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Should You Gift Wealth While You’re Alive?
- 2025/03/26
- 再生時間： 23 分
- ポッドキャスト
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サマリー
あらすじ・解説
🎙 Should You Give Wealth Now or Later? | The Great Wealth Transfer Ep. 107
$84 trillion is set to change hands over the next 20 years. But here's the question every wealthy family faces: Should you give money to your heirs while you're alive—or wait until you're gone?
In this episode, David Pulcini, CFP®, explores the emotional and financial impact of lifetime gifting vs. inheritance. From tax strategy and control to family dynamics, entitlement, and legacy building—this conversation goes far beyond dollars and cents.
✅ You'll Learn:
Whether you’re planning to leave a legacy or receive one, this episode is packed with practical insight and emotional intelligence.
📌 Want help planning your own Great Wealth Transfer? Connect with Six Point Financial Partners at (585) 485-0947 or email: dpulcini@sixpointfp.com 🔔 Subscribe for more conversations on money, legacy, and smart planning.
$84 trillion is set to change hands over the next 20 years. But here's the question every wealthy family faces: Should you give money to your heirs while you're alive—or wait until you're gone?
In this episode, David Pulcini, CFP®, explores the emotional and financial impact of lifetime gifting vs. inheritance. From tax strategy and control to family dynamics, entitlement, and legacy building—this conversation goes far beyond dollars and cents.
✅ You'll Learn:
- The pros and cons of gifting wealth while alive
- How early gifting can strengthen (or strain) relationships
- Why timing matters more than the amount
- Real-life stories of thoughtful wealth transfers
- How to avoid guilt, resentment, and entitlement
Whether you’re planning to leave a legacy or receive one, this episode is packed with practical insight and emotional intelligence.
📌 Want help planning your own Great Wealth Transfer? Connect with Six Point Financial Partners at (585) 485-0947 or email: dpulcini@sixpointfp.com 🔔 Subscribe for more conversations on money, legacy, and smart planning.