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Join date: Jan 13, 2023
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Apr 7, 2026 ∙ 5 min
Case Study: Replacing Underperforming Annuities and Idle Savings with a Coordinated Retirement Plan
Robert and Carol are a retired couple in their mid-sixties with a foundation already in place: two annuities paying steady, predictable income that were working exactly as intended. Those contracts were never part of the conversation. What brought them to the table was everything else.
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Mar 20, 2026 ∙ 3 min
Understanding Financial Tools for Retirement Planning
In a recent discussion on the Influential Entrepreneurs podcast, Greg DuPont highlights the critical need for clarity in navigating the complex landscape of retirement planning. By understanding financial tools and their applications, individuals can make informed decisions that align with their goals and risk tolerance.
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Mar 18, 2026 ∙ 3 min
How Technology Convergence Impacts Consumer Finances
Artificial intelligence, robotics, energy systems, autonomous transportation, and digital finance are all advancing rapidly. Individually, each technology could reshape parts of the economy. Together, their interaction may produce much broader effects.
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Greg DuPont
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