• The Rule of 72: How to Grow & Protect Your Wealth for Generations

  • Mar 4 2025
  • Durée: 15 min
  • Podcast

The Rule of 72: How to Grow & Protect Your Wealth for Generations

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  • The Rule of 72: How to Grow & Protect Your Wealth for Generations

    $84 trillion is set to change hands over the next 20 years. The question is—will your wealth grow into a lasting legacy, or disappear within a generation?

    In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, walks you through three critical investment strategies to ensure your wealth outlives you.

    Using the example of Dave and Sue, a couple with $2.5 million in savings, we explore how smart investing and strategic planning can turn their nest egg into $10 million, $20 million, or even $40 million for their heirs.

    • The Rule of 72 – How compounding can exponentially grow your wealth
    • Investing for Growth Without Unnecessary Risk – Balancing returns and market stability
    • Liquidity vs. Long-Term Growth – Why your estate needs a mix of assets
    • Aligning Investments with Beneficiaries' Needs – Making sure your heirs are set up for success
    If you or someone you know is planning their financial legacy, now is the time to take action.

    Email: Dpulcini@sixpointfp.com
    Call the office: 585-485-0947

    Don’t forget to like, subscribe, and turn on notifications so you never miss an episode!
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