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Sudden Wealth

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Why I Arm-Wrestled NFL Player Dee Ford

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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.”        

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Robert Keynotes 2014 Sports Entertainment Group Retreat

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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…

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Sudden Wealth Financial Planning

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A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity to live and work on your terms.…

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Robert Pagliarini Quoted in New York Times Column on the Lottery

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Robert Pagliarini was quoted in a New York Times column by John Tierney titled “How to Win the Lottery (Happily)“. Here is an excerpt: If you have won the lottery, or if you plan to do so, please keep reading this column. The information is vital not just to your happiness but also to the…

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Best Financial Advisor for Lottery Winners

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As a lottery winner, you are likely to be barraged by tax, legal, and financial issues. The only method to successfully navigate your way through the complexity is to have a team of experts who are the best at what they do. The question is, who is the best financial advisor for lottery winners? I’ve…

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Robert on Pro Sports Live Bloomberg Radio

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On most Saturday mornings I am watching my daughter do Brazilian jiu-jitsu, but this Saturday I had the pleasure of being on the syndicated Bloomberg radio show, “Pro Sports Live” talking about athletes, sudden wealth, and why athletes go broke. Have a listen…  

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Is the Lottery a Good Investment?

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In a recently Forbes column I wrote, I make the case why the lottery is a good investment. No, not a good financial investment, but a good investment in yourself. Here’s a snippet: The real question is not what toys you would buy or even how winning the lottery would change your life. The better…

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Office Lottery Pool: 5 Rules

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If you play Powerball or Mega Millions in an office lottery pool, you should be forewarned. If you are lucky enough to win, you may be unlucky in litigation. Many office lottery pools end up in litigation because they are not structured correctly. I wrote a column for Forbes called “5 Rules if You Play…

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Robert Pagliarini Provides Lottery Winner Advice on BBC Radio

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Robert Pagliarini was asked to provide lottery winner advice and was interviewed on BBC Radio today regarding the sudden wealth effect of winning the lottery. The lottery was making big news after Margaret Loughrey won 27 million pounds in this week’s Euromillions Lottery. You can read about her lottery win on the BBC News website. Margaret…

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States that Allow Anonymous Lottery Winners

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How can you become an anonymous lottery Powerball winner? If you thought winning the Powerball lottery was difficult, try remaining anonymous! While it may be difficult to remain anonymous if you win the Powerball lottery, it’s not impossible. But first, why would you want to remain anonymous? Why not raise the big cardboard check high…

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