Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors. Greg and Shana delve into …

Read More Read More

What Wildfires and Political Changes Mean for Your Financial Strategy (Ep. 42)

What Wildfires and Political Changes Mean for Your Financial Strategy (Ep. 42)

How do current events, from wildfires to political promises, shape our financial landscape? In this episode, Greg DuPont dives into the intricate connections between California wildfires, the emergence of Trump 2.0, and innovations in government efficiency. He explores how these seemingly disparate events interconnect and influence lives and financial markets. Greg discusses:  (02:06) The devastating …

Read More Read More

Navigating Long-Term Care with John Broyles (Ep. 41)

Navigating Long-Term Care with John Broyles (Ep. 41)

What does it take to redefine financial security in today’s world? In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, …

Read More Read More

Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

What if your financial future could change in ways you never imagined? In this episode, Greg DuPont sits down with Brad Barlow, an actuary and “secret weapon” for business owners. They delve into the world of defined benefit plans and how these often-overlooked tools can be game-changers for people who’ve built a thriving business and …

Read More Read More

Evolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)

Evolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)

Are you investing like it’s still the 20th century or have you embraced the new approaches of the 21st century? In this episode, Greg DuPont talks about the transformation of investment practices and the evolving financial landscape. He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real …

Read More Read More

Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)

Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)

What happens when business owners overlook the vital details of their buy-sell agreements? In this episode, Greg DuPont sits down with David Foster, Director of Advanced Planning for Simplicity Group, to unravel the complexities of business succession planning and how recent legal changes can impact entrepreneurs. Discover why many business owners need to rethink their …

Read More Read More

Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

Are you controlling your time, or is time controlling you? Time is the ultimate resource, yet many of us feel it slipping through our fingers. Discover how to seize control and make every minute count. Today on March to a Million, Greg DuPont discusses the significance of effective time management for attorneys, exploring the 12-week …

Read More Read More

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches? Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to …

Read More Read More

Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept. How do RMDs impact your financial strategy, and what can you do to manage them effectively? Are there ways that attorneys can better serve their clients by understanding the nuances of RMDs? In …

Read More Read More