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The Great Wealth Transfer (Episode 3: Inheriting Wealth – Avoiding Costly Mistakes)
$84 TRILLION is set to change hands over the next 20 years. Are you prepared?
Whether you're inheriting wealth or planning to pass it down, the financial decisions you make today will impact generations to come.
In Episode 3 of The Great Wealth Transfer, host Dave Pulcini, CFP®, dives deep into the three biggest mistakes people make when inheriting money or property—and how to avoid them. Through real-life stories, like the tale of brothers Michael and James, Dave illustrates how vastly different financial outcomes can be when one person plans wisely while the other spends recklessly.
Key Takeaways:
Why working with an advisor, CPA, and attorney is crucial
How taxes can erode your inheritance—and strategies to minimize them
The emotional side of inheritance—how to resist impulse spending
Practical steps to preserve and grow inherited wealth
Don’t let poor planning or financial missteps turn a blessing into a burden. Learn how to maximize your inheritance, avoid common pitfalls, and create a lasting legacy.
Subscribe now for expert insights on navigating one of the largest financial shifts in history.
Need help planning your inheritance or estate?
Contact SixPoint Financial Partners at 585-485-6048 or email dpulcini@sixpointfp.com.
$84 TRILLION is set to change hands over the next 20 years. Are you prepared?
Whether you're inheriting wealth or planning to pass it down, the financial decisions you make today will impact generations to come.
In Episode 3 of The Great Wealth Transfer, host Dave Pulcini, CFP®, dives deep into the three biggest mistakes people make when inheriting money or property—and how to avoid them. Through real-life stories, like the tale of brothers Michael and James, Dave illustrates how vastly different financial outcomes can be when one person plans wisely while the other spends recklessly.
Key Takeaways:
Why working with an advisor, CPA, and attorney is crucial
How taxes can erode your inheritance—and strategies to minimize them
The emotional side of inheritance—how to resist impulse spending
Practical steps to preserve and grow inherited wealth
Don’t let poor planning or financial missteps turn a blessing into a burden. Learn how to maximize your inheritance, avoid common pitfalls, and create a lasting legacy.
Subscribe now for expert insights on navigating one of the largest financial shifts in history.
Need help planning your inheritance or estate?
Contact SixPoint Financial Partners at 585-485-6048 or email dpulcini@sixpointfp.com.
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