Cash Flow – March to a Million

Should a Rental Property Be Part of Your Retirement Plan? With Taylor Vick (Ep. 67)

By March to a Million | August 5, 2026

Should rental property be part of your retirement plan? What happens when it’s time to transfer investment property to the next generation, create retirement income, or reduce taxes without creating new challenges? Those decisions can have lasting financial and tax implications, making thoughtful planning just as important as the property itself.

In this episode, Greg DuPont welcomes Taylor Vick, Founder of Blue Ridge Asset Management, to discuss how real estate can fit into retirement planning, estate planning, and long-term wealth management. Taylor shares how he built his own real estate portfolio, why leverage and cash flow have played an important role in his approach, and how seller financing can create opportunities for families. Greg and Taylor also explore real estate professional status, self-directed IRAs, depreciation recapture, and why business owners and families should have a plan before transferring or selling real estate.

Greg and Taylor discuss:

How rental properties can support retirement income, estate planning, and long-term wealth
How leverage, cash flow, and appreciation can work together when building a real estate portfolio
How seller financing may help families transfer investment property while creating ongoing income
What investors should understand about self-directed IRAs, real estate ownership, and tax planning
Why business owners and families should prepare real estate assets before selling or passing them to the next generation
And more!

Resources:

Blue Ridge Asset Management: Real Estate Professional IRS Guide

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Connect with Taylor Vick:

About Our Guest:

Taylor Vick is the Founder of Blue Ridge Asset Management, where he works with investors, families, and business owners on real estate investment, portfolio management, and long-term planning. He also serves as a fractional director of real estate, helping clients maximize the value of their real estate holdings while navigating tax considerations, estate planning, and multi-generational ownership strategies.

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

By March To A Million | 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!