『The Great Wealth Transfer』のカバーアート

The Great Wealth Transfer

The Great Wealth Transfer

著者： ROC Vox Podcast Network
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 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 個人ファイナンス 経済学
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  • Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business

    Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business
    2025/06/05
    Sudden Wealth is one of the biggest financial transitions you’ll ever face—so don’t go it alone. Whether from an inheritance, business sale, lottery win, or settlement, a financial windfall can change your life—and not always in the way you expect.

    In this episode of The Great Wealth Transfer, financial advisor David Pulcini, CFP®, shares:

    • The 4 most common mistakes people make after receiving sudden wealth
    • How to avoid taxes, scammers, and poor decisions
    • The 5-step framework to turn a windfall into lifelong financial security
    • Emotional traps like guilt, identity changes, and family pressure
    • Real-life stories and strategies you can use today
    Learn how to handle a windfall with purpose and build a lasting legacy.

    Need personalized guidance? Let’s talk.
    → Book a 20-minute intro call:
    Select a Date & Time - Calendly

    Email: dpulcini@sixpointfp.com
    Call: 585-485-0947

    Subscribe to The Great Wealth Transfer for real-life strategies on inheritance, taxes, and legacy planning.
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    17 分
  • Wills & Trusts - The Differences Explained

    Wills & Trusts - The Differences Explained
    2025/05/22
    In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, simplifies one of the most misunderstood estate planning topics: Wills vs. Trusts. Whether you're just getting started or need to revisit your estate plan, this episode breaks down:
    • What a will and a trust actually are (in plain English)
    • The 5 key differences: probate, privacy, timing, cost, control
    • Real-life examples and what happens if you get it wrong
    • The "cast of characters" in wills and trusts
    • 10 types of trusts – from revocable to special needs to GRATs
    • A simple analogy that makes it all click (hint: sticky note vs. locked chest)
    BONUS: A crash course in trust structures and how to know which one might be right for your family.

    If you’ve never reviewed your estate plan—or if it’s been over five years—this is your sign to act.

    Need help? Call SixPoint Financial Partners at 585-485-0947 or email dpulcini@sixpointfp.com.

    Subscribe now for more insights into estate planning, tax strategies, and legacy preservation.
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    16 分
  • FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered

    FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered
    2025/05/15
    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 分

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