Monthly Archives: May 2024

FEATURE

Preparing for the Next Economic Revolution (Ep 50)

Finance, Taxes, , , , , , , , , , , ,

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

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FEATURE

Navigating Medicare with Suzanne McClain (Ep 49)

Finance, Retirement, , , , , ,

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

Contact Greg 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. 

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FEATURE

Unlocking Economic Benefits for Employers and Employees with Josh Kelley (Ep 48)

Uncategorized, , , , , , , , ,

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

Connect with 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.

 

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