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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
  • 5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement

    5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement
    Dec 11 2025
    The IRS may be your biggest heir — unless you take control.
    With $84 trillion set to change hands over the next 20 years, your retirement accounts could become a massive tax burden for your family. In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down 5 practical moves to help reduce lifetime taxes, avoid forced withdrawals, and protect your legacy.

    You’ll learn:
    How to diversify your tax buckets (pre-tax, after-tax, Roth)
    Smart Roth conversion strategies while rates are historically low
    The difference between asset allocation and asset location
    How the SECURE Act’s 10-Year Rule impacts your children
    Why a lifetime withdrawal plan beats an RMD-only plan
    How to prevent the IRS from inheriting more than your family

    Whether you're planning your own retirement or preparing to pass wealth to the next generation, these strategies help you keep more of your money in your family’s hands — not the government’s.

    Want personalized guidance?
    Schedule a call with Dave: 585-485-0947
    Email: dpulcini@sixpointfp.com

    Subscribe for more Great Wealth Transfer insights: YouTube.com/@SixPointFinancialPartners

    #RetirementPlanning, #financialplanning, #investmentstrategy, #taxplanning, #RothConversions
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    12 min
  • The Market Is Going to Go Down — Here’s the Part No One Tells You

    The Market Is Going to Go Down — Here’s the Part No One Tells You
    Dec 2 2025
    The market will drop — it always does. The question isn’t if, it’s whether you’re positioned to take advantage of the opportunity. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down four smart moves you can make during market declines to strengthen your long-term plan and reduce future taxes.

    You’ll learn:
    ✓ How tax-loss harvesting creates real savings
    ✓ Why rebalancing forces you to “buy low” automatically
    ✓ How Roth conversions become more powerful when markets fall
    ✓ When deploying cash can create long-term upside

    You’ll also hear the two biggest mistakes investors make in down markets — cashing out and stopping contributions — and how those decisions can derail retirement.

    If you want a calm, disciplined playbook when the headlines turn scary, this episode is for you.

    Connect with Dave Pulcini, CFP®
    Phone: 585-485-0947
    Email: dpulcini@sixpointfp.com

    Schedule a time: https://calendly.com/dpulcini

    YouTube: https://www.youtube.com/channel/UCPLDBtMdf2Osu9L3_AtzFnw
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    6 min
  • Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make

    Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make
    Nov 20 2025
    Feeling ‘retirement rich’ but cash poor? You’re not alone. Millions of people under 55 have most of their wealth locked inside retirement accounts they can’t touch without penalties. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down how to fix that gap — and build real financial flexibility today without sacrificing your long-term retirement security.

    You’ll learn:
    • Why having $1M+ in retirement accounts can still leave you feeling broke
    • The “retirement rich, cash poor” trap most savers fall into
    • How to balance pre-tax, Roth, and taxable accounts for maximum flexibility
    • The three smartest ways to save when every dollar counts
    • How small annual increases in savings create massive long-term upside
    • Strategies to engineer your future tax bracket
    • Why taxable investing might be your missing wealth-building tool

    If you’re under 55 and want more control, more liquidity, and a smarter plan for tomorrow—this episode is for you.

    Contact SixPoint Financial Partners
    Phone: 585-485-6048
    Email: dpulcini@sixpointfp.com
    Schedule a consult: https://calendly.com/dpulcini

    Website: SixPointFP.com
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    5 min
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