Episodes

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 f...

Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs? In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program provides cost savings for employers while offering substantial benefits to employees. Employers can look forward to r...

The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme? This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition of a Ponzi scheme to compare and contrast how the behaviors relate to the current market. He also discusses what these implications mean for investors an...

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 o...

The process of transitioning into retirement involves more than just financial planning; it involves psychological and emotional preparation as well. How can attorneys and financial advisors provide a more holistic service that addresses the human side of retirement? How can they help clients navigate the emotional complexities of leaving their work identity behind? This week, Greg DuPont chats with Lindsay Troxell, Founder, CEO, and Head Coach At Our Coaching Initiative. They explore the import...

The great wealth transfer is a monumental event, and attorneys must adapt to generational differences to capture this opportunity. How can attorneys effectively communicate and market to different generations? What strategies can they employ to engage with a younger, more digitally savvy audience? In this episode of the March to a Million podcast, Greg DuPont explores the importance of understanding generational nuances in marketing, especially in the context of the great wealth transfer. They e...

Are you ready to rethink your approach to long-term care planning and leave a lasting financial legacy for your clients? In this episode of The March to a Million Podcast, Greg DuPont talks with Barclay Sisk, Vice-President at 1st Atlantic Brokerage, to uncover the secrets behind long-term care planning strategies and how attorneys can secure their clients’ financial futures. They explore the critical role of proper monitoring, adjusting insurance plans, and creating a personalized care fund ove...

Ready to help your clients with eliminating their debt and pursuing financial freedom? Are there any methods available that we should know about? Join Greg DuPont and Tracey Spikes, CLU, FICF, Debt Free 4 Life Specialist, as they discuss the transformative Debt Free 4 Life model that can change people’s future. Tracy shares personal stories and insights on how this model transforms lives by eliminating debt faster, increasing wealth accumulation, and offering financial freedom. Greg and Tracey D...

Debt is one of the biggest challenges facing many people today. It can limit your choices, reduce your savings, and stress you out. But what if there was a way to get rid of your debt faster and easier than you ever thought possible? This week, Greg DuPont is joined by Adam Carroll, Professional Speaker & Founder of The Shred Method, to explore how the Shred Method can help achieve debt freedom in 3 to 7 years. They emphasize the importance of financial discipline and managing discretionary inco...

Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification. However, real estate investing also comes with its own challenges, such as finding the right properties, managing them effectively, and navigating the complex legal and financial aspects. That is why estate planning attorneys must be well educated in this field in order to provide the proper guidance to their clients. G...

Don’t rest on your laurels! Personal growth is a crucial factor for attorneys and entrepreneurs who want to achieve success and fulfillment in their businesses and lives. In this episode, Greg DuPont explores the power of personal growth and development for attorneys and entrepreneurs drawing on lessons from Tony Robbins’ “Date with Destiny.” Greg also dives into historical wisdom from figures like Napoleon Hill and Dan Sullivan, emphasizing mindfulness and seizing opportunities for development....

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,...

Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future. However, not all life insurance policies are created equal, and many people are unaware of the hidden risks and opportunities that lie within their contracts. In this episode, Greg DuPont sits down with David Kottler, The Life Insurance Doctor, to explore the power of life insurance as a ...

The journey of professional growth and collaboration is always a cause for celebration. Today, we take a moment to acknowledge the significant milestone achieved by the Wealth Solutions Network (WSN) while also reviewing the ‘greatest hits’ of knowledge that Greg has brought to the show over the last several months. Greg DuPont celebrates the official closing of the Founder’s Club for the Wealth Solutions Network (WSN), with 10 members signed up and more considering joining. The network offers l...

Over the last 14 episodes of the March to a Million podcast, we have shared a significant amount of valuable information about the Wealth Solutions Network and how attorneys can play a vital role in their client’s financial well-being. Today, we do a recap of all these details and more! In this episode, Greg DuPont recaps the key points and greatest hits of previous shows. He touches on the birth of the Wealth Solutions Network and the six pillars that form its foundation. Additionally, Greg sha...

One of the most important skills for any professional is effective communication with clients and prospects. This is especially true for estate planning attorneys, who deal with complex and sensitive matters that require trust. However, many lawyers struggle with marketing their services and building long-term relationships with their clients. In this episode, Greg DuPont talks with Charley Mann, Founder of Law Firm Alchemy, about the importance of relationship-building and marketing in the lega...

Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available. How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs? These are some of the questions that many investors face when they enter the world of index-linked products. In this episode, Greg DuPont chats with Laurence Black, Founder of The Index St...

Financial planning is not just about numbers and calculations. It is also about understanding your client’s values, goals, and dreams so that you can assist them in achieving them through sound financial strategies. Whether you are an attorney, a CPA, or a financial advisor, you need to have the skills and mindset of a financial advocate to serve your clients well. In this episode, Greg DuPont sits down with Mike Ringel, CPA, RICP®, CDFA®, CExP, Financial Coach at Wealth Design Group, to dive in...

Switching the mindset from selling to influencing is a game-changer. The top advisors in the financial industry don’t sell – they let people come in pre-sold. This approach helps build trust and, eventually, strong relationships with clients. What steps can estate planning attorneys take to become more influential with their clients? In this episode, Greg DuPont and Matt Halloran share the sixth pillar of financial advocacy: Mindset with a shift into the importance of being influential. They exp...

You may have heard about the advantages that estate planning attorneys can gain by becoming a part of the Wealth Solutions Network through our podcasts. However, you may be curious about how to participate in a way that matches your goals. Today, we are here to assist you with that! In this episode, Greg DuPont explains the different membership levels offered by the Wealth Solutions Network, including mindset, skill set, tool set, and leadership. Each of these levels provides attorneys with vari...

Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial. That is where the role played by estate planning attorneys becomes more important than ever. In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to he...

Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth. In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to ma...

If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future. For attorneys, this is an area worth paying full attention to in order to increase their practice value. In this episode, Greg DuPont sits down with Jeff Sather, Asset Based Long Term Care Advisor Development Consultant at InsurMark. They talk about the untapped potential of long-term care in the legal profession and how it can significantly boost...

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, focusin...