Shows
March to a MillionHow To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)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 Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.
Together, Greg and Ali unpack how to:
Break free from document-driven comm...2025-06-1833 minMarch to a MillionThe Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)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 tool for employee recruitment and retention, and hear firsthand why it’s sparking interest nationwide.
2025-06-0423 minMarch to a MillionUnlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)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 targeting the right market [04:02]
Utilizing the book within a lead generation system [07:30]
Optimizing consumer outreach through webinars and marketing [12:08]
Resources:
The...2025-05-2128 minMarch to a MillionNavigating the Revolution: Politics, AI, and Finance (Ep. 46)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 Virtual Greg project
(11:12): Strategies to adapt in a rapidly evolving economic environment, emphasizing the importance of holistic planning
And more...2025-04-0228 minMarch to a MillionHow to Build a Winning Team: Insights from Greg DuPont (Ep. 45)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 the past 18 months.
Greg opens up about:
(01:29) The significance of aligning team roles and tackling personnel challenges
(04:03) How str...2025-03-2720 minMarch to a MillionMastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)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 Management
[00:03:01] Exploring property management and real estate syndication
[00:05:54] Understanding business valuation and its cross-industry relevance
[00:09:56] T...2025-03-1225 min
The Bangkok PodcastGeorge Dupont: The Only Thai to Fight in the US Civil War [S7.E59] (Classic Recast)We recount the fascinating story of George DuPont, the only Thai person who fought in the American Civil War. The first record of George in the U.S. is in 1859, but almost nothing is known of how or why he ended up in the United States. We know that in 1862 he volunteered for a New Jersey regiment to fight for the North in the American Civil War. Shockingly, he fought in and survived the battles of Antietam, Chancellorville, and Gettysburg, three of the bloodiest battles of the war. He was eventually naturalized as a U.S. citizen in 1869. 2025-02-2527 minMarch to a MillionBuilding Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)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 the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn a...2025-02-1928 min
Life Beyond the BriefsThe $50,000 Estate Plan: How Greg DuPont Triples Client Value with One Smart AdditionMost estate planning attorneys focus on drafting documents—but what if your practice could offer more? In this episode of Life Beyond the Briefs, host Brian Glass sits down with Greg DuPont, an estate planning lawyer and financial advisor, to discuss how integrating financial services into estate planning can significantly increase client value and long-term relationships.Greg shares his journey from traditional estate planning to a holistic approach that combines legal, financial, insurance, and tax strategies—turning a simple will into a $50,000 client relationship. He explains how pr...2025-02-1139 minMarch to a MillionWhat Wildfires and Political Changes Mean for Your Financial Strategy (Ep. 42)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
(09:20) Analyzing Trump 2.0’s goals and their economic ramifications
(09:48) The potential for new technologies in construction and government
(16:41) Immigration policies and workforce implications
And more
With actionable insights and a...2025-02-0529 minMarch to a MillionNavigating Long-Term Care with John Broyles (Ep. 41)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 effects of financial planning and discuss strategies that offer greater protection and peace of mind, like unlimited LTC benefits and strategic use of qua...2025-01-1530 minMarch to a MillionMastering the Art of Listening with Matt Halloran (Ep. 40)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. Discover practical techniques like the “dramatic pause” that you can apply today to impr...2025-01-0124 minMarch to a MillionDefined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)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 … Read More Read More2024-12-1830 minMarch to a MillionEvolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)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 … Read More Read More2024-12-0424 minMarch to a MillionEstate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)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 … Read More Read More2024-11-2027 minMarch to a MillionTake Control of Your Time: Don’t Let Time Control You (Ep. 36)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 … Read More Read More2024-11-0631 minMarch to a MillionHow Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)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 … Read More Read More2024-10-1627 minMarch to a MillionTransforming Estate Planning with WSN 2.0 (Ep. 33)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 … Read More Read More2024-09-1826 minMarch to a MillionHow Integrating Financial Advocacy Transforms Your Practice with Jason Gray (Ep. 32)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 … Read More Read More2024-09-0425 minMarch to a MillionHow Taking Time Off Can Make All the Difference (Ep. 31)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 … Read More Read More2024-08-2123 min
Your Financial Advocate2024 Mid-Year Report – Part 2In this continuation of the mid-year market report for 2024, Greg DuPont, founder of Advocate Wealth Solutions, shares his insights and projections for the second half of the year.
