Assets – March to a Million

The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

By MarchToAMillion | October 11, 2023

Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial.

That is where the role played by estate planning attorneys becomes more important than ever.

In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to help with tax planning and protection against market losses, and the value of life insurance.

Greg discusses:

The role of estate planning attorneys in wealth transfer
The potential confiscation of wealth and the need for attorneys to be the last line of defense in protecting and preserving assets
Roth conversions, market loss protection, and the value of life insurance as a way to help clients preserve and protect their assets
The three secrets of wealth transfer
A case study demonstrating the value of proactive estate planning and highlighting the importance of being a true advocate for clients
And more!

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

By MarchToAMillion | September 27, 2023

Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth.

In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to maximize wealth accumulation.

Greg discusses:

The three secrets of wealth accumulation
The drawbacks of relying solely on 401(k) for savings and the need to consider alternative investment options
The need to take more risks for higher returns in a pre-tax environment and how shifting to an after-tax world can reduce the required rate of return
The goal of Wealth Solutions Network to help the general public with their finances
The potential to cut down debt repayment time by being systematic with compound interest and alternative solutions to traditional retirement savings
And more!

Resources:

Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)