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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Jul 24, 2023

So, you finally won the lottery. Avoid the common pitfalls of sudden wealth and take these steps to protect yourself:

  • Secure your ticket – take a copy and place in a safety deposit box

  • Hire good counsel – a financial advisor, CPA, and an estate lawyer 

  • Set up a trust

  •  Hire media representation

  • Don't give it all away to charity or friends/family

  • Have a plan figured out before you start spending

Recorded July 20,2023