Don’t miss our timely presentation on economic market dynamics, investment strategies, and potential political influences on the financial landscape.
Listen in as we discuss:
Expected GDP growth numbers, unemployment rates and inflation rates for the rest of 2024 and 2025
Why the market is currently overvalued and what that could mean for the future
How the ‘Magnificent 7’ are currently driving market trends
The importance of structural integrity in fin...2024-08-0719 minMarch to a MillionHow to Integrate Financial Services into Your Law Practice (Ep. 30)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 … Read More Read More2024-08-0734 minYour Financial Advocate2024 Mid-Year Report – Part 1In this episode of Your Financial Advocate, Greg DuPont, founder of Advocate Wealth Solutions, presents the first part of a mid-year market report for 2024. He unpacks what happened in the market during the first half of the year, including the key trends and events.
Tune into Episode 52 and you will learn:
Why the S&P 500 isn’t the only market indicator you should be paying attention to
How inflation and interest rate changes have impacted the market this year
How negative and positive economic indicators could predict what happens in 2025
The role of consumer sentiment in dr...2024-07-2425 minMarch to a MillionReflections on Higher Education and Financial Planning (Ep. 29)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 … Read More Read More2024-07-1722 minMarch to a MillionHow to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)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 … Read More Read More2024-07-0326 minMarch to a MillionIs the Stock Market a Ponzi Scheme? (Ep. 27)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 … Read More Read More2024-06-2132 minYour Financial AdvocateSmart Retirement Strategies Amid Changing World DemographicsIs your retirement nest-egg safe from the unexpected shifts in global demographics, economy, and trade? Tune in to “Your Financial Advocate” podcast where Greg DuPont explores what the next 15 years may look like for pre-retirees and retirees.
Tune in to this episode and you will:
Grasp the economic, political, and sociological perspectives that could impact your retirement plan in the next 15 years
Gain insight into global demographic changes and how they’re poised to affect the workforce
Understand why being proactive and aware of changing market dynamics is crucial for financial stability
And more!
Don’t miss o...2024-06-1219 minMarch to a MillionAwakening to Risk: Attorneys and the Future of Markets (Ep. 26)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 … Read More Read More2024-06-0530 minYour Financial AdvocatePreparing for the Next Economic RevolutionIn this eye-opening episode, Greg DuPont dives deep into the potential for a massive market correction and the economic shifts we might face. You won’t want to miss Greg’s insights on preparing for financial upheavals and safeguarding your future.
Listen in as we discuss:
Historical Comparisons: They cyclical nature of historical economic “revolutions” and their impacts, drawing parallels to today’s situation
Key Influential Books: Discover key points from Ray Dalio’s “Principles for a Changing World Order” and “The Fourth Turning” by Neil Howe
Debt and Deficit Concerns: Recognize the staggering predictions for U.S. debt and unfund...2024-05-2918 minYour Financial AdvocateNavigating Medicare with Suzanne McClainFor many years we have been struggling to find a trusted partner in the Medicare industry, until Suzanne McClain came along!
Suzanne is a down-to-earth ‘Medicare Ninja’ that helps her clients find the right plan and potentially save thousands of dollars in the process.
Listen in as Greg and Suzanne discuss:
The importance of filing for Medicare at the right time to avoid penalties
How the “Medicare Joy” process can give you personalized advice, solutions and peace of mind
Case studies on how Suzanne has saved her clients hundreds of thousands of dollars
The signific...2024-05-1532 minMarch to a MillionEmbracing Generational Differences in the Great Wealth Transfer (Ep. 24)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 … Read More Read More2024-05-0827 minYour Financial AdvocateUnlocking Economic Benefits for Employers and Employees with Josh KelleyDue to enormously high deductibles, many people only see the benefits of health insurance in cases of catastrophic injury.
