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:

Connect with Greg DuPont:

Connect With Mary Anne Ehlert:

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.

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:

Connect with Greg DuPont:

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:

Resources: 

Connect with Greg DuPont:

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:

Connect with Greg DuPont:

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:

Resources: 

Connect with Greg DuPont:

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:

Resources: 

Connect with Greg DuPont:

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:

Connect with Greg DuPont:

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:

Resources:

Connect with Greg DuPont:

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:

Resources:

Connect with Greg DuPont:

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:

Connect with Greg DuPont: