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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
Episodes
  • How to Know If You’re Really Ready to Retire!

    How to Know If You’re Really Ready to Retire!
    Jan 22 2026
    Most people think retirement readiness is about hitting a certain dollar amount. In reality, it’s about clarity and confidence.

    In this episode, we walk through the five real signs you’re truly ready to retire, including:

    -Knowing your real retirement number
    -Having a tested, tax-smart income plan
    -Planning for healthcare and Medicare
    -Building a forward-looking tax strategy
    -Retiring to something, not just from something

    If you’ve ever asked yourself, “Will I be okay?” — this episode is for you.

    Schedule a Call: https://www.calendly.com/dpulcini
    Learn More: https://www.sixpointfp.com
    Email: dpulcini@sixpointfp.com
    Show More Show Less
    9 mins
  • Is Social Security Going Broke? The Truth No One Explains Clearly

    Is Social Security Going Broke? The Truth No One Explains Clearly
    Jan 8 2026
    Will Social Security run out of money?

    Headlines say the Social Security trust fund is going broke — but what does that actually mean for retirees and those nearing retirement? In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down what’s really happening with Social Security, what benefit cuts could look like, and how smart retirement planning can protect you regardless of political headlines.

    You’ll learn:
    • What happens if the Social Security trust fund runs out
    • Whether benefits will actually stop (or just be reduced)
    • How Congress could change Social Security rules
    • Why planning for 80% of benefits may be the smarter move
    • How to build a retirement income plan that doesn’t rely on one source

    Fear doesn’t belong in retirement planning — clarity does.

    📅 Schedule a conversation: https://calendly.com/dpulcini
    🌐 Learn more: https://sixpointfp.com

    Educational content only. Not financial advice.
    Show More Show Less
    10 mins
  • Joint Account Mistakes You Don't Want to Make... #MedicaidPlanning

    Joint Account Mistakes You Don't Want to Make... #MedicaidPlanning
    Jan 2 2026
    Adding your name to a parent’s bank account feels helpful — but it can quietly create serious legal, tax, and Medicaid problems.

    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains why joint accounts are one of the most misunderstood estate planning tools and how they can backfire during long-term care and Medicaid planning.

    We discuss:
    • Why joint accounts legally give both people 100% ownership
    • How Medicaid reviews joint accounts during eligibility
    • Whether nursing homes can access joint account funds
    • What happens to a house when long-term care enters the picture
    • Smarter alternatives to joint accounts

    Good intentions aren’t enough.
    Understanding the rules protects your family, your assets, and your relationships.
    Email: dpulcini@sixpointfp.com
    Phone: (585) 295-8117
    Website: sixpointfp.com
    Calendly: calendly.com/dpulcini

    Recorded at ROC Vox Recording & Production, Rochester, NY
    Show More Show Less
    9 mins
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