Josh Kelley’s program aims to bridge the gap between out-of-pocket costs and what health insurance covers. His Self-Insured Medical Reimbursement Program offers additional benefits to employees and saves employers an average of $550 per year per employee.
If your a business owner, this program could provide great benefit to both you and your employees.
Listen, as Greg and Josh discuss:
How to stay competitive in the job market and increase employee retention
The co...2024-05-0126 minMarch to a MillionRethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)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 … Read More Read More2024-04-2439 minYour Financial AdvocateNavigating Retirement: Balancing Emotions and Finances with Lindsay TroxwellA few key factors determine if a person will have an enjoyable retirement or a sluggish one.
Many seniors worry about loosing their purpose in retirement and being bored, others look forward to the trips and unlimited free time.
In this episode, Greg sits down with Lindsay Troxell, Head Coach of Our Coaching Initiative, to explore the emotional and practical aspects of retirement planning.
Join Greg and Lindsay as they delve into the intricacies of pre-retirement financial planning and the transition into retirement life.
Lindsay discusses:
Strategies for managing energy...2024-04-1730 minMarch to a MillionThe Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)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 … Read More Read More2024-04-1042 minYour Financial AdvocateThe Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam CarrollDebt 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 income to accelerate debt repayment, not just for mortgages but also...2024-04-0326 minMarch to a MillionThe Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 21)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 … Read More Read More2024-03-2726 minYour Financial AdvocateBecoming Debt Free for Life with Tracey Spikes, CLU, FICFFor countless Americans, debt is the most significant problem preventing them from living the life they want and retiring comfortably.
If you stay awake at night stressing about your mortgage and student loans, you’re not alone. Luckily, there are better ways to pay off debt than Dave Ramsey’s strict ‘debt snowball’.
In this eye-opening episode of Your Financial Advocate, host Greg DuPont is joined by Tracey Spikes, Sr. Executive Distribution and Development Officer of the SMART Advisor Network. Tracy illuminates the path to financial liberation through the Debt Free for Life program, sharing insights...2024-03-2031 minYour Financial AdvocateThe Power of Real Estate Investing with Taylor Vick, CFAReal 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 investors must be well educated in this field in order to provide the proper guidance to their clients.
Greg DuPont sits down with Taylor Vick, Managing Director at Blue Ridge Asset Management, to explore the ins...2024-03-0633 minMarch to a MillionTransformative Personal Growth in Entrepreneurship (Ep. 19)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 … Read More Read More2024-02-2834 minMarch to a MillionThe Potential of Annuities (Ep. 18)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 … Read More Read More2024-02-1430 min
Your Financial AdvocateThe State of the Market in 2024Welcome to an eye-opening exploration of what’s really happening with the markets as we usher in 2024. If you thought 2023 was a rollercoaster, prepare yourself for what this year has in store. In this episode, Greg dives into the unexpected twists and turns that shaped our economy last year, how the market is performing … Continue reading The State of the Market in 2024 (Ep. 42) →2024-02-0740 minMarch to a MillionThe Success of WSN’s Founder’s Club (Ep. 16)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 … Read More Read More2024-01-1724 minMarch to a MillionThe Biggest Highlights from the March to a Million Podcast (Ep. 15)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 … Read More Read More2023-12-2726 minMarch to a MillionA Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)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 … Read More Read More2023-12-2030 minMarch to a MillionThe Role of Influence in The Mindset Pillar of Financial Advocacy (Ep. 11)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 … Read More Read More2023-11-0830 minMarch to a MillionThe Membership Levels of the Wealth Solutions Network (Ep. 10)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 … Read More Read More2023-10-1834 minMarch to a