March to a Million

Caring for a family member with a disability touches every part of life, from daily routines to long-term financial survival. What happens to the people who depend on you completely when you are no longer here to protect them? In this episode, Greg DuPont interviews Mary Anne Ehlert, CFP®, Founder of Protected Tomorrows, about her 38-year mission helping families plan for loved ones with disabilities. She shares how her personal experience as a sister, mother, and caregiver shaped her conviction that families cannot navigate this alone, and why the professionals they turn to are rarely equipped to help. Mary Anne walks through the critical role of special needs trusts, ABLE accounts, and proper estate documents, and explains why a social worker and financial professional working together changes everything for these families. Key takeaways: Turning personal caregiving experiences into a mission to support families facing similar challengesRecognizing gaps in financial and legal guidance for families with loved ones with disabilitiesBuilding structured plans that include trusts, benefits, and long-term care considerationsSupporting caregivers by prioritizing their well-being alongside their loved onesCreating systems that document personal details to maintain continuity of careAnd more! Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com Connect With Mary Anne Ehlert: LinkedIn: Mary Anne EhlertWebsite: Protected Tomorrows About Our Guest: Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities. Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others. Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities. Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board. Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is a proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.

Markets often look stable until they are not. What risks are quietly building beneath the surface, and how could they impact your future? In this episode, Greg DuPont, Founder of Wealth Solutions Network, breaks down the rapid rise of private credit and why it is gaining attention across the financial system. He explains how this $3.5 trillion market grew after banks pulled back from lending and why it now plays a major role in portfolios. Greg also outlines the risks tied to limited transparency, liquidity constraints, and valuation concerns. Additionally, Greg shares steps investors can take to review exposure and strengthen their financial positioning. Key takeaways: How private credit replaced traditional bank lending after regulatory shifts following the 2008 crisisWhy limited transparency and internal pricing models can mask real risks in private credit fundsHow withdrawal limits and fund gating reveal liquidity challenges during periods of stressWhy exposure may already exist inside pensions, insurance products, and retirement accountsWhat steps investors can take to review holdings, diversify assets, and assess risk toleranceAnd more! Connect with Greg DuPont: Website: Greg DuPontWealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com

Technology is evolving at a pace that feels almost impossible to keep up with. What happens when multiple breakthroughs accelerate at the same time and begin reshaping industries, careers, and the global economy? In this episode, Greg DuPont unpacks the key ideas from ARK Invest’s Big Ideas 2026 report. Greg explains how falling AI costs, autonomous transportation, robotics, and digital finance are converging at the same time. He explores how these shifts could impact labor markets, retirement planning, and economic systems, while discussing the opportunities and disruptions that may emerge as these technologies scale across society. Key takeaways: Why the cost of advanced AI models is dropping rapidly, and how that trend may turn AI into a utilityHow autonomous vehicles and robotaxis could reshape transportation and personal economicsWhy humanoid robots may soon perform real work in logistics, manufacturing, and elder careHow rising electricity demand from AI may reshape energy production and infrastructureWhy digital finance and stablecoins could change how money moves across bordersAnd more! Resources: ARK Invest Big Ideas 2026 Report Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com

Looking back at a full year of markets, inflation shifts, and economic change can reveal more than any forecast ever could. What did 2025 actually teach us about investing, housing, taxes, and the future of our savings? And how do those lessons change the way we plan for what comes next? In this episode, Greg DuPont walks through his top 10 lessons from 2025 now that we are firmly into 2026. He covers everything from market unpredictability and the importance of true diversification to the potential future tax exposure, the rising national debt levels, and fiscal pressures. Greg discusses: Why no one truly predicted the 2025 market and what that means for how we plan going forwardHow inflation has shifted, where it still lingers, and whether zero inflation is even possibleThe housing market’s grip on retirees and why so many feel financially stuck in placeHow 401(k)s and IRAs have become areas policymakers may evaluate for future revenue Why the US national debt is a generational problem that demands honest conversationAnd more! Connect with Greg DuPont: (614) 408-0004Website: Greg DuPontWealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com

Uncertainty can feel overwhelming when political, economic, and social pressures converge at once. What happens when the systems we’ve relied on for stability begin to shift in ways we can’t predict? How do families prepare when the future feels less certain than ever before? In this episode, Greg DuPont steps back from tactical advice to examine the bigger forces shaping our current moment. He reflects on the fragility of self-governance, the lessons of history, and why understanding turning points matters for families approaching or already in retirement. Greg emphasizes the importance of resilience, open-mindedness, and taking prudent steps to protect what matters most during periods of significant change. Greg discusses: Why the American constitutional system is historically rare and what happens when its principles erodeHow turning points in history feel uncertain while living through them, and why context mattersThe practical ways disruption shows up in families, from anxiety to financial paralysisWhy resilience and financial protection matter more than ever for people nearing retirementThe importance of staying open-minded and truth-seeking during polarized timesAnd more! Resources: Principles for Dealing with the Changing World Order by Ray Dalio Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com

