The Great Wealth Transfer cover art

The Great Wealth Transfer

The Great Wealth Transfer

Written by: ROC Vox Podcast Network
Listen for free

About this listen

 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
  • Bitcoin Is Money, Not Currency — and Misunderstanding It Could Cost You

    Bitcoin Is Money, Not Currency — and Misunderstanding It Could Cost You
    Feb 5 2026
    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 Transfer, David Pulcini, CFP® breaks Bitcoin down in plain English:

    What Bitcoin actually is (and what it is not)

    The difference between money vs currency

    Why Bitcoin behaves more like digital gold

    Whether Bitcoin threatens the US dollar

    How retirees and pre-retirees should think about Bitcoin exposure

    A neutral, fiduciary perspective on owning Bitcoin (no hype, no fear)

    This episode is designed for investors over 50, retirees, and families navigating the Great Wealth Transfer who want clarity — not speculation.

    📅 Want help understanding how Bitcoin fits into your retirement plan?

    Schedule a conversation: https://calendly.com/dpulcini
    🌐 Learn more: https://sixpointfp.com
    📩 Email: dpulcini@sixpointfp.com
    📞 Phone: 585-485-0947

    #retirementplanning #TheGreatWealthTransfer #retirementincome #youtubefinance #financialeducation #investingsimplified #bitcoinexplained #bitcoininvesting #digitalgold #cryptoforbeginners #bitcoineducation
    Show More Show Less
    11 mins
  • Why Healthcare Is the Biggest Hidden Cost in Retirement (And What You Can Do About It)

    Why Healthcare Is the Biggest Hidden Cost in Retirement (And What You Can Do About It)
    Jan 30 2026
    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 retirement, especially for people in their 50s and early 60s before Medicare begins. In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains why healthcare premiums keep rising, what’s actually driving the cost, and — most importantly — what retirees can still control.
    In this video, we cover:
    • Why healthcare costs rise as you age
    • Why U.S. healthcare premiums are higher than most countries
    • The hidden impact of prescription drugs and medical inflation
    • Why ages 60–65 are the most expensive healthcare years
    • How income planning affects ACA subsidies and Medicare premiums
    • How smart planning can reduce healthcare costs in retirement
    Healthcare isn’t expensive because you’re doing something wrong — it’s expensive because the system is expensive. The good news? With the right retirement income and tax strategy, you can plan around it.
    📅 Schedule a conversation: https://calendly.com/dpulcini
    🌐 Learn more: https://sixpointfp.com
    #HealthcareCosts, #RetirementPlanning, #HealthcarePremiums, #MedicarePlanning, #RetirementIncome, #GreatWealthTransfer, #FinancialPlanning, #RetireWithoutRegret, #PreMedicare, #RetirementExpenses, #DavidPulciniCFP
    Show More Show Less
    10 mins
  • How to Know If You’re Really Ready to Retire!

    How to Know If You’re Really Ready to Retire!
    Jan 22 2026
    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 you’re truly ready to retire, including:

    -Knowing your real retirement number
    -Having a tested, tax-smart income plan
    -Planning for healthcare and Medicare
    -Building a forward-looking tax strategy
    -Retiring to something, not just from something

    If you’ve ever asked yourself, “Will I be okay?” — this episode is for you.

    Schedule a Call: https://www.calendly.com/dpulcini
    Learn More: https://www.sixpointfp.com
    Email: dpulcini@sixpointfp.com
    Show More Show Less
    9 mins
No reviews yet