q&A column in The New York Times.

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What Should You Do If You Get a Sudden Wealth Windfall?

By Robert Pagliarini on September 22, 2016

Robert Pagliarini and his latest book, The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth, were recently featured on the Goldstein on Gelt Show. In the episode, Robert discusses how you can find proper financial help and guidance if you receive a sudden windfall — either from an inheritance, lawsuit, lottery win, or any…

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Sudden Wealth Mental Accounting

By Robert Pagliarini on September 2, 2015

Regardless of the source of the money, logically, we know the value is the same, but somehow, a dollar we earn is “worth” more than the dollar we find. Research shows that those who won money in a radio contest were more likely to spend the money than those who earned it by working overtime…

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The Billionaire’s Conundrum: Achieving Happiness

By Robert Pagliarini on September 1, 2015

Perhaps money can’t buy happiness after all. Minecraft creator and billionaire Markus “Notch” Persson revealed over the weekend that he is extremely depressed and dissatisified with his life. This may come as a surprise to anyone who’s ever struggled to make ends meet. In September 2014, Persson sold Minecraft for $2.5 billion.With his newly acquired sudden…

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Turning Sudden Wealth Into Lasting Wealth

By Robert Pagliarini on May 6, 2015

Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family gathering in 1973, there were no millionaires among them. His fortune eroded within two generations of his passing.…

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Robert Pagliarini Chosen As CFP Ambassador

By Robert Pagliarini on December 18, 2014

NEWS RELEASE  Certified Financial Planner Board of Standards Expands Ambassador Program with Appointment of Robert Pagliarini as CFP Board Ambassador for Orange County He Will Serve as a Local Resource for Personal Finance Issues   ORANGE COUNTY, CA, December 15, 2014 – Certified Financial Planner Board of Standards, Inc. has expanded its CFP Board Ambassador…

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How Athletes Go Bankrupt

By Robert Pagliarini on November 21, 2014

How Athletes Go Bankrupt I just read about professional hockey player Jack Johnson’s financial troubles. We’ve heard this story many times before with other athletes and celebrities, but I still get sick to my stomach every time I see this because it is entirely preventable. There is no reason an athlete who works for nine…

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Robert Interviewed For CNBC: Don’t Let Sudden Wealth Leave You Broke

By Robert Pagliarini on October 2, 2014

Robert Pagliarini recently appeared in an article on CNBC entitled “Sudden Wealth Can Leave You Broke.” Read an excerpt from the piece below, then check out the full article on CNBC. ***** Most people want to start spending their money right away, and their list of desires is long. Delaying major life-altering decisions, such as moving…

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Robert Pagliarini Selected As a “Wealth Advisor with a Heart” By Trust & Estates Journal

By Robert Pagliarini on September 26, 2014

Robert was recently featured by WealthManagement.com as a Wealth Advisor with Heart for philanthropic work with his Band of Brothers nonprofit organization. When Typhoon Haiyan hit the Philippines and devastated Molocabac Island in November 2013, Band of Brothers sprung into action to provide struggling families with food and water and help them rebuild homes and…

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