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The Great Wealth Transfer

ROC Vox Podcast Network
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InvestingPodcastsBusinessENunited-statesDaily or near-daily
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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.
Top 85% by pitch volume (Rank #42490 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
34
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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PreviousEfficiency & Property InvestingRank #42489NextNot On My CVRank #42491
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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/the-great-wealth-transfer
Cadence: Active weekly
Reply rate: Under 2%

Latest Episodes

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

Thu Feb 05 2026

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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

More

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

Key Metrics

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Pitches sent
7
From PodPitch users
Rank
#42490
Top 85% by pitch volume (Rank #42490 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
1
Written reviews (when available)
Publish cadence
Daily or near-daily
Active weekly
Episode count
34
Data updated
Feb 10, 2026
Social followers
N/A

Public Snapshot

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InvestingPodcastsBusiness
Country
United States
Language
English
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Thu Feb 05 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
N/A
Contact available
Yes
Masked on public pages
Sponsors detected
No
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Sponsor mentionsLikely
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Frequently Asked Questions About The Great Wealth Transfer

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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.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.

How often does The Great Wealth Transfer publish new episodes?

Daily or near-daily

How many listeners does The Great Wealth Transfer get?

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