『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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  • Retirement Planning Isn’t About the Number — It’s About Building a Plan That Works for You

    Retirement Planning Isn’t About the Number — It’s About Building a Plan That Works for You
    2025/10/28
    Most people think retirement success depends on hitting a “magic number.”
    In this episode of Retire Without Regret, David Pulcini, CFP® of SixPoint Financial Partners, breaks down why that mindset is wrong — and how to focus on what really matters: your plan, not someone else’s number.

    You’ll learn:
    Why mindset and strategy matter more than total savings
    How to maximize catch-up contributions after age 50
    Why tax diversification (Roth, 401k, brokerage) creates flexibility
    How to build a personalized income plan for your lifestyle
    The power of focusing on what you already have

    Don’t measure your retirement by someone else’s yardstick.
    Plan with purpose. Live without regret.

    Book a time to talk: https://calendly.com/dpulcini

    Learn more: https://sixpointfp.com

    —
    Hosted by David Pulcini, CFP® | The Great Wealth Transfer & Retire Without Regret Series
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    6 分
  • Are You Ready To Retire?

    Are You Ready To Retire?
    2025/10/09
    You saved, invested, and stayed calm — so why does your retirement plan still flash red at age 85?
    In this episode of Retire Without Regret, David Pulcini, CFP® explains why even households with $2M+ can face late-life shortfalls — and how to fix them. We cover realistic inflation, tax-smart withdrawals, Social Security timing, portfolio design that beats inflation (not just volatility), and healthcare assumptions that won’t blindside you.

    You’ll learn:
    • The Kevin & Sarah case: $2.2M saved, still a projected gap
    • 5 hidden risks that quietly sink plans (inflation, taxes, timing & more)
    • How to map year-by-year income and stress-test before claiming Social Security
    • Why “too conservative” can be just as risky in retirement
    • Action steps to retire without regret

    Book a call: 👉 https://calendly.com/dpulcini

    Questions? Call 585-485-0947 or email dpulcini@sixpointfp.com

    Subscribe for more on the Great Wealth Transfer & Retire Without Regret.

    #RetireWithoutRegret, #GreatWealthTransfer, #RetirementPlanning, #TaxSmartRetirement, #RothConversion, #InflationProtection, #SixPointFinancialPartners, #DavidPulciniCFP
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    14 分
  • Retire Without Regret - Do You Really Have a Retirement Plan?

    Retire Without Regret - Do You Really Have a Retirement Plan?
    2025/10/02
    In this bonus episode of Retire Without Regret, financial advisor Dave Pulcini shares 3 actionable steps for people who feel ‘behind’ on retirement savings. You don’t need $2 million to retire well—you need a clear plan.

    You’ll learn how to maximize catch-up contributions, diversify your account types, and build a personalized retirement timeline. Plus, Dave explains the mindset shift that helps you focus on what you do have, so you can retire with confidence.

    📞 Call SixPoint Financial Partners at 585-485-0947
    📧 Email Dave: dpulcini@sixpointfp.com
    📅 Schedule a consultation: https://calendly.com/dpulcini
    🔔 Subscribe now so you don’t miss the next episodes in the Retire Without Regret series.

    ▶ Watch the full Retire Without Regret playlist: https://youtu.be/hvH1yseIrCE
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    6 分
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