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Badass Retirement

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Manage series 1174486
Content provided by Badass Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Badass Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I am a national expert on sudden wealth. My wealth management firm (www.PacificaWealth.com) has developed a unique process for handling the financial--and often psychological--issues of sudden wealth from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a sudden wealth event and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, I am able to provide them with instant insight into what they have and a comprehensive strategy to protect it and manage it. I am a CFP with master’s degrees in financial services and psychology. I am a #1 national bestselling financial author and have appeared as a financial expert on such shows as Dr. Phil, Good Morning America, 20/20, ABC News, and Katie Couric. Contact me at robert@pacificawealth.com.
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7 episodes

Artwork

Badass Retirement

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Manage series 1174486
Content provided by Badass Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Badass Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
I am a national expert on sudden wealth. My wealth management firm (www.PacificaWealth.com) has developed a unique process for handling the financial--and often psychological--issues of sudden wealth from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a sudden wealth event and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, I am able to provide them with instant insight into what they have and a comprehensive strategy to protect it and manage it. I am a CFP with master’s degrees in financial services and psychology. I am a #1 national bestselling financial author and have appeared as a financial expert on such shows as Dr. Phil, Good Morning America, 20/20, ABC News, and Katie Couric. Contact me at robert@pacificawealth.com.
  continue reading

7 episodes

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