Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule.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this episode, Greg DuPont shares his research and frustrations that made him question why many advisors still cling to outdated income planning assumptions that could jeopardize retirement outcomes.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The real cost of fees and taxes when using this outdated rule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
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 (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.
Together, Greg and Ali unpack how to:
Break free from document-driven commoditization
Rebuild your practice around long-term relationships and recurring value
Align incentives across advisory services for deeper client impact
Future-proof your firm against AI and market shifts by leading with heart and strategy
Ali is the visionary CEO and Founder of the Eyes Wide Open Collective and its portfolio of aligned companies.
She is also a family, financial, and legal expert who serves as a private advisor for families, business owners, and inheritors of family wealth. As a trusted advisor, Ali supports her clients to make eyes-wide-open legal, insurance, financial, and tax decisions in alignment with their values.
Ali’s genius when working with families is to bridge between the generations, as well as between the practical and spiritual aspects of Life & Legacy.
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 leveraging changes introduced by the Affordable Care Act can lead to substantial savings and enhanced employee satisfaction. Learn how this program can serve as a powerful tool for employee recruitment and retention, and hear firsthand why it’s sparking interest nationwide.
Topics covered:
Introduction to the Employee Recruitment Retention Tool (02:10).
Details on the tax-saving benefits for employers and employees (03:15).
Understanding Section 125 Plan and its impact (03:40).
Additional employee benefits such as primary and urgent care coverage, telehealth, and prescription savings (07:30).
The program’s compatibility with existing healthcare plans (08:30).
Who the program is best suited for and eligibility criteria (14:27).
The potential cost savings for businesses and the structure of participation (16:05).
Reagan is a financial advisor and licensed attorney in Oklahoma and Ohio. He is experienced in general corporate, estate planning, oil & gas, intellectual property, commercial litigation, employment, bankruptcy, real estate, and insurance subrogation.
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 purpose of “The Retirement Tax Trap” [01:09]
Creating alignment within law practices [03:16]
The importance of focus in targeting the right market [04:02]
Utilizing the book within a lead generation system [07:30]
Optimizing consumer outreach through webinars and marketing [12:08]
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 the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over the past 18 months.
Greg opens up about:
(01:29) The significance of aligning team roles and tackling personnel challenges
(04:03) How strategic partnerships and smart hiring are propelling WSN forward
(07:14) The pivotal role of a “number two” in achieving business growth
(12:51) Advancements in WSN’s marketing strategies to attract and retain clients
Is real estate still a good investment for your portfolio?
Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and how ongoing valuations can play a game-changing role for your financial future!
Tune in to discover:
[00:01:29] Introduction to Taylor Vick and Blue Ridge Asset Management
[00:03:01] Exploring property management and real estate syndication
[00:05:54] Understanding business valuation and its cross-industry relevance
[00:09:56] The importance of defensible valuations for estate planning
[00:17:22] How exit strategies in real estate can maximize value
[00:23:21] Alternative investments: Real estate syndicates explained
This episode is jam-packed with actionable insights tailored for anyone navigating real estate investments and comprehensive financial strategies.
Taylor is the Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management. Currently managing over $100 million in assets, Taylor leads Blue Ridge to create custom portfolios for investors to achieve their lifestyle goals.
Blue Ridge oversees financing, due diligence, pro forma analysis, acquisition, property management, accounting, value add and disposition for client portfolios.
When Taylor is not helping his clients with their commercial needs, he can be found on the golf course or spending time with his wife Rachel and two children.
Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors.
Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn about the exciting potential of alternative investments to provide uniqueness and impact in ways traditional investments cannot.
Tune in to discover:
(02:15) How Banrion Capital is changing advisor access to alternative investments
(15:24) The importance of building better client-advisor relationships through tailored investment strategies
(19:39) The role of alternative investments as a diversification tool
(27:00) Greg’s strategic vision for empowering advisors through holistic financial solutions
And more
Join Greg and Shana in unraveling the complexities of alts to find new opportunities that align with clients’ financial and personal goals.
For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder & Chief Executive Officer of Banríon Capital Management Shana helps financial advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence.
Dubbed the “Queen of Alternatives” by her peers. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, Yahoo Finance, Reuters and the Schwab Network.
Shana has maintained fierce, outspoken advocacy for her fellow women in finance for the duration of her career — acting as a mentor for many other young women navigating the battlefield of a male-dominated industry. Having overcome many obstacles to achieve success in her own career, she leverages her personal social media following to speak out for the recognition and support of women in her field. As a member of Women in ETFs, Shana has become a spokesperson for their Speaker’s Bureau, with the goal of improving public representation of females in industry-oriented events and conferences, as well as in financial media.
How do current events, from wildfires to political promises, shape our financial landscape?
In this episode, Greg DuPont dives into the intricate connections between California wildfires, the emergence of Trump 2.0, and innovations in government efficiency. He explores how these seemingly disparate events interconnect and influence lives and financial markets.
Greg discusses:
(02:06) The devastating impact of California wildfires
(06:17) How advisors can support clients who’ve lost everything
(09:20) Analyzing Trump 2.0’s goals and their economic ramifications
(09:48) The potential for new technologies in construction and government
(16:41) Immigration policies and workforce implications
And more
With actionable insights and an engaging dialogue, this episode encourages listeners to reflect on how major societal shifts might shape personal and professional futures.
What does it take to redefine financial security in today’s world?
In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, addressing common misconceptions and highlighting innovative solutions like hybrid LTC insurance. They share personal stories to underscore the real-life effects of financial planning and discuss strategies that offer greater protection and peace of mind, like unlimited LTC benefits and strategic use of qualified funds.
John discusses:
(04:53) The importance of addressing long-term care planning proactively
(08:34) The evolution from traditional to hybrid LTC insurance
(19:26) How OneAmerica Financial creates personalized solutions for clients
(21:10) Tax advantages for business owners investing in LTC policies
John Broyles, CFP® serves as a Concierge Specialist for OneAmerica Financial. John brings a range of experiences garnered through living abroad, working with mutual fund and insurance companies, and as a financial advisor.
