Your Financial Advocate: Recent Episodes
Greg DuPont
Greg DuPont from DuPont Wealth Solutions is your financial advocate. As a practicing advisor and attorney, Greg teaches pre-retirees how to reduce debt and taxes, save with less risk, achieve more spendable income, and plan their way to a better life.
In this continuation of the mid-year market report for 2024, Greg DuPont, founder of Advocate Wealth Solutions, shares his insights and projections for the second half of the year.
Don’t miss our timely presentation on economic market dynamics, investment strategies, and potential political influences on the financial landscape.
Listen in as we discuss:
- Expected GDP growth numbers, unemployment rates and inflation rates for the rest of 2024 and 2025
- Why the market is currently overvalued and what that could mean for the future
- How the ‘Magnificent 7’ are currently driving market trends
- The importance of structural integrity in financial planning to minimize risk
- What could be in store for the upcoming Federal Reserve meetings
- How insurance companies are leveraging government bonds for greater returns
- Actionable advice to weather market volatility
Stay tuned for more insights on navigating the financial landscape and achieving your retirement goals!
Connect with Greg DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
In this episode of Your Financial Advocate, Greg DuPont, founder of Advocate Wealth Solutions, presents the first part of a mid-year market report for 2024. He unpacks what happened in the market during the first half of the year, including the key trends and events.
Tune into Episode 52 and you will learn:
- Why the S&P 500 isn’t the only market indicator you should be paying attention to
- How inflation and interest rate changes have impacted the market this year
- How negative and positive economic indicators could predict what happens in 2025
- The role of consumer sentiment in driving market trends
- The impact of AI mentions in quarterly earnings calls and stock valuations
- How the upcoming November election may affect the market
Don’t miss our next episode where we uncover economic predictions for the second half of 2024 and beyond!
Connect with Greg DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
Is your retirement nest-egg safe from the unexpected shifts in global demographics, economy, and trade? Tune in to “Your Financial Advocate” podcast where Greg DuPont explores what the next 15 years may look like for pre-retirees and retirees.
Tune in to this episode and you will:
- Grasp the economic, political, and sociological perspectives that could impact your retirement plan in the next 15 years
- Gain insight into global demographic changes and how they’re poised to affect the workforce
- Understand why being proactive and aware of changing market dynamics is crucial for financial stability
- And more!
Don’t miss out on this insightful episode that could change the way you approach your retirement.
Recommended Reading: The End of the World Is Just the Beginning: Mapping the Collapse of Globalization by Peter Zeihan
Connect with Greg DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
In this eye-opening episode, Greg DuPont dives deep into the potential for a massive market correction and the economic shifts we might face. You won’t want to miss Greg’s insights on preparing for financial upheavals and safeguarding your future.
Listen in as we discuss:
- Historical Comparisons: They cyclical nature of historical economic “revolutions” and their impacts, drawing parallels to today’s situation
- Key Influential Books: Discover key points from Ray Dalio’s “Principles for a Changing World Order” and “The Fourth Turning” by Neil Howe
- Debt and Deficit Concerns: Recognize the staggering predictions for U.S. debt and unfunded liabilities by 2032
- Tax Implications: Explore the potential for increased taxation as a means to address the growing fiscal imbalance, and how it may affect your family
- Personal Financial Strategies: Learn about practical steps to protect your finances, such as Roth conversions and tax-free saving vehicles
Connect with Greg DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
For many years we have been struggling to find a trusted partner in the Medicare industry, until Suzanne McClain came along!
Suzanne is a down-to-earth ‘Medicare Ninja’ that helps her clients find the right plan and potentially save thousands of dollars in the process.
Listen in as Greg and Suzanne discuss:
- The importance of filing for Medicare at the right time to avoid penalties
- How the “Medicare Joy” process can give you personalized advice, solutions and peace of mind
- Case studies on how Suzanne has saved her clients hundreds of thousands of dollars
- The significance of yearly reviews and plan adjustments
- And more!
