『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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  • What Happens to Your IRA When You Die? (2026 Inherited IRA Rules Explained)

    What Happens to Your IRA When You Die? (2026 Inherited IRA Rules Explained)
    2026/06/29
    What happens to your IRA when you die?

    Most people assume their retirement accounts automatically transfer to their spouse or follow the instructions in their will. Unfortunately, that's not always true.

    In this episode of The Great Wealth Transfer, I walk through a real-life case where an outdated beneficiary designation completely changed where a retirement account went after death.

    We cover:
    IRA beneficiary rules
    What happens when a spouse inherits an IRA
    The SECURE Act 10-year rule
    Inherited IRA tax consequences
    Traditional IRA vs Roth IRA inheritance
    Beneficiary designation mistakes
    Primary vs contingent beneficiaries
    Estate planning and retirement accounts

    If you have an IRA, 401(k), 403(b), or retirement account, this is information your family needs you to understand.

    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

    #IRA #InheritedIRA #EstatePlanning #RetirementPlanning #BeneficiaryDesignations #RothIRA #FinancialPlanning #SecureAct
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    11 分
  • 4 Costly Mistakes Business Owners Make Before Selling Their Company

    4 Costly Mistakes Business Owners Make Before Selling Their Company
    2026/05/14
    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
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    11 分
  • You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)

    You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)
    2026/05/11
    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
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    7 分
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