Episodes

Estate planning professionals are at a crossroads. Those who stay stuck in transactional work will struggle to survive, while those who think bigger have the chance to build a true legacy. In this episode of March to a Million, Greg DuPont kicks off a special 10-part series on moving from practitioner to legacy builder. Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, an...

Private insurance isn’t just for Fortune 500 companies; it can be a powerful wealth-building and risk-mitigation tool for law firms, business owners, and entrepreneurs. In this episode of March to a Million, Greg DuPont sits down with Craig Clemons, Vice President at Reinsurance Specialists, to uncover how private insurance structures can help business owners self-insure, unlock tax advantages, and even build new pools of investment capital. From protecting against reputational risk to leveragin...

When life knocked her down (literally), Susan Chace got back up and rewrote the script. In this moving episode of March to a Million, Greg DuPont sits down with new Wealth Solutions Network member Susan Chace, Esq., whose 14-year journey to becoming an estate planning attorney includes surviving a brain tumor, raising three children as a single mother, and juggling multiple careers. Now a licensed attorney and ready to serve, Susan shares how her own near-death experience changed how she sees es...

Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule. In this episode, Greg DuPont shares his research and frustrations that made him question why many advisors still cling to outdated income planning assumptions that could jeopardize retirement outcomes. From the origins of the 4% rule to today’s evolving withdrawal realities, Greg explains why “just pulling 4%” is not a strategy and what proactive advisors and consumers should be d...

What if your law firm could become the most trusted advisor in your client’s life, far beyond documents and transactions? In this powerful conversation, Greg DuPont welcomes Ali Katz, founder of Eyes Wide Open Collective, to share how she’s transforming the estate planning world by training attorneys to deliver holistic legal, insurance, financial, and tax (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards ...

Wouldn’t it be great to find a way to keep your employees happy and save costs at the same time? In this episode, Greg DuPont sits down with Reagan Allen to discuss an innovative program that provides businesses with tax savings while offering employees enhanced benefits without any additional cost. Greg and Reagan examine how leveraging changes introduced by the Affordable Care Act can lead to substantial savings and enhanced employee satisfaction. Learn how this program can serve as a powerful...

Is Your Retirement Hiding a Tax Trap? In this episode, Greg DuPont discusses his latest venture: the “Retirement Tax Trap.” Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network (WSN) members, offering a unique lead generation tool through comprehensive estate planning strategies. Greg shares insights on: The development and purpose of “The Retirement Tax Trap” [01:09] Creating alignment within law practices [03:16] The importance of focus in...

Can revolutions be quiet? Dive into this episode to explore three silent yet powerful revolutions reshaping our world today: political, AI, and financial. Greg DuPont navigates these transformative times with insights on how the Wealth Solutions Network (WSN) can guide you through the noise. Greg discusses: (02:30): How shifts in government structures impact our personal and financial security (09:34): The potential of AI to revolutionize the legal and financial landscapes, and Greg’s very own ...

What’s the secret to being a successful leader while managing transitions? Dive into this episode of March to a Million as Greg DuPont shares firsthand insights from his recent conference experience, revealing key strategies and mindset shifts in the world of financial and legal practice. Unpack lessons on building effective teams, handling infrastructure changes, and the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over...

Is real estate still a good investment for your portfolio? Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and how ongoing valuations can play a game-changing role for your financial future! Tune in to discover: [00:01:29] Introduction to Taylor Vick and Blue Ridge Asset M...

Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors. Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss th...

How do current events, from wildfires to political promises, shape our financial landscape? In this episode, Greg DuPont dives into the intricate connections between California wildfires, the emergence of Trump 2.0, and innovations in government efficiency. He explores how these seemingly disparate events interconnect and influence lives and financial markets. Greg discusses: (02:06) The devastating impact of California wildfires (06:17) How advisors can support clients who’ve lost everything (...

What does it take to redefine financial security in today’s world? In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, addressing common misconceptions and highlighting innovative solutions like hybrid LTC insurance. They share personal stories to underscore the real-life ef...

What if you could transform your conversations by simply listening more? In this episode, Greg DuPont flips the script and welcomes his usual host, Matt Halloran, as the guest of honor. Matt has dedicated years to mastering the art of listening and shares insights from his new book on how we can better connect with others. In this rich discussion, Matt delves into the epidemic of loneliness exacerbated by digital living, revealing how engaged listening can help bridge gaps in human connection. D...

What if your financial future could change in ways you never imagined? In this episode, Greg DuPont sits down with Brad Barlow, an actuary and “secret weapon” for business owners. They delve into the world of defined benefit plans and how these often-overlooked tools can be game-changers for people who’ve built a thriving business and now find themselves catching up on retirement savings. Greg and Brad explore the surprising flexibility and potential tax benefits these plans offer, particularly ...

Are you investing like it’s still the 20th century or have you embraced the new approaches of the 21st century? In this episode, Greg DuPont talks about the transformation of investment practices and the evolving financial landscape. He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real estate, and the evolving crypto sphere. Through insightful discussions, Greg highlights the potential risks of conventional approaches an...

What happens when business owners overlook the vital details of their buy-sell agreements? In this episode, Greg DuPont sits down with David Foster, Director of Advanced Planning for Simplicity Group, to unravel the complexities of business succession planning and how recent legal changes can impact entrepreneurs. Discover why many business owners need to rethink their buy-sell agreements and protect their wealth from unforeseen tax implications like those highlighted in the recent Conley case. ...

Are you controlling your time, or is time controlling you? Time is the ultimate resource, yet many of us feel it slipping through our fingers. Discover how to seize control and make every minute count. Today on March to a Million, Greg DuPont discusses the significance of effective time management for attorneys, exploring the 12-week year model to boost productivity. He shares his own challenges and strategies for balancing work, life, and professional development. Listen and learn how you can t...

Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches? Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to fostering genuine relationships and establishing trust in the legal and financial services industry. Greg and Ari discuss: Why traditional sale...

Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept. How do RMDs impact your financial strategy, and what can you do to manage them effectively? Are there ways that attorneys can better serve their clients by understanding the nuances of RMDs? In this episode, host Greg DuPont defines and explains the concept of RMDs, their significance, and strategies for managing them effectively to benefit your fi...

Estate planning is evolving and Wealth Solutions Network (WSN) 2.0 is at the forefront of this transformation. With these changes underway, how can estate planning attorneys enhance their practice and better serve their clients? What changes are necessary to achieve greater professional satisfaction and client value? In this episode, host Greg DuPont discusses the evolution of WSN into its 2.0 version. Starting by defining what this 2.0 version entails, Greg shares insights on the challenges fac...

Estate planning is evolving, and attorneys are finding new ways to provide comprehensive solutions to their clients. How can estate planning attorneys offer more value and build long-term relationships with their clients? What are the benefits of integrating financial services into legal practices? In this episode of March to a Million, Greg DuPont welcomes Jason Gray, an attorney and owner of Pinnacle Estate Planning, to share his journey of becoming a financially-minded professional through th...

Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug. How can you prepare your business to thrive without you? What benefits can you gain from truly disconnecting? This week, Greg DuPont chats about the importance of taking time off and how doing so can lead not only to personal rejuvenation but also to professional growth. Greg shares his insights from a two-week vacation, discussing the steps he took to ensure his businesses thrived in his ...

Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings. How can attorneys seamlessly integrate financial services into their practice? What are the steps and benefits involved in this transition? In this episode of March to a Million, Greg DuPont explores the essential steps for attorneys to incorporate financial services into their law practices. He covers the necessary licenses, regulatory requirements, and th...