Tag Archives: attorney

2024 Mid-Year Report – Part 2 (Ep 53)

August 7, 2024Economy#Money, #PersonalFinance, #Podcast, #YourFinancialAdvocate, Advocate Wealth Solutions, attorney, CERTIFIED FINANCIAL PLANNER®, Economy, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Interest Rates, Investing, Markets, Personal Finance, Retirement, Your Financial Advocateyourfinancialadvocate

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Smart Retirement Strategies Amid Changing World Demographics (Ep 51)

June 12, 2024Finance, Retirement#Money, #MovingForward, #PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, Advocate Wealth Solutions, attorney, birth rates, book, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, Economy, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Investing, Peter Zeihan, Retirement, tax planning, Your Financial Advocateyourfinancialadvocate

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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™

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode 6 – Let’s Go Back to Basics – Part 2

December 16, 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

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 to purchase an annuity
The three major categories of annuities
How much it costs to purchase an annuity
And more!

Listen now as Greg Dupont shares the fundamentals of annuities!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614) 408 0004 | Let’s Go Back to Basics: Part 1

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More