MillionThe Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)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 … Read More Read More2023-10-1127 minMarch to a MillionThe Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)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 … Read More Read More2023-09-2726 minMarch to a MillionAre Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)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, … Read More Read More2023-09-1320 minMarch to a MillionThe Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)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 … Read More Read More2023-08-3024 minMarch to a MillionThe Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients’ lives. What’s the mindset we must follow with our clients? In this episode, Greg DuPont sits down with Ben Glass, owner and attorney at BenGlassLaw and founder of Great Legal … Read More Read More2023-08-1622 minMarch to a MillionThe Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)In an era where it has become more complicated to save for our future and maintain our lifestyles, it becomes vital for attorneys to explore various perspectives and learn strategies to navigate their clients to preserve their wealth. In this episode, Greg DuPont talks about the second pillar of financial advocacy, wealth preservation and challenges … Read More Read More2023-08-0226 min
Advisor Mentorship PodcastUnleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space? In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and … Read More Read More2023-07-2621 minMarch to a MillionThe First Pillar of Financial Advocacy: Wealth Management (Ep. 3)Financial advocacy is divided into six fundamental pillars that teach attorneys how to serve their clients better in their financial affairs. Wealth management, wealth preservation, wealth enhancement, wealth accumulation, wealth transfer, and the financial advocacy mindset. In this episode, Greg DuPont talks about the first of the six pillars of financial advocacy, wealth management. Greg … Read More Read More2023-07-1928 minMarch to a MillionGet to Know Your Host: Greg DuPont (Ep. 2)In our inaugural episode, we got to find out a little bit about Greg’s history and most importantly, the idea behind March to a Million podcast and The Wealth Solutions Network. In this episode, Greg DuPont shares a little about himself and how he makes a positive impact on the world. He talks about his … Read More Read More2023-07-1916 minMarch to a MillionThe Journey from an Attorney to a Financial Advocate (Ep. 1)As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law. There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you. Welcome to The March to a Million podcast! In this inaugural episode, Greg DuPont, … Read More Read More2023-07-1922 min
The Renegade Lawyer PodcastGreg Dupont's Vision: Ushering in a New Era of Legal PracticeHave you ever wondered how the legal world could overcome its common pitfalls and offer a more comprehensive approach to clients? That's exactly what we uncover in this captivating conversation with Greg Dupont, a seasoned wealth planner and estate planner hailing from Dublin, Ohio. Greg takes us on his journey from his law school days to his realization that a holistic approach is the key to enhancing legal practices. He sprinkles his narrative with insightful stories, including one about a family that, despite having advisors in each field, lacked a trusted advisor to guide them through complex legal matters.2023-07-1725 minMarch to a MillionMarch to a Million: Coming SoonWelcome to The March to a Million podcast with Greg DuPont, founder of the Wealth Solutions Network. In this podcast, Greg shares his journey to positively impact one million lives by creating an army of financially minded attorneys who embrace an expanded role in their clients’ lives. Greg and his guests challenge the status quo … Read More Read More2023-06-3000 minYour Financial AdvocateInside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)Family-owned businesses are beneficial to the economy in more ways than one, but there can be challenges along the way. Especially when there is a pandemic and a recession involved. Overcoming these challenges and passing the business down from one generation to the next is no easy feat. In this episode, Greg DuPont chats with … Continue reading Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40) →2022-12-1427 minYour Financial AdvocateTransitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39)As our parents age, sometimes it’s necessary to find a place where their quality of life will be better. Many difficulties can arise in this process, such as the financial part and the emotional conversations we need to have with them. In this episode of Your Financial Advocate, Greg DuPont is joined by Sarah Dixon, … Continue reading Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39) →2022-11-3025 min
