『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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  • How Much Money Do You Really Need to Retire?

    How Much Money Do You Really Need to Retire?
    2026/08/07
    How much money do you really need to retire? Is it $1 million, $2 million, 10 times your salary—or something completely different?

    The truth is that your retirement number shouldn’t be based on a stranger’s rule of thumb. It should be based on one question:

    Can your income support your life without a paycheck?

    In this video, David Pulcini, CFP® explains a simple three-step retirement test:
    Determine what your lifestyle actually costs
    Calculate your dependable retirement income
    Identify the income gap your savings must fill

    You’ll also learn:
    • Why a large investment balance doesn’t automatically mean you’re ready to retire
    • How pensions and Social Security create your retirement income floor
    • Why choosing the wrong pension option can permanently reduce your income
    • How your 401(k), IRA and investments can help fill the remaining gap
    • Why taxes, healthcare and longevity matter just as much as investment performance
    • When you should begin seriously evaluating your retirement readiness

    The amount you need to retire is personal. Someone spending $6,000 per month with substantial guaranteed income may need less saved than someone spending $12,000 per month with no pension.

    Retirement planning isn’t about reaching an arbitrary number. It’s about coordinating your income, investments, taxes, healthcare and long-term goals so you can clearly see whether the numbers work.

    If you’re five to ten years away from retirement—or wondering whether you could retire sooner—now is the time to find out.

    Schedule a conversation with our team:
    https://calendly.com/dpulcini

    Learn more about SixPoint Financial Partners:
    https://www.sixpointfp.com

    Call us:
    585-895-2117

    Subscribe for more retirement and financial planning insights:
    https://www.youtube.com/@sixpointfinancialpartners4351?sub_confirmation=1

    What is the biggest unanswered question you have about retirement? Leave it in the comments. We may answer it in an upcoming video.
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    7 分
  • What Is Your Business Actually Worth? (Most Owners Get This Wrong)

    What Is Your Business Actually Worth? (Most Owners Get This Wrong)
    2026/07/30
    Most business owners can tell you what they think their business is worth—but very few can explain how they arrived at that number.

    In this episode, Certified Financial Planner™ David Pulcini discusses:

    • Why revenue alone doesn't determine value
    • How buyers actually value businesses
    • Why owner dependency lowers your company's value
    • The importance of business succession planning
    • How to increase your business's value before an exit
    • Why every business owner should know their number

    Whether you're planning to sell in one year or twenty, understanding your business value today can dramatically improve your financial future.

    Schedule a conversation:
    https://calendly.com/dpulcini

    Learn more:
    https://sixpointfp.com

    If you enjoyed this episode, please Like, Subscribe, and Share with another business owner.
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    5 分
  • 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
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