Posts Tagged ‘Sudden Wealth Advisor’
Sudden Wealth Radio – Interview with Joe Cordell
How Athletes Go Bankrupt
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…
Read MoreInheritance Planning: How to Minimize Family Fighting
Should you rely on “will power” to bequeath assets? The more complex your estate, the more ill-advised that choice becomes. Having only a will in place when you die may not be enough. As MarketWatch noted recently, research from the Williams Group (a major estate planning firm) indicates that estate fights reduce inherited wealth for…
Read MoreRobert Interviewed For CNBC: Don’t Let Sudden Wealth Leave You Broke
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…
Read MoreRobert Pagliarini Selected As a “Wealth Advisor with a Heart” By Trust & Estates Journal
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…
Read MoreImportant Information for Beneficiaries
If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we do need to know what to do financially if and…
Read MoreSudden Wealth Radio: Sports Entertainment Group 2014 Retreat Keynote Speech
Why I Arm-Wrestled NFL Player Dee Ford
What would possess me to arm wrestle first-round draft pick Dee Ford? There are no lengths I won’t go to in order to teach people about money… You can read why in the column I wrote for AOL titled “I Arm-Wrestle NFL Rookie Dee Ford to Teach Athletes About Money.”
Read MoreRobert Keynotes 2014 Sports Entertainment Group Retreat
Robert was invited to keynote the Sports Entertainment Group 2014 Retreat in Las Vegas to 50+ NFL players. He was invited by attorney and sport’s agent Adisa Bakari, partner at Kelley Drye & Warren and chair of The Sports Entertainment Group because of his expertise in turning sudden wealth into lasting wealth. The theme of…
Read MorePacifica Wealth Advisors is a Proud Supporter of Suits for a Cause
Pacifica Wealth Advisors is a proud supporter of Suits for a Cause, an annual event that brought together more than 50 legal and financial firms, groups and companies in 2014. The annual clothing drive is sponsored by WHW (Women Helping Women/Men2Work), an Orange County non-profit organization that provides comprehensive employment support services for low-income men, women and…
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