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On the show
From 12 epsHost
Recent guests
Recent episodes
The Future Is Closer Than We Think (Ep. 64)
Jun 17, 2026
Unknown duration
The Biggest Retirement Mistakes Most Families Never See Coming (Ep. 63)
Jun 3, 2026
31m 56s
Challenging the Status Quo After a Financial Loss (Ep. 62)
May 20, 2026
26m 01s
Supporting Families with Special Needs Planning with Mary Anne Ehlert (Ep. 61)
Apr 15, 2026
30m 07s
Private Credit Risks: What Investors Need to Know Before It Spreads (Ep. 60)
Apr 1, 2026
22m 14s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/17/26 | 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 | — | ||||||
| 6/3/26 | The Biggest Retirement Mistakes Most Families Never See Coming (Ep. 63)✨ | retirement planningfinancial strategies+4 | — | Wealth Solutions NetworkLinkedIn+2 | — | retirement mistakesfinancial phase+5 | — | 31m 56s | |
| 5/20/26 | Challenging the Status Quo After a Financial Loss (Ep. 62)✨ | financial lossretirement planning+4 | — | Greg DuPont Wealth Solutions NetworkWealth Solutions Network+1 | — | financial decisionsmarket risk+6 | — | 26m 01s | |
| 4/15/26 | Supporting Families with Special Needs Planning with Mary Anne Ehlert (Ep. 61)✨ | special needs planningfinancial guidance+4 | Mary Anne Ehlert | Protected Tomorrows | — | special needs trustsABLE accounts+4 | — | 30m 07s | |
| 4/1/26 | Private Credit Risks: What Investors Need to Know Before It Spreads (Ep. 60)✨ | private creditinvestment risks+4 | — | Wealth Solutions NetworkGreg DuPont Wealth Solutions Network | 2008 | private creditinvestment risks+5 | — | 22m 14s | |
| 3/18/26 | The Convergence of AI, Robotics and Autonomous Systems (Ep. 59)✨ | AIrobotics+4 | — | ARK InvestBig Ideas 2026 report | — | AI costsautonomous vehicles+5 | — | 28m 35s | |
| 3/4/26 | 10 Market Lessons from 2025 (Ep. 58)✨ | market lessonsinvesting+5 | — | Greg DuPont Wealth Solutions NetworkWealth Solutions Network | — | market unpredictabilitydiversification+6 | — | 30m 11s | |
| 2/4/26 | Preserving Systems and Stability: Why History, Resilience, and Open Minds Matter Now (Ep. 57)✨ | resiliencefinancial protection+4 | — | Wealth Solutions NetworkLinkedIn+2 | — | uncertaintyfragility+5 | — | 28m 54s | |
| 1/21/26 | Truth Is Stranger Than Fiction: Preparing for an AI-Driven Future (Ep. 56)✨ | AIautomation+4 | — | Wealth Solutions NetworkLinkedIn+1 | — | AIautomation+5 | — | 28m 47s | |
| 1/7/26 | The Business Owner Opportunity (Mini Series Ep. 6)✨ | business valuationexit strategies+3 | — | Wealth Solutions Network | — | business ownersexit strategies+5 | — | 33m 35s | |
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| 12/17/25 | When Life Changes Overnight: Why Real Planning Needs Resilience (Ep. 55)✨ | resilienceuncertainty+3 | RJ Malyk | — | — | resiliencefinancial planning+3 | — | 22m 57s | |
| 12/3/25 | How We’re Redefining Financial Advocacy for Families (Ep. 54)✨ | financial advocacyfamily finance+3 | Matt Halloran | Wealth Solutions NetworkMarch to a Million | — | financial advocacyfamily finance+3 | — | 34m 40s | |
| 11/19/25 | The Attorney–Advisor Advantage (Mini Series Ep. 5)✨ | attorney-advisor collaborationWealth Solutions Network+4 | — | Wealth Solutions Network | — | attorney-advisor teamsfinancial advisors+5 | — | 22m 17s | |
| 11/5/25 | From Legal Plan to Legacy Plan (Mini Series Ep. 4) | 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 | — | ||||||
| 10/15/25 | The Trust Conversation: Selling Without Selling (Mini Series Ep. 3) | 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 | — | ||||||
| 10/1/25 | How To Cut Benefits Costs, Not Coverage with Keefe Duterte (Ep. 53) | 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. | — | ||||||
| 9/3/25 | The 4D Estate Planning Advantage for Modern Attorneys (Mini Series Ep. 2) | 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 | — | ||||||
| 8/27/25 | The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1) | 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 | — | ||||||
| 8/6/25 | The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52) | 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. | — | ||||||
| 7/23/25 | From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51) | 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. | — | ||||||
| 7/9/25 | Why the 4% Rule Could Fail You in Retirement (Ep. 50) | 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 | — | ||||||
| 6/18/25 | How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49) | 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. | — | ||||||
| 6/4/25 | The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48) | 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. | — | ||||||
| 5/21/25 | Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47) | 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 | — | ||||||
| 4/2/25 | Navigating the Revolution: Politics, AI, and Finance (Ep. 46) | 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 and financial security (09:34): The potential of AI to revolutionize the legal and financial landscapes, and Greg’s very own Virtual Greg project (11:12): Strategies to adapt in a rapidly evolving economic environment, emphasizing the importance of holistic planning 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 | — | ||||||
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