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The Great Wealth Transfer

The Great Wealth Transfer

Auteur(s): ROC Vox Podcast Network
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À propos de cet audio

 Hosted by David Pulcini, CFP®, CEO of SixPoint Financial Partners, The Great Wealth Transfer Podcast dives into one of the most significant financial shifts of our time—the $84 trillion dollar transfer of wealth from one generation to the next.

This podcast provides actionable insights, expert advice, and real-world strategies to help families, professionals, and businesses navigate the complexities of preserving, managing, and growing their financial legacies. From tax planning and estate management to investing and philanthropy, each episode equips listeners with the tools to make informed decisions and secure their financial future.

Whether you're preparing to pass down wealth or aiming to build a lasting legacy, The Great Wealth Transfer Podcast is your go-to resource for all things wealth, family, and planning. Tune in for engaging conversations with industry experts and inspiring stories that illuminate the path to financial success across generations.
©2025 Six Point Financial Partners Finances personnelles Économie
Épisodes
  • Why Your Investment Plan Needs To Outlive You

    Why Your Investment Plan Needs To Outlive You
    Jun 26 2025
    $84 trillion is changing hands in the next 20 years — will your family be ready?

    Welcome to The Great Wealth Transfer — where we break down how to protect, grow, and pass on wealth across generations. In this first episode of our six-part series, David Pulcini, CFP®, unpacks investment strategies that outlive you, reduce taxes for your heirs, and create real clarity for the people you love.

    In this episode:
    • Why your investment plan is incomplete if it ends with you
    • How one client’s $2.5M portfolio played out for his kids
    • The 3 strategies to protect wealth after you're gone
    • Why a video message could be the most important investment you leave behind
    Book a call with SixPoint Financial Partners: https://calendly.com/dpulcini

    Contact: dpulcini@sixpointfp.com
    Learn more: https://sixpointfp.com

    Subscribe for more episodes on taxes, retirement income, estate planning, and how to build a true financial legacy.
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    14 min
  • The Legacy Process™: Our Proven System to Leave a Legacy That Lasts

    The Legacy Process™: Our Proven System to Leave a Legacy That Lasts
    Jun 12 2025
    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down the LEGACY Framework — a 6-step estate planning system designed to help you protect your wealth, minimize taxes, avoid probate, and give with purpose.

    What You'll Learn:
    • How to list and organize your financial assets
    • Why goals (not just documents) are the heart of a true estate plan
    • What documents you actually need (and where to store them)
    • The tax traps of IRAs and how to plan around them
    • Why a trust offers more than a will alone
    • How one yearly meeting can save your family from chaos
    Avoid the biggest estate planning mistake: doing nothing.

    Schedule a consultation: Select a Date & Time - Calendly

    Website: https://www.sixpointfp.com
    Call: 585-485-0947
    Email: dpulcini@sixpointfp.com
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    26 min
  • Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business

    Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business
    Jun 5 2025
    Sudden Wealth is one of the biggest financial transitions you’ll ever face—so don’t go it alone. Whether from an inheritance, business sale, lottery win, or settlement, a financial windfall can change your life—and not always in the way you expect.

    In this episode of The Great Wealth Transfer, financial advisor David Pulcini, CFP®, shares:

    • The 4 most common mistakes people make after receiving sudden wealth
    • How to avoid taxes, scammers, and poor decisions
    • The 5-step framework to turn a windfall into lifelong financial security
    • Emotional traps like guilt, identity changes, and family pressure
    • Real-life stories and strategies you can use today
    Learn how to handle a windfall with purpose and build a lasting legacy.

    Need personalized guidance? Let’s talk.
    → Book a 20-minute intro call:
    Select a Date & Time - Calendly

    Email: dpulcini@sixpointfp.com
    Call: 585-485-0947

    Subscribe to The Great Wealth Transfer for real-life strategies on inheritance, taxes, and legacy planning.
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    17 min

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