Real Estate Fund InsiderAn Insider look at Estate Planning for Investors, with guest Greg DuPontFrom what point should you be hiring an Estate Planner to how it plays into your wealth strategy, we take an insider look into what you need to know about estate planning, tax strategy, current laws and some red flags to stay away from with guest Greg DuPont, multi-disciplinary lawyer. 🔔 Learn more about Greg:https://www.dandblaw.com/our-team/gregory-s-dupont/https://dupontwealth.comPodcast: https://yourfinancialadvocate.blubrry.netLearn more about Taylor Vick, his team at Blue Ridge Asset Management and how they're building the #1 Real Estate Investment Fund Company in the...2022-10-2130 minYour Financial AdvocateHow To Pay for College with Ann Garcia, CFP® (Ep.38)Education is an essential part of life and college is a necessity for most of us to build a successful career. Hence, families should prepare financially for the process of applying to college and not wait until the last minute. In this episode of Your Financial Advocate, Greg DuPont chats with Ann Garcia, author of … Continue reading How To Pay for College with Ann Garcia, CFP® (Ep.38) →2022-10-1226 minYour Financial AdvocateA Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37)The process of becoming an entrepreneur has never been nor will ever be easy. However, if you are passionate about what you do and have experience, you can be successful. In this episode of Your Financial Advocate, Greg DuPont sits down with Dr. Bimbo Welker to talk about his experience after leaving his role as … Continue reading A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37) →2022-09-2829 minYour Financial AdvocateWays To Mitigate the Impact of Income Taxes with Jason Pueschel (Ep.36)Paying taxes is a patriotic duty. But it’s your choice to pay more or less.
To manage your personal income tax liability, it’s essential to listen to experts that can give life-changing guidance on this topic and help reduce tax exposure.
In this episode of Your Financial Advocate, Greg DuPont continues the conversation with Jason Pueschel, Founder and Managing Director of Alternative Wealth Management. This time they speak about the different tools available to reduce taxes for active and passive income earners and how to apply these strategies to have more spendable income.
2022-09-1426 minYour Financial AdvocateWays To Preserve Your Capital with Jason Pueschel (Ep.35)We often think that to have more money in our pockets, we constantly have to look for new ways to make more.
But there are different strategies only a few know that can help reduce or defer the amount of taxes we pay. So, how can we cut down on that 40% chunk of overall taxes that are part of our lifetime income?
In this episode, Greg DuPont is joined by Jason Pueschel, Founder and Managing Director of Alternative Wealth Management. Here, Jason breaks down several methods to lower or mitigate taxes to relieve payers in...2022-08-2900 minYour Financial AdvocatePreparing Yourself to be Financially Ready for Elderly Care (Ep.34)52% of people turning 65 are going to need some type of long term care over their lifetime. Aging parents is something many of us are going to have to deal with at some point in our lives. In this episode, Greg DuPont talks about how important it is to start budgeting for your future … Continue reading Preparing Yourself to be Financially Ready for Elderly Care (Ep.34) →2022-08-1023 minYour Financial AdvocateUnderstanding the Historical Trends of the Markets (Ep.33)Do you believe that history tends to repeat itself? The markets have been down recently and if it is anything like the past, it could be down for a while. In this episode, Greg DuPont goes back as far as 1897 to explain how the markets have been working and how trends tend to repeat … Continue reading Understanding the Historical Trends of the Markets (Ep.33) →2022-07-2723 minYour Financial AdvocateReal Estate Market Opportunities Right Now! With Richard Davis (Ep.31)With real estate at all time highs, what kind of opportunities are there available to make the most out of it? In this episode, Greg DuPont is joined by Richard Davis, an expert in what is happening in the real estate industry currently. He explains