The Rule of 72: How to Grow & Protect Your Wealth for Generations

The Rule of 72: How to Grow & Protect Your Wealth for Generations

$84 trillion is set to change hands over the next 20 years. The question is—will your wealth grow into a lasting legacy, or disappear within a generation?

In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, walks you through three critical investment strategies to ensure your wealth outlives you.

Using the example of Dave and Sue, a couple with $2.5 million in savings, we explore how smart investing and strategic planning can turn their nest egg into $10 million, $20 million, or even $40 million for their heirs.

• The Rule of 72 – How compounding can exponentially grow your wealth
• Investing for Growth Without Unnecessary Risk – Balancing returns and market stability
• Liquidity vs. Long-Term Growth – Why your estate needs a mix of assets
• Aligning Investments with Beneficiaries' Needs – Making sure your heirs are set up for success

If you or someone you know is planning their financial legacy, now is the time to take action.

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