December 2024 – March to a Million

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

By March to a Million | December 18, 2024

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 now find themselves catching up on retirement savings. Greg and Brad explore the surprising flexibility and potential tax benefits these plans offer, particularly for small business owners and independent contractors. Learn how Brad transitioned from a Fortune 500 consultant to a specialized advisor helping folks maximize their retirement savings quickly and efficiently. This episode digs into specifics, including the mechanics of plan setup and the financial advantages that come with savvy retirement planning.

Greg and Brad discuss:

(5:12) How defined benefit plans can be beneficial for business owners
(8:20) Recent changes in pension law that benefit smaller plan sponsors
(12:45) The interplay between investment strategies and contribution limits
(24:20)Unique applications of defined plans for diverse professional profiles
And more

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About Our Guest:

Bradford Barlow, Jr., FSA, EA

With over 20 years of experience as a successful actuary and retirement plan consultant, “Brad” Barlow is well-versed in the financial services industry.

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

By March to a Million | December 4, 2024

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 He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real estate, and the evolving crypto sphere. Through insightful discussions, Greg highlights the potential risks of conventional approaches and advocates for strategies that can better navigate today’s tumultuous markets.

Greg discusses:

(03:25) The transformation of market structures and its implications
(09:33) The rise of private equity and its impacts
(13:27) Navigating private debt opportunities
(18:37) A fresh perspective on cryptocurrency
(20:45) Opening meaningful conversations as a financial advocate
And more

It’s time to consider rethinking your investment strategies. Tune in and explore pathways to financial growth and resilience.

Resources: