Legacy – March to a Million

The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

By MarchToAMillion | August 30, 2023

The concept of wealth enhancement goes beyond accumulation.

It’s about having the mindset of empowerment and protecting wealth to achieve personal goals.

What are the essential factors to consider when it comes to clients?

In this episode, Greg DuPont talks about the third pillar of financial advocacy, wealth enhancement, as well as three secrets about it. He explores the importance of prioritizing a simple, fulfilling life and leaving a legacy and the role of math in wealth enhancement, focusing on understanding values and communicating results effectively. In addition, Greg touches on the power of savings and the potential of alternative assets when diversifying.

Greg discusses:

The three secrets of wealth enhancement
Why people in retirement want a simple lifestyle and to leave behind a legacy, not an extravagant lifestyle
The role of math and communication in wealth enhancement when it comes to influencing and assisting clients
Why the investment world’s math can be disingenuous
An explanation of the Monte Carlo tool and its connection to gambling casinos
The importance of enhancing our wealth to protect ourselves from external risks
The importance of diversifying investments beyond traditional asset classes
The role of financial advocates in addressing known risks and providing resilience for unknown risks
And more!

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The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)

By MarchToAMillion | August 2, 2023

In an era where it has become more complicated to save for our future and maintain our lifestyles, it becomes vital for attorneys to explore various perspectives and learn strategies to navigate their clients to preserve their wealth.

In this episode, Greg DuPont talks about the second pillar of financial advocacy, wealth preservation and challenges traditional teachings in the financial industry. He touches on the importance of identifying patterns to determine the right strategies for clients and how annuities and life insurance can be powerful tools for wealth preservation when used effectively.