The Great Wealth Transfer

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  • Resumen

  • 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
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Economía Finanzas Personales
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Episodios
  • “Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms

    “Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms
    Apr 28 2025
    In this high-energy quarterly market update, Dave Pulcini sits down with John Harms for an unfiltered look at what’s really been driving market volatility — from policy-driven swings and tariff talk to consumer sentiment and surprise earnings reactions.
    John breaks down:
    • What GDP and Fed projections mean for your investments
    • Why layoffs haven’t hit yet — and when they might
    • How to view volatility as opportunity (not panic)
    • Why active management may outperform passive in uncertain times
    • The Netflix-to-bonds connection: yes, it’s real
    • His secret to long-term portfolio success: "process beats prediction"
    If you’re wondering whether to dangle your dollars in the market or sit on the sidelines — this is your episode.
    Real talk. Real strategy. No panic.
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    1 h y 1 m
  • Estate Planning for Blended Families: Avoiding a Fractured Legacy

    Estate Planning for Blended Families: Avoiding a Fractured Legacy
    Apr 22 2025
    In this emotionally charged episode of The Great Wealth Transfer, David Pulcini, CFP®, dives deep into the estate planning challenges unique to blended families. With over 40% of married couples now part of a blended family, outdated wills and vague trusts are a recipe for emotional and financial disaster.

    You’ll learn:
    + How to structure your will and trust for second marriages
    + What the “Carl Clause” is—and why it matters
    + How to avoid the mistakes of Robin Williams, Aretha Franklin, and Gene Hackman
    + The role of remarriage clauses, QTIP trusts, and Roth conversions
    + And why unexpressed expectations are premeditated resentments

    This episode is part masterclass, part cautionary tale—and it might just save your family from a fractured legacy.

    #greatwealthtransfer #estateplanning #inheritance #blendedfamilies
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    20 m
  • How to Protect Your Legacy from In-Laws and Exes

    How to Protect Your Legacy from In-Laws and Exes
    Apr 7 2025
    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, shares real-life stories of how inheritances are unintentionally lost to ex-spouses, in-laws, and legal loopholes—and what you can do to prevent it.

    You’ll learn:
    • Why an inheritance can become marital property (and walk out the door in a divorce)
    • What happens when you forget to update your beneficiary forms
    • How to structure gifts for children without risking half to an ex-in-law
    • The tools you can use—like inheritance trusts, prenups/postnups, and conditional gifts—to keep your legacy protected
    • How to start the tough but necessary family conversations about money and planning
    This isn’t about control—it’s about clarity, intention, and love. If you care about what happens to your wealth after you're gone, this is the episode to watch.

    If this resonates with you, share it with someone who needs to hear it. Ready to protect your legacy?

    Contact SixPoint Financial Partners:
    dpulcini@sixpointfp.com
    (585) 485-0947
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    15 m
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