March to a Million

Welcome to The March to a Million podcast with Greg DuPont, founder of the Wealth Solutions Network. In this podcast, Greg shares his journey to positively impact one million lives by creating an army of financially minded attorneys who embrace an expanded role in their clients’ lives. Greg and his guests challenge the status quo in the legal profession and the financial services industry and show attorneys how they can improve their lives, provide greater value to their clients, and experience greater professional satisfaction. Join us in this movement and strengthen your business by learning how to solve your clients’ most pressing financial problems.

Episodes

The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)

August 6, 2025 • 29 mins

Private insurance isn’t just for Fortune 500 companies; it can be a powerful wealth-building and risk-mitigation tool for law firms, business owners, and entrepreneurs. In this episode of March to a Million, Greg DuPont sits down with Craig Clemons, Vice President at Reinsurance Specialists, to uncover how private insurance structures can help business owners self-insure, …

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From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

July 23, 2025 • 24 mins

When life knocked her down (literally), Susan Chace got back up and rewrote the script. In this moving episode of March to a Million, Greg DuPont sits down with new Wealth Solutions Network member Susan Chace, Esq., whose 14-year journey to becoming an estate planning attorney includes surviving a brain tumor, raising three children as …

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Why the 4% Rule Could Fail You in Retirement (Ep. 50)

July 9, 2025 • 21 mins

Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule. In this episode, Greg DuPont shares his research and frustrations that made him question why many advisors still cling to outdated income planning assumptions that could jeopardize retirement outcomes. From the origins of the 4% rule …

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How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

June 18, 2025 • 33 mins

What if your law firm could become the most trusted advisor in your client’s life, far beyond documents and transactions? In this powerful conversation, Greg DuPont welcomes Ali Katz, founder of Eyes Wide Open Collective, to share how she’s transforming the estate planning world by training attorneys to deliver holistic legal, insurance, financial, and tax …

The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

June 4, 2025 • 23 mins

Wouldn’t it be great to find a way to keep your employees happy and save costs at the same time? In this episode, Greg DuPont sits down with Reagan Allen to discuss an innovative program that provides businesses with tax savings while offering employees enhanced benefits without any additional cost. Greg and Reagan examine how …

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Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

May 21, 2025 • 28 mins

Is Your Retirement Hiding a Tax Trap? In this episode, Greg DuPont discusses his latest venture: the “Retirement Tax Trap.” Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network (WSN) members, offering a unique lead generation tool through comprehensive estate planning strategies. Greg shares insights on: The development and …

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Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

April 2, 2025 • 28 mins

Can revolutions be quiet? Dive into this episode to explore three silent yet powerful revolutions reshaping our world today: political, AI, and financial. Greg DuPont navigates these transformative times with insights on how the Wealth Solutions Network (WSN) can guide you through the noise. Greg discusses: (02:30): How shifts in government structures impact our personal …

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How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

March 27, 2025 • 20 mins

What’s the secret to being a successful leader while managing transitions? Dive into this episode of March to a Million as Greg DuPont shares firsthand insights from his recent conference experience, revealing key strategies and mindset shifts in the world of financial and legal practice. Unpack lessons on building effective teams, handling infrastructure changes, and …

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Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

March 12, 2025 • 25 mins

Is real estate still a good investment for your portfolio? Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and …

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Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

February 19, 2025 • 28 mins

Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors. Greg and Shana delve into …

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What Wildfires and Political Changes Mean for Your Financial Strategy (Ep. 42)

February 5, 2025 • 29 mins

How do current events, from wildfires to political promises, shape our financial landscape? In this episode, Greg DuPont dives into the intricate connections between California wildfires, the emergence of Trump 2.0, and innovations in government efficiency. He explores how these seemingly disparate events interconnect and influence lives and financial markets. Greg discusses: (02:06) The devastating …

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Navigating Long-Term Care with John Broyles (Ep. 41)

January 15, 2025 • 30 mins

What does it take to redefine financial security in today’s world? In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, …

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Mastering the Art of Listening with Matt Halloran (Ep. 40)

January 1, 2025 • 24 mins

What if you could transform your conversations by simply listening more? In this episode, Greg DuPont flips the script and welcomes his usual host, Matt Halloran, as the guest of honor. Matt has dedicated years to mastering the art of listening and shares insights from his new book on how we can better connect with …

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Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

December 18, 2024 • 30 mins

What if your financial future could change in ways you never imagined? In this episode, Greg DuPont sits down with Brad Barlow, an actuary and “secret weapon” for business owners. They delve into the world of defined benefit plans and how these often-overlooked tools can be game-changers for people who’ve built a thriving business and …

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Evolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)

December 4, 2024 • 24 mins

Are you investing like it’s still the 20th century or have you embraced the new approaches of the 21st century? In this episode, Greg DuPont talks about the transformation of investment practices and the evolving financial landscape. He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real …

Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)

November 20, 2024 • 27 mins

What happens when business owners overlook the vital details of their buy-sell agreements? In this episode, Greg DuPont sits down with David Foster, Director of Advanced Planning for Simplicity Group, to unravel the complexities of business succession planning and how recent legal changes can impact entrepreneurs. Discover why many business owners need to rethink their …

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Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

November 6, 2024 • 31 mins

Are you controlling your time, or is time controlling you? Time is the ultimate resource, yet many of us feel it slipping through our fingers. Discover how to seize control and make every minute count. Today on March to a Million, Greg DuPont discusses the significance of effective time management for attorneys, exploring the 12-week …

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How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

October 16, 2024 • 27 mins

Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches? Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to …

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Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

October 2, 2024 • 25 mins

Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept. How do RMDs impact your financial strategy, and what can you do to manage them effectively? Are there ways that attorneys can better serve their clients by understanding the nuances of RMDs? In …

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Transforming Estate Planning with WSN 2.0 (Ep. 33)

September 18, 2024 • 26 mins

Estate planning is evolving and Wealth Solutions Network (WSN) 2.0 is at the forefront of this transformation. With these changes underway, how can estate planning attorneys enhance their practice and better serve their clients? What changes are necessary to achieve greater professional satisfaction and client value? In this episode, host Greg DuPont discusses the evolution …

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March to a Million

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

Why the 4% Rule Could Fail You in Retirement (Ep. 50)

How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

What Wildfires and Political Changes Mean for Your Financial Strategy (Ep. 42)

Navigating Long-Term Care with John Broyles (Ep. 41)

Mastering the Art of Listening with Matt Halloran (Ep. 40)

Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

Evolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)

Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)

Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

Transforming Estate Planning with WSN 2.0 (Ep. 33)

Popular Podcasts

The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)

From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)