The Great Wealth Transfer Podcast Por ROC Vox Podcast Network arte de portada

The Great Wealth Transfer

The Great Wealth Transfer

De: ROC Vox Podcast Network
Escúchala gratis

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
  • GWT You Saved for 40 Years… So Why Are Retirees Afraid to Spend?

    GWT You Saved for 40 Years… So Why Are Retirees Afraid to Spend?
    Feb 19 2026
    Many retirees aren’t afraid of the market.
    They’re afraid to spend their own money.
    After saving for 30–40 years, spending can feel wrong — even when the numbers say you’re safe.
    In this episode, we cover:
    • Why retirement spending feels uncomfortable
    • The emotional shift from saver to spender
    • How market volatility fuels retirement anxiety
    • What “permission to spend” really means
    • How to build true retirement income confidence
    If you’re 55+ with $1M+ invested and wondering:
    “Can we afford this?”
    “What if the market drops?”
    “What if we live too long?”
    This conversation is for you.
    Retirement isn’t just about having enough money.
    It’s about enjoying it — confidently.
    Connect With Us
    David Pulcini, CFP®
    SixPoint Financial Partners
    📞 585-895-2117
    📩 dpulcini@sixpointfp.com
    🌐 sixpointfp.com
    📅 Schedule a conversation: https://calendly.com/dpulcini
    🎥 Watch more episodes: https://www.youtube.com/channel/UCPLDBtMdf2Osu9L3_AtzFnw
    #RetirementPlanning #RetirementIncome #RetireWithoutRegret, #FinancialPlanning, #MarketVolatility, #WealthManagement, #PermissionToSpend, #WealthPsychology
    Más Menos
    7 m
  • If You Won $10 Million… Would Your Life Actually Change?

    If You Won $10 Million… Would Your Life Actually Change?
    Feb 12 2026
    If you suddenly had $10 million, what would actually change about your life?
    Many retirees and pre-retirees are surprised by their own answer — and what it reveals about retirement readiness.

    In this episode of The Great Wealth Transfer, we explore why more money doesn’t always lead to more happiness, how clarity beats accumulation, and what it really means to feel financially secure heading into retirement.

    This conversation is especially relevant for individuals approaching retirement who have saved diligently but still feel uncertain — even anxious — about spending their money.

    Topics covered include:
    • Retirement mindset and permission to spend
    • Why “enough” matters more than “more”
    • Emotional readiness for retirement
    • Financial clarity vs. financial accumulation
    • Protecting the life you’ve already built

    If this resonates, connect with SixPoint Financial Partners:
    585-485-0947
    dpulcini@sixpointfp.com

    Schedule a conversation: https://calendly.com/dpulcini

    This content is for educational purposes only and is not individualized financial, tax, or legal advice.
    #RetirementPlanning
    #GreatWealthTransfer
    #RetireWithoutRegret
    #FinancialClarity
    #PermissionToSpend
    Más Menos
    5 m
  • Bitcoin Is Money, Not Currency — and Misunderstanding It Could Cost You

    Bitcoin Is Money, Not Currency — and Misunderstanding It Could Cost You
    Feb 5 2026
    Most people have heard of Bitcoin — but very few can explain what it actually is, how it works, or whether it belongs in a retirement plan.

    In this episode of The Great Wealth Transfer, David Pulcini, CFP® breaks Bitcoin down in plain English:

    What Bitcoin actually is (and what it is not)

    The difference between money vs currency

    Why Bitcoin behaves more like digital gold

    Whether Bitcoin threatens the US dollar

    How retirees and pre-retirees should think about Bitcoin exposure

    A neutral, fiduciary perspective on owning Bitcoin (no hype, no fear)

    This episode is designed for investors over 50, retirees, and families navigating the Great Wealth Transfer who want clarity — not speculation.

    📅 Want help understanding how Bitcoin fits into your retirement plan?

    Schedule a conversation: https://calendly.com/dpulcini
    🌐 Learn more: https://sixpointfp.com
    📩 Email: dpulcini@sixpointfp.com
    📞 Phone: 585-485-0947

    #retirementplanning #TheGreatWealthTransfer #retirementincome #youtubefinance #financialeducation #investingsimplified #bitcoinexplained #bitcoininvesting #digitalgold #cryptoforbeginners #bitcoineducation
    Más Menos
    11 m
Todavía no hay opiniones