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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
  • The Market Is Going to Go Down — Here’s the Part No One Tells You

    The Market Is Going to Go Down — Here’s the Part No One Tells You
    Dec 2 2025
    The market will drop — it always does. The question isn’t if, it’s whether you’re positioned to take advantage of the opportunity. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down four smart moves you can make during market declines to strengthen your long-term plan and reduce future taxes.

    You’ll learn:
    ✓ How tax-loss harvesting creates real savings
    ✓ Why rebalancing forces you to “buy low” automatically
    ✓ How Roth conversions become more powerful when markets fall
    ✓ When deploying cash can create long-term upside

    You’ll also hear the two biggest mistakes investors make in down markets — cashing out and stopping contributions — and how those decisions can derail retirement.

    If you want a calm, disciplined playbook when the headlines turn scary, this episode is for you.

    Connect with Dave Pulcini, CFP®
    Phone: 585-485-0947
    Email: dpulcini@sixpointfp.com

    Schedule a time: https://calendly.com/dpulcini

    YouTube: https://www.youtube.com/channel/UCPLDBtMdf2Osu9L3_AtzFnw
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    6 mins
  • Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make

    Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make
    Nov 20 2025
    Feeling ‘retirement rich’ but cash poor? You’re not alone. Millions of people under 55 have most of their wealth locked inside retirement accounts they can’t touch without penalties. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down how to fix that gap — and build real financial flexibility today without sacrificing your long-term retirement security.

    You’ll learn:
    • Why having $1M+ in retirement accounts can still leave you feeling broke
    • The “retirement rich, cash poor” trap most savers fall into
    • How to balance pre-tax, Roth, and taxable accounts for maximum flexibility
    • The three smartest ways to save when every dollar counts
    • How small annual increases in savings create massive long-term upside
    • Strategies to engineer your future tax bracket
    • Why taxable investing might be your missing wealth-building tool

    If you’re under 55 and want more control, more liquidity, and a smarter plan for tomorrow—this episode is for you.

    Contact SixPoint Financial Partners
    Phone: 585-485-6048
    Email: dpulcini@sixpointfp.com
    Schedule a consult: https://calendly.com/dpulcini

    Website: SixPointFP.com
    Show More Show Less
    5 mins
  • Most Retirees Get This Wrong — The Smart Withdrawal Order That Protects Your Wealth

    Most Retirees Get This Wrong — The Smart Withdrawal Order That Protects Your Wealth
    Nov 6 2025
    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down the smart withdrawal strategy that can help retirees keep more of their money — and pay far less in taxes.

    How you take money out of your retirement accounts matters more than how much you’ve saved.

    We’ll cover:
    The right order to take income (Taxable → IRA → Roth)
    How to avoid the “Retirement Tax Bomb” from RMDs
    When to blend your withdrawals for smoother tax brackets
    Why your Roth IRA is your secret weapon for long-term, tax-free growth
    How wealthy families structure their income to save $100,000+ in taxes

    Most retirees spend decades building wealth — but just a few smart decisions can determine how long it lasts. This episode shows you how to withdraw strategically, not emotionally.

    Ready to build your own retirement income plan?
    Schedule a consultation: https://calendly.com/dpulcini

    Email: dpulcini@sixpointfp.com

    Call: 585-485-0947
    Visit: https://sixpointfinancialpartners.com

    #RetirementPlanning, #TaxStrategy, #RetireWithoutRegret, #RothIRA, #401k, #IRA, #FinancialFreedom, #MoneyTips, #TaxFreeIncome, #InvestingForBeginners, #PersonalFinance, #SmartMoney, #WealthTransfer, #FinancialAdvisor, #SixPointFinancialPartners, #DavidPulciniCFP
    Show More Show Less
    11 mins
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