Tag Archives: Life insurance

Is Inflation Going to Get Worse? (Ep. 25)

April 6, 2022Finance, Financial, Retirement, Taxes#Podcast, Advisors, financial planning, Insurance, Life insurance, Personal Finance, Term Insurance, Your Financial Advocateyourfinancialadvocate

Have you wondered what is happening with the rising cost of gas, groceries, and many other basic necessities?

Inflation is an economic reality, and it does need to be a part of your plans moving forward.

In this episode, Greg DuPont and John McConnell explain what is happening with inflation in today’s economy. Greg and John share the impact that COVID has had economically, but with new measures getting put into place, can deflation happen in a sustainable way, or could we potentially see a recession, much like the ‘08 crisis?

Greg and John discuss:

Is Inflation worse than deflation?
Will the US be able to maintain the value of our currency?
The impact of the Russian invasion of Ukraine on American inflation rates
What is really happening with inflation in the USA
And more

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Connect with John McConnell:

About our guest:

John is passionate about sharing the truth around retirement planning. He started his career at Morgan Stanley and progressed into a long-term care and disability brokerage firm. He was later recruited by MetLife as one of six product specialists throughout the country. John was then sought out by one of the country’s largest distributors of retirement solutions before returning to his true calling of helping retirees navigate this unusual time that we now live in.

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21. The Ins and Outs of Gun Ownership Management, Part 1 with Derek DeBrosse

July 29, 2021Finance, Financial, Retirement, Taxes, Uncategorized#Podcast, Advisors, financial planning, Insurance, Life insurance, Personal Finance, Term Insurance, Your Financial Advocateyourfinancialadvocate

Many Americans have collections—cars, coins, antiques or weapons. Do you know how to keep your collection safe from taxes and how to safely pass it down to the next generations?

In this episode, Greg DuPont speaks with Derek DeBrosse, principal attorney at Munitions Law Group, a firm dedicated exclusively to the needs of the firearms industry and gun owners. Derek speaks about gun laws and what you should do to keep your collection and investment safe with the power of trusts.

Derek and Greg discuss:

The limited supply of attorneys who specialize in guns
The history behind weaponry
Obama’s contribution to gun control
When you should start a trust for your guns
And more

Connect with Gregory DuPont:

Connect with Derek DeBrosse:

About our guest:

For over a decade, Derek DeBrosse has advised individual, corporate, and grass-roots organizational firearm clients in regulatory, trial and appellate matters throughout the United States. Derek’s love of firearms and desire to represent the firearms industry as a lawyer stems from a childhood of being outside almost every day. His upbringing is what led him to join the United States Army National Guard where he served a combat tour of duty with the 1487th Transportation Company in support of Operation Iraqi Freedom. Derek is licensed to practice in all Ohio State and Federal Courts, the U.S. Supreme Court, the U.S. Court of Appeals for the Federal Circuit, the U.S. Army Court of Criminal Appeals, U.S. Navy-Marine Corps Court of Criminal Appeals, U.S. Air Force Court of Criminal Appeals, U.S. Court of Appeals for Veterans Claims and the U.S. Court of Appeals for the Armed Forces.

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20. The Dangers of Annuities

July 14, 2021Finance, Financial, Retirement, Taxes, Uncategorized#Podcast, Advisors, financial planning, Insurance, Life insurance, Personal Finance, Term Insurance, Your Financial Advocateyourfinancialadvocate

Annuities can be very beneficial for you depending on what stage of life you are in.

Some financial advisors take advantage of those who lack knowledge about annuities, which can end up costing their clients a lot of money.

In this episode, Greg DuPont discusses what you need to know about annuities before you purchase them. Even if you have a financial advisor, it is important for you to know what you are getting into—if you feel like you have been tricked into purchasing annuities by your financial advisor, tune into this episode to find out how Greg can help you!

Greg discusses:

Abusive practices by financial advisors that you should watch out for
What you need to know about annuities before purchasing them
The benefits of annuities
Why he became a financial advisor
And more

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19. The Art of Leadership

June 30, 2021Finance, Financial, Retirement, Taxes, Uncategorized#Podcast, Advisors, financial planning, Insurance, Life insurance, Personal Finance, Term Insurance, Your Financial Advocateyourfinancialadvocate

Throughout different stages of our life, we have to be leaders and followers. Leadership is a skill that you can learn if you have the right mindset.

In this episode, Greg DuPont is joined by Mary Rauchsenstein, chief encouragement officer at Leadership Edge Solutions. Mary shares how she became a leadership coach after being diagnosed with melanoma, stating that she knew she needed to make an impact by coaching those with the right mindset to become leaders.

Greg and Mary discuss:

What it takes to be a good leader
The difference between leading and managing
The difference between a fixed mindset and a growth mindset
Types of leadership
And more

Resources:

Mindset The New Psychology of Success by Dr. Carol Dweck
Becoming a Resonant Leader: Develop Your Emotional Intelligence, Renew Your Relationships, Sustain Your Effectiveness by: Annie McKee
Connect with Gregory DuPont:
DuPont Wealth Solutions
(614) 408-0004
LinkedIn: Gregory DuPont

Connect with Mary Rauchenstein:

About our guest:

With years of experience in Operations, Marketing, Training & Human Resources, Mary Rauchenstein launched Leadership Edge Solutions, LLC after obtaining her leadership certification with John C. Maxwell brand. She also obtained Health and Life coaching certifications as well as Transformational and Mastery coaching certifications through Health Coach Institute.

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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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