March to a Million

Greg DuPont
  • 5.0 (1)
  • Investing
  • Updated Semimonthly

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.

  1. 3d ago

    AI Retirement Planning: How WSN OS 3.0 Changes the Process (Ep. 70)

    A retirement plan can overlook important risks when every decision depends on memory, disconnected tools, or separate advisors.  What changes when each case follows the same detailed process? In this episode, Greg DuPont explains how he developed WSN OS 3.0, an AI-supported planning system built from decades of work across estate planning, financial advice, taxes, and insurance. He walks through how the system organizes client information, identifies planning concerns, and helps attorneys educate families before recommendations are made. Greg also breaks down the PILOT process for retirement income, taxes, longevity, life events, ownership, probate avoidance, and risk transfer. Greg covers: How AI turns years of planning notes and professional insights into a repeatable review process for every case How WSN OS 3.0 helps attorneys analyze client concerns, financial data, retirement goals, and planning gaps Why education allows clients to compare retirement income choices using visible trade-offs and clear calculations How the PILOT framework addresses asset positioning, income taxes, longevity, ownership, and transferred risk Why retirement planning should begin with the life a client wants before deciding how their money will support it And more! Connect with Greg DuPont: Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com

  2. Sep 2

    Building a Family Legacy That Goes Beyond Wealth with Vince Covino (Ep. 69)

    Many families spend years building wealth, yet far fewer spend time discussing the values, relationships, and purpose they hope that wealth will support. What would future generations remember if all they had was the story your financial decisions told? How do advisors help families create a legacy that’s measured by more than investment returns? In this episode, Greg DuPont welcomes Vince Covino, Founder of VC Strategic Capital, to discuss how his view of financial planning changed after a significant personal transition. Together, they explore how meaningful legacy conversations can strengthen family relationships, why financial advice becomes more valuable when it reflects a family’s purpose, and how capital allocation can express personal values. Vince also shares why advisors can play a much deeper role by helping families think beyond products and toward the lives they hope future generations will inherit. Key takeaways: Creating space for honest family conversations about values, purpose, and the legacy parents hope to leave behind Looking beyond portfolio performance to align financial decisions with personal meaning and long-term family goals Helping families use wealth as a tool that reflects who they are rather than simply what they own Guiding future generations through thoughtful discussions that strengthen relationships before wealth transfers occur Reframing the advisor’s role from investment selection to helping families make purpose-driven financial decisions And more! Connect with Greg DuPont: Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com Connect With Vince Covino: LinkedIn: Vince Covino Website: VC Strategic Capital About Our Guest: Vince Covino is an entrepreneur and investor with over 25 years of experience building, capitalizing, and scaling organizations across multiple industries. As the founder of Legacy Wealth, now a $1B+ registered investment advisory firm, and a national zoo and aquarium chain that has welcomed over 20 million visitors, Covino operates from direct experience with the full capital lifecycle: raising capital, deploying it, structuring complex deals, managing through disruption, and executing exits.

  3. Aug 19

    Turning Failure Into Better Systems With AI (Ep. 68)

    What if the biggest setback in your business became the reason you built something stronger? Growth rarely follows a straight path. Sometimes the lessons that change your thinking come after plans fall apart, systems break down, or expectations aren’t met. In this episode, Greg DuPont reflects on the ideas that stood out during CoachCon and how they reshaped his thinking about leadership, AI, and business growth. He explains how failure often creates the conditions for meaningful breakthroughs, why human qualities like curiosity and imagination become even more valuable alongside AI, and how better systems can free professionals to build stronger client relationships. Greg also shares how these lessons are influencing the next evolution of Wealth Solutions Network. Key takeaways: Failure often reveals the lessons needed to build stronger systems and better long-term decisions. AI should reduce technical work so professionals can spend more time listening and connecting. Human judgment, curiosity, imagination, and emotional insight remain difficult for AI to replace. Building systems from experience creates greater resilience for businesses facing future change. New technology becomes more valuable when it’s embraced as a practical tool instead of feared. And more! Resources:  Book: Shut the F Up and Listen! By Matt Halloran Website: Strategic Coach® Connect with Greg DuPont: Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com

  4. Aug 5

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

    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 Connect with Greg DuPont: Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com Connect with Taylor Vick:  Website: Blue Ridge Asset Management LinkedIn: Taylor Vick LinkedIn: Blue Ridge Asset Management Email: taylor@blueridgeam.com Phone: (864) 915-8719 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.

