Month: September 2026
AI Retirement Planning: How WSN OS 3.0 Changes the Process (Ep. 70)

AI Retirement Planning: How WSN OS 3.0 Changes the Process (Ep. 70)

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A retirement plan can overlook important risks when every decision depends on memory, disconnected tools, or separate advisors. 

What changes when each case follows the same detailed process?

In this episode, Greg DuPont explains how he developed WSN OS 3.0, an AI-supported planning system built from decades of work across estate planning, financial advice, taxes, and insurance. He walks through how the system organizes client information, identifies planning concerns, and helps attorneys educate families before recommendations are made. Greg also breaks down the PILOT process for retirement income, taxes, longevity, life events, ownership, probate avoidance, and risk transfer.

Greg covers:

  • How AI turns years of planning notes and professional insights into a repeatable review process for every case
  • How WSN OS 3.0 helps attorneys analyze client concerns, financial data, retirement goals, and planning gaps
  • Why education allows clients to compare retirement income choices using visible trade-offs and clear calculations
  • How the PILOT framework addresses asset positioning, income taxes, longevity, ownership, and transferred risk
  • Why retirement planning should begin with the life a client wants before deciding how their money will support it
  • And more!

Connect with Greg DuPont:

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Building a Family Legacy That Goes Beyond Wealth with Vince Covino (Ep. 69)

Building a Family Legacy That Goes Beyond Wealth with Vince Covino (Ep. 69)

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Many families spend years building wealth, yet far fewer spend time discussing the values, relationships, and purpose they hope that wealth will support.

What would future generations remember if all they had was the story your financial decisions told? How do advisors help families create a legacy that’s measured by more than investment returns?

In this episode, Greg DuPont welcomes Vince Covino, Founder of VC Strategic Capital, to discuss how his view of financial planning changed after a significant personal transition. Together, they explore how meaningful legacy conversations can strengthen family relationships, why financial advice becomes more valuable when it reflects a family’s purpose, and how capital allocation can express personal values. Vince also shares why advisors can play a much deeper role by helping families think beyond products and toward the lives they hope future generations will inherit.

Key takeaways:

  • Creating space for honest family conversations about values, purpose, and the legacy parents hope to leave behind
  • Looking beyond portfolio performance to align financial decisions with personal meaning and long-term family goals
  • Helping families use wealth as a tool that reflects who they are rather than simply what they own
  • Guiding future generations through thoughtful discussions that strengthen relationships before wealth transfers occur
  • Reframing the advisor’s role from investment selection to helping families make purpose-driven financial decisions
  • And more!

Connect with Greg DuPont:

Connect With Vince Covino:

About Our Guest:

Vince Covino is an entrepreneur and investor with over 25 years of experience building, capitalizing, and scaling organizations across multiple industries. As the founder of Legacy Wealth, now a $1B+ registered investment advisory firm, and a national zoo and aquarium chain that has welcomed over 20 million visitors, Covino operates from direct experience with the full capital lifecycle: raising capital, deploying it, structuring complex deals, managing through disruption, and executing exits. 

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