Tag: Financial Education
The Biggest Retirement Mistakes Most Families Never See Coming (Ep. 63)

The Biggest Retirement Mistakes Most Families Never See Coming (Ep. 63)

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What if the biggest retirement risks aren’t market crashes, but the quiet mistakes most people never see coming?

In this episode of March to a Million, Greg DuPont unpacks the inspiration behind his new book, The Twenty-Five Biggest Retirement Mistakes, and why so many families enter retirement feeling uncertain despite “doing everything right.” Greg explains why retirement is not simply an extension of the accumulation years, but an entirely different financial phase that requires a different strategy, mindset, and level of coordination.

Greg discusses:

  • Why accumulation and distribution require completely different financial strategies
  • The hidden tax traps tied to IRAs, 401(k)s, and required minimum distributions
  • Why claiming Social Security too early can create long-term financial consequences
  • Estate planning mistakes families often discover too late
  • How having a coordinated “financial quarterback” strategy may help reduce uncertainty in retirement
  • And more!

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The Journey from an Attorney to a Financial Advocate (Ep. 1)

The Journey from an Attorney to a Financial Advocate (Ep. 1)

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As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law.

There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you.

Welcome to The March to a Million podcast!

In this inaugural episode, Greg DuPont, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to their clients by taking a holistic approach to their financial planning needs.

Greg discusses: 

  • The need for financially minded attorneys to provide single-point responsibility and solutions for their client’s financial, tax, and legal needs
  • The licensing requirements for attorneys who want to provide investment advice
  • The type of attorney who would be well-suited for the Wealth Solutions Network
  • His educational background and how he became a lawyer and entrepreneur
  • His passion for helping people make good decisions and how he wants to bring that to people through his podcast and other outreach
  • And more!

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