March to a Million

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 forward How inflation has shifted, where it still lingers, and whether zero inflation is even possible The housing market’s grip on retirees and why so many feel financially stuck in place How 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 conversation And more! Connect with Greg DuPont: (614) 408-0004 Website: Greg DuPont Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@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 erode How turning points in history feel uncertain while living through them, and why context matters The practical ways disruption shows up in families, from anxiety to financial paralysis Why resilience and financial protection matter more than ever for people nearing retirement The importance of staying open-minded and truth-seeking during polarized times And 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 DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@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 economy How AI and automation are quietly replacing knowledge-based roles What this shift means for people in their peak earning years Why mindset, adaptability, and financial resilience matter more than specific skills And more! Resources:  Peter Diamandis Podcast Exponential Wisdom by Peter Diamandis Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@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 work How to structure exit strategies using key employees and golden handcuffs to maintain continuity The power of asking “What needs to happen in 5-10 years for you to be happy?” to transform planning Why business owners view their companies as family, and how legacy thinking drives all decisions The entity structure trap and how outdated business structures drain thousands in unnecessary taxes 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 (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 plans Matt’s family emergency and the ripple effects it created in both his life and business RJ’s personal health crisis, including a stroke, seizures, and the financial implications of caregiving Why planning for resilience matters as much as planning for taxes or retirement How the Four D estate planning model helps clients prepare for curveballs The power of asking better questions and building guardrails into every plan And more! Resources: GoFundMe for Matt Halloran’s family Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@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 explores how the Wealth Solutions Network (WSN) is training attorneys to step beyond traditional legal roles and become true financial advocates. They discuss the 4D Estate Plan, a proprietary system that helps families document, defend, and deliver their legacy while avoiding costly tax and probate mistakes. What to expect: The origin of Greg’s “March to a Million” mission The dangers of financial fragmentation How to make longevity a blessing, not a curse Why “Wealth Under Alignment” replaces “Assets Under Management” And so much more! Resources: March to a Million 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 (614) 432-8065

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 a better path forward built on mutual trust, shared responsibility, and aligned outcomes. Greg also breaks down the real reason collaboration often fails (hint: it’s not about revenue splits), and explains how letting go of control can actually increase influence, effectiveness, and income. He shares a live client case that proves how powerful it is when legal and financial minds row in the same direction with the 4D Estate Plan as their compass. What to expect: The hidden insecurity behind control-seeking professionals How family office thinking can transform small firms The advisor’s mindset vs. the attorney’s wiring A case study showing the 4D Plan in action with seven kids, charitable intent, and major tax savings 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 (614) 432-8065

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 framework for attorneys who want to stay relevant, serve at a higher level, and avoid becoming obsolete in a world of online legal forms. It’s not about selling more; it’s about asking better questions, building alignment, and becoming a lifelong guide for your clients. What to expect: Why probate is getting worse, not better, for families How to frame trust reviews without sounding “salesy” What it really means to build a legacy plan The conversation that separates good attorneys from great ones And more! Resources:  The 4D Estate Plan: Secure Your Legacy with Confidence Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065

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 commission breath, and start crafting human conversations that naturally lead to alignment, clarity, and long-term value. What to expect: Why most sales scripts sabotage trust with legal clients The “alignment” strategy that leads to better outcomes How to introduce high-value offers without pushing A powerful way to uncover your client’s real motivations And more! Resources:  Shut The F Up And Listen by Matt Halloran Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065

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 exposé. It’s a strategic roadmap for estate planning attorneys looking to bring real, measurable savings to their business-owner clients and deepen advisory relationships along the way. Greg and Keefe talk about: How PBMs are quietly inflating drug prices—yes, even generics Why most employers are overpaying by 20%+ for the same coverage A 3-step “Replicate, Reduce, Replace” approach to employer health plans How attorneys can use health plan strategies to deliver more client value 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 (614) 432-8065 Connect With Keefe Duterte: Smart Health Benefits LinkedIn: Keefe Duterte Keefe@SmartHealthBenefits.com About Our Guest: Keefe Duterte graduated from the University of Arizona in 2002 with a double major in Finance and Economics and earned his Life & Health Insurance license that same year. With over two decades of experience, he’s dedicated his career to helping individuals and families navigate the often confusing world of health insurance. Keefe is passionate about health and wellness and committed to finding creative, affordable solutions that make quality care accessible. His mission is simple: to put the “health” back in healthcare.