Connect with Suzanne McClain
- 614-448-1834
- Suzanne@numedicareadvisors.com
- numedicareadvisors.com
- LinkedIn: Suzzanne McClain
Contact Greg DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest
Suzanne takes pride in advising her clients in the area of Medicare Supplements, Medicare Advantage Plans, and Medicare Part D Prescription Drug Plans. She thoroughly enjoys learning about her clients and then finding the best insurance solutions to fit their unique and individual needs. As opposed to simply being just their Medicare Advisor, she aspires to be a true guide and looks to form long-lasting relationships with her clients. Helping hundreds of Medicare clients in central Ohio has earned Suzanne multiple sales awards with the various insurance carriers. Including being ranked in the top ten in the state and in the top twenty nationally. Still, she considers being selected as the “Official Medicare Advisor of the Columbus Bar Association” as one of her most prized achievements. Suzanne serves on the board of directors for the Columbus Association of Health Underwriters. She has had the opportunity to travel to Washington D.C. and weigh in on legislation that positively impacts those on Medicare. When Suzanne is not engaged in heroics as the superwoman of Medicare, she is busy being the mom of two teenage boys and a wife to her husband of 20+ years.
Due to enormously high deductibles, many people only see the benefits of health insurance in cases of catastrophic injury.
Josh Kelley’s program aims to bridge the gap between out-of-pocket costs and what health insurance covers. His Self-Insured Medical Reimbursement Program offers additional benefits to employees and saves employers an average of $550 per year per employee.
If your a business owner, this program could provide great benefit to both you and your employees.
Listen, as Greg and Josh discuss:
- How to stay competitive in the job market and increase employee retention
- The comprehensive wellness benefits provided to employees under this program, including free telehealth and mental health resources
- How employees receive an average of $150 per month to spend on supplemental benefits without affecting their take-home pay
- Legal compliance and eligibility criteria for businesses considering the program
- And more!
Connect with Josh Kelley
- LinkedIn: Josh Kelley
- Email: josh@citadelbg.com
Connect with Gregory DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest
Josh has been in the insurance industry since 2009. Before insurance, he owned several businesses in the automotive industry and he’s a US ARMY Veteran. He’s married, has 3 daughters, and a dog named Sergio.
A few key factors determine if a person will have an enjoyable retirement or a sluggish one.
Many seniors worry about loosing their purpose in retirement and being bored, others look forward to the trips and unlimited free time.
In this episode, Greg sits down with Lindsay Troxell, Head Coach of Our Coaching Initiative, to explore the emotional and practical aspects of retirement planning.
Join Greg and Lindsay as they delve into the intricacies of pre-retirement financial planning and the transition into retirement life.
Lindsay discusses:
- Strategies for managing energy levels to thrive in retirement
- The importance of addressing emotional concerns during the transition to retirement
- The role of identity and purpose in retirement planning
- Resources available for both consumers and financial advisors navigating retirement planning
- And more!
Connect With Lindsay Troxwell
- LinkedIn: Lindsay Troxell
- Email: Lindsay@OurCoachingInitiative.com
30 Day Roadmap to Retirement Readiness Workbook
Connect with Gregory DuPont
- Advocate Wealth Solutions Website
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest:
Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.
Debt is one of the biggest challenges facing many people today. It can limit your choices, reduce your savings, and stress you out.
But what if there was a way to get rid of your debt faster and easier than you ever thought possible?
This week, Greg DuPont is joined by Adam Carroll, Professional Speaker & Founder of The Shred Method, to explore how the Shred Method can help achieve debt freedom in 3 to 7 years. They emphasize the importance of financial discipline and managing discretionary income to accelerate debt repayment, not just for mortgages but also for other loans.
Adam discusses:
● The Shred Method as a unique tool for achieving debt freedom within 3 to 7 years
● How to use money more effectively through the Shred Method
● The effectiveness of leveraging a home equity line of credit to pay off mortgage
● Exactly what type of consumers could find the Shred Method helpful
● The effectiveness of the Shred Method in tackling student loan debt and its role in building equity
● And more!
