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The Rule of 72: How to Grow & Protect Your Wealth for Generations
- 2025/03/04
- 再生時間： 15 分
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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.
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!
$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
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!