『The Great Wealth Transfer』のカバーアート

The Great Wealth Transfer

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 個人ファイナンス 経済学
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  • What a Real Financial Plan Looks Like (Before You Retire)

    What a Real Financial Plan Looks Like (Before You Retire)
    2026/07/06
    Most people spend decades saving for retirement but never build an actual retirement plan.

    In this episode of The Great Wealth Transfer, I walk through the real-life story of a couple preparing for retirement and show exactly how a comprehensive financial plan comes together.

    We cover:
    Investments
    Retirement income planning
    Social Security strategies
    Tax planning and Roth conversions
    Risk management
    Estate planning
    Retirement travel and lifestyle goals

    If you're within 10 years of retirement, this video will show you what a complete retirement plan should actually look like.

    Learn more:
    sixpointfp.com

    Subscribe to the SixPoint Financial Partners YouTube Channel:
    https://www.youtube.com/@sixpointfinancialpartners4351

    Schedule a conversation:
    https://calendly.com/dpulcini/introduction-to-sixpoint

    #retirementplanning #retirement #financialplanning #socialsecurity #rothconversion #estateplanning #retirementincome
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    11 分
  • What Happens to Your IRA When You Die? (2026 Inherited IRA Rules Explained)

    What Happens to Your IRA When You Die? (2026 Inherited IRA Rules Explained)
    2026/06/29
    What happens to your IRA when you die?

    Most people assume their retirement accounts automatically transfer to their spouse or follow the instructions in their will. Unfortunately, that's not always true.

    In this episode of The Great Wealth Transfer, I walk through a real-life case where an outdated beneficiary designation completely changed where a retirement account went after death.

    We cover:
    IRA beneficiary rules
    What happens when a spouse inherits an IRA
    The SECURE Act 10-year rule
    Inherited IRA tax consequences
    Traditional IRA vs Roth IRA inheritance
    Beneficiary designation mistakes
    Primary vs contingent beneficiaries
    Estate planning and retirement accounts

    If you have an IRA, 401(k), 403(b), or retirement account, this is information your family needs you to understand.

    Learn more:
    sixpointfp.com

    Subscribe to the SixPoint Financial Partners YouTube Channel:
    https://www.youtube.com/@sixpointfinancialpartners4351

    Schedule a conversation:
    https://calendly.com/dpulcini/introduction-to-sixpoint

    #IRA #InheritedIRA #EstatePlanning #RetirementPlanning #BeneficiaryDesignations #RothIRA #FinancialPlanning #SecureAct
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    11 分
  • 4 Costly Mistakes Business Owners Make Before Selling Their Company

    4 Costly Mistakes Business Owners Make Before Selling Their Company
    2026/05/14
    Business owners spend decades building successful companies — but many still make major mistakes when it comes to retirement, taxes, succession planning, and preparing for a future exit.

    In this episode of The Great Wealth Transfer, David Pulcini CFP® discusses the four biggest mistakes business owners make before selling their company and why your business alone should not be your retirement plan.

    Topics include:

    • Business valuation expectations
    • Exit planning mistakes
    • Tax planning for business owners
    • Succession planning strategies
    • Liquidity and diversification
    • Retirement planning for entrepreneurs
    • How to prepare a business for sale
    • Wealth transition planning
    • Long-term tax architecture
    • Building personal wealth outside the business

    If you are a business owner over 50, within 5–10 years of retirement or considering selling your company, this episode is designed to help you think strategically about the transition ahead.

    If you have questions about business owner retirement planning, tax-efficient wealth strategies, or succession planning, our team would be happy to connect.

    David Pulcini, CFP®
    SixPoint Financial Partners

    Schedule a conversation:
    https://calendly.com/dpulcini/introduction-to-sixpoint

    Website:
    sixpointfp.com

    Subscribe on YouTube:
    https://www.youtube.com/@sixpointfinancialpartners4351
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    11 分
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