Real Estate – March to a Million

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

By March to a Million | June 5, 2024

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 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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