Tag Archives: attorney

Episode‌ ‌3‌ ‌-‌ ‌The‌ ‌Countdown‌ ‌To‌ ‌Retirement:‌ ‌10‌ ‌to‌ ‌12‌ ‌Year‌ ‌Edition‌ ‌



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 and a lifetime perspective, where he shares his expertise on how you can meet all your financial goals and retirement needs.

In this episode, you will learn:

  • Why the sandwich generation can be destructive
  • Why it’s important to take a step back to plan for the next phase of your earning life
  • How to recognize (and avoid) mistakes when planning for retirement
  • Whether or not you should pay off your mortgage before retirement
  • And more!

Listen in to discover how you can take advantage of these 10 to 12 years of retirement planning! 

Resources: DuPont Wealth Solutions  | Gregory DuPont


Episode 2 – Launching The Connection with DuPont Wealth Solutions



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 learn:

  • What it means to do business with Greg DuPont and DuPont Wealth Solutions
  • The pros and cons of the mindset of “the better I do as a client, the better the advisor will do for me” 
  • Greg’s take on service payments and why they could be “tricky” 
  • Why communication is crucial for clients, advisors, and financial professionals 
  • And more!

Tune in as Greg explains his role as the harbor pilot who helps clients navigate the journey from the waters into the harbor! 

Resources: DuPont Wealth Solutions | Greg DuPont | LinkedIn | Facebook 


Episode 1 – Get to Know Greg DuPont



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 about serving as a true financial advocate.

In this episode, you will learn:

  • How Greg’s background as an estate and tax planning attorney led him to his career in financial services
  • Why referrals are Greg’s primary means of growing his practice
  • What Greg means when he says he is on a “march to a million”
  • How Greg established his financial philosophy
  • What Greg’s proudest achievement is
  • And more!

Tune in to get to know Greg DuPont as a practicing attorney, a CERTIFIED FINANCIAL PLANNER® professional, and an individual!

Resources: DuPont Wealth Solutions  | Gregory DuPont | Investopedia: CFP® Designation