What’s the first thing you should do if you receive a sudden windfall, such as an inheritance, legal settlement, or bonus?

Robert Pagliarini, president of Pacifica Wealth Advisors and author of The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth, gives advice on how to take control of the situation. How do you get proper financial help and guidance, and how should you deal with people who want a slice of your newfound wealth?


Most of us accrue wealth not through a windfall but through savings and compound growth. One popular investment vehicle to grow wealth is ETFs (Exchange Traded Funds). Listen to learn more about ETFs and if they are suitable for your situation. Also on the show is surprise guest Zack the Puppet, CFPP, who talks about a new financial educational resource.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com


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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at [email protected]