Robert's new book on what comes next.
AI changed your work. AGI will change your worth.
The Day After AGI is a guide to help you position your money and own what's coming. Available 2026.
What I do
I write books about the money that arrives at a turning point. A business sale. A retirement date. A windfall. Or Heavy Money, from an inheritance or a legal settlement.
I'm also a financial advisor — a partner and senior wealth advisor at Beacon Pointe Advisors, a CFP® professional with a doctorate in financial planning and a master's degree in psychology, and one of roughly 50 CFP Board Ambassadors in the country.
These moments are different from regular financial planning. The decisions are bigger, the window is shorter, and the mistakes are permanent. That's what the books are about.
This site is for the writing. If something here raises a question, write to me. I read everything that comes in.
Recent Writing
The latest ideas on money, financial freedom, and what matters.
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Read Oracle’s filing again and watch the capital, not just the jobs. In the same annual report where Oracle’s headcount fell by about 21,000, it laid out an enormous AI infrastructure buildout. Oracle spent 55.7 billion dollars on capital expenditures in the fiscal year that just ended. For the current year management guided to about…
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If your buyer is backed by private equity, there is a growing chance you are not being acquired as a new platform. You are being acquired as an add-on to one the firm already owns. That single fact changes what the offer on the table actually means. Add-on acquisitions have quietly become the dominant way…
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Dario Amodei (@DarioAmodei) runs Anthropic (@AnthropicAI), one of the largest AI companies in the world. This week he published a long essay on how policy should respond to what he calls the AI exponential. Most of the coverage will treat it as a Washington story about regulation and tax. I want to pull out the…
About Robert
Three decades at the intersection of wealth and life-changing events
Robert Pagliarini is a CERTIFIED FINANCIAL PLANNER™ professional with a doctorate in financial and retirement planning and a master’s degree in psychology. He's a partner and senior wealth advisor at Beacon Pointe Advisors.
He's spent more than thirty years working with people after the ground moves — sudden wealth, the sale of a business, retirement, and Heavy Money from an inheritance or legal settlement. He's written eight books on personal finance. The work and the books have always sat at the same intersection. An event, the money, and the life the money has to support.