Tag Archives: DuPont Wealth Solutions

2024 Mid-Year Report – Part 1 (Ep 52)

July 24, 2024Economy#Money, #PersonalFinance, #Podcast, #YourFinancialAdvocate, Advocate Wealth Solutions, AI, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, economic indicator, Economy, elections, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, inflation, Interest Rates, Investing, market indicator, Market performance, market trends, Markets, mid year report, Personal Finance, s&p 500, state of the market, Stock market, Your Financial Advocateyourfinancialadvocate

In this episode of Your Financial Advocate, Greg DuPont, founder of Advocate Wealth Solutions, presents the first part of a mid-year market report for 2024. He unpacks what happened in the market during the first half of the year, including the key trends and events.

Tune into Episode 52 and you will learn:

Why the S&P 500 isn’t the only market indicator you should be paying attention to
How inflation and interest rate changes have impacted the market this year
How negative and positive economic indicators could predict what happens in 2025
The role of consumer sentiment in driving market trends
The impact of AI mentions in quarterly earnings calls and stock valuations
How the upcoming November election may affect the market

Don’t miss our next episode where we uncover economic predictions for the second half of 2024 and beyond!

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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

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Preparing for the Next Economic Revolution (Ep 50)

May 29, 2024Finance, Taxes#Money, #Podcast, Advocate Wealth Solutions, CERTIFIED FINANCIAL PLANNER®, debt, DuPont Wealth Solutions, Economy, education, finance, Greg DuPont, Personal Finance, Retirement, Your Financial Advocateyourfinancialadvocate

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

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Navigating Retirement: Balancing Emotions and Finances with Lindsay Troxwell (Ep 47)

April 17, 2024Finance, Retirement#PersonalFinance, #Podcast, DuPont Wealth Solutions, Greg DuPont, Lindsay Troxwell, Retirement, Your Financial Advocateyourfinancialadvocate

A few key factors determine if a person will have an enjoyable retirement or a sluggish one.

Many seniors worry about loosing their purpose in retirement and being bored, others look forward to the trips and unlimited free time.

In this episode, Greg sits down with Lindsay Troxell, Head Coach of Our Coaching Initiative, to explore the emotional and practical aspects of retirement planning.

Join Greg and Lindsay as they delve into the intricacies of pre-retirement financial planning and the transition into retirement life.

Lindsay discusses:

Strategies for managing energy levels to thrive in retirement
The importance of addressing emotional concerns during the transition to retirement
The role of identity and purpose in retirement planning
Resources available for both consumers and financial advisors navigating retirement planning
And more!

Connect With Lindsay Troxwell

30 Day Roadmap to Retirement Readiness Workbook

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About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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18. Being Ready for the Unexpected

June 9, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, Expenses, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Inheritance, Insurance, Investing, Life insurance, Personal Finance, tax planning, Taxable Income, Taxes, Term Insurance, Trust, Vision, Your Financial Advocateyourfinancialadvocate

Trying to predict the future is counterproductive. Instead of worrying about what is going to happen, ask yourself how you would handle a situation if it does happen.

In this episode, Greg DuPont is joined by Kirk Chisholm, wealth manager and principal at Innovative Advisory Group. Greg and Kirk dive into how to be financially resilient and think differently in order to be ready for those unexpected curveballs that life throws at us.

Greg and Kirk discuss:

The in-depth meaning of financial resilience
How to deal with unexpected financial curveballs in life
Why trying to predict a financial outcome is counterproductive
Why flexible thinking is so important for your future
And more

Resources:

Connect with Gregory DuPont:

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

Connect with Kirk Chisholm:

About our guest:

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm.

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17. The Future and Taxes

May 26, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, Expenses, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Inheritance, Investing, Life insurance, Personal Finance, tax planning, Taxable Income, Taxes, Term Insurance, Trust, Vision, Your Financial Advocateyourfinancialadvocate

No one enjoys paying taxes—but we do have to recognize that taxes are inevitable and a part of our lives.

In this episode, Greg DuPont talks about finding opportunities to improve your financial situation based on your state’s tax structure and how to avoid putting your children in a situation where they are unable to pay taxes on their inherited gains once you have passed away.

Greg discusses:

The proposed changes to the current tax structure over the coming years
How to start saving on tax payments
Why a Roth conversion can be your best friend when looking into the future
The different types of taxes you may be subject to
And more

Connect with Gregory DuPont:

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

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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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