The Convergence of AI, Robotics and Autonomous Systems (Ep. 59)

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 [https://a.co/d/0gNNQFfE] Connect with Greg DuPont: * Wealth Solutions Network Website (JoinWSN.com) [http://www.joinwsn.com/] * LinkedIn: Greg DuPont [https://www.linkedin.com/in/gregorydupont/] * LinkedIn: Wealth Solutions Network [https://www.linkedin.com/company/89913948] * Facebook: Wealth Solutions Network [https://www.facebook.com/profile.php?id=100088504839695] * info@wealthsolutionsnetwork.com [info@wealthsolutionsnetwork.com]

Challenging the Status Quo After a Financial Loss (Ep. 62)

Life can change quickly after losing a spouse, especially when financial decisions suddenly become your responsibility. What looks stable on the surface may still carry hidden risks, tax exposure, and missed opportunities for future generations. In this episode, Greg DuPont walks through a real client case involving a recently widowed woman navigating retirement income, RMDs, and estate planning concerns. He explains how market risk, the SECURE Act, and taxable retirement accounts can quietly affect a family’s future.  Greg also shares how income planning, annuities, and gifting strategies helped reduce projected taxes while creating more predictability and support for future generations. Key takeaways: * How the sequence of return risk can create pressure during retirement withdrawals and market downturns * Why large IRA balances may create unexpected tax burdens for children under SECURE Act rules * How predictable income strategies helped reduce stress after the loss of a spouse * Ways gifting strategies and structured planning may reduce long-term estate tax exposure * Why reviewing older financial plans matters when life circumstances and tax laws change * And more! Resources:  * Book: March to a Million by Greg DuPont [https://www.amazon.com/March-Million-Mission-Families-Protected/dp/B0FWC198CQ/ref=books_amazonstores_desktop_mfs_aufs_ap_sc_dsk_4?_encoding=UTF8&pd_rd_w=Ee3y5&content-id=amzn1.sym.6d92b4c0-97d6-4063-b66e-20890dfbd616&pf_rd_p=6d92b4c0-97d6-4063-b66e-20890dfbd616&pf_rd_r=145-6036028-9089955&pd_rd_wg=HB5n2&pd_rd_r=aad7fa06-339a-4611-9481-f34b11876e84] Connect with Greg DuPont: * Website: Greg DuPont [https://www.gsdupont.com/] * Wealth Solutions Network Website (JoinWSN.com) [http://www.joinwsn.com/] * LinkedIn: Greg DuPont [https://www.linkedin.com/in/gregorydupont/] * LinkedIn: Wealth Solutions Network [https://www.linkedin.com/company/89913948] * Facebook: Wealth Solutions Network [https://www.facebook.com/profile.php?id=100088504839695] * info@wealthsolutionsnetwork.com [info@wealthsolutionsnetwork.com]

Supporting Families with Special Needs Planning with Mary Anne Ehlert (Ep. 61)

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 challenges * Recognizing gaps in financial and legal guidance for families with loved ones with disabilities * Building structured plans that include trusts, benefits, and long-term care considerations * Supporting caregivers by prioritizing their well-being alongside their loved ones * Creating systems that document personal details to maintain continuity of care * And more! Connect with Greg DuPont: * Wealth Solutions Network Website (JoinWSN.com) [http://www.joinwsn.com/] * LinkedIn: Greg DuPont [https://www.linkedin.com/in/gregorydupont/] * LinkedIn: Wealth Solutions Network [https://www.linkedin.com/company/89913948] * Facebook: Wealth Solutions Network [https://www.facebook.com/profile.php?id=100088504839695] * info@wealthsolutionsnetwork.com [info@wealthsolutionsnetwork.com] Connect With Mary Anne Ehlert: * LinkedIn: Mary Anne Ehlert [https://www.linkedin.com/in/mehlert/] * Website: Protected Tomorrows [https://protectedtomorrows.com/] 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.

Private Credit Risks: What Investors Need to Know Before It Spreads (Ep. 60)

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 crisis * Why limited transparency and internal pricing models can mask real risks in private credit funds * How withdrawal limits and fund gating reveal liquidity challenges during periods of stress * Why exposure may already exist inside pensions, insurance products, and retirement accounts * What steps investors can take to review holdings, diversify assets, and assess risk tolerance * And more! Connect with Greg DuPont: * Website: Greg DuPont [https://www.gsdupont.com/] * Wealth Solutions Network Website (JoinWSN.com) [http://www.joinwsn.com/] * LinkedIn: Greg DuPont [https://www.linkedin.com/in/gregorydupont/] * LinkedIn: Wealth Solutions Network [https://www.linkedin.com/company/89913948] * Facebook: Wealth Solutions Network [https://www.facebook.com/profile.php?id=100088504839695] * info@wealthsolutionsnetwork.com [info@wealthsolutionsnetwork.com]

The Convergence of AI, Robotics and Autonomous Systems (Ep. 59)

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 utility * How autonomous vehicles and robotaxis could reshape transportation and personal economics * Why humanoid robots may soon perform real work in logistics, manufacturing, and elder care * How rising electricity demand from AI may reshape energy production and infrastructure * Why digital finance and stablecoins could change how money moves across borders * And more! Resources:  * ARK Invest Big Ideas 2026 Report [https://www.ark-invest.com/big-ideas-2026] Connect with Greg DuPont: * Wealth Solutions Network Website (JoinWSN.com) [http://www.joinwsn.com/] * LinkedIn: Greg DuPont [https://www.linkedin.com/in/gregorydupont/] * LinkedIn: Wealth Solutions Network [https://www.linkedin.com/company/89913948] * Facebook: Wealth Solutions Network [https://www.facebook.com/profile.php?id=100088504839695] * info@wealthsolutionsnetwork.com [info@wealthsolutionsnetwork.com]