Connect With Adam Carroll:
● LinkedIn: Adam Carroll
● Website: The Shred Method (get $200 off)
Connect with Gregory DuPont:
- Advocate Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest:
Adam Carroll has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth building capacity. With an unwavering commitment to helping people make the most of the money they make, while limiting risk, reducing tax liabilities, and increasing liquidity, Adam Carroll has spent 15 years helping people do more with the money they make. He is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. He is the host of the Build A Bigger Life podcast, the curator of MasteryOfMoney.com and founder of The Shred Method.
For countless Americans, debt is the most significant problem preventing them from living the life they want and retiring comfortably.
If you stay awake at night stressing about your mortgage and student loans, you’re not alone. Luckily, there are better ways to pay off debt than Dave Ramsey’s strict ‘debt snowball’.
In this eye-opening episode of Your Financial Advocate, host Greg DuPont is joined by Tracey Spikes, Sr. Executive Distribution and Development Officer of the SMART Advisor Network. Tracy illuminates the path to financial liberation through the Debt Free for Life program, sharing insights from personal experience and professional practice.
Tracey discusses:
- The psychological aspects of debt and its ramifications on financial health
- His personal experience paying of a staggering $600,000 in debt in just six and half years
- The differences between effective interest cost and APR
- An inside look at how the Debt Free for Life program crafts bespoke solutions aligning with individual fiscal circumstances
- And more!
Connect With Tracey Spikes
- LinkedIn: Tracey Spikes
- tspikes@mysmartretirement.net
- Smart Advisor Network
Connect with Gregory DuPont:
- Advocate Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest
Tracey Spikes believes debt and taxes are two of the greatest detractors to wealth accumulation and spendable income that Americans face today. He’s studied income in America extensively and came to the shocking conclusion that well over 50% of what we earn over our lifetime goes to paying taxes and/or interest.
It’s for these reasons he uses the Smart Advisor Tools suite of software that includes Debt Free 4 Life and Tax Smart 4 Life as part of his advisory work with clients, and trains similarly-minded advisors.
DF4L is a debt elimination app utilizing risk management based products, like life insurance, to modify a “snowball” approach to debt elimination and cash flow management.
Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification.
However, real estate investing also comes with its own challenges, such as finding the right properties, managing them effectively, and navigating the complex legal and financial aspects.
That is why investors must be well educated in this field in order to provide the proper guidance to their clients.
Greg DuPont sits down with Taylor Vick, Managing Director at Blue Ridge Asset Management, to explore the ins and outs of real estate investing. Taylor shares his expertise on various types of real estate investments and the benefits of using self-directed IRAs. He also covers strategies for leveraging tax benefits to enhance investment returns.
Taylor discusses:
- The wealth-building potential and steady income real estate offers
- The liquidity aspect of real estate investments
- The tax advantages of real estate investment
- Exploring asset management, 1031 exchanges, and diversification strategies for real estate investments
- Insights on real estate deals in the current market with higher interest rates and strategies for future potential refinancing
- Incorporating real estate into trusts for estate planning to transfer valuable assets and minimize estate taxes
- And more!
Connect With Taylor Vick:
- LinkedIn: Taylor Vick
- Blue Ridge Asset Management
- taylor@blueridgeam.com
- (864) 915-8719
- (864) 527-0468
Connect with Gregory DuPont:
- Advocate Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest:
Taylor Vick has pursued a passionate commitment to the real estate investment community in and around the upstate for decades. Obtaining his CFA (Chartered Financial Analyst) designation, Taylor continued to drive his passion for real estate investing at a high level pursuing the most advanced training, traveling the globe attending industry-leading conferences, and continuing to stay at the leading edge of the investment world each and every day. His tenacity for reaching industry-leading milestones for Blue Ridge has shown year after year, including an increasingly growing total of $150+ million in real estate funds managed.
As Principal and Managing Director, Taylor has a wide range of industry expertise and involvement including private company investments, acquisitions, commercial loans, agency debt, insurance company loans, non-recourse financings, 1031 exchanges, leases with purchase options, originating mortgage notes to buyers, receiving mortgage notes from sellers, contract assessments and equity cash-out refinancing among a variety of strategies that lead the industry in both performance and success.
