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

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

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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 on the future of higher education and financial planning, sparked by his daughter’s college graduation. He touches on the challenges families face in saving for college, the potential decline of smaller colleges, and the evolving role of technology in education.

Greg discusses: 

  • The high costs of college education and the challenges of saving for it
  • The potential closure of smaller colleges due to financial pressures
  • The impact of technology, like AI, on the need for traditional higher education
  • The future of student loans and their implications for families
  • The importance of flexible financial planning to adapt to changing educational landscapes 
  • And more!

 

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

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

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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 their clients’ financial futures. They explore the critical role of proper monitoring, adjusting insurance plans, and creating a personalized care fund over time. 

Barclay discusses: 

  • Creating a long-term care and legacy plan through asset-based and traditional insurance options
  • The importance of starting planning early to build a robust financial foundation
  • Rethinking long-term care coverage and insurance monitoring for a more secure financial future
  • Leveraging life insurance plans to ensure financial stability and legacy planning for affluent clients
  • And more!

 

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About Our Guest:

1st Atlantic Brokerage is an independent IMO/BGA that works with commission-based and fee-based Advisors in the areas of Long-Term Care and Legacy planning. Barclay Sisk has developed a proprietary system and software to provide support in helping their clients make better decisions about their future care needs and the needs of their families. Barclay also works with Employee Benefits Specialists in helping them educate Business Owners and pre-retirees about the importance of a Long-Term Care benefit as a part of their overall benefits package.

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The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)

The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)

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Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future. 

However, not all life insurance policies are created equal, and many people are unaware of the hidden risks and opportunities that lie within their contracts. 

In this episode, Greg DuPont sits down with David Kottler, The Life Insurance Doctor, to explore the power of life insurance as a wealth protection tool. They touch on the concept of “DOA” (Dead on Arrival) and the critical issues that lead to policy lapses. David shares real-life success stories where he helped clients maximize retirement income and avoid financial loss.

Greg and David discuss: 

  • David’s background as The Life Insurance Doctor
  • The waste that occurs with life insurance policies and the importance of a policy review to eliminate this waste
  • The three critical problems that lead to life insurance lapses: design flaws, omission to fund the policy properly, and a lack of professional review
  • Real-life cases where clients faced potential financial pitfalls with life insurance policies
  • The need for advocates to prioritize clients’ interests, insisting on independent professional reviews
  • And more!

 

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About Our Guest:

David Kottler has helped clients generate over $10MM of cash and tax benefits in the past 12 months utilizing his “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring the needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances that most clients and advisors are not aware of.

It is gratifying for him to be in a position to help such clients and enable them to meet their family and legacy goals through his work. His passion is philanthropy. There is a great need for education and guidance for high net-worth clients who wish to align their life goals with their hard-earned wealth to enable them to understand the “Why” component of their planning. His objectives are to collaborate with clients and his strategic relationships to produce the best results for them financially and philanthropically.

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The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

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Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth.

In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to maximize wealth accumulation.

Greg discusses: 

  • The three secrets of wealth accumulation
  • The drawbacks of relying solely on 401(k) for savings and the need to consider alternative investment options
  • The need to take more risks for higher returns in a pre-tax environment and how shifting to an after-tax world can reduce the required rate of return
  • The goal of Wealth Solutions Network to help the general public with their finances
  • The potential to cut down debt repayment time by being systematic with compound interest and alternative solutions to traditional retirement savings
  • And more!

Resources: 

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The Journey from an Attorney to a Financial Advocate (Ep. 1)

The Journey from an Attorney to a Financial Advocate (Ep. 1)

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As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law.

There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you.

Welcome to The March to a Million podcast!

In this inaugural episode, Greg DuPont, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to their clients by taking a holistic approach to their financial planning needs.

Greg discusses: 

  • The need for financially minded attorneys to provide single-point responsibility and solutions for their client’s financial, tax, and legal needs
  • The licensing requirements for attorneys who want to provide investment advice
  • The type of attorney who would be well-suited for the Wealth Solutions Network
  • His educational background and how he became a lawyer and entrepreneur
  • His passion for helping people make good decisions and how he wants to bring that to people through his podcast and other outreach
  • And more!

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