Tag Archives: Retirement

FEATURE

Navigating Retirement: Balancing Emotions and Finances with Lindsay Troxwell (Ep 47)

Finance, Retirement, , , , , ,

A few key factors determine if a person will have an enjoyable retirement or a sluggish one.

Many seniors worry about loosing their purpose in retirement and being bored, others look forward to the trips and unlimited free time.

In this episode, Greg sits down with Lindsay Troxell, Head Coach of Our Coaching Initiative, to explore the emotional and practical aspects of retirement planning.

Join Greg and Lindsay as they delve into the intricacies of pre-retirement financial planning and the transition into retirement life.

Lindsay discusses:

  • Strategies for managing energy levels to thrive in retirement
  • The importance of addressing emotional concerns during the transition to retirement
  • The role of identity and purpose in retirement planning
  • Resources available for both consumers and financial advisors navigating retirement planning
  • And more!

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About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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FEATURE

Simplifying the Complexity of Indexes with Laurence Black (Ep. 41)

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Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.

How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs?

These are some of the questions that many investors face when they enter the world of index-linked products.

In this episode, Greg DuPont chats with Laurence Black, Founder of The Index Standard®,  a company that rates and evaluates ETFs and indices used in the insurance and structured product space. They explore the challenge of choosing the right index among the many available and the importance of forward-looking due diligence. Laurence emphasizes the need for diversification and preparing for unforeseen events in the investment world.

Together they discuss:

  • The importance of taking a forward-looking approach when choosing an index
  • The Index Standard’s three-step forecasting process
  • The significance of diversification in dealing with unknown risks and protecting oneself in the investment world
  • The benefits of exchange traded funds (ETFs) compared to mutual funds
  • How The Index Standard evaluates and categorizes the largest index-linked ETFs based on their robustness and design
  • The valuable insights you’ll gain from the training with Laurence, simplifying the complexity of insurance indices for informed decision-making
  • And more!

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About Our Guest:

Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University.

Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners.

Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.

Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court.

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FEATURE

A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37)

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The process of becoming an entrepreneur has never been nor will ever be easy.

However, if you are passionate about what you do and have experience, you can be successful.

In this episode of Your Financial Advocate, Greg DuPont sits down with Dr. Bimbo Welker to talk about his experience after leaving his role as the director of Veterinary Medicine at the Ohio State University to start his own food animal