Tag: March To A Million
Reflections on Higher Education and Financial Planning (Ep. 29)

Reflections on Higher Education and Financial Planning (Ep. 29)

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The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits.

What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education?

This week, Greg DuPont shares his thoughts on the future of higher education and financial planning, sparked by his daughter’s college graduation. He touches on the challenges families face in saving for college, the potential decline of smaller colleges, and the evolving role of technology in education.

Greg discusses: 

  • The high costs of college education and the challenges of saving for it
  • The potential closure of smaller colleges due to financial pressures
  • The impact of technology, like AI, on the need for traditional higher education
  • The future of student loans and their implications for families
  • The importance of flexible financial planning to adapt to changing educational landscapes 
  • And more!

 

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How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

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Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs?

In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program provides cost savings for employers while offering substantial benefits to employees. 

Employers can look forward to reduced payroll taxes and offering their employees access to supplemental benefits without impacting take-home pay. 

Together they discuss: 

  • How SIMRP can save employers an average of $550 per employee per year in payroll taxes
  • The robust wellness program provided to employees, including telehealth, mental health resources, and much more
  • Understand the conditions under which employees and businesses qualify for the program
  • How this program offers immediate financial relief for businesses while enhancing employee benefits 
  • And more!

 

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About Our Guest:

Josh Kelley gets to help people protect what they care about most: their families and the things they have worked hard to earn and achieve.

Josh started his business life at a very young age with several ventures including Full Service Car Wash, Used Car Lot, Limousine Service, Wrecker Service, and many other small businesses.

Through great success and massive failures, Josh learned very valuable lessons not just in business but in life during his tenure running these businesses.

After 6 years of helping other agency owners grow their agencies, Josh decided it was time for a change, which led him to open his own agency. 

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Is the Stock Market a Ponzi Scheme? (Ep. 27)

Is the Stock Market a Ponzi Scheme? (Ep. 27)

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The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme?

This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition of a Ponzi scheme to compare and contrast how the behaviors relate to the current market. He also discusses what these implications mean  for investors and the legal profession.

Greg discusses: 

  • The legitimacy of the stock market’s operations, likening it to a Ponzi scheme and expressing concerns over its sustainability
  • The current financial guidance system, emphasizing the need for attorneys to understand and break the cycle of what he perceives as a flawed system
  • The commoditization of investment advice and how it affects consumer choices and the industry at large
  • The impending wealth transfer from baby boomers and its potential impact on the stock market’s stability
  • The fee structures in financial services and whether they truly serve the best interests of clients
  • How attorneys can break the cycle of poor financial guidance and better serve their clients
  • And more!

 

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Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

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In the face of impending market changes, how can families plan to safeguard their financial future?

In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues facing the financial market and the impending changes that could reshape our financial futures.

Greg discusses: 

  • His epiphany about the future of the market and its impact on his clients
  • The significance of the 100th anniversary of the Great Depression in relation to current market conditions
  • Strategies for protecting family wealth, including offloading risk and exploring alternative investments
  • The role of insurance companies in providing stability during economic downturns
  • The potential of Bitcoin and real estate as alternative investment options
  • The importance of guaranteed income and the dangers of forced asset liquidation during market crashes
  • Roles that attorneys play in financial advocacy to protect clients’ interests in a comprehensive manner
  • And more!

 

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The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

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Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients’ lives.

What’s the mindset we must follow with our clients?

In this episode, Greg DuPont sits down with Ben Glass, owner and attorney at BenGlassLaw and founder of Great Legal Marketing. Greg and Ben talk about the sixth pillar of financial advocacy: mindset. Ben shares the importance of being more than a lawyer to clients and the mindset lawyers and attorneys must consider to level up their practice.

Ben discusses: 

  • His journey of starting his own practice and the importance of being a life coach to clients
  • His mindset transition to start worrying more about his clients’ lives
  • The commoditization in the legal, financial, and insurance professions, and why it is essential to strengthen relationships with clients
  • Overcoming ethical considerations and misconceptions in the legal profession
  • The impactful role of Great Legal Marketing in helping lawyers build successful and differentiated practices
  • And more!

Resources: 

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About Our Guest:

For over a decade, attorney Ben Glass has been teaching hundreds of solo and small firm lawyers around the globe how to market ethically and effectively using education-based, direct-response style marketing.

Ben continues to practice law at his own personal injury and ERISA long-term disability firm near Washington, D.C., is the author of 14 books, and has gained national recognition for his ability to take marketing ideas that are working in other industries and ethically apply them to the legal field. As the founder and owner of Great Legal Marketing, Ben helps attorneys attract better clients and make more money without missing out on time at home with family.

Ben is the father of nine children, four of whom are adopted from China. He is an avid athlete, business advocate, and soccer referee. Ben works with the charity Love Without Boundaries, which provides healing homes and needed surgeries for orphans in impoverished countries, and he has run five Marine Corps Marathons on their behalf. Above all, Ben believes in the success of the solo and small firm attorney and the power of education-based, direct-response marketing.

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The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

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Financial advocacy is divided into six fundamental pillars that teach attorneys how to serve their clients better in their financial affairs.

Wealth management, wealth preservation, wealth enhancement, wealth accumulation, wealth transfer, and the financial advocacy mindset.

In this episode, Greg DuPont talks about the first of the six pillars of financial advocacy, wealth management. Greg highlights why attorneys need to have valuable conversations with clients about their wealth while exploring how his team can help you find the answers to your questions.

Greg discusses: 

  • His definition of wealth management 
  • His evolution as a wealth manager, from being a captive agent to realizing the importance of low-cost fixed index investing and structures that drive the outcome
  • Reasons why members of his network don’t need to have all the financial answers for their clients
  • The licensing component needed to fulfill the wealth management pillar
  • The three S’s for the average investor 
  • How his back office can provide investments solutions and support for members of the network
  • Why he believes that traditional wealth management doesn’t work and how his system focuses on using the right tools to preserve wealth
  • And more!

Resources:

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Get to Know Your Host: Greg DuPont (Ep. 2)

Get to Know Your Host: Greg DuPont (Ep. 2)

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In our inaugural episode, we got to find out a little bit about Greg’s history and most importantly, the idea behind March to a Million podcast and The Wealth Solutions Network. 

In this episode, Greg DuPont shares a little about himself and how he makes a positive impact on the world. He talks about his personal story, what he likes doing in his free time, his motivations for starting the March to a Million movement, and the mindset he maintains daily to grow personally and professionally.

Greg discusses: 

  • What he does to recharge and unwind
  • What he would do with his time if he had all the money and didn’t have to work
  • His advice and recommendations for family, friends and clients
  • How his father’s example of constant lifelong learning influenced him
  • His definition of success 
  • The daily mantra that keeps him focused
  • And more!

Resources: 

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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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