Retirement Planning – 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 Potential of Annuities (Ep. 18)

By MarchToAMillion | February 14, 2024

Annuities are financial products that offer an income stream, usually for retirees.

However, annuities also have some drawbacks, such as fees, surrender charges, and tax implications.

How can attorneys help their clients in this subject? Can they fit into their estate plans?

In this episode, Greg DuPont explores the world of annuities. He dives into the reasons behind the hesitation towards annuities, highlighting the disconnect between the product’s benefits and public perception. Additionally, Greg also touches on the evolution of annuities, distinguishing between variable and fixed indexed annuities, and emphasizes the importance of understanding annuities as a tool for preserving, protecting, and transferring assets.

Greg discusses:

The negative perception of annuities and the high demand for the product
The various types of annuities, including fixed, variable, and indexed annuities
Important factors to consider when selecting annuities
A potential market disruption and the role of fixed indexed annuity in providing a financial safety net
The importance of providing certainty and control to clients, especially during uncertain market times
The importance of continuing to learn annuity principles and incorporating them into estate planning
And more!

Resources:

Simplifying the Complexity of Indices with Laurence Black | March to a Million Ep. 13