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March to a Million

Business & Economics Podcasts

Welcome 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 clients’ most pressing financial problems.

Location:

United States

Description:

Welcome 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 clients’ most pressing financial problems.

Language:

English


Episodes
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Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

10/2/2024
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 … Read More Read More

Duration:00:25:12

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Transforming Estate Planning with WSN 2.0 (Ep. 33)

9/18/2024
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 More

Duration:00:26:27

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How Integrating Financial Advocacy Transforms Your Practice with Jason Gray (Ep. 32)

9/4/2024
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 More

Duration:00:25:28

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How Taking Time Off Can Make All the Difference (Ep. 31)

8/21/2024
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 More

Duration:00:23:20

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How to Integrate Financial Services into Your Law Practice (Ep. 30)

8/7/2024
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 More

Duration:00:34:19

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Reflections on Higher Education and Financial Planning (Ep. 29)

7/17/2024
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 More

Duration:00:22:01

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How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

7/3/2024
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 More

Duration:00:26:39

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Is the Stock Market a Ponzi Scheme? (Ep. 27)

6/21/2024
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 More

Duration:00:32:19

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Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

6/5/2024
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 More

Duration:00:30:09

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The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

5/22/2024
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, … Read More Read More

Duration:00:30:24

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Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

5/8/2024
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 More

Duration:00:27:55

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Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

4/24/2024
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 More

Duration:00:39:57

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The Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)

4/10/2024
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 More

Duration:00:42:00

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The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 21)

3/27/2024
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 More

Duration:00:26:56

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The Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20)

3/13/2024
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 … Read More Read More

Duration:00:33:49

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Transformative Personal Growth in Entrepreneurship (Ep. 19)

2/28/2024
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 More

Duration:00:34:17

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The Potential of Annuities (Ep. 18)

2/14/2024
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 More

Duration:00:30:52

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The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)

1/31/2024
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 … Read More Read More

Duration:00:23:54

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The Success of WSN’s Founder’s Club (Ep. 16)

1/17/2024
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 More

Duration:00:24:19

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The Biggest Highlights from the March to a Million Podcast (Ep. 15)

12/27/2023
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 More

Duration:00:26:51