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The Great Wealth Transfer

The Great Wealth Transfer

By: ROC Vox Podcast Network
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Summary

 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 Economics Personal Finance
Episodes
  • 4 Costly Mistakes Business Owners Make Before Selling Their Company

    4 Costly Mistakes Business Owners Make Before Selling Their Company
    May 14 2026
    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
    Show More Show Less
    11 mins
  • You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)

    You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)
    May 11 2026
    If you’re approaching retirement with $1 million or more saved, this is one of the most important conversations you can have.

    In this episode of The Great Wealth Transfer, we walk through a real scenario: a couple with $1.4 million saved who appeared financially secure—but underneath the surface, there was a hidden tax problem that could significantly impact their retirement.

    The reality is, it’s not just about how much you’ve saved—it’s about how your money is structured, how withdrawals are planned, and how taxes will affect your income over time.

    In this video, we cover:
    • Why $1M in a traditional IRA is not the same as $1M in a Roth
    • How required minimum distributions (RMDs) can create unexpected tax issues
    • The “silent partner” in your retirement accounts
    • Why the years between retirement and RMD age are critical
    • How to think about retirement income planning and tax efficiency

    If you’re over 55 and nearing retirement, this is where planning shifts from accumulation to optimization.

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

    Learn more: https://sixpointfp.com

    More videos: / @sixpointfinancialpartners4351

    #RetirementPlanning #TaxStrategy #FinancialPlanning #IRA #WealthManagement #Over50 #RMD #RetirementIncome
    Show More Show Less
    7 mins
  • GWT You Saved for 40 Years… So Why Are Retirees Afraid to Spend?

    GWT You Saved for 40 Years… So Why Are Retirees Afraid to Spend?
    Feb 19 2026
    Many retirees aren’t afraid of the market.
    They’re afraid to spend their own money.
    After saving for 30–40 years, spending can feel wrong — even when the numbers say you’re safe.
    In this episode, we cover:
    • Why retirement spending feels uncomfortable
    • The emotional shift from saver to spender
    • How market volatility fuels retirement anxiety
    • What “permission to spend” really means
    • How to build true retirement income confidence
    If you’re 55+ with $1M+ invested and wondering:
    “Can we afford this?”
    “What if the market drops?”
    “What if we live too long?”
    This conversation is for you.
    Retirement isn’t just about having enough money.
    It’s about enjoying it — confidently.
    Connect With Us
    David Pulcini, CFP®
    SixPoint Financial Partners
    📞 585-895-2117
    📩 dpulcini@sixpointfp.com
    🌐 sixpointfp.com
    📅 Schedule a conversation: https://calendly.com/dpulcini
    🎥 Watch more episodes: https://www.youtube.com/channel/UCPLDBtMdf2Osu9L3_AtzFnw
    #RetirementPlanning #RetirementIncome #RetireWithoutRegret, #FinancialPlanning, #MarketVolatility, #WealthManagement, #PermissionToSpend, #WealthPsychology
    Show More Show Less
    7 mins
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