Tag Archives: #PersonalFinance

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Episode 12 – Estate Tax Planning in the COVID Era

Finance, Financial, Retirement, Taxes, Uncategorized, , , , , , , , , , , , , , , , ,

COVID has not only fundamentally changed our societal norms and our health concern, but the long-lasting implications of COVID on our economy are going to appear in places that people may not be thinking about — think estate taxation! 

In this episode, Greg DuPont guides you through estate tax planning, where he shares the risks, unknowns and provides you multiple tools to help you protect your life savings.

You will learn:

  • How estate taxation works today and how COVID may impact this moving forward
  • The known and unknown risks in the COVID era
  • What tools you should be using to protect your life savings
  • And more!

Tune in now to find out more about estate tax planning with Greg DuPont! 

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

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

Finance, Financial, Retirement, Taxes, Uncategorized, , , , , , , , , , , , , , , ,

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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