Why Your Investment Plan Needs To Outlive You
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Why Your Investment Plan Needs To Outlive You
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About this listen
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
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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