Tag Archives: Greg DuPont

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

Connect with Gregory DuPont

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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The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 46)

April 3, 2024Financeadam carroll, cash flow, debt, financial planning, financial security, financial stability, Greg DuPont, home equity line of credit, mortgage, shred method, student loansyourfinancialadvocate

Debt is one of the biggest challenges facing many people today. It can limit your choices, reduce your savings, and stress you out.

But what if there was a way to get rid of your debt faster and easier than you ever thought possible?

This week, Greg DuPont is joined by Adam Carroll, Professional Speaker & Founder of The Shred Method, to explore how the Shred Method can help achieve debt freedom in 3 to 7 years. They emphasize the importance of financial discipline and managing discretionary income to accelerate debt repayment, not just for mortgages but also for other loans.

Adam discusses:

● The Shred Method as a unique tool for achieving debt freedom within 3 to 7 years
● How to use money more effectively through the Shred Method
● The effectiveness of leveraging a home equity line of credit to pay off mortgage
● Exactly what type of consumers could find the Shred Method helpful
● The effectiveness of the Shred Method in tackling student loan debt and its role in building equity
● And more!

Connect With Adam Carroll:

● LinkedIn: Adam Carroll
● Website: The Shred Method (get $200 off)

Connect with Gregory DuPont:

About Our Guest:

Adam Carroll has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth building capacity. With an unwavering commitment to helping people make the most of the money they make, while limiting risk, reducing tax liabilities, and increasing liquidity, Adam Carroll has spent 15 years helping people do more with the money they make. He is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. He is the host of the Build A Bigger Life podcast, the curator of MasteryOfMoney.com and founder of The Shred Method™.

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Becoming Debt Free for Life with Tracey Spikes, CLU, FICF (Ep 45)

March 20, 2024Financedebt, financial planning, Greg DuPont, Your Financial Advocateyourfinancialadvocate

For countless Americans, debt is the most significant problem preventing them from living the life they want and retiring comfortably.

If you stay awake at night stressing about your mortgage and student loans, you’re not alone. Luckily, there are better ways to pay off debt than Dave Ramsey’s strict ‘debt snowball’.

In this eye-opening episode of Your Financial Advocate, host Greg DuPont is joined by Tracey Spikes, Sr. Executive Distribution and Development Officer of the SMART Advisor Network. Tracy illuminates the path to financial liberation through the Debt Free for Life program, sharing insights from personal experience and professional practice.

Tracey discusses:

The psychological aspects of debt and its ramifications on financial health
His personal experience paying of a staggering $600,000 in debt in just six and half years
The differences between effective interest cost and APR
An inside look at how the Debt Free for Life program crafts bespoke solutions aligning with individual fiscal circumstances
And more!

Connect With Tracey Spikes

Connect with Gregory DuPont:

About Our Guest

Tracey Spikes believes debt and taxes are two of the greatest detractors to wealth accumulation and spendable income that Americans face today. He’s studied income in America extensively and came to the shocking conclusion that well over 50% of what we earn over our lifetime goes to paying taxes and/or interest.

It’s for these reasons he uses the Smart Advisor Tools suite of software that includes Debt Free 4 Life™️ and Tax Smart 4 Life™️ as part of his advisory work with clients, and trains similarly-minded advisors.

DF4L is a debt elimination app utilizing risk management based products, like life insurance, to modify a “snowball” approach to debt elimination and cash flow management.

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Simplifying the Complexity of Indexes with Laurence Black (Ep. 41)

January 24, 2024Finance, Retirement#Podcast, Greg DuPont, indexes, Personal Finance, Retirement, Your Financial Advocateyourfinancialadvocate

Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.

How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs?

These are some of the questions that many investors face when they enter the world of index-linked products.

In this episode, Greg DuPont chats with Laurence Black, Founder of The Index Standard®, a company that rates and evaluates ETFs and indices used in the insurance and structured product space. They explore the challenge of choosing the right index among the many available and the importance of forward-looking due diligence. Laurence emphasizes the need for diversification and preparing for unforeseen events in the investment world.

Together they discuss:

The importance of taking a forward-looking approach when choosing an index
The Index Standard’s three-step forecasting process
The significance of diversification in dealing with unknown risks and protecting oneself in the investment world
The benefits of exchange traded funds (ETFs) compared to mutual funds
How The Index Standard evaluates and categorizes the largest index-linked ETFs based on their robustness and design
The valuable insights you’ll gain from the training with Laurence, simplifying the complexity of insurance indices for informed decision-making
And more!

Connect With Laurence Black:

Connect with Greg DuPont:

About Our Guest:

Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University.

Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners.

Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.

Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court.

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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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