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 advisors moving aggressively into the estate planning space, the time to adapt is now. Greg explains how attorneys can use the 4D framework to: Stay relevant in an AI- and tech-driven future Deliver comprehensive value beyond documents Protect clients from one-size-fits-all financial sales strategies Structure their practice to attract higher-value engagements And more! Resources: Commonwealth Financial Network wealth.com Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065

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 talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself. Greg discusses: Why so many estate planning attorneys plateau in their practices The critical differences between revenue models for attorneys and financial advisors How outdated beliefs in the profession prevent attorneys from running their firms as businesses The 4D Estate Plan model and how it shifts the attorney’s role from technician to strategist Why this mini-series matters and what’s at stake for those who want to build a legacy And more Resources: Retirement Tax Trap by Greg DuPont – Available on Amazon Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065

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, unlock tax advantages, and even build new pools of investment capital. From protecting against reputational risk to leveraging captive insurance strategies for estate planning and retirement, Craig breaks down the opportunities most professionals don’t even know exist. Here’s what you’ll learn: How private insurance works as both protection and an asset-building tool Why risk management strategies can be customized for any industry Real-world examples of law firms, doctors, and construction companies using this model How private insurance ties into estate planning and long-term wealth transfer 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 (614) 432-8065 Connect With Craig Clemons: ReInsurance Specialties LinkedIn: Craig Clemons About Our Guest: C-suite executive with extensive sales, marketing, business development, and leadership experience in diverse companies, including three Fortune 500s. In his current role with Reinsurance Specialties, Craig recruits, coaches business development individuals / educates business leaders operating in 30 US states, delivering a best-in-class private insurance platform. As recent vice president of public relations and business development for Express Employment Professionals (a $4 billion international enterprise), Craig worked directly with the CEO to develop new business and strategic partnerships serving 800 franchised offices, 65,000 clients, and 600,000 associates in the U.S., Canada, and South Africa. Previously, Craig served in senior management positions with Oklahoma State University, Williams Companies, Advantage Media Group, Frito-Lay, and for eleven years with Anheuser-Busch as Senior Market Manager.

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 a single mother, and juggling multiple careers.  Now a licensed attorney and ready to serve, Susan shares how her own near-death experience changed how she sees estate planning, financial strategy, and the importance of being truly prepared. What to expect in this episode: The medical crisis that pushed Susan to law school How part-time professionals and gig workers can protect themselves Why most people don’t plan ahead and how she’s changing that Her bold mission to serve dentists, realtors, and caregivers with clarity and heart 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 (614) 432-8065 Connect With Susan Chace: Chace Law Firm LinkedIn: Susan Chace About Our Guest: Chace Law Firm is the solo practice of Susan Chace, a dedicated attorney who provides thoughtful, strategic, and client-centered legal services in the areas of estate planning, trust administration, probate, real estate, and civil matters. Receiving her Juris Doctorate from Trinity Law School and becoming a California attorney, Susan brings a rare blend of compassion, insight, and real-world experience to her practice. As a former business owner, registered dental hygienist, and real estate professional, Susan understands the practical needs of families, entrepreneurs, and individuals navigating life transitions. Whether helping clients preserve their legacy or resolve disputes, she approaches each case with a commitment to clarity, compassion, and real results.  Susan has a unique ability to guide clients through both preventative legal planning and complex disputes. Her mediation experience at the Central Justice Center in Orange County’ gives her a grounded understanding of conflict resolution, and competing on Trinity’s Moot Court team underscores her persuasive courtroom presence. Working directly with every client from start to finish—ensuring personalized guidance and trusted legal advocacy—Susan will be with you every step of the way.

