Tag Archives: #Podcast

FEATURE

Lessons in Mutual Funds and Investments with John McConnell (Ep. 24)

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Throughout the pandemic, you probably heard it countless times: “The days of living off of one job are over.” You must invest your money into either stock, bonds or mutual funds, so your money can make money. 

The next thought that takes over your mind may be, “why would I invest my money into something that I know nothing about? What if I invest $1000 in a mutual fund and the company goes bankrupt?”

In this episode, Greg DuPont is joined again by guest John McConnell, founder of McConnell Financial. This time around, they’re taking a break from discussing bonds and have now pivoted to discussing mutual funds and investments. 

Greg & John  discusses:

  • What a REIT (Real Estate Investment Trust) is 
  • How Floating Rate Funds work 
  • Why insurance companies are the safest place to invest money
  • And more!

Resources:

Connect with Gregory DuPont:

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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FEATURE

The Conundrum of Stocks and Bonds with John McConnell (Ep. 23)

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

The conversation around bonds may be a new discussion for many individuals. 

However, it’s important to understand what they are, their role in your portfolio and what you can expect from bonds in the future.

In this episode, Greg DuPont is joined by guest John McConnell, founder of McConnell Financial. With the rise in interest rates, you may start to see the cost of bonds decreasing. Especially if you are retiring soon, find out if you should consider these investments, or whether you should continue your investments in bonds.

Greg and John discuss:

  • Why the feds are raising interest rates
  • Bond funds vs. bond ETFs
  • Who can sell and buy bonds
  • The new and improved mutual funds
  • And more!

Connect with Gregory DuPont:

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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FEATURE

22. The Ins and Outs of Gun Ownership Management, Part 2 with Derek DeBrosse

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

Owning a gun comes with an entirely new set of serious laws that you must follow. Not following these rules can result in extremely serious consequences.

In part two of this two-part series, Greg DuPont is joined again by Derek DeBrosse, principal attorney at Munitions Law Group. Derek teaches you your rights as a gun owner and the legal way to go about your daily life while owning a gun.

Greg and Derek discuss:

  • Your rights as a gun owner
  • Gun laws that you may not have been aware of
  • How to properly transport your firearm, and how the laws vary from state to state
  • What happens when you have a drink while carrying your gun
  • 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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FEATURE

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

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

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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FEATURE

20. The Dangers of Annuities

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

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

Connect with Gregory DuPont:

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FEATURE

19. The Art of Leadership

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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: 

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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FEATURE

18. Being Ready for the Unexpected

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

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:

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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FEATURE

17. The Future and Taxes

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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:

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FEATURE

Episode 16 – Let’s Go Back to Basics – Part 4

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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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FEATURE

Episode 15 – Man on a Mission — With Guest Matt Zagula

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

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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