Tag Archives: #Money

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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Episode 10 – It’s Time to Take the Trash Out

February 10, 2021Finance, Financial, Retirement, Taxes, Uncategorized#HeadTrash, #Money, #MovingForward, #PersonalFinance, #Podcast, #YourFinancialAdvocate, attorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

Many times we get carried away, blinded by the past or are portrayed a future we do not wish for.

Take it upon yourself to create the future you desire by moving forward!

In this episode, Greg Dupont highlights the importance of letting go and moving forward. He shares why it’s time we change ourselves for the better and let go of all the trash we do not need in our lives.

In this episode, you will learn:

Which important documents you should keep and and which you shouldn’t
How your narrative around money may be defined through your upbringing and parental beliefs
Techniques on moving forward without looking at the past
Different perspectives on money
How to clear out the old views of the future
And more!

Join Greg DuPont in this episode to learn steps on moving forward by getting rid of your head trash!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614) – 408-0004 | The Soul of Money by Lynne Twist | Abundance by Dr. Peter Diamandis

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