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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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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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

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How can you as an employee use your 401(k) plan to your benefit? 

In part one of this mini-series, Greg DuPont goes over the basic fundamentals of a 401(k). He teaches you how to think, use and manage your 401(k) throughout your employment life cycle. 

In this episode, you will learn:

• How to use your 401(k) as a savings tool
• The 401(k) process when first starting off your career
• How to manage your 401(k) when you are in a established career 
• How to effectively use your 401(k) when nearing retirement
• And more!

Listen now as Greg Dupont goes over the fundamentals of your 401(k)! 

Resources: Resources: DuPont Wealth Solutions  | Gregory DuPont

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As of October 2020, the national debt has hit a record peak of a little over $27 trillion.

In this episode, Greg DuPont discusses the importance of acknowledging the increase of national debt as he shares valuable information on how to protect yourself and prepare for a continued increase.  

In this episode, you will learn:

• The two types of retirement plans
• The impact of a Roth conversion on your future savings
• What unfunded mandates are
• Why a small increase in interest rate can add to a huge proportion of our overall national debt
• Why and how you should take advantage of the five years left of reduced taxes
• And more!

Tune in now to discover how you can prepare for the increase of national debt through a Roth conversion! 

Resources: Resources: DuPont Wealth Solutions  | Gregory DuPont 

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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

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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 

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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

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