Tag: Greg DuPont
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)

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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

Connect with Greg DuPont:

Connect With Brad Barlow:

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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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)

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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 year model to boost productivity. He shares his own challenges and strategies for balancing work, life, and professional development. Listen and learn how you can transform your time management approach and propel yourself toward both professional success and personal fulfillment.

Greg discusses: 

  • How breaking down the year into 12-week segments can drive focus and accelerate achievement
  • Effective prioritization by aligning your daily tasks with long-term goals through practical time-blocking strategies
  • Balancing work and personal life to sustain high energy levels and prevent burnout
  • The value of coaches and mentors in guiding your professional journey and providing fresh perspectives on time management
  • And more

Resources: 

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How Taking Time Off Can Make All the Difference (Ep. 31)

How Taking Time Off Can Make All the Difference (Ep. 31)

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Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug.

How can you prepare your business to thrive without you? What benefits can you gain from truly disconnecting?

This week, Greg DuPont chats about the importance of taking time off and how doing so can lead not only to personal rejuvenation but also to professional growth. Greg shares his insights from a two-week vacation, discussing the steps he took to ensure his businesses thrived in his absence, emphasizing the role of strategic planning and team empowerment.

You’ll be surprised by what a good rest can do for yourself, your career, and for those around you. 

Greg discusses: 

  • The benefits of taking time off for hard-charging entrepreneurs
  • Detailed preparation he took to make himself “worthless” for a month
  • Insights from Dan Sullivan’s approach to free days, focus days, and buffer days
  • The surprising impact of Greg’s absence on his law practice’s revenue
  • And more!

 

Resources: 

Connect with Greg DuPont:

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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)

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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 facing the financial market and the impending changes that could reshape our financial futures.

Greg discusses: 

  • His epiphany about the future of the market and its impact on his clients
  • The significance of the 100th anniversary of the Great Depression in relation to current market conditions
  • Strategies for protecting family wealth, including offloading risk and exploring alternative investments
  • The role of insurance companies in providing stability during economic downturns
  • The potential of Bitcoin and real estate as alternative investment options
  • The importance of guaranteed income and the dangers of forced asset liquidation during market crashes
  • Roles that attorneys play in financial advocacy to protect clients’ interests in a comprehensive manner
  • And more!

 

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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)

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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, Greg DuPont chats with Lindsay Troxell, Founder, CEO, and Head Coach At Our Coaching Initiative. They explore the importance of understanding clients’ emotions, the impact of exhaustion on retirement dreams, and strategies for attorneys and advisors to connect more deeply with their clients.

They discuss:

  • The significance of coaching in the financial advisory space and how it can enhance client relationships
  • The challenges clients face when transitioning from work life to retirement, particularly in terms of emotional readiness and identity
  • The importance of managing physical, emotional, mental, and spiritual energy for a fulfilling retirement
  • How advisors can help clients redefine their purpose and identity post-retirement
  • The art of asking the right questions to facilitate deeper conversations and connections with clients
  • How advisors can overcome feelings of inadequacy when stepping into a coaching role
  • Encouraging a growth mindset among advisors to move from merely surviving to thriving in their profession
  • And more!

 

Resources: 

Connect With Lindsay Troxell:

Connect with Greg DuPont:

 

About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked on thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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

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

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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 explores the importance of understanding generational nuances in marketing, especially in the context of the great wealth transfer. They explore the impact of financial events on younger generations and the necessity of creating content that resonates with Gen X, Millennials, and Gen Z.

Greg discusses: 

  • The distinct marketing approaches required for different generations and the misconceptions attorneys may have
  • The shift from traditional word-of-mouth marketing to building a foundation of social proof for younger audiences
  • The importance of creating convenient, bite-sized content for digital platforms to attract the next generation
  • The need for attorneys to focus on the outcomes and feelings their services provide, rather than just the technical aspects
  • The benefits of utilizing owned media like print newsletters and websites to control the message and build credibility
  • Effective strategies for converting conversations into client engagements without hard selling
  • And more!

 

Connect with 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)

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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!

 

Connect With Barclay Sisk:

Connect with Greg DuPont:

 

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 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)

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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 and insights on how this model transforms lives by eliminating debt faster, increasing wealth accumulation, and offering financial freedom.

