The 4D Estate Planning Advantage for Modern Attorneys (Mini Series Ep. 2)

The 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 …

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The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)

The 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 …

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The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)

The 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, …

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From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

From 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 …

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Why the 4% Rule Could Fail You in Retirement (Ep. 50)

Why 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Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule.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 …

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How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

How 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 …

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The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

The 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 …

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Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

Unlocking 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 …

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Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

Navigating 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 …

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How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

How 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 …

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