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 to today’s evolving withdrawal realities, Greg explains why “just pulling 4%” is not a strategy and what proactive advisors and consumers should be doing instead. Greg discusses: Why the 4% rule is more folklore than fact in today’s environment How the sequence of return risk and market cycles can complicate distribution planning The real cost of fees and taxes when using this outdated rule Smarter strategies to build flexible, reliable retirement income And more! Resources:  MorningStar: The State of Retirement Withdrawal Strategies for 2025 Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065

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 (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities. Together, Greg and Ali unpack how to: Break free from document-driven commoditization Rebuild your practice around long-term relationships and recurring value Align incentives across advisory services for deeper client impact Future-proof your firm against AI and market shifts by leading with heart and strategy And more! Resources:  Wealth Solutions Group New Law Business Model: Personal Family Lawyer® Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065 Connect with Ali Katz: LinkedIn: Ali Katz Facebook: The Ali Katz Instagram: @thealikatz YouTube: Ali Katz Eyes Wide Open Collective Ali Katz Website About Our Guest: Ali is the visionary CEO and Founder of the Eyes Wide Open Collective and its portfolio of aligned companies. She is also a family, financial, and legal expert who serves as a private advisor for families, business owners, and inheritors of family wealth. As a trusted advisor, Ali supports her clients to make eyes-wide-open legal, insurance, financial, and tax decisions in alignment with their values. Ali’s genius when working with families is to bridge between the generations, as well as between the practical and spiritual aspects of Life & Legacy.

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 leveraging changes introduced by the Affordable Care Act can lead to substantial savings and enhanced employee satisfaction. Learn how this program can serve as a powerful tool for employee recruitment and retention, and hear firsthand why it’s sparking interest nationwide. Topics covered: Introduction to the Employee Recruitment Retention Tool (02:10). Details on the tax-saving benefits for employers and employees (03:15). Understanding Section 125 Plan and its impact (03:40). Additional employee benefits such as primary and urgent care coverage, telehealth, and prescription savings (07:30). The program’s compatibility with existing healthcare plans (08:30). Who the program is best suited for and eligibility criteria (14:27). The potential cost savings for businesses and the structure of participation (16:05). Resources: The Retirement Tax Trap Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065 Connect With Reagan Allen: Email: reagan@dandblaw.com About Our Guest: Reagan is a financial advisor and licensed attorney in Oklahoma and Ohio. He is experienced in general corporate, estate planning, oil & gas, intellectual property, commercial litigation, employment, bankruptcy, real estate, and insurance subrogation.

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 purpose of “The Retirement Tax Trap” [01:09] Creating alignment within law practices [03:16] The importance of focus in targeting the right market [04:02] Utilizing the book within a lead generation system [07:30] Optimizing consumer outreach through webinars and marketing [12:08] Resources: The Retirement Tax Trap Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065

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 the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over the past 18 months. Greg opens up about: (01:29) The significance of aligning team roles and tackling personnel challenges  (04:03) How strategic partnerships and smart hiring are propelling WSN forward (07:14) The pivotal role of a “number two” in achieving business growth  (12:51) Advancements in WSN’s marketing strategies to attract and retain clients  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 (614) 432-8065

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 how ongoing valuations can play a game-changing role for your financial future! Tune in to discover: [00:01:29] Introduction to Taylor Vick and Blue Ridge Asset Management [00:03:01] Exploring property management and real estate syndication [00:05:54] Understanding business valuation and its cross-industry relevance [00:09:56] The importance of defensible valuations for estate planning [00:17:22] How exit strategies in real estate can maximize value [00:23:21] Alternative investments: Real estate syndicates explained This episode is jam-packed with actionable insights tailored for anyone navigating real estate investments and comprehensive financial strategies.  Resources: The Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20) Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37) Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43) Connect with Greg DuPont: Wealth Solutions Network Website (JoinWSN.com) LinkedIn: Greg DuPont LinkedIn: Wealth Solutions Network Facebook: Wealth Solutions Network info@wealthsolutionsnetwork.com (614) 432-8065 Connect with Taylor Vick: Managing Director of Blue Ridge Asset Management taylor@blueridgeam.com Youtube channel FootHills property group 864-527-0468 About Our Guest:  Taylor is the Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management. Currently managing over $100 million in assets, Taylor leads Blue Ridge to create custom portfolios for investors to achieve their lifestyle goals. Blue Ridge oversees financing, due diligence, pro forma analysis, acquisition, property management, accounting, value add and disposition for client portfolios.  When Taylor is not helping his clients with their commercial needs, he can be found on the golf course or spending time with his wife Rachel and two children.