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 aim...
Latest episodes
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5 min
Advanced RSU Tax Strategies Most Employees Miss | RSU 301
Restricted stock units can be more than compensation—they can become a powerful financial-planning tool.In RSU 301, David Pulcini, CFP®, explores advanced RSU strategies that many…
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5 min
RSUs Explained: Vesting, Taxes & the 22% Withholding Trap
If your company gives you restricted stock units, you could be accumulating more wealth than you realize—and creating a larger tax bill than you expect.In this RSU 101 video, David…
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5 min
RSU 201 | Should You Sell Your RSUs When They Vest?
Your restricted stock units have vested, the taxes have been handled, and the company shares are sitting in your account. Now what?In RSU 201, David Pulcini, CFP® explains one of t…
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5 min
Three Things Killing Your Business Value
Thinking about selling your business someday?The biggest factors reducing your company's value today may be completely within your control.In this episode, Certified Financial Plan…
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9 min
Trump Accounts Explained: Should Parents & Grandparents Open One in 2026?
Are Trump Accounts worth it?Beginning in 2026, eligible children may qualify for a new Trump Account that can receive a government-funded $1,000 contribution and provide a new way…
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7 min
Pension or Lump Sum? How to Make the Right Retirement Choice
Should you take the guaranteed monthly pension—or choose the lump sum and roll it into a retirement account?This may be one of the largest and most permanent financial decisions yo…
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7 min
How Much Money Do You Really Need to Retire?
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…
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5 min
What Is Your Business Actually Worth? (Most Owners Get This Wrong)
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™ Dav…
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11 min
What a Real Financial Plan Looks Like (Before You Retire)
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 coup…
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11 min
What Happens to Your IRA When You Die? (2026 Inherited IRA Rules Explained)
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, t…
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11 min
4 Costly Mistakes Business Owners Make Before Selling Their Company
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…
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7 min
You Saved $1.4M… Now What? (The Hidden Retirement Tax Problem)
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 t…
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7 min
GWT You Saved for 40 Years… So Why Are Retirees Afraid to Spend?
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 t…
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5 min
If You Won $10 Million… Would Your Life Actually Change?
If you suddenly had $10 million, what would actually change about your life?Many retirees and pre-retirees are surprised by their own answer — and what it reveals about retirement…
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11 min
Bitcoin Is Money, Not Currency — and Misunderstanding It Could Cost You
Most people have heard of Bitcoin — but very few can explain what it actually is, how it works, or whether it belongs in a retirement plan.In this episode of The Great Wealth Trans…
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10 min
Why Healthcare Is the Biggest Hidden Cost in Retirement (And What You Can Do About It)
If you’ve ever looked at your healthcare premiums and thought, “Why is this so expensive?” — you’re not alone.Healthcare is one of the largest and fastest-growing expenses in retir…
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9 min
How to Know If You’re Really Ready to Retire!
Most people think retirement readiness is about hitting a certain dollar amount. In reality, it’s about clarity and confidence.In this episode, we walk through the five real signs…
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10 min
Is Social Security Going Broke? The Truth No One Explains Clearly
Will Social Security run out of money?Headlines say the Social Security trust fund is going broke — but what does that actually mean for retirees and those nearing retirement? In t…
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9 min
Joint Account Mistakes You Don't Want to Make... #MedicaidPlanning
Adding your name to a parent’s bank account feels helpful — but it can quietly create serious legal, tax, and Medicaid problems.In this episode of The Great Wealth Transfer, David…
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5 min
Plan Your Retirement for Longevity, Prepare for Brevity #retirementplanning
Most retirement plans focus on one thing: making money last a long time.But great planning does something more powerful — it plans for longevity *and* prepares for brevity.In this…