Month: December 2025
When Life Changes Overnight: Why Real Planning Needs Resilience (Ep. 55)

When Life Changes Overnight: Why Real Planning Needs Resilience (Ep. 55)

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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:

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How We’re Redefining Financial Advocacy for Families (Ep. 54)

How We’re Redefining Financial Advocacy for Families (Ep. 54)

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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:

Connect with Greg DuPont:

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