The Great Wealth Transfer Podcast By ROC Vox Podcast Network cover art

The Great Wealth Transfer

The Great Wealth Transfer

By: ROC Vox Podcast Network
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About this listen

 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 Economics Personal Finance
Episodes
  • Retirement Income - How Much Do You REALLY Need?

    Retirement Income - How Much Do You REALLY Need?
    Jul 3 2025
    YouTube Description (SEO-Rich): What if your retirement plan isn't just about you? In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down what most retirement plans get wrong—and how to build a retirement income strategy that serves both you and the people you love. You'll learn:
    • How much you really need to retire
    • What a financial advisor actually does for income planning
    • When to take Social Security or pensions
    • The truth behind RMDs and tax bracket creep
    • The Die With Zero mindset: spend with intention, not fear
    • How to help your aging parents without sacrificing your own retirement
    • Whether you should pay off debt before retiring
    Real-life examples. Proven strategies. No sales pitch—just a plan. Listen, subscribe, and share with someone who’s worried about retirement. Ready to build your plan?

    Contact us at SixPoint Financial Partners:
    dpulcini@sixpointfp.com
    585-485-0947

    https://sixpointfp.com

    Don't forget to subscribe for more content on estate planning, tax strategies, and retirement income!

    #RetirementPlanning #FinancialFreedom #WealthTransfer #RothConversions #GreatWealthTransfer #TaxStrategy
    Show more Show less
    25 mins
  • 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 mins
  • 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
    Show more Show less
    26 mins
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