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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
  • Are You Ready To Retire?

    Are You Ready To Retire?
    Oct 9 2025
    You saved, invested, and stayed calm — so why does your retirement plan still flash red at age 85?
    In this episode of Retire Without Regret, David Pulcini, CFP® explains why even households with $2M+ can face late-life shortfalls — and how to fix them. We cover realistic inflation, tax-smart withdrawals, Social Security timing, portfolio design that beats inflation (not just volatility), and healthcare assumptions that won’t blindside you.

    You’ll learn:
    • The Kevin & Sarah case: $2.2M saved, still a projected gap
    • 5 hidden risks that quietly sink plans (inflation, taxes, timing & more)
    • How to map year-by-year income and stress-test before claiming Social Security
    • Why “too conservative” can be just as risky in retirement
    • Action steps to retire without regret

    Book a call: 👉 https://calendly.com/dpulcini

    Questions? Call 585-485-0947 or email dpulcini@sixpointfp.com

    Subscribe for more on the Great Wealth Transfer & Retire Without Regret.

    #RetireWithoutRegret, #GreatWealthTransfer, #RetirementPlanning, #TaxSmartRetirement, #RothConversion, #InflationProtection, #SixPointFinancialPartners, #DavidPulciniCFP
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    14 mins
  • Retire Without Regret - Do You Really Have a Retirement Plan?

    Retire Without Regret - Do You Really Have a Retirement Plan?
    Oct 2 2025
    In this bonus episode of Retire Without Regret, financial advisor Dave Pulcini shares 3 actionable steps for people who feel ‘behind’ on retirement savings. You don’t need $2 million to retire well—you need a clear plan.

    You’ll learn how to maximize catch-up contributions, diversify your account types, and build a personalized retirement timeline. Plus, Dave explains the mindset shift that helps you focus on what you do have, so you can retire with confidence.

    📞 Call SixPoint Financial Partners at 585-485-0947
    📧 Email Dave: dpulcini@sixpointfp.com
    📅 Schedule a consultation: https://calendly.com/dpulcini
    🔔 Subscribe now so you don’t miss the next episodes in the Retire Without Regret series.

    ▶ Watch the full Retire Without Regret playlist: https://youtu.be/hvH1yseIrCE
    Show More Show Less
    6 mins
  • Retire Without Regret - Can I Retire Yet?

    Retire Without Regret - Can I Retire Yet?
    Sep 4 2025
    Welcome to Retire Without Regret — a new series from The Great Wealth Transfer.Too many people enter retirement with unanswered questions, hidden tax traps, and the constant fear of running out of money. This series is here to change that.In this very first episode, David Pulcini, CFP®, introduces the Retire Without Regret framework — a simple, powerful process to help you:
    • Understand how much you really need to retire
    • Avoid the most common retirement mistakes
    • Create a tax-smart income plan you can count on
    • Build confidence knowing your wealth will last
    Retirement isn’t about chasing a number — it’s about building a plan that fits your life.This is your invitation to take control of your retirement future.

    Call SixPoint Financial Partners at 585-485-0947
    Email Dave: dpulcini@sixpointfp.com

    Schedule a consultation: Calendly - Dave Pulcini Subscribe now so you don’t miss the next episodes in the Retire Without Regret series.
    Show More Show Less
    11 mins
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