• The Great Wealth Transfer

  • Jan 21 2025
  • Duración: 3 m
  • Podcast

The Great Wealth Transfer

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • The Great Wealth Transfer Podcast

    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.

    Powerful by MaxKoMusic | https://maxkomusic.com/
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY-SA 3.0
    https://creativecommons.org/licenses/by-sa/3.0/
    Más Menos
Más Menos

Lo que los oyentes dicen sobre The Great Wealth Transfer

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles