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Greg Dupont

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March to a Million
March to a MillionWhen Life Changes Overnight: Why Real Planning Needs Resilience (Ep. 55)Life changes fast, and sometimes it changes in ways none of us ever saw coming. This episode opens the door to an honest conversation about resilience, uncertainty, and the responsibility advisors carry when guiding clients through unexpected moments. In this episode, Greg DuPont is joined by guest host RJ Malyk as they unpack how sudden life events can reshape families, careers, and long-term plans. Greg discusses: Why Matt Halloran is temporarily away from the mic and how unexpected events can impact even the strongest plans Matt’s family emergency and the ripple effects it cr...
2025-12-1722 minMarch to a Million
March to a MillionHow We’re Redefining Financial Advocacy for Families (Ep. 54)What if one moment could redefine your life’s mission? Greg DuPont shares the story behind his new book, March to a Million, a vision born from his own near-death experience as a “blue baby” and a lifetime of seeing families lose control over their finances because of fragmented advice. Together with co-host Matt Halloran, Greg explores how the Wealth Solutions Network (WSN) is training attorneys to step beyond traditional legal roles and become true financial advocates. They discuss the 4D Estate Plan, a proprietary system that helps families document, defend, and deliver their legacy while...
2025-12-0334 minMarch to a Million
March to a MillionThe Attorney–Advisor Advantage (Mini Series Ep. 5)What happens when attorneys stop working next to financial advisors and start working with them? Greg DuPont dives into the next evolution of the Wealth Solutions Network: regional attorney-advisor teams trained in the Financial Advocate model. He exposes the tension that’s long plagued professional estate planners who feel sidelined, advisors who feel unsupported, and reveals a better path forward built on mutual trust, shared responsibility, and aligned outcomes. Greg also breaks down the real reason collaboration often fails (hint: it’s not about revenue splits), and explains how letting go of control can actually incr...
2025-11-1922 minMarch to a Million
March to a MillionFrom Legal Plan to Legacy Plan (Mini Series Ep. 4)Most estate planning attorneys stop where the real work begins after the documents are signed.  In this powerful continuation of the “Back to Basics” mini-series, Greg DuPont and Matt Halloran expose the widespread consequences of binder-only estate plans and the probate nightmares they leave behind. Greg shares why the 4D Estate Plan is the missing framework for attorneys who want to stay relevant, serve at a higher level, and avoid becoming obsolete in a world of online legal forms. It’s not about selling more; it’s about asking better questions, building alignment, and becoming a lifelon...
2025-11-0524 minMarch to a Million
March to a MillionThe Trust Conversation: Selling Without Selling (Mini Series Ep. 3)When estate planning attorneys try to sell like traditional salespeople, they lose the very thing their clients are looking for: trust. In this powerful part three of the March to a Million mini-series, Greg DuPont unpacks what it really means to “sell without selling.” They share how attorneys can let go of outdated scripts, ditch commission breath, and start crafting human conversations that naturally lead to alignment, clarity, and long-term value. What to expect: Why most sales scripts sabotage trust with legal clients The “alignment” strategy that leads to better outcomes How to introduce high-val...
2025-10-1529 minMarch to a Million
March to a MillionHow To Cut Benefits Costs, Not Coverage with Keefe Duterte (Ep. 53)It’s no secret: health insurance costs are crushing business owners, and most don’t even know why. In this episode of March to a Million, Greg DuPont sits down with Keefe Duterte, co-founder of Smart Health Benefits, to expose the hidden culprits behind rising healthcare costs, specifically, Pharmacy Benefit Managers (PBMs). But this isn’t just an exposé. It’s a strategic roadmap for estate planning attorneys looking to bring real, measurable savings to their business-owner clients and deepen advisory relationships along the way. Greg and Keefe talk about: How PBMs are quietly inflating...
2025-10-0126 minMarch to a Million
March to a MillionThe 4D Estate Planning Advantage for Modern Attorneys (Mini Series Ep. 2)The legal profession is facing a reckoning, and estate planning attorneys are at a crossroads. In this episode of March to a Million, Greg DuPont outlines the 4D Estate Planning Advantage: a transformative model designed to help attorneys evolve from document drafters to holistic, family-office-style advisors. With AI tools like wealth.com gaining traction and financial advisors moving aggressively into the estate planning space, the time to adapt is now. Greg explains how attorneys can use the 4D framework to: Stay relevant in an AI- and tech-driven future Deliver comprehensive value beyond documents Protect...
2025-09-0322 minMarch to a Million
March to a MillionThe Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)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, and the profession itself. Greg discusses: Why so many estate planning...
2025-08-2721 minMarch to a Million
March to a MillionThe Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)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 leveraging captive insurance strategies for estate planning and retirement, Craig breaks down the opportunities most professionals don’t even know exist. Here’s what y...
2025-08-0629 minMarch to a Million
March to a MillionFrom Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)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 estate planning, financial strategy, and the importance of being truly prepared. What t...
2025-07-2324 minMarch to a Million
March to a MillionWhy the 4% Rule Could Fail You in Retirement (Ep. 50)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 doing instead. Greg discusses: Why the 4% rule is more folklore than fact in today’s environment How the sequence...
2025-07-0921 minMarch to a Million
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 Million
March 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 Million
March 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 Million
March 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 Million
March 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 Million
March 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 minMarch to a Million
March 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 minMarch to a Million
March 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 Million
March 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 Million
March 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 Million
March 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 now find themselves catching up on retirement savings. Greg and Brad explore the surprising flexibility and potential tax benefits these plans offer, particularly for small business owners and independent contractors. Learn how Brad transitioned from a Fortune 500 consultant to a specialized adviso...
2024-12-1830 minMarch to a Million
March 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 estate, and the evolving crypto sphere. Through insightful discussions, Greg highlights the potential risks of conventional approaches and advocates for strategies that can better navigate today’s tumultuous markets. Greg discusses:  (03:25) The transformation of market structures and its impli...
2024-12-0424 minMarch to a Million
March 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 buy-sell agreements and protect their wealth from unforeseen tax implications like those highlighted in the recent Conley case. Greg and David discuss:  (04:14) The importance of regular review and updates to buy-sell agreements (05:51) How the Conley case could change estate t...
2024-11-2027 minMarch to a Million
March 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 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 transform your time management approach and propel yourself toward both professional success and personal fulfillment.
2024-11-0631 minMarch to a Million
March 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 fostering genuine relationships and establishing trust in the legal and financial services industry. Greg and Ari discuss:  Why traditional sales techniques fail in modern client interactions The importance of uncovering the true needs of clients beyond surface-level goals The r...
2024-10-1627 minMarch to a Million
March to a MillionUnderstanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)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 financial plan. He emphasizes the importance of proactive planning in order to take these payments into account...
2024-10-0225 minMarch to a Million
March 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 of WSN into its 2.0 version. Starting by defining what this 2.0 version entails, Greg shares insights on the challenges faced by estate planning attorneys and the solutions WSN 2.0 offers to overcome them. This episode also highlights the importance of trust-based client relationships...
2024-09-1826 minMarch to a Million
March 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 Gray, an attorney and owner of Pinnacle Estate Planning, to share his journey of becoming a financially-minded professional through the Wealth Solutions Network (WSN).  You’ll hear about Jason’s background, his transition from traditional estate planning to incor...
2024-09-0425 minMarch to a Million
March 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 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 absence, emphasizing the role of strategic planning and team empowerment. You’ll...
2024-08-2123 minYour Financial Advocate
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 Million
March 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 for attorneys to incorporate financial services into their law practices. He covers the necessary licenses, regulatory requirements, and the benefits of offering these services to clients. Greg also highlights the support systems available through the Wealth Solutions Network (WSN).
2024-08-0734 minYour Financial Advocate
Your 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 Million
March 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 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 ed...
2024-07-1722 minMarch to a Million
March 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 provides cost savings for employers while offering substantial benefits to employees.  Employers can look forward to reduced payroll taxes and offering their employees access to supplemental benefits without impacting take-home pay.  Together they discuss:  How SIMRP can sav...
2024-07-0326 minMarch to a Million
March 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 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 and the legal profession. Greg discusses:  The legitimacy of the stock market’s operat...
2024-06-2132 minYour Financial Advocate
Your 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 Million
March 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 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 on his clients The significance of the 100th anniversary of the Great D...
2024-06-0530 minYour Financial Advocate
Your 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 minMarch to a Million
March to a MillionThe Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)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 importance of understanding clients’ emotions, the impact of exhaustion on retirement dreams, and strategies for attorneys and advisors to connect more deeply wi...
2024-05-2230 minYour Financial Advocate
Your 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 Million
March 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 explores the importance of understanding generational nuances in marketing, especially in the context of the great wealth transfer. They explore the impact of financial events on younger generations and the necessity of creating content that resonates with Gen X, Millennials...
2024-05-0827 minMarch to a Million
March 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 their clients’ financial futures. They explore the critical role of proper monitoring, adjusting insurance plans, and creating a personalized care fund over time.  Barclay discusses:  Creating a long-term care and legacy plan through asset-based and traditional insurance options The impor...
2024-04-2439 minMarch to a Million
March 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 and insights on how this model transforms lives by eliminating debt faster, increasing wealth accumulation, and offering financial freedom. Greg and Tracey Discuss:  Tracy’s personal journey and the motivation behind the Debt Free 4 Life movement How individuals can pa...
2024-04-1042 minYour Financial Advocate
Your 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 Million
March 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 & 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 bu...
2024-03-2726 minYour Financial Advocate
Your 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 minMarch to a Million
March to a MillionThe Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20)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. Greg DuPont sits down with Taylor Vick, Managing Director at Blue Ridge Asset Management, to explore th...
2024-03-1333 minYour Financial Advocate
Your 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 Million
March 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 dives into historical wisdom from figures like Napoleon Hill and Dan Sullivan, emphasizing mindfulness and seizing opportunities for development.  Listen in as Greg also highlights the coaching culture at Wealth Solutions Network and the importance of community support. Greg dis...
2024-02-2834 minMarch to a Million
March 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 the reasons behind the hesitation towards annuities, highlighting the disconnect between the product’s benefits and public perception. Additionally, Greg also touches on the evolution of annuities, distinguishing between variable and fixed indexed annuities, and emphasizes the importance of...
2024-02-1430 minMarch to a Million
March to a MillionThe Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)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 wealth protection tool. They touch on the concept of...
2024-01-3123 minMarch to a Million
March 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 closing of the Founder’s Club for the Wealth Solutions Network (WSN), with 10 members signed up and more considering joining. The network offers learning opportunities for attorneys at all stages of their careers and Greg emphasizes the power of networking to fuel...
2024-01-1724 minMarch to a Million
March 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 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 shares a success story and describes the ideal member for WS...
2023-12-2726 minMarch to a Million
March 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 with Charley Mann, Founder of Law Firm Alchemy, about the importance of relationship-building and marketing in the legal profession. They challenge the conventional transactional mindset of attorneys and emphasize the need for a more client-centric approach. They also...
2023-12-2030 minMarch to a Million
March to a MillionSimplifying the Complexity of Indices with Laurence Black (Ep. 13)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 Standard®,  a company that rates and evaluates ETFs and indices us...
2023-12-0621 minMarch to a Million
March to a MillionHow to Be a Financial Advocate for Your Clients with Mike Ringel (Ep. 12)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 into the secrets of financial advocacy. They explore the importance of embr...
2023-11-2229 minMarch to a Million
March 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 DuPont and Matt Halloran share the sixth pillar of financial advocacy: Mindset with a shift into the importance of being influential. They explore the art of influence over sales and the importance and power of effective liste...
2023-11-0830 minMarch to a Million
March 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 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 various benefits and resources to enhance their knowledge, skills, and business success.
2023-10-1834 minMarch to a Million
March 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 assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to help with tax planning and protection against market losses, and the value of life insurance. Greg discusses:  The role of...
2023-10-1127 minMarch to a Million
March 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 strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to maximize wealth accumulation. Greg discusses:  The three secrets of wealth accumulation The drawbacks of relying solely on 401(k) for savings a...
2023-09-2726 minMarch to a Million
March 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, 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 revenue while addressing a pressing need in the market. Jeff sh...
2023-09-1320 minMarch to a Million
March 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 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 pow...
2023-08-3024 minMarch to a Million
March 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 Marketing. Greg and Ben talk about the sixth pillar of financial advocacy: mindset. Ben shares the importance of being more than a lawyer to clients and the mindset lawyers and attorneys must consider to level up their practice. Be...
2023-08-1622 minMarch to a Million
March 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 traditional teachings in the financial industry. He touches on the importance of identifying patterns to determine the right strategies for clients and how annuities and life insurance can be powerful tools for wealth preservation when used effectively. Greg discusses:  T...
2023-08-0226 minMarch to a Million
March 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 highlights why attorneys need to have valuable conversations with clients about their wealth while exploring how his team can help you find the answers to your questions. Greg discusses:  His definition of wealth management  His evolution as a...
2023-07-1928 minMarch to a Million
March 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 personal story, what he likes doing in his free time, his motivations for starting the March to a Million movement, and the mindset he maintains daily to grow personally and professionally. Greg discusses:  What he does to recharge and...
2023-07-1916 minMarch to a Million
March 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, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to...
2023-07-1922 minMarch to a Million
March 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 in the legal profession and the financial services industry and show attorneys how they can improve their lives, provide greater value to their clients, and experience greater professional satisfaction. Join us in this movement and strengthen your business by learning how to solve your cl...
2023-06-3000 minYour Financial Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 minYour Financial Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 Advocate
Your 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 minYour Financial Advocate
Your Financial AdvocateEpisode 2 – Launching The Connection with DuPont Wealth SolutionsWhat happens when you request an initial consultation with DuPont Wealth Solutions? What does the process look like from beginning to end? In this episode, Greg DuPont describes the behind-the-scenes of DuPont Wealth Solutions, and shares what goes into connecting, meeting, and working with clients from the very first call.  In this episode, you will … Continue reading Episode 2 – Launching The Connection with DuPont Wealth Solutions →
2020-10-2129 minYour Financial Advocate
Your Financial AdvocateEpisode 1 – Get to Know Greg DuPontDuPont Wealth Solutions is proud to present this new podcast, Your Financial Advocate with Greg DuPont!  In this episode, get to know Greg DuPont, founder of DuPont Wealth Solutions, as he shares his journey in the financial services industry as well as his career as a practicing attorney, and the reasons why he is passionate … Continue reading Episode 1 – Get to Know Greg DuPont →
2020-10-0630 min