how you can make the most of the housing industry … Continue reading Real Estate Market Opportunities Right Now! With Richard Davis (Ep.31) →2022-06-2928 minYour Financial AdvocateThe Upcoming Paradigm Shift in the Economy (Ep.30)Are we headed towards stormy seas when it comes to inflation and the economy? In this episode, Greg DuPont talks about why he believes there are some big changes that are going to happen to our lives in the next 10 – 20 years. With new technology, we can expect a longer life span, and … Continue reading The Upcoming Paradigm Shift in the Economy (Ep.30) →2022-06-1522 minYour Financial AdvocateThings You Should Know Before a Recession (Ep.29)Have you had to cut back on your daily spending recently? With inflation increasing rapidly and interest rates rising, our purchasing power is quickly decreasing. In this episode, Greg DuPont is joined by Kirk Chisholm to talk about why a recession is happening. You may want to put your money into stocks or cryptos to … Continue reading Things You Should Know Before a Recession (Ep.29) →2022-06-0122 minYour Financial AdvocateAn Unpredictable Future With Biotech Advancements. (Ep.28)With new biotechnology being released daily, what we once knew in the medical field is being replaced by new discoveries. Harvard medical school reported that the half-life of medical knowledge was 18 to 24 months and is predicted to be decreasing rapidly. In this episode, Greg DuPont is joined again by John McConnel to talk … Continue reading An Unpredictable Future With Biotech Advancements. (Ep.28) →2022-05-1828 minYour Financial AdvocateBitcoin And The Blockchain (Ep.27)When it comes to Bitcoin and Blockchain, its main purpose has changed slightly, but does that mean it isn’t a good investment anymore? In this episode, Greg DuPont is joined by John McConnell to answer all the questions you may have about Bitcoin and the Blockchain. It may be hard to understand where its value … Continue reading Bitcoin And The Blockchain (Ep.27) →2022-05-0425 minYour Financial AdvocateAre There Investment Opportunities as a Result of Inflation? (Ep. 26)Many Americans are feeling the effects of inflation in the market. What can you do with your money right now to help combat inflation now and in the future? There may be investment opportunities available now as a result of inflation to give you an edge in this market. In this episode, Greg DuPont and … Continue reading Are There Investment Opportunities as a Result of Inflation? (Ep. 26) →2022-04-2031 minYour Financial AdvocateIs Inflation Going to Get Worse? (Ep. 25)Have you wondered what is happening with the rising cost of gas, groceries, and many other basic necessities? Inflation is an economic reality, and it does need to be a part of your plans moving forward. In this episode, Greg DuPont and John McConnell explain what is happening with inflation in today’s economy. Greg and … Continue reading Is Inflation Going to Get Worse? (Ep. 25) →2022-04-0630 minYour Financial AdvocateThe Conundrum of Stocks and Bonds with John McConnell (Ep. 23)The conversation around bonds may be a new discussion for many individuals. However, it’s important to understand what they are, their role in your portfolio and what you can expect from bonds in the future. In this episode, Greg DuPont is joined by guest John McConnell, founder of McConnell Financial. With the rise in interest … Continue reading The Conundrum of Stocks and Bonds with John McConnell (Ep. 23) →2022-03-0929 min
The Bangkok PodcastGeorge Dupont: The Only Thai to Fight in the US Civil War [S5.E46]We recount the fascinating story of George DuPont, the only Thai person who fought in the American Civil War. The first record of George in the U.S. is in 1859, but almost nothing is known of how or why he ended up in the United States. We know that in 1862 he volunteered for a New Jersey regiment to fight for the North in the American Civil War. Shockingly, he fought in and survived the battles of Antietam, Chancellorville, and Gettysburg, three of the bloodiest battles of the war. He was eventually naturalized as a U.S. citizen in 1869. 