Financial Planning – Page 2 – March to a Million

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!

Resources:

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

Connect with Greg DuPont:

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

By March To A Million | July 19, 2023

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.