The Great Wealth Transfer
By ROC Vox Podcast Network
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Category: Investing
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Episodes: 38
Description
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.
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.
| Episode | Date |
|---|---|
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4 Costly Mistakes Business Owners Make Before Selling Their Company
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May 14, 2026 |
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You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)
|
May 11, 2026 |
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GWT You Saved for 40 Years… So Why Are Retirees Afraid to Spend?
|
Feb 19, 2026 |
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If You Won $10 Million… Would Your Life Actually Change?
|
Feb 12, 2026 |
|
Bitcoin Is Money, Not Currency — and Misunderstanding It Could Cost You
|
Feb 05, 2026 |
|
Why Healthcare Is the Biggest Hidden Cost in Retirement (And What You Can Do About It)
|
Jan 30, 2026 |
|
How to Know If You’re Really Ready to Retire!
|
Jan 22, 2026 |
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Is Social Security Going Broke? The Truth No One Explains Clearly
|
Jan 08, 2026 |
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Joint Account Mistakes You Don't Want to Make... #MedicaidPlanning
|
Jan 02, 2026 |
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Plan Your Retirement for Longevity, Prepare for Brevity #retirementplanning
|
Dec 30, 2025 |
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Think Twice Before Rolling Your CD! #interestrates
|
Dec 26, 2025 |
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5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement
|
Dec 11, 2025 |
|
The Market Is Going to Go Down — Here’s the Part No One Tells You
|
Dec 02, 2025 |
|
Retirement Rich… But Cash Poor? How to Fix the Biggest Mistake Under-55 Investors Make
|
Nov 20, 2025 |
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Most Retirees Get This Wrong — The Smart Withdrawal Order That Protects Your Wealth
|
Nov 06, 2025 |
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Retirement Planning Isn’t About the Number — It’s About Building a Plan That Works for You
|
Oct 28, 2025 |
|
Are You Ready To Retire?
|
Oct 09, 2025 |
|
Retire Without Regret - Do You Really Have a Retirement Plan?
|
Oct 02, 2025 |
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Retire Without Regret - Can I Retire Yet?
|
Sep 04, 2025 |
|
Retirement Income - How Much Do You REALLY Need?
|
Jul 03, 2025 |
|
Why Your Investment Plan Needs To Outlive You
|
Jun 26, 2025 |
|
The Legacy Process™: Our Proven System to Leave a Legacy That Lasts
|
Jun 12, 2025 |
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Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business
|
Jun 05, 2025 |
|
Wills & Trusts - The Differences Explained
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May 22, 2025 |
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FAQ's: Who Pays the Taxes? Estate & Gifting Questions You Need Answered
|
May 15, 2025 |
|
Succession Planning for Business Owners: Avoid These Costly Mistakes
|
May 08, 2025 |
|
“Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms
|
Apr 28, 2025 |
|
Estate Planning for Blended Families: Avoiding a Fractured Legacy
|
Apr 22, 2025 |
|
How to Protect Your Legacy from In-Laws and Exes
|
Apr 07, 2025 |
|
The Psychology of Money: How Behavior Shapes Generational Wealth
|
Apr 01, 2025 |
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Should You Gift Wealth While You’re Alive?
|
Mar 26, 2025 |
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What if you don't want your inheritance?
|
Mar 11, 2025 |
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The Rule of 72: How to Grow & Protect Your Wealth for Generations
|
Mar 04, 2025 |
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The 6 Biggest Mistakes People Make When Leaving an Inheritance
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Feb 11, 2025 |
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The Pitfalls of Inheriting Money
|
Feb 03, 2025 |
|
Estate Planning 101
|
Jan 27, 2025 |
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What is The Great Wealth Transfer?
|
Jan 21, 2025 |
|
The Great Wealth Transfer
|
Jan 21, 2025 |