Taylor’s success is not only driven by the impressive numbers, tenacity, and hunger to lead the industry but in the relational side of Blue Ridge. With an investor-first mindset, Taylor prioritizes investor relationships as the foundation of Blue Ridge’s advancement in the industry and the ever-growing investor client list is proof of his unwavering relational commitment.
You can also find Taylor involved heavily in supporting local community missions, organizations, and events as his local roots remain strong in supporting the upstate’s growth surge sustainably.
Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future.
However, not all life insurance policies are created equal, and many people are unaware of the hidden risks and opportunities that lie within their contracts.
In this episode, Greg DuPont sits down with David Kottler, ‘The Life Insurance Doctor’, to explore the power of life insurance as a wealth protection tool. They touch on the concept of “DOA” (Dead on Arrival) and the critical issues that lead to policy lapses. David shares real-life success stories where he helped clients maximize retirement income and avoid financial loss.
Greg and David discuss:
- David’s background as The Life Insurance Doctor
- The waste that occurs with life insurance policies and the importance of a policy review to eliminate this waste
- The three critical problems that lead to life insurance lapses: design flaws, omission to fund the policy properly, and a lack of professional review
- And more!
Connect With David Kottler:
- LinkedIn: David Kottler
- Life Insurance Dr. – Website
- (216) 857-0282
Connect with Gregory DuPont:
- Advocate Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
About Our Guest:
David Kottler has helped clients generate over $10MM of cash and tax benefits in the past 12 months utilizing his “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring the needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances that most clients and advisors are not aware of.
It is gratifying for him to be in a position to help such clients and enable them to meet their family and legacy goals through his work. His passion is philanthropy. There is a great need for education and guidance for high net-worth clients who wish to align their life goals with their hard-earned wealth to enable them to understand the “Why” component of their planning. His objectives are to collaborate with clients and his strategic relationships to produce the best results for them financially and philanthropically.
Welcome to an eye-opening exploration of what’s really happening with the markets as we usher in 2024. If you thought 2023 was a rollercoaster, prepare yourself for what this year has in store. In this episode, Greg dives into the unexpected twists and turns that shaped our economy last year, how the market is performing now, and what experts predict is yet to come.
Whether you’re managing your own portfolio or just curious about your financial future, understanding market dynamics gives you the power to make informed decisions and stay one step ahead. Knowledge is an investor’s best asset.
Greg discusses:
- How the U.S. managed to sidestep a dreaded recession in 2023
- The forces that propel market performance
- What’s impacting GDP and the job market in Q1
- What the economic experts foresee for 2024 and beyond
- How to protect yourself from market turbulence
- And more!
View the full presentation (with slides) on YouTube:
- State of the Market Presentation
Connect with Gregory DuPont:
- DuPont Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
- Book an appointment
Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.
How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs?
These are some of the questions that many investors face when they enter the world of index-linked products.
In this episode, Greg DuPont chats with Laurence Black, Founder of The Index Standard®, a company that rates and evaluates ETFs and indices used in the insurance and structured product space. They explore the challenge of choosing the right index among the many available and the importance of forward-looking due diligence. Laurence emphasizes the need for diversification and preparing for unforeseen events in the investment world.
Together they discuss:
- The importance of taking a forward-looking approach when choosing an index
- The Index Standard’s three-step forecasting process
- The significance of diversification in dealing with unknown risks and protecting oneself in the investment world
- The benefits of exchange traded funds (ETFs) compared to mutual funds
- How The Index Standard evaluates and categorizes the largest index-linked ETFs based on their robustness and design
- The valuable insights you’ll gain from the training with Laurence, simplifying the complexity of insurance indices for informed decision-making
- And more!
