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

The 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, …

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

Embracing 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 …

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

Rethinking 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 …

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

The 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 …

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

The 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 …

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

The 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 …

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Transformative Personal Growth in Entrepreneurship (Ep. 19)

Transformative 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 …

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The Potential of Annuities (Ep. 18)

The 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 …

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

The 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 …

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

The 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 …

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