Podcast

A podcast to help you manage life’s significant financial transitions

Listen to discussions on how to successfully manage the financial, tax, and psychological issues when facing transitions such as retirement, inheritance, business sale, and sudden wealth events.

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Financial Transitions Podcast

The goal of this podcast is to inform and to empower you. To give you the knowledge and the confidence to make the best decisions you can during a major financial transition. I’m hoping this podcast is one source for you to get the information you need to make the very most of your financial transition!

Meet your host, Robert

What I love about financial transitions – and why I’ve focused on them for nearly two decades – is that they combine my two passions: personal financial and personal development. A good financial transition lets you marry money with meaning. Whether you sell a business, sell stock options, retire, or receive an inheritance, you are able to take this financial event and improve your life. I can’t think of a better calling then to help people make the most of their once-in-a-lifetime opportunity.

Professionally, I’ve been in personal finance and working with clients for over 20 years. I own and manage a financial planning and investment firm in Orange County, CA where we specialize in financial transitions such as retirement, a business sale, inheritance, or sudden wealth. I’ve written four personal finance books, including The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth, have a column on Forbes, and have appeared as a financial expert on TV shows such as Dr. Phil, GMA, 20/20, and others. I have two master’s degrees (financial services and psychology) and am currently completing my PhD in financial and retirement planning.

Meet your host, Robert

orange-county-investment-manager-financial-advisorsWhat I love about financial transitions – and why I’ve focused on them for nearly two decades – is that they combine my two passions: personal financial and personal development. A good financial transition lets you marry money with meaning. Whether you sell a business, stock options, retire, or receive an inheritance, you are able to take this financial event and improve your life. I can’t think of a better calling than to help people make the most of their once-in-a-lifetime opportunity.

I’ve been in personal finance and working with clients for over 20 years. I own and manage a financial planning and investment firm in Orange County, CA where we specialize in financial transitions such as retirement, a business sale, inheritance, or sudden wealth. I’ve written four personal finance books, have a column on Forbes, and have appeared as a financial expert on TV shows such as Dr. Phil, GMA, 20/20, and others. I have two master’s degrees (financial services and psychology) and am currently completing my Ph.D. in financial and retirement planning.