Connect With Laurence Black:
- LinkedIn: Laurence Black
- Website: The Index Standard®
- Laurence.Black@TheIndexStandard.com
Connect with Greg DuPont:
- Advocate Wealth Solutions Website
- LinkedIn: Greg DuPont
- Facebook: DuPont Wealth Solutions
- Instagram: DuPont Wealth Solutions
- greg@dupontwealth.com
About Our Guest:
Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University.
Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners.
Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.
Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court.
Family-owned businesses are beneficial to the economy in more ways than one, but there can be challenges along the way. Especially when there is a pandemic and a recession involved.
Overcoming these challenges and passing the business down from one generation to the next is no easy feat.
In this episode, Greg DuPont chats with Don Kirkham, vice president of Kirkham Building System, about what it’s like to work in a family-owned business that has passed through multiple generations. Additionally, Don explains what Kirkham Building System does regarding pole-framed construction and how the process works.
Don discusses:
- A brief description of his background and what he does for his family’s business – Kirkham Building System
- Why pole-framed construction is more cost-effective than traditional construction
- How supply chain issues have affected the industry
- Kirkham Building System’s costs and the process of working with them
- How the National Frame Building Association can help you find the right builder in your jurisdiction
- How their family business has passed through multiple generations and the benefits they have derived from it
- And more!
Resources:
- National Frame Building Association – Website
Connect with Gregory DuPont:
- DuPont Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
Connect with Don Kirkham:
- (740) 548-7810.
- LinkedIn: Don Kirkham
- Kirkham Building System, Inc – Website
About our guest:
Don Kirkham, is the fourth generation of Kirkhams to work in the post-frame building industry. Don started with his father’s company in 1991 working as a crewman in the summers. He remembers the hard work in the hot summers as a time of learning and great experience. He then worked his way up, learning all the facets of the trade. He served as a planner and sales representative while attending OSU. After college Don became the Sub-Contractor Coordinator and worked closely with General Foreman. He continued on and became General Foreman coordinating the efforts of the entire construction department. Don has also been the company Safety Officer. From 2008 to 2012 Don left the industry and became the Service Advisor for a successful Automotive Shop in Westerville, where he developed the personal fortitude to work closely with many customers. In October 2012, Don returned to KBSI to lead business development and proudly worked alongside his father to continue the tradition of quality and experience that is KBSI.
Don is an avid reader and believes personal development is essential. He continues his education through safety training, personal studies, seminars, and reading. Don lives in Powell, OH with his wife. His son and daughter also both work for KBSI.
As our parents age, sometimes it’s necessary to find a place where their quality of life will be better.
Many difficulties can arise in this process, such as the financial part and the emotional conversations we need to have with them.
In this episode of Your Financial Advocate, Greg DuPont is joined by Sarah Dixon, community relations director at Bluebird Retirement Community, to talk about the transition from in-home care to an assisted facility and how we can have these tough conversations when it comes to helping our parents.
Sarah discusses:
- Her background in healthcare and how she got introduced to the hospitality industry
- The transition from working in large corporations to a privately owned business
- The different ways families approach assisted living facilities
- The different levels of assistance care
- The financial preparation needed before applying for an assisted care space
- Things to consider when families are searching for facilities
- A few details about Bluebird’s dementia care unit
- How should conversations about transitioning to a specialized facility should be tackled
- And more!
