Hosted by Unknown Host · 🇺🇸 US · EN · 39 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts The Great Wealth Transfer, a business show with 39 episodes published.
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
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 Weal
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 $
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 retireme
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 Great
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
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 5
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
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 Transfe
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 accou
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,
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 s
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 The
The market will drop — it always does. The question isn’t if, it’s whether you’re positioned to take advantage of the opportunity. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down four smart
Feeling ‘retirement rich’ but cash poor? You’re not alone. Millions of people under 55 have most of their wealth locked inside retirement accounts they can’t touch without penalties. In this episode of The Great Wealth T
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down the smart withdrawal strategy that can help retirees keep more of their money — and pay far less in taxes. How you take money out of your ret
Most people think retirement success depends on hitting a “magic number.” In this episode of Retire Without Regret, David Pulcini, CFP® of SixPoint Financial Partners, breaks down why that mindset is wrong — and how to f
You saved, invested, and stayed calm — so why does your retirement plan still flash red at age 85? In this episode of Retire Without Regret, David Pulcini, CFP® explains why even households with $2M+ can face late-life s
In this bonus episode of Retire Without Regret, financial advisor Dave Pulcini shares 3 actionable steps for people who feel ‘behind’ on retirement savings. You don’t need $2 million to retire well—you need a clear plan.
Welcome to Retire Without Regret — a new series from The Great Wealth Transfer.Too many people enter retirement with unanswered questions, hidden tax traps, and the constant fear of running out of money. This series is h
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Great Wealth Transfer has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
The Great Wealth Transfer is hosted by Unknown Host. The show is categorised under Business (investing) and has published 39 episodes.
The Great Wealth Transfer has published 39 episodes.
The Great Wealth Transfer regularly covers Business, Investing. It sits in the Business category, with a investing focus.
The Great Wealth Transfer is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Great Wealth Transfer hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Great Wealth Transfer average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Great Wealth Transfer's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched yesterday.
