Manage series 1174486
By Sudden Wealth Radio. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
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 firstname.lastname@example.org.