WSN – March to a Million

Why the 4% Rule Could Fail You in Retirement (Ep. 50)

By March to a Million | July 9, 2025

Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule.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this episode, Greg DuPont shares his research and frustrations that made him question why many advisors still cling to outdated income planning assumptions that could jeopardize retirement outcomes.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The real cost of fees and taxes when using this outdated rule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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

How to Integrate Financial Services into Your Law Practice (Ep. 30)

By March to a Million | August 7, 2024

Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings.

How can attorneys seamlessly integrate financial services into their practice? What are the steps and benefits involved in this transition?

In this episode of March to a Million, Greg DuPont explores the essential steps for attorneys to incorporate financial services into their law practices. He covers the necessary licenses, regulatory requirements, and the benefits of offering these services to clients. Greg also highlights the support systems available through the Wealth Solutions Network (WSN).