Sep 21, 20265 minS1
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 employees overlook, including: •...
business
The Great Wealth Transfer
Hosted by David Pulcini · business · EN
About this Podcast:
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.
Pitch Analysis
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about The Great Wealth Transfer
What is The Great Wealth Transfer about?
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.
Who hosts The Great Wealth Transfer?
The Great Wealth Transfer is hosted by David Pulcini. The show has published 48 episodes to date.
What has The Great Wealth Transfer covered recently?
Recent episodes include "Advanced RSU Tax Strategies Most Employees Miss | RSU 301" (21 September 2026, 5 minutes), "RSUs Explained: Vesting, Taxes & the 22% Withholding Trap" (19 September 2026, 5 minutes), and "RSU 201 | Should You Sell Your RSUs When They Vest?" (8 September 2026, 5 minutes).
How often does The Great Wealth Transfer publish?
The Great Wealth Transfer publishes roughly weekly, with episodes averaging 8 minutes across 48 episodes.
How hard is it to get booked on The Great Wealth Transfer?
Booking probability for The Great Wealth Transfer is 32%, and the host is rated Selective on guests. The Great Wealth Transfer requires a Pod Score of 80 or higher. The Great Wealth Transfer's contact route on record: verified email.
Who should pitch The Great Wealth Transfer?
The strongest fits for The Great Wealth Transfer are Investing & Wealth Management. The Great Wealth Transfer has a business audience.
About the host
David Pulcini hosts The Great Wealth Transfer, a business podcast with 48 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Sep 19, 20265 minS1
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 Pulcini, CFP® explains: What...
- Sep 8, 20265 minS1
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 the most important decisions in equity...
The Great Wealth Transfer
Trump Accounts Explained: Should Parents & Grandparents Open One in 2026?
Aug 17, 20269 minAre 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 to build long-term retirement savings...
- Aug 11, 20267 minS1
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 you make. Unfortunately, there isn’t one...
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Episode #35
How Much Money Do You Really Need to Retire?
Aug 7, 20267 minS1How 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 be based on a stranger’s rule of...
- Jul 6, 202611 minS1
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 couple preparing for retirement and show...
- Jun 29, 202611 minS1
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...
- May 14, 202611 minS1
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...
- May 11, 20267 minS1
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...
- Feb 19, 20267 minS1
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 this episode, we cover: • Why...
- Feb 12, 20265 minS1
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 readiness. In this episode of The...
- Feb 5, 202611 minS1
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...
The Great Wealth Transfer
Why Healthcare Is the Biggest Hidden Cost in Retirement (And What You Can Do About It)
Jan 30, 202610 minIf 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...
Episode #124
How to Know If You’re Really Ready to Retire!
Jan 22, 20269 minS1Most 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...
- Jan 8, 202610 minS1
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 this episode of The Great Wealth...
- Jan 2, 20269 minS1
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 Pulcini, CFP®, explains why joint...
- Dec 30, 20255 minS1
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 episode of The Great Wealth Transfer...
- Dec 26, 20257 minS1
Interest rates are falling — and for many retirees, that creates confusion and costly mistakes. For the last few years, CDs felt like a gift: safe, simple, and finally paying meaningful interest. But now that rates are...
- Dec 11, 202512 minS1
The IRS may be your biggest heir — unless you take control. With $84 trillion set to change hands over the next 20 years, your retirement accounts could become a massive tax burden for your family. In this episode of...
Recent guests
Recent guests on The Great Wealth Transfer. Study who booked and why before you pitch.
A
Ashley Quamme
licensed therapist and financial behavior specialist, BAM Financial Consulting
D
David Pulcini
sixpointfp
D
Dave Pulcini
SixPoint Financial Partners
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