Why Your Investment Plan Needs To Outlive You
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Why Your Investment Plan Needs To Outlive You
-
Narrated by:
-
By:
About this listen
Welcome to The Great Wealth Transfer — where we break down how to protect, grow, and pass on wealth across generations. In this first episode of our six-part series, David Pulcini, CFP®, unpacks investment strategies that outlive you, reduce taxes for your heirs, and create real clarity for the people you love.
In this episode:
- Why your investment plan is incomplete if it ends with you
- How one client’s $2.5M portfolio played out for his kids
- The 3 strategies to protect wealth after you're gone
- Why a video message could be the most important investment you leave behind
Contact: dpulcini@sixpointfp.com
Learn more: https://sixpointfp.com
Subscribe for more episodes on taxes, retirement income, estate planning, and how to build a true financial legacy.
What listeners say about Why Your Investment Plan Needs To Outlive You
Average Customer RatingsReviews - Please select the tabs below to change the source of reviews.
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.