Rapid technological change is no longer theoretical. In this episode, Greg DuPont reflects on how science fiction is becoming real life, and what that means for professionals, families, and the future of work. In this episode, Greg DuPont explores how AI, automation, and exponential technologies are reshaping the economy faster than most people realize. Drawing from personal reflection, current events, and future-focused thinkers, Greg explains why knowledge workers are especially exposed to disruption and why resilience matters more than ever. Greg discusses: Why truth is starting to feel stranger than fiction in today’s economyHow AI and automation are quietly replacing knowledge-based roles What this shift means for people in their peak earning yearsWhy mindset, adaptability, and financial resilience matter more than specific skillsAnd more! Resources: Peter Diamandis PodcastExponential Wisdom by Peter Diamandis Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com

Most small business owners work tirelessly for decades building something meaningful, yet many walk away with far less than they deserve. What separates those who capture real value from those who simply close their doors? This week, Greg DuPont explores the hidden planning gaps that prevent business owners from realizing the full value of their life’s work. He reveals why most businesses under $10 million struggle to sell, how to structure exit strategies that actually work, and the critical conversations advisors must initiate to protect their clients’ legacies. Greg also shares the “bag of tricks” approach that helps attorneys and advisors ask the right questions at the right time. Greg discusses: Why most small business owners can’t sell their businesses for a reasonable value despite years of workHow to structure exit strategies using key employees and golden handcuffs to maintain continuityThe power of asking “What needs to happen in 5-10 years for you to be happy?” to transform planningWhy business owners view their companies as family, and how legacy thinking drives all decisionsThe entity structure trap and how outdated business structures drain thousands in unnecessary taxesAnd more! Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com(614) 432-8065

Life changes fast, and sometimes it changes in ways none of us ever saw coming. This episode opens the door to an honest conversation about resilience, uncertainty, and the responsibility advisors carry when guiding clients through unexpected moments. In this episode, Greg DuPont is joined by guest host RJ Malyk as they unpack how sudden life events can reshape families, careers, and long-term plans. Greg discusses: Why Matt Halloran is temporarily away from the mic and how unexpected events can impact even the strongest plansMatt’s family emergency and the ripple effects it created in both his life and businessRJ’s personal health crisis, including a stroke, seizures, and the financial implications of caregivingWhy planning for resilience matters as much as planning for taxes or retirementHow the Four D estate planning model helps clients prepare for curveballsThe power of asking better questions and building guardrails into every planAnd more! Resources: GoFundMe for Matt Halloran’s family Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com)LinkedIn: Greg DuPontLinkedIn: Wealth Solutions NetworkFacebook: Wealth Solutions Networkinfo@wealthsolutionsnetwork.com(614) 432-8065

What if one moment could redefine your life’s mission? Greg DuPont shares the story behind his new book, March to a Million, a vision born from his own near-death experience as a “blue baby” and a lifetime of seeing families lose control over their finances because of fragmented advice. Together with co-host Matt Halloran, Greg … Read More Read More

What happens when attorneys stop working next to financial advisors and start working with them? Greg DuPont dives into the next evolution of the Wealth Solutions Network: regional attorney-advisor teams trained in the Financial Advocate model. He exposes the tension that’s long plagued professional estate planners who feel sidelined, advisors who feel unsupported, and reveals … Read More Read More

Most estate planning attorneys stop where the real work begins after the documents are signed. In this powerful continuation of the “Back to Basics” mini-series, Greg DuPont and Matt Halloran expose the widespread consequences of binder-only estate plans and the probate nightmares they leave behind. Greg shares why the 4D Estate Plan™ is the missing … Read More Read More

When estate planning attorneys try to sell like traditional salespeople, they lose the very thing their clients are looking for: trust. In this powerful part three of the March to a Million mini-series, Greg DuPont unpacks what it really means to “sell without selling.” They share how attorneys can let go of outdated scripts, ditch … Read More Read More

It’s no secret: health insurance costs are crushing business owners, and most don’t even know why. In this episode of March to a Million, Greg DuPont sits down with Keefe Duterte, co-founder of Smart Health Benefits, to expose the hidden culprits behind rising healthcare costs, specifically, Pharmacy Benefit Managers (PBMs). But this isn’t just an … Read More Read More

The legal profession is facing a reckoning, and estate planning attorneys are at a crossroads. In this episode of March to a Million, Greg DuPont outlines the 4D Estate Planning Advantage: a transformative model designed to help attorneys evolve from document drafters to holistic, family-office-style advisors. With AI tools like wealth.com gaining traction and financial … Read More Read More

Estate planning professionals are at a crossroads. Those who stay stuck in transactional work will struggle to survive, while those who think bigger have the chance to build a true legacy. In this episode of March to a Million, Greg DuPont kicks off a special 10-part series on moving from practitioner to legacy builder. Greg … Read More Read More

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, … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More