Showing results by author "ROC Vox Podcast Network" in All Categories

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...

This hyper-local podcast focuses on Rochester’s east side towns and villages. Featuring conversations with business and community leaders who help shape our local economy, public places, policy, and politics. Those who have made and want to make a difference discuss the ideas, issues, opportunities, and challenges facing Pittsford, Penfield, Perinton and the villages of Fairport, East Rochester, and Pittsford.