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
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Jan 21 202513 mins