Resources:
- Medicare – Website
- Ohio Department of Health
Connect with Gregory DuPont:
- DuPont Wealth Solutions
- (614) 408-0004
- LinkedIn: Gregory DuPont
Connect with Sarah Dixon:
- (937) 645-5315
- Bluebird Retirement Community
- sdixon@bluebirdretirement.com
Education is an essential part of life and college is a necessity for most of us to build a successful career. Hence, families should prepare financially for the process of applying to college and not wait until the last minute. In this episode of Your Financial Advocate, Greg DuPont chats with Ann Garcia, author of … Continue reading How To Pay for College with Ann Garcia, CFP® (Ep.38) →
The process of becoming an entrepreneur has never been nor will ever be easy. However, if you are passionate about what you do and have experience, you can be successful. In this episode of Your Financial Advocate, Greg DuPont sits down with Dr. Bimbo Welker to talk about his experience after leaving his role as … Continue reading A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37) →
Paying taxes is a patriotic duty. But it’s your choice to pay more or less. To manage your personal income tax liability, it’s essential to listen to experts that can give life-changing guidance on this topic and help reduce tax exposure. In this episode of Your Financial Advocate, Greg DuPont continues the conversation with Jason … Continue reading Ways To Mitigate the Impact of Income Taxes with Jason Pueschel (Ep.36) →
We often think that to have more money in our pockets, we constantly have to look for new ways to make more. But there are different strategies only a few know that can help reduce or defer the amount of taxes we pay. So, how can we cut down on that 40% chunk of overall … Continue reading Ways To Preserve Your Capital with Jason Pueschel (Ep.35) →
52% of people turning 65 are going to need some type of long term care over their lifetime. Aging parents is something many of us are going to have to deal with at some point in our lives. In this episode, Greg DuPont talks about how important it is to start budgeting for your future … Continue reading Preparing Yourself to be Financially Ready for Elderly Care (Ep.34) →
Do you believe that history tends to repeat itself? The markets have been down recently and if it is anything like the past, it could be down for a while. In this episode, Greg DuPont goes back as far as 1897 to explain how the markets have been working and how trends tend to repeat … Continue reading Understanding the Historical Trends of the Markets (Ep.33) →
In the previous episode, we talked about some challenges real estate investors may face as well as the opportunities for them. In this episode, Richard Davis is back to dig into more specifics about real estate. If you are currently looking for additional sources of income, tune in today for some tips and tricks you … Continue reading Real Estate Market Opportunities Right Now! Part 2 With Richard Davis. (Ep.32) →
With real estate at all time highs, what kind of opportunities are there available to make the most out of it? In this episode, Greg DuPont is joined by Richard Davis, an expert in what is happening in the real estate industry currently. He explains how you can make the most of the housing industry … Continue reading Real Estate Market Opportunities Right Now! With Richard Davis (Ep.31) →
Are we headed towards stormy seas when it comes to inflation and the economy? In this episode, Greg DuPont talks about why he believes there are some big changes that are going to happen to our lives in the next 10 – 20 years. With new technology, we can expect a longer life span, and … Continue reading The Upcoming Paradigm Shift in the Economy (Ep.30) →
Have you had to cut back on your daily spending recently? With inflation increasing rapidly and interest rates rising, our purchasing power is quickly decreasing. In this episode, Greg DuPont is joined by Kirk Chisholm to talk about why a recession is happening. You may want to put your money into stocks or cryptos to … Continue reading Things You Should Know Before a Recession (Ep.29) →
With new biotechnology being released daily, what we once knew in the medical field is being replaced by new discoveries. Harvard medical school reported that the half-life of medical knowledge was 18 to 24 months and is predicted to be decreasing rapidly. In this episode, Greg DuPont is joined again by John McConnel to talk … Continue reading An Unpredictable Future With Biotech Advancements. (Ep.28) →
When it comes to Bitcoin and Blockchain, its main purpose has changed slightly, but does that mean it isn’t a good investment anymore? In this episode, Greg DuPont is joined by John McConnell to answer all the questions you may have about Bitcoin and the Blockchain. It may be hard to understand where its value … Continue reading Bitcoin And The Blockchain (Ep.27) →
Many Americans are feeling the effects of inflation in the market. What can you do with your money right now to help combat inflation now and in the future? There may be investment opportunities available now as a result of inflation to give you an edge in this market. In this episode, Greg DuPont and … Continue reading Are There Investment Opportunities as a Result of Inflation? (Ep. 26) →