2022-02-0126 minYour Financial Advocate22. The Ins and Outs of Gun Ownership Management, Part 2 with Derek DeBrosseOwning a gun comes with an entirely new set of serious laws that you must follow. Not following these rules can result in extremely serious consequences. In part two of this two-part series, Greg DuPont is joined again by Derek DeBrosse, principal attorney at Munitions Law Group. Derek teaches you your rights as a gun … Continue reading 22. The Ins and Outs of Gun Ownership Management, Part 2 with Derek DeBrosse →2021-08-1127 minYour Financial Advocate21. The Ins and Outs of Gun Ownership Management, Part 1 with Derek DeBrosseMany Americans have collections—cars, coins, antiques or weapons. Do you know how to keep your collection safe from taxes and how to safely pass it down to the next generations? In this episode, Greg DuPont speaks with Derek DeBrosse, principal attorney at Munitions Law Group, a firm dedicated exclusively to the needs of the firearms … Continue reading 21. The Ins and Outs of Gun Ownership Management, Part 1 with Derek DeBrosse →2021-07-2929 minYour Financial Advocate20. The Dangers of AnnuitiesAnnuities can be very beneficial for you depending on what stage of life you are in. Some financial advisors take advantage of those who lack knowledge about annuities, which can end up costing their clients a lot of money. In this episode, Greg DuPont discusses what you need to know about annuities before you purchase … Continue reading 20. The Dangers of Annuities →2021-07-1421 minYour Financial Advocate19. The Art of LeadershipThroughout different stages of our life, we have to be leaders and followers. Leadership is a skill that you can learn if you have the right mindset. In this episode, Greg DuPont is joined by Mary Rauchsenstein, chief encouragement officer at Leadership Edge Solutions. Mary shares how she became a leadership coach after being diagnosed … Continue reading 19. The Art of Leadership →2021-06-3029 minYour Financial Advocate18. Being Ready for the UnexpectedTrying to predict the future is counterproductive. Instead of worrying about what is going to happen, ask yourself how you would handle a situation if it does happen. In this episode, Greg DuPont is joined by Kirk Chisholm, wealth manager and principal at Innovative Advisory Group. Greg and Kirk dive into how to be financially … Continue reading 18. Being Ready for the Unexpected →2021-06-0935 minYour Financial Advocate17. The Future and TaxesNo one enjoys paying taxes—but we do have to recognize that taxes are inevitable and a part of our lives. In this episode, Greg DuPont talks about finding opportunities to improve your financial situation based on your state’s tax structure and how to avoid putting your children in a situation where they are unable to … Continue reading 17. The Future and Taxes →2021-05-2625 minYour Financial AdvocateEpisode 16 – Let’s Go Back to Basics – Part 4Do you truly understand what life insurance is, the different types and policies available, and how it works? In part four of this mini-series, Greg DuPont digs deeper into the fundamentals of life insurance. He discusses the significance of life insurance, the different types of insurance policies and real-life clients’ examples that will guide you … Continue reading Episode 16 – Let’s Go Back to Basics – Part 4 →2021-05-0533 minYour Financial AdvocateEpisode 15 – Man on a Mission — With Guest Matt ZagulaAre you looking to get more, higher value yes(es) from prospects and clients? Matt Zagula, founder of the SMART Advisor Network may have the solution for you. In this episode, Greg DuPont interviews Matt Zagula, founder of the SMART Advisor Network, member of Forbes Finance Council, and author of several books including Smart Retirement: Discover … Continue reading Episode 15 – Man on a Mission — With Guest Matt Zagula →2021-04-2137 minYour Financial AdvocateEpisode 14 – Vaccine Injury Claims — With Guest Braden BlumenstielHave you experienced an adverse reaction to a vaccine? We can help! In this episode, Greg DuPont speaks with Braden Blumenstiel, partner at DuPont and Blumenstiel, LLC, as they discuss the facts, realities and remedies for people that have been injured in the administration of a vaccine. You will learn: About the Vaccine Act of … Continue reading Episode 14 – Vaccine Injury Claims — With Guest Braden Blumenstiel →2021-04-0728 minYour Financial AdvocateEpisode 13 – Get in Touch With Your Feelings When Investing During COVID-19Although finances can be deeply emotional, it’s important to try to keep your emotions out of your financial decision-making. In this episode, Greg DuPont discusses how the pandemic has influenced our investing decisions, the risks of investing with emotion and vulnerability, and the strategies required to avoid falling into the trap of FOMO! You will … Continue reading Episode 13 – Get in Touch With Your Feelings When Investing During COVID-19 →2021-03-2424 minYour Financial AdvocateEpisode 12 – Estate Tax Planning in the COVID EraCOVID has not only fundamentally changed our societal norms and