Should You Gift Wealth While You’re Alive? Podcast By cover art

Should You Gift Wealth While You’re Alive?

Should You Gift Wealth While You’re Alive?

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 🎙 Should You Give Wealth Now or Later? | The Great Wealth Transfer Ep. 107
$84 trillion is set to change hands over the next 20 years. But here's the question every wealthy family faces: Should you give money to your heirs while you're alive—or wait until you're gone?

In this episode, David Pulcini, CFP®, explores the emotional and financial impact of lifetime gifting vs. inheritance. From tax strategy and control to family dynamics, entitlement, and legacy building—this conversation goes far beyond dollars and cents.

✅ You'll Learn:
  • The pros and cons of gifting wealth while alive

  • How early gifting can strengthen (or strain) relationships

  • Why timing matters more than the amount

  • Real-life stories of thoughtful wealth transfers

  • How to avoid guilt, resentment, and entitlement


Whether you’re planning to leave a legacy or receive one, this episode is packed with practical insight and emotional intelligence.

📌 Want help planning your own Great Wealth Transfer? Connect with Six Point Financial Partners at (585) 485-0947 or email: dpulcini@sixpointfp.com 🔔 Subscribe for more conversations on money, legacy, and smart planning.
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