Episodios

  • What if you don't want your inheritance?

    What if you don't want your inheritance?
    Mar 11 2025
    What If You Don't Want Your Inheritance?

    $84 Trillion is set to change hands over the next 20 years. Whether you're passing it down or inheriting it, the decisions you make today will shape your family's financial future for generations. But what happens if you—or your beneficiaries—don’t want the inheritance?

    In this episode of The Great Wealth Transfer Podcast, Dave Pulcini, CFP® dives into the surprising reasons why some people refuse inheritances. From emotional burdens and financial liabilities to tax implications and philosophical beliefs, we unpack the complexities behind inheriting wealth.

    What You’ll Learn:
    • Why some beneficiaries feel overwhelmed by inheritance
    • The psychological impact of inherited wealth
    • How to avoid family conflicts over money
    • Smart strategies to redirect wealth or plan ahead
    • Practical solutions for handling property, taxes, and estate issues


    Next Episode: Should you give your wealth to your heirs now or wait?

    If you or your family are facing tough decisions about an inheritance, reach out to SixPoint Financial Partners at 585-485-6048 or email dpulcini@sixpointfp.com.

    Subscribe for More! Don’t miss out on expert financial insights—hit LIKE, SHARE, & SUBSCRIBE for more episodes on smart wealth planning!

    Follow Us:
    Email: dpulcini@sixpointfp.com
    Call: (585) 485-0947 Available on all major podcast platforms!
    Más Menos
    22 m
  • The Rule of 72: How to Grow & Protect Your Wealth for Generations

    The Rule of 72: How to Grow & Protect Your Wealth for Generations
    Mar 4 2025
    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.

    Email: Dpulcini@sixpointfp.com
    Call the office: 585-485-0947

    Don’t forget to like, subscribe, and turn on notifications so you never miss an episode!
    Más Menos
    15 m
  • The 6 Biggest Mistakes People Make When Leaving an Inheritance

    The 6 Biggest Mistakes People Make When Leaving an Inheritance
    Feb 11 2025
    The Inheritance Mistakes That Could Cost Your Family Millions!
    Your legacy should be a blessing, not a burden. But without a solid plan, your hard-earned wealth can quickly disappear due to taxes, legal battles, and poor financial decisions. In this episode, we reveal the 6 biggest inheritance mistakes families make—and how to avoid them.

    Here’s what you’ll learn:
    • Why a will isn’t enough—and how a trust can save your family time and money
    • The hidden tax traps of inherited assets and how to minimize them
    • How to prepare the next generation so they don’t waste their inheritance
    • Why treating heirs fairly is more important than treating them equally
    • How to protect assets from divorce, lawsuits, and creditors
    • The critical contingency plans every estate should have
    Don't let your legacy fall apart. A little planning today can prevent years of stress and financial loss for your family.

    Need help with estate or financial planning? Contact our team at SixPoint Financial Partners—because smart planning today builds a stronger tomorrow.

    www.sixpointfp.com
    dpulcini@sixpointfp.com
    (585) 485-0947

    Schedule a 1 on 1 meeting with Dave: https://calendly.com/dpulcini/introductory-conversation

    Enjoyed the episode? Like, subscribe, and hit the notification bell for more insights on protecting your wealth and building a lasting legacy.
    Más Menos
    19 m
  • The Pitfalls of Inheriting Money

    The Pitfalls of Inheriting Money
    Feb 3 2025
    The Great Wealth Transfer (Episode 3: Inheriting Wealth – Avoiding Costly Mistakes)

    $84 TRILLION is set to change hands over the next 20 years. Are you prepared?

    Whether you're inheriting wealth or planning to pass it down, the financial decisions you make today will impact generations to come.

    In Episode 3 of The Great Wealth Transfer, host Dave Pulcini, CFP®, dives deep into the three biggest mistakes people make when inheriting money or property—and how to avoid them. Through real-life stories, like the tale of brothers Michael and James, Dave illustrates how vastly different financial outcomes can be when one person plans wisely while the other spends recklessly.

    Key Takeaways:

    Why working with an advisor, CPA, and attorney is crucial
    How taxes can erode your inheritance—and strategies to minimize them
    The emotional side of inheritance—how to resist impulse spending
    Practical steps to preserve and grow inherited wealth

    Don’t let poor planning or financial missteps turn a blessing into a burden. Learn how to maximize your inheritance, avoid common pitfalls, and create a lasting legacy.

    Subscribe now for expert insights on navigating one of the largest financial shifts in history.

    Need help planning your inheritance or estate?
    Contact SixPoint Financial Partners at 585-485-6048 or email dpulcini@sixpointfp.com.
    Más Menos
    21 m
  • Estate Planning 101

    Estate Planning 101
    Jan 27 2025
    Welcome to Episode 2 of The Great Wealth Transfer podcast: Estate Planning 101.
    In this episode, host Dave Pulcini dives into the essential steps to create an estate plan that protects your legacy, avoids costly mistakes, and minimizes stress for your loved ones. Dave explains why estate planning isn’t just for the wealthy—it’s for everyone. You'll learn how to:
    • Create or update a will and understand the power of trusts.
    • Avoid probate and costly delays.
    • Align beneficiary designations with your intentions.
    • Handle personal belongings to prevent family disputes.
    • Minimize taxes and maximize what you leave behind.
    Dave also shares real-life stories illustrating the consequences of not planning properly and provides actionable steps to start today, including coordinating beneficiaries, managing bank accounts, and reviewing your plan annually.
    Don’t leave your legacy to chance—tune in to learn how to secure your family’s future and preserve what you’ve worked hard to build.
    Got questions or need help finding an estate attorney? Email us at dpulcini@sixpointfp.com
    Want to schedule a 1 on 1 meeting with Dave? Fill out this form and a member of his team will reach out to you shortly!

    Be sure to like, subscribe, and hit the notification bell to stay updated on future episodes!
    Más Menos
    25 m
  • What is The Great Wealth Transfer?

    What is The Great Wealth Transfer?
    Jan 21 2025
    Welcome to the first episode of The Great Wealth Transfer podcast! In this episode, we dive into one of the most significant financial phenomena of our time—the Great Wealth Transfer. Over the next two decades, trillions of dollars will pass from one generation to the next, creating opportunities and challenges for individuals, families, and financial advisors alike.

    Join host Dave Pulcini, Founder of SixPoint Financial Partners, as he unpacks what this wealth shift means for you. From understanding the key drivers behind this transition to exploring its implications on taxes, legacy planning, and family dynamics, this episode sets the stage for everything you need to know about navigating this once-in-a-lifetime financial event.

    Whether you’re planning to leave a legacy, receive an inheritance, or advise others through this process, this podcast will give you the insights and strategies to thrive during this transformative era.

    Tune in, subscribe, and join the conversation as we embark on this journey to understand The Great Wealth Transfer and its impact on your financial future.

    Don’t forget to like, share, and subscribe for more episodes every.

    Links & Resources:
    Interested in setting up a 1 on 1 meeting with Dave? Please fill out this form:
    Connect with Dave Pulcini: LinkedIn
    Learn More About SixPoint Financial Partners: www.sixpointfp.com

    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
    13 m
  • The Great Wealth Transfer

    The Great Wealth Transfer
    Jan 21 2025
    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
    3 m