our health concern, but the long-lasting implications of COVID on our economy are going to appear in places that people may not be thinking about — think estate taxation! In this episode, Greg DuPont guides you through estate tax planning, where he shares the risks, … Continue reading Episode 12 – Estate Tax Planning in the COVID Era →2021-03-1023 minYour Financial AdvocateEpisode 11 – Hey, What’s on Your Mind?What’s your biggest concern when it comes to your finances? Greg Dupont sits down to answer some of your commonly asked questions regarding your future financial desires, saving techniques and current political situations that can heavily impact your personal finances In this episode, you will learn: If Social Security will still be available when you … Continue reading Episode 11 – Hey, What’s on Your Mind? →2021-02-2626 minYour Financial AdvocateEpisode 10 – It’s Time to Take the Trash OutMany times we get carried away, blinded by the past or are portrayed a future we do not wish for. Take it upon yourself to create the future you desire by moving forward! In this episode, Greg Dupont highlights the importance of letting go and moving forward. He shares why it’s time we change ourselves … Continue reading Episode 10 – It’s Time to Take the Trash Out →2021-02-1028 minYour Financial AdvocateEpisode 9 – Biden Our TimeWith Biden becoming the 46th President of the United States we are about to see significant changes that can affect your finances. In this episode, Greg Dupont discusses some of the major changes that are currently and are going to occur in our country. He shares the implications of these changes and how it will … Continue reading Episode 9 – Biden Our Time →2021-02-0328 minYour Financial AdvocateEpisode 8 – Let’s Go Back to Basics: Part 3Estate planning is an extremely important tool, especially when it comes to protecting your legacy. In the third part of this mini-series about going back to basics, Greg DuPont shares his expertise and long-term experience as he guides you through the process and fundamentals of estate planning. In this episode, you will learn: The purpose … Continue reading Episode 8 – Let’s Go Back to Basics: Part 3 →2021-01-1327 minYour Financial AdvocateEpisode 7 – Setting Financial Goals That Will Change Your FutureWe often fall into the trap of setting unrealistic goals for our financial future, but what can we do differently to actually achieve and exceed these goals? In this episode, Greg DuPont shares, underlines, and teaches you goal-setting techniques and tools that will help change your financial future for the better, and sends you off … Continue reading Episode 7 – Setting Financial Goals That Will Change Your Future →2020-12-3025 minYour Financial AdvocateEpisode 6 – Let’s Go Back to Basics – Part 2What is an annuity? In part two of this mini-series, Greg DuPont dives into the fundamentals of annuities. He discusses what an annuity is, who should purchase an annuity and outlines the different types of annuities. In this episode, you will learn: Who should be looking into annuities What age should somebody be when looking … Continue reading Episode 6 – Let’s Go Back to Basics – Part 2 →2020-12-1630 minYour Financial AdvocateEpisode 5 – Let’s Go Back to Basics: Part 1How can you as an employee use your 401(k) plan to your benefit? In part one of this mini-series, Greg DuPont goes over the basic fundamentals of a 401(k). He teaches you how to think, use and manage your 401(k) throughout your employment life cycle. In this episode, you will learn: How to use your … Continue reading Episode 5 – Let’s Go Back to Basics: Part 1 →2020-12-0226 minYour Financial AdvocateEpisode 4 – The Increase of National DebtAs of October 2020, the national debt has hit a record peak of a little over $27 trillion. In this episode, Greg DuPont discusses the importance of acknowledging the increase of national debt as he shares valuable information on how to protect yourself and prepare for a continued increase. In this episode, you will learn: … Continue reading Episode 4 – The Increase of National Debt →2020-11-1827 minYour Financial AdvocateEpisode 3 - The Countdown To Retirement: 10 to 12 Year Edition Have you hit your retirement age milestone of 55? If so, what are your plans for retiring comfortably? In this episode, Greg DuPont walks you through the process of planning for retirement during your crucial 10 to 12 year time frame at the age of 55 and older. Greg discusses planning from a financial perspective … Continue reading Episode 3 - The Countdown To Retirement: 10 to 12 Year Edition →2020-11-0425 min