The Great Wealth Transfer

Auteur(s): ROC Vox Podcast Network
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  • Résumé

  • 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
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Épisodes
  • Estate Planning 101

    Estate Planning 101
    Jan 27 2025
    Welcome to Episode 2 of The Great Wealth Transfer podcast: Estate Planning 101.
    In this episode, host Dave Pulcini dives into the essential steps to create an estate plan that protects your legacy, avoids costly mistakes, and minimizes stress for your loved ones. Dave explains why estate planning isn’t just for the wealthy—it’s for everyone. You'll learn how to:
    • Create or update a will and understand the power of trusts.
    • Avoid probate and costly delays.
    • Align beneficiary designations with your intentions.
    • Handle personal belongings to prevent family disputes.
    • Minimize taxes and maximize what you leave behind.
    Dave also shares real-life stories illustrating the consequences of not planning properly and provides actionable steps to start today, including coordinating beneficiaries, managing bank accounts, and reviewing your plan annually.
    Don’t leave your legacy to chance—tune in to learn how to secure your family’s future and preserve what you’ve worked hard to build.
    Got questions or need help finding an estate attorney? Email us at dpulcini@sixpointfp.com
    Want to schedule a 1 on 1 meeting with Dave? Fill out this form and a member of his team will reach out to you shortly!

    Be sure to like, subscribe, and hit the notification bell to stay updated on future episodes!
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    25 min
  • What is The Great Wealth Transfer?

    What is The Great Wealth Transfer?
    Jan 21 2025
    Welcome to the first episode of The Great Wealth Transfer podcast! In this episode, we dive into one of the most significant financial phenomena of our time—the Great Wealth Transfer. Over the next two decades, trillions of dollars will pass from one generation to the next, creating opportunities and challenges for individuals, families, and financial advisors alike.

    Join host Dave Pulcini, Founder of SixPoint Financial Partners, as he unpacks what this wealth shift means for you. From understanding the key drivers behind this transition to exploring its implications on taxes, legacy planning, and family dynamics, this episode sets the stage for everything you need to know about navigating this once-in-a-lifetime financial event.

    Whether you’re planning to leave a legacy, receive an inheritance, or advise others through this process, this podcast will give you the insights and strategies to thrive during this transformative era.

    Tune in, subscribe, and join the conversation as we embark on this journey to understand The Great Wealth Transfer and its impact on your financial future.

    Don’t forget to like, share, and subscribe for more episodes every.

    Links & Resources:
    Interested in setting up a 1 on 1 meeting with Dave? Please fill out this form:
    Connect with Dave Pulcini: LinkedIn
    Learn More About SixPoint Financial Partners: www.sixpointfp.com

    Powerful by MaxKoMusic | https://maxkomusic.com/
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY-SA 3.0
    https://creativecommons.org/licenses/by-sa/3.0/
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    13 min
  • The Great Wealth Transfer

    The Great Wealth Transfer
    Jan 21 2025
    The Great Wealth Transfer Podcast

    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.

    Powerful by MaxKoMusic | https://maxkomusic.com/
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY-SA 3.0
    https://creativecommons.org/licenses/by-sa/3.0/
    Voir plus Voir moins
    3 min

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