Monthly Archives: March 2021

FEATURE

Episode 13 – Get in Touch With Your Feelings When Investing During COVID-19



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 learn:

  • The state of the economy during COVID-19 and how it has recovered
  • The dangers of being an overconfident investor
  • Why you need to be sensitive to how demographic and economic changes are going to affect you
  • How to protect yourself from being overconfident or falling into the fear of missing out
  • And more!

Tune in now to learn how you can be more prepared when investing during COVID-19!

Resources: DuPont Wealth Solutions  | Gregory DuPont: (614) 408-0004


FEATURE

Episode 12 – Estate Tax Planning in the COVID Era



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, unknowns and provides you multiple tools to help you protect your life savings.

You will learn:

  • How estate taxation works today and how COVID may impact this moving forward
  • The known and unknown risks in the COVID era
  • What tools you should be using to protect your life savings
  • And more!

Tune in now to find out more about estate tax planning with Greg DuPont! 

Resources: DuPont Wealth Solutions  | Gregory DuPont: (614) 408-0004