Technology – March to a Million

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

By March to a Million | July 17, 2024

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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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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