Greg and Tracey Discuss: 

  • Tracy’s personal journey and the motivation behind the Debt Free 4 Life movement
  • How individuals can pay off significant debt quickly and pursue financial freedom within a short timeframe
  • The importance of understanding effective interest costs and redirecting finances to eliminate debt effectively
  • Tailoring financial plans to individual budgets without compromising lifestyle choices 
  • And more!

 

Connect With Tracey Spikes:

Connect with Greg DuPont:

 

About Our Guest:

Tracey Spikes believes that Debt and Taxes are two of the greatest detractors of wealth accumulation and spendable income that Americans face today. He has studied income in America extensively and came to the shocking conclusion that well over 50% of what Americans earn over their lifetime goes to paying taxes and/or interest.

It’s for these reasons he uses the Smart Advisor Tools suite of software that includes Debt Free 4 Life™️ and Tax Smart 4 Life™️ as part of his advisory work with clients, and trains similarly-minded advisors.

DF4L is a debt elimination app that uses risk management-based products, like life insurance, to modify a “snowball” approach to debt elimination and cash flow management.

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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)

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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 & Founder of The Shred Method, to explore how the Shred Method can help achieve debt freedom in 3 to 7 years. They emphasize the importance of financial discipline and managing discretionary income to accelerate debt repayment, not just for mortgages but also for other loans. Adam also highlights the support provided by his team, making it easy for estate planning attorneys to implement this method for their clients.

Adam discusses: 

  • The Shred Method as a unique tool for achieving debt freedom within 3 to 7 years
  • How to use money more effectively through the Shred Method
  • The effectiveness of leveraging a home equity line of credit to pay off mortgage
  • The ideal prospects for the Shred Method
  • The simplicity of the Shred Method and the role of his team in guiding clients through the assessment process
  • The effectiveness of the Shred Method in tackling student loan debt and its role in building equity
  • And more!

 

Connect With Adam Carroll:

Connect with Greg DuPont:

 

About Our Guest:

Adam Carroll has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth building capacity. With an unwavering commitment to helping people make the most of the money they make, while limiting risk, reducing tax liabilities, and increasing liquidity, Adam Carroll has spent 15 years helping people do more with the money they make. He is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. He is the host of the Build A Bigger Life podcast, the curator of MasteryOfMoney.com and founder of The Shred Method™.

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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)

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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 is why estate planning attorneys must be well educated in this field in order to provide the proper guidance to their clients.

Greg DuPont sits down with Taylor Vick, Managing Director at Blue Ridge Asset Management, to explore the ins and outs of real estate investing. Taylor shares his expertise on various types of real estate investments and the benefits of using self-directed IRAs. He also covers strategies for leveraging tax benefits to enhance investment returns.

Taylor discusses: 

  • The wealth-building potential and steady income real estate offers
  • The liquidity aspect of real estate investments
  • The tax advantages of real estate investment
  • Exploring asset management, 1031 exchanges, and diversification strategies for real estate investments
  • Insights on real estate deals in the current market with higher interest rates and strategies for future potential refinancing
  • Incorporating real estate into trusts for estate planning to transfer valuable assets and minimize estate taxes
  • And more!

 

Connect With Taylor Vick:

Connect with Greg DuPont:

 

About Our Guest:

Taylor Vick has pursued a passionate commitment to the real estate investment community in and around the upstate for decades. Obtaining his CFA (Chartered Financial Analyst) designation, Taylor continued to drive his passion for real estate investing at a high level pursuing the most advanced training, traveling the globe attending industry-leading conferences, and continuing to stay at the leading edge of the investment world each and every day. His tenacity for reaching industry-leading milestones for Blue Ridge has shown year after year, including an increasingly growing total of $150+ million in real estate funds managed. 

As Principal and Managing Director, Taylor has a wide range of industry expertise and involvement including private company investments, acquisitions, commercial loans, agency debt, insurance company loans, non-recourse financings, 1031 exchanges, leases with purchase options, originating mortgage notes to buyers, receiving mortgage notes from sellers, contract assessments and equity cash-out refinancing among a variety of strategies that lead the industry in both performance and success. 

Taylor’s success is not only driven by the impressive numbers, tenacity, and hunger to lead the industry but in the relational side of Blue Ridge. With an investor-first mindset, Taylor prioritizes investor relationships as the foundation of Blue Ridge’s advancement in the industry and the ever-growing investor client list is proof of his unwavering relational commitment. 

You can also find Taylor involved heavily in supporting local community missions, organizations, and events as his local roots remain strong in supporting the upstate’s growth surge sustainably. 

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