Category Archives: Financial

Episode 16 – Let’s Go Back to Basics – Part 4

May 5, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, COVID19, DuPont Wealth Solutions, education, estate planning, Expenses, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Injury, Insurance, Investing, tax planning, Taxes, Trust, Vision, Your Financial Advocateyourfinancialadvocate

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 in understanding more about the flexibility and familiarity with life insurance.

You will learn:

The most common types of life insurance policies and who they each serve
How to use life insurance as additional coverage for job insurance
The difference between variable universal life insurance versus traditional universal life insurance policies
How insurance coverage may change over time
And more!

Tune in to find out more about the fundamentals of life insurance!

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

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Episode 15 – Man on a Mission — With Guest Matt Zagula

April 21, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, COVID19, DuPont Wealth Solutions, education, estate planning, Expenses, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Injury, Insurance, Investing, tax planning, Taxes, Trust, Vision, Your Financial Advocateyourfinancialadvocate

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 The Strategic Movement Around Retirement Taxation™ – with the third edition about to be released.

Matt shares his thrilling journey and offers exclusive insight to the SMART Advisor Network, sharing the risks and opportunities to assist advisors in better serving their clients.

You will learn:

The details of Matt Zagula’s entrepreneurial journey
What inspired Matt Zagula to create the SMART Advisor Network, and his vision for the future
The level of transparency insurance companies provide—is it enough?
What the TSR ratio is
How concerned people should be about their funds in insurance companies
And more!

Tune in to find out more about Matt Zagula and his unique take on the industry!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614) 408-0004 | Matt Zagula | SMART Advisor Network | Smart Retirement: Discover the Strategic Movement Around Retirement Taxation™

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Episode 14 – Vaccine Injury Claims — With Guest Braden Blumenstiel

April 7, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, Claim, COVID19, DuPont Wealth Solutions, education, estate planning, Expenses, finance, financial advocate, financial planning, financial services, Greg DuPont, Injury, Investing, Pandemic, tax planning, Vaccineyourfinancialadvocate

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 1986
What happens when you have been injured as a result of a vaccination that you received
What an off table and on table injury is
How a claim gets started and how long it takes to resolve one
The type of expenses an injured person may face
And more!

Listen in to find out more about what you can do if you’ve been injured by a vaccine.

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

March 24, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, attorney, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, COVID19, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, Investing, Pandemic, tax planningyourfinancialadvocate

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

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Episode 12 – Estate Tax Planning in the COVID Era

March 10, 2021Finance, Financial, Retirement, Taxes, Uncategorized#EstatePlanning, #EstateTax, #FinancialPlanning, #PersonalFinance, #Podcast, #Stimulus #COVID, #YourFinancialAdvocate, attorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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

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Episode 11 – Hey, What’s on Your Mind?

February 26, 2021Finance, Financial, Retirement, Taxes, Uncategorizedattorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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 retire
If Bitcoin is truly safe from the overreach of the government
How to invest your money effectively during the pandemic to be able to retire comfortably in the future
Concerns with your 401(k) and the potential tax implications
The best way to save for college
And more!

Tune in to hear Greg Dupont answer your questions!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614) – 408-0004 | Episode 10 – Biden Our Time

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Episode 10 – It’s Time to Take the Trash Out

February 10, 2021Finance, Financial, Retirement, Taxes, Uncategorized#HeadTrash, #Money, #MovingForward, #PersonalFinance, #Podcast, #YourFinancialAdvocate, attorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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 for the better and let go of all the trash we do not need in our lives.

In this episode, you will learn:

Which important documents you should keep and and which you shouldn’t
How your narrative around money may be defined through your upbringing and parental beliefs
Techniques on moving forward without looking at the past
Different perspectives on money
How to clear out the old views of the future
And more!

Join Greg DuPont in this episode to learn steps on moving forward by getting rid of your head trash!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614) – 408-0004 | The Soul of Money by Lynne Twist | Abundance by Dr. Peter Diamandis

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Episode 9 – Biden Our Time

February 3, 2021Finance, Financial, Retirement, Taxes, Uncategorizedattorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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 heavily impact the financial world!

In this episode, you will learn:

The short term, medium term and long-term impacts of this new administration
Predictions and the impact of COVID-19 in the economy
What will happen to the Tax Cut and Jobs Act under Biden
What the modern monetary theory is
And more!

Tune in to discover some of the new changes that will be happening in the financial world under this new administration!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614)-408-0004 | Tax Smart 4 Life™

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Episode 8 – Let’s Go Back to Basics: Part 3

January 13, 2021Finance, Financial, Retirement, Taxes, Uncategorizedattorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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 of estate planning and how it works
The role of a power of attorney in estate planning
How often your estate plan should be reviewed
The evolutionary cycle of an estate plan
And more!

Tune in today as Greg DuPont covers the fundamentals of estate planning!

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

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Episode 7 – Setting Financial Goals That Will Change Your Future

December 30, 2020Finance, Financial, Retirement, Taxes, Uncategorizedattorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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 in the right direction.

In this episode, you will learn:

The importance of goal-setting for emergency funds
The best and most effective way to set goals
The debt-free savings tool that can help you avoid lasting debt
A goal-setting approach to building a rainy day fund
How to create your retirement vision with realistic and achievable goals
And more!

Tune in to discover smart goal-setting techniques to incorporate for the future of your finances!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614)-408-0004 | The Debt-Free Savings Tool

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