Have you wondered what is happening with the rising cost of gas, groceries, and many other basic necessities? Inflation is an economic reality, and it does need to be a part of your plans moving forward. In this episode, Greg DuPont and John McConnell explain what is happening with inflation in today’s economy. Greg and … Continue reading Is Inflation Going to Get Worse? (Ep. 25) →
Throughout the pandemic, you probably heard it countless times: “The days of living off of one job are over.” You must invest your money into either stock, bonds or mutual funds, so your money can make money. The next thought that takes over your mind may be, “why would I invest my money into something … Continue reading Lessons in Mutual Funds and Investments with John McConnell (Ep. 24) →
The conversation around bonds may be a new discussion for many individuals. However, it’s important to understand what they are, their role in your portfolio and what you can expect from bonds in the future. In this episode, Greg DuPont is joined by guest John McConnell, founder of McConnell Financial. With the rise in interest … Continue reading The Conundrum of Stocks and Bonds with John McConnell (Ep. 23) →
Owning a gun comes with an entirely new set of serious laws that you must follow. Not following these rules can result in extremely serious consequences. In part two of this two-part series, Greg DuPont is joined again by Derek DeBrosse, principal attorney at Munitions Law Group. Derek teaches you your rights as a gun … Continue reading 22. The Ins and Outs of Gun Ownership Management, Part 2 with Derek DeBrosse →
Many Americans have collections—cars, coins, antiques or weapons. Do you know how to keep your collection safe from taxes and how to safely pass it down to the next generations? In this episode, Greg DuPont speaks with Derek DeBrosse, principal attorney at Munitions Law Group, a firm dedicated exclusively to the needs of the firearms … Continue reading 21. The Ins and Outs of Gun Ownership Management, Part 1 with Derek DeBrosse →
Annuities can be very beneficial for you depending on what stage of life you are in. Some financial advisors take advantage of those who lack knowledge about annuities, which can end up costing their clients a lot of money. In this episode, Greg DuPont discusses what you need to know about annuities before you purchase … Continue reading 20. The Dangers of Annuities →
Throughout different stages of our life, we have to be leaders and followers. Leadership is a skill that you can learn if you have the right mindset. In this episode, Greg DuPont is joined by Mary Rauchsenstein, chief encouragement officer at Leadership Edge Solutions. Mary shares how she became a leadership coach after being diagnosed … Continue reading 19. The Art of Leadership →
Trying to predict the future is counterproductive. Instead of worrying about what is going to happen, ask yourself how you would handle a situation if it does happen. In this episode, Greg DuPont is joined by Kirk Chisholm, wealth manager and principal at Innovative Advisory Group. Greg and Kirk dive into how to be financially … Continue reading 18. Being Ready for the Unexpected →
No one enjoys paying taxes—but we do have to recognize that taxes are inevitable and a part of our lives. In this episode, Greg DuPont talks about finding opportunities to improve your financial situation based on your state’s tax structure and how to avoid putting your children in a situation where they are unable to … Continue reading 17. The Future and Taxes →
Do you truly understand what life insurance is, the different types and policies available, and how it works? In part four of this mini-series, Greg DuPont digs deeper into the fundamentals of life insurance. He discusses the significance of life insurance, the different types of insurance policies and real-life clients’ examples that will guide you … Continue reading Episode 16 – Let’s Go Back to Basics – Part 4 →
Are you looking to get more, higher value yes(es) from prospects and clients? Matt Zagula, founder of the SMART Advisor Network may have the solution for you. In this episode, Greg DuPont interviews Matt Zagula, founder of the SMART Advisor Network, member of Forbes Finance Council, and author of several books including Smart Retirement: Discover … Continue reading Episode 15 – Man on a Mission — With Guest Matt Zagula →
Have you experienced an adverse reaction to a vaccine? We can help! In this episode, Greg DuPont speaks with Braden Blumenstiel, partner at DuPont and Blumenstiel, LLC, as they discuss the facts, realities and remedies for people that have been injured in the administration of a vaccine. You will learn: About the Vaccine Act of … Continue reading Episode 14 – Vaccine Injury Claims — With Guest Braden Blumenstiel →
