SixPoint Podcast

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Podcast Series

The Great Wealth Transfer – Hosted by David Pulcini, CFP

Clear, planning-first conversations on retirement income, tax strategy, investing, and legacy planning.

Think Twice Before Rolling Your CD!

Quick takeaway: When a CD matures, doing nothing is still a decision — and often a costly one.

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Have a Question You Want Answered?

If you’re facing a real-world planning decision and aren’t sure what to do next, send us your question. We regularly turn listener questions into future episodes.

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Insights from The Great Wealth Transfer

Key perspectives shared by David Pulcini, CFP®, on planning, legacy, and the decisions that shape generational outcomes.

“Smart tax planning is generational planning. Every dollar you save today is a dollar your heirs won’t lose tomorrow.”

“If something happened to you today, what would they find? Your plan determines whether your family experiences peace or a mess.”

“The Great Wealth Transfer isn’t about money. It’s about control, clarity, and making sure your legacy is defined by intention — not by the courts.”

“Most families don’t fail to build wealth. They fail to transfer it. The difference is a plan.”

“A trust isn’t just a document — it’s a blueprint that protects your family from chaos, confusion, and unnecessary taxes.”

“When you pass away, your biggest heir shouldn’t be the IRS. With the right planning, your wealth goes to the people you love — not the government.”

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