Reflections on Higher Education and Financial Planning (Ep. 29)

Reflections on Higher Education and Financial Planning (Ep. 29)

The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits. What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education? This week, Greg DuPont shares his thoughts …

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How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs? In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program …

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Is the Stock Market a Ponzi Scheme? (Ep. 27)

Is the Stock Market a Ponzi Scheme? (Ep. 27)

The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme? This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition …

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Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

In the face of impending market changes, how can families plan to safeguard their financial future? In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues …

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The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

The process of transitioning into retirement involves more than just financial planning; it involves psychological and emotional preparation as well. How can attorneys and financial advisors provide a more holistic service that addresses the human side of retirement? How can they help clients navigate the emotional complexities of leaving their work identity behind? This week, …

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Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

The great wealth transfer is a monumental event, and attorneys must adapt to generational differences to capture this opportunity. How can attorneys effectively communicate and market to different generations? What strategies can they employ to engage with a younger, more digitally savvy audience? In this episode of the March to a Million podcast, Greg DuPont …

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Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

Are you ready to rethink your approach to long-term care planning and leave a lasting financial legacy for your clients?  In this episode of The March to a Million Podcast, Greg DuPont talks with Barclay Sisk, Vice-President at 1st Atlantic Brokerage, to uncover the secrets behind long-term care planning strategies and how attorneys can secure …

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The Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)

The Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)

Ready to help your clients with eliminating their debt and pursuing financial freedom?  Are there any methods available that we should know about? Join Greg DuPont and Tracey Spikes, CLU, FICF, Debt Free 4 Life™ Specialist, as they discuss the transformative Debt Free 4 Life model that can change people’s future. Tracy shares personal stories …

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The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 21)

The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 21)

Debt is one of the biggest challenges facing many people today.  It can limit your choices, reduce your savings, and stress you out.  But what if there was a way to get rid of your debt faster and easier than you ever thought possible? This week, Greg DuPont is joined by Adam Carroll, Professional Speaker …

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The Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20)

The Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20)

Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification.  However, real estate investing also comes with its own challenges, such as finding the right properties, managing them effectively, and navigating the complex legal and financial aspects.  That …

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