The Great Wealth Transfer

By: ROC Vox Podcast Network
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  • Summary

  • 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
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Economics Personal Finance
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Episodes
  • 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.
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    19 mins
  • 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.
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    21 mins
  • 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!
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    25 mins

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