  5. Jul 15

    Premium Financing Strategies for Estate Liquidity and Legacy Planning with Jacob Brigati (Ep. 66)

    Building wealth is one thing. Creating enough liquidity to protect that wealth for future generations can be an entirely different challenge. How can business owners, real estate investors, and high-net-worth families address estate taxes, business succession concerns, and outstanding loans without disrupting the assets they’ve spent years building? In this episode, Greg DuPont welcomes Jacob Brigati, Premium Financing Consultant at Simplicity UFC, to discuss how premium financing can help create estate liquidity, support business succession plans, and address leveraged asset concerns. Jacob explains how financing life insurance through bank leverage may help high-net-worth families manage estate planning challenges while preserving valuable assets.  He also shares real-world examples, discusses underwriting requirements, and explains the importance of conservative planning, ongoing policy management, and creating flexible strategies that can evolve over time. Jacob discusses: How premium financing helps create estate liquidity while reducing upfront out-of-pocket costs Why leveraged real estate owners often use insurance planning to address outstanding loan obligations How business owners can create liquidity to balance inheritances among children fairly The importance of conservative projections and ongoing policy reviews over many years Financial and medical underwriting factors that determine premium financing eligibility And more! Connect with Greg DuPont: Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com Connect With Jacob Brigati: 727-390-4099 LinkedIn: Jacob Brigati Website: Simplicity UFC jacob.brigati@simplicitygroup.com  About Our Guest: Jacob Brigati is a Premium Financing Consultant with Simplicity UFC, specializing in helping high-net-worth families, business owners, real estate investors, and advisors use premium financing strategies to address estate planning, business succession, and liquidity needs. He works closely with attorneys, financial advisors, CPAs, and family offices to design life insurance solutions that can help create liquidity for estate taxes, outstanding obligations, asset equalization among heirs, and legacy planning goals. Jacob’s focus includes structuring and managing premium-financed life insurance strategies, coordinating with insurance carriers and lenders, and providing ongoing policy reviews to help clients monitor performance over time.

  6. Jul 1

    Building a Retirement Strategy Beyond the Investment Account (Ep. 65)

    Retirement planning can feel clear when markets are rising, but harder when income, taxes, inflation, and risk all collide. Is your plan built around a portfolio, or does it actually account for what could go wrong? In this episode, Greg DuPont reflects on 20 years in financial services and the lessons that changed how he thinks about retirement planning. He shares why mutual funds, ETFs, tactical investing, and annuities each taught him something different, and why no single tool can carry a retirement plan on its own. He also explains the six risks retirees need to plan for and why structure matters more than chasing returns. Key takeaways: Why low-cost investments can still leave retirees exposed when markets fall at the wrong time How Greg DuPont’s early years in financial services changed his view of client protection Why fixed indexed annuities became useful only when matched to the right retirement need How six retirement risks shape the planning process before product choices are made Why a retirement strategy needs structure, income planning, liquidity, tax planning, and timing And more! Connect with Greg DuPont: Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com

  7. Jun 17

    The Future Is Closer Than We Think (Ep. 64)

    Technology is advancing faster than most people realize, and the ripple effects could reshape industries, economies, and everyday life in ways that once seemed impossible. In this episode, Greg DuPont discusses how emerging technologies could transform mobility and human performance, why long-term thinking matters amid global uncertainty, and how media, markets, and political narratives influence public perception. He also shares insights into the importance of preparation, perspective, and adapting to a future that may arrive faster than most people expect. Greg discusses:  The breakthroughs happening in artificial muscle and soft robotics technology How wearable exoskeletons and assistive devices could change everyday life Why global disruptions can have long-term economic and social consequences The importance of staying grounded during periods of uncertainty and rapid change How innovation and preparation can coexist in an unpredictable world  And more! Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com

  8. Jun 3

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

    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! Resources:  The Twenty-Five Biggest Retirement Mistakes by Greg DuPont Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com

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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.

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  • Creator
    Greg DuPont
  • Years Active
    2023 - 2026
  • Episodes
    76
  • Rating
    Clean
  • Copyright
    Copyright © 2023 March to a Million
  • Show Website
    March to a Million