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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
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Episodes
  • FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered

    FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered
    May 15 2025
    In this FAQ-style episode of The Great Wealth Transfer, host David Pulcini, CFP®, tackles the most common questions he's getting at the gym, soccer games, and lunch tables—from gifting rules to estate tax traps. You’ll learn:
    • Who pays the taxes when you gift $50,000 to your kids?
    • What happens if the estate tax exemption gets cut?
    • Should you put your house into a trust?
    • Will your kids owe taxes when they inherit your IRA?
    • What happens if you die without a will?
    • Why your beneficiaries on accounts matter more than your will.
    David also shares real-life stories and examples, including how one family avoided 14 months of probate by properly using a trust—and another lost everything to a distant cousin.

    Whether you're planning for retirement, building generational wealth, or just want your estate to be simple and smooth—this is an episode you don’t want to miss.
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    16 mins
  • Succession Planning for Business Owners: Avoid These Costly Mistakes

    Succession Planning for Business Owners: Avoid These Costly Mistakes
    May 8 2025
    In this Business Owner edition of The Great Wealth Transfer, Dave Pulcini, CFP®, dives deep into the critical (yet often avoided) topic of succession planning. From family feuds to failed exits, Dave shares real-life cautionary tales of business owners who didn’t have a plan—and the expensive fallout that followed.
    You’ll learn:
    • How to create a bulletproof succession strategy
    • Why “fair” isn’t always equal in family business transitions
    • The must-have legal documents and buy-sell agreements
    • The role of financial advisors, attorneys, and third-party experts
    • How to increase your business valuation before selling
    • When and how to communicate your plan with family and key employees
    This episode is packed with practical steps for any business owner ready to protect their legacy and avoid tomorrow’s family feud.
    Want help creating your plan? Reach out to SixPoint Financial Partners at 585-485-0947 or email dpulcini@sixpointfp.com.
    Subscribe for more estate and legacy planning insights: SixPoint Financial Partners YouTube Channel

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    17 mins
  • “Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms

    “Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms
    Apr 28 2025
    In this high-energy quarterly market update, Dave Pulcini sits down with John Harms for an unfiltered look at what’s really been driving market volatility — from policy-driven swings and tariff talk to consumer sentiment and surprise earnings reactions.
    John breaks down:
    • What GDP and Fed projections mean for your investments
    • Why layoffs haven’t hit yet — and when they might
    • How to view volatility as opportunity (not panic)
    • Why active management may outperform passive in uncertain times
    • The Netflix-to-bonds connection: yes, it’s real
    • His secret to long-term portfolio success: "process beats prediction"
    If you’re wondering whether to dangle your dollars in the market or sit on the sidelines — this is your episode.
    Real talk. Real strategy. No panic.
    Show More Show Less
    1 hr and 1 min

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