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The Great Wealth Transfer

The Great Wealth Transfer

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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 Economía Finanzas Personales
Episodios
  • Plan Your Retirement for Longevity, Prepare for Brevity #retirementplanning

    Plan Your Retirement for Longevity, Prepare for Brevity #retirementplanning
    Dec 30 2025
    Most retirement plans focus on one thing: making money last a long time.

    But great planning does something more powerful — it plans for longevity *and* prepares for brevity.

    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains why true financial planning isn’t just about living to 90 or 100, but also about protecting the people you love if life is shorter than expected.

    We cover:
    • How to stress-test retirement plans for long life
    • Why organization and clarity matter just as much as growth
    • The emotional and financial cost of leaving decisions unfinished
    • How a good plan removes uncertainty for your family

    You can’t predict how long life will last.
    But you *can* prepare for both outcomes — and that’s where real peace of mind comes from.

    Email: dpulcini@sixpointfp.com
    Phone: (585) 895-2117
    Website: sixpointfp.com
    Calendly: calendly.com/dpulcini

    Recorded at ROC Vox Recording & Production, Rochester, NY
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    5 m
  • Think Twice Before Rolling Your CD! #interestrates

    Think Twice Before Rolling Your CD! #interestrates
    Dec 26 2025
    Interest rates are falling — and for many retirees, that creates confusion and costly mistakes.

    For the last few years, CDs felt like a gift: safe, simple, and finally paying meaningful interest. But now that rates are starting to decline, many people are asking the same question:

    What should I do when my CD matures?

    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains what to consider before automatically rolling over a CD, including:

    • When staying in cash still makes sense
    • When rolling a CD can actually hurt you
    • How taxes quietly reduce CD returns
    • Why falling rates often create opportunity
    • How to reposition cash without going “all in” on the market

    This is not about chasing yield.
    It’s about building a strategy that works in any interest-rate and tax-rate environment.

    Hosted by David Pulcini, CFP®
    Founder, SixPoint Financial Partners
    Phone: 585-895-2117
    Email: dpulcini@sixpointfp.com
    Calendly: https://calendly.com/dpulcini
    Website: sixpointfp.com
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    7 m
  • 5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement

    5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement
    Dec 11 2025
    The IRS may be your biggest heir — unless you take control.
    With $84 trillion set to change hands over the next 20 years, your retirement accounts could become a massive tax burden for your family. In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down 5 practical moves to help reduce lifetime taxes, avoid forced withdrawals, and protect your legacy.

    You’ll learn:
    How to diversify your tax buckets (pre-tax, after-tax, Roth)
    Smart Roth conversion strategies while rates are historically low
    The difference between asset allocation and asset location
    How the SECURE Act’s 10-Year Rule impacts your children
    Why a lifetime withdrawal plan beats an RMD-only plan
    How to prevent the IRS from inheriting more than your family

    Whether you're planning your own retirement or preparing to pass wealth to the next generation, these strategies help you keep more of your money in your family’s hands — not the government’s.

    Want personalized guidance?
    Schedule a call with Dave: 585-485-0947
    Email: dpulcini@sixpointfp.com

    Subscribe for more Great Wealth Transfer insights: YouTube.com/@SixPointFinancialPartners

    #RetirementPlanning, #financialplanning, #investmentstrategy, #taxplanning, #RothConversions
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    12 m
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