Although finances can be deeply emotional, it’s important to try to keep your emotions out of your financial decision-making. In this episode, Greg DuPont discusses how the pandemic has influenced our investing decisions, the risks of investing with emotion and vulnerability, and the strategies required to avoid falling into the trap of FOMO! You will … Continue reading Episode 13 – Get in Touch With Your Feelings When Investing During COVID-19 →
COVID has not only fundamentally changed our societal norms and our health concern, but the long-lasting implications of COVID on our economy are going to appear in places that people may not be thinking about — think estate taxation! In this episode, Greg DuPont guides you through estate tax planning, where he shares the risks, … Continue reading Episode 12 – Estate Tax Planning in the COVID Era →
What’s your biggest concern when it comes to your finances? Greg Dupont sits down to answer some of your commonly asked questions regarding your future financial desires, saving techniques and current political situations that can heavily impact your personal finances In this episode, you will learn: If Social Security will still be available when you … Continue reading Episode 11 – Hey, What’s on Your Mind? →
Many times we get carried away, blinded by the past or are portrayed a future we do not wish for. Take it upon yourself to create the future you desire by moving forward! In this episode, Greg Dupont highlights the importance of letting go and moving forward. He shares why it’s time we change ourselves … Continue reading Episode 10 – It’s Time to Take the Trash Out →
With Biden becoming the 46th President of the United States we are about to see significant changes that can affect your finances. In this episode, Greg Dupont discusses some of the major changes that are currently and are going to occur in our country. He shares the implications of these changes and how it will … Continue reading Episode 9 – Biden Our Time →
Estate planning is an extremely important tool, especially when it comes to protecting your legacy. In the third part of this mini-series about going back to basics, Greg DuPont shares his expertise and long-term experience as he guides you through the process and fundamentals of estate planning. In this episode, you will learn: The purpose … Continue reading Episode 8 – Let’s Go Back to Basics: Part 3 →
We often fall into the trap of setting unrealistic goals for our financial future, but what can we do differently to actually achieve and exceed these goals? In this episode, Greg DuPont shares, underlines, and teaches you goal-setting techniques and tools that will help change your financial future for the better, and sends you off … Continue reading Episode 7 – Setting Financial Goals That Will Change Your Future →
What is an annuity? In part two of this mini-series, Greg DuPont dives into the fundamentals of annuities. He discusses what an annuity is, who should purchase an annuity and outlines the different types of annuities. In this episode, you will learn: Who should be looking into annuities What age should somebody be when looking … Continue reading Episode 6 – Let’s Go Back to Basics – Part 2 →
How can you as an employee use your 401(k) plan to your benefit? In part one of this mini-series, Greg DuPont goes over the basic fundamentals of a 401(k). He teaches you how to think, use and manage your 401(k) throughout your employment life cycle. In this episode, you will learn: How to use your … Continue reading Episode 5 – Let’s Go Back to Basics: Part 1 →
As of October 2020, the national debt has hit a record peak of a little over $27 trillion. In this episode, Greg DuPont discusses the importance of acknowledging the increase of national debt as he shares valuable information on how to protect yourself and prepare for a continued increase. In this episode, you will learn: … Continue reading Episode 4 – The Increase of National Debt →
Have you hit your retirement age milestone of 55? If so, what are your plans for retiring comfortably? In this episode, Greg DuPont walks you through the process of planning for retirement during your crucial 10 to 12 year time frame at the age of 55 and older. Greg discusses planning from a financial perspective … Continue reading Episode 3 - The Countdown To Retirement: 10 to 12 Year Edition →
What happens when you request an initial consultation with DuPont Wealth Solutions? What does the process look like from beginning to end? In this episode, Greg DuPont describes the behind-the-scenes of DuPont Wealth Solutions, and shares what goes into connecting, meeting, and working with clients from the very first call. In this episode, you will … Continue reading Episode 2 – Launching The Connection with DuPont Wealth Solutions →
DuPont Wealth Solutions is proud to present this new podcast, Your Financial Advocate with Greg DuPont! In this episode, get to know Greg DuPont, founder of DuPont Wealth Solutions, as he shares his journey in the financial services industry as well as his career as a practicing attorney, and the reasons why he is passionate … Continue reading Episode 1 – Get to Know Greg DuPont →