Month: July 2025

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 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 to expect in this episode:

  • The medical crisis that pushed Susan to law school
  • How part-time professionals and gig workers can protect themselves
  • Why most people don’t plan ahead and how she’s changing that
  • Her bold mission to serve dentists, realtors, and caregivers with clarity and heart
  • And more!

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About Our Guest:

Chace Law Firm is the solo practice of Susan Chace, a dedicated attorney who provides thoughtful, strategic, and client-centered legal services in the areas of estate planning, trust administration, probate, real estate, and civil matters. Receiving her Juris Doctorate from Trinity Law School and becoming a California attorney, Susan brings a rare blend of compassion, insight, and real-world experience to her practice.

As a former business owner, registered dental hygienist, and real estate professional, Susan understands the practical needs of families, entrepreneurs, and individuals navigating life transitions. Whether helping clients preserve their legacy or resolve disputes, she approaches each case with a commitment to clarity, compassion, and real results. 

Susan has a unique ability to guide clients through both preventative legal planning and complex disputes. Her mediation experience at the Central Justice Center in Orange County’ gives her a grounded understanding of conflict resolution, and competing on Trinity’s Moot Court team underscores her persuasive courtroom presence.

Working directly with every client from start to finish—ensuring personalized guidance and trusted legal advocacy—Susan will be with you every step of the way.

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 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 of return risk and market cycles can complicate distribution planning
  • The real cost of fees and taxes when using this outdated rule
  • Smarter strategies to build flexible, reliable retirement income
  • And more!

Resources: 

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