The Great Wealth Transfer

著者： ROC Vox Podcast Network
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  • 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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あらすじ・解説

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
個人ファイナンス 経済学
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エピソード
  • How to Protect Your Legacy from In-Laws and Exes

    How to Protect Your Legacy from In-Laws and Exes
    2025/04/07
    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, shares real-life stories of how inheritances are unintentionally lost to ex-spouses, in-laws, and legal loopholes—and what you can do to prevent it.

    You’ll learn:
    • Why an inheritance can become marital property (and walk out the door in a divorce)
    • What happens when you forget to update your beneficiary forms
    • How to structure gifts for children without risking half to an ex-in-law
    • The tools you can use—like inheritance trusts, prenups/postnups, and conditional gifts—to keep your legacy protected
    • How to start the tough but necessary family conversations about money and planning
    This isn’t about control—it’s about clarity, intention, and love. If you care about what happens to your wealth after you're gone, this is the episode to watch.

    If this resonates with you, share it with someone who needs to hear it. Ready to protect your legacy?

    Contact SixPoint Financial Partners:
    dpulcini@sixpointfp.com
    (585) 485-0947
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    15 分
  • The Psychology of Money: How Behavior Shapes Generational Wealth

    The Psychology of Money: How Behavior Shapes Generational Wealth
    2025/04/01
    🎙 The Psychology of Money | Ashley Quamme on Inheritance, Behavior & the Great Wealth Transfer
    $84 trillion is set to change hands over the next 20 years—and most of us aren't ready.
    In this episode of The Great Wealth Transfer, David Pulcini, CFP®, sits down with Ashley Quamme, a licensed therapist and financial behavior specialist, to unpack the emotional side of money. From family dynamics and inheritance guilt to entitlement, fear, and financial anxiety, Ashley shares powerful insights on how human behavior shapes legacy planning.
    💬 Topics We Cover:
    • Why money decisions are emotional—not logical

    • What to do if you're anxious about the markets

    • How to talk to your kids about your wealth (and why you should)

    • Avoiding entitlement, guilt, and mistakes with inherited money

    • Real-life stories about siblings, estate planning, and fairness

    • Why transparency beats secrecy when it comes to legacy


    Whether you're planning to pass wealth down or inherit it, this episode will challenge how you think about money—and help you navigate one of the biggest financial transitions in history.

    🔗 Connect with Ashley: Planning and Beyond Podcast https://www.linkedin.com/in/ashleyquamme/

    📞 Ready to start your legacy plan?
    Visit sixpointfp.com or call (585) 485-0947

    Email me: dpulcini@sixpointfp.com

    Schedule a meeting HERE: https://calendly.com/dpulcini/introductory-conversation
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    39 分
  • Should You Gift Wealth While You’re Alive?

    Should You Gift Wealth While You’re Alive?
    2025/03/26
    🎙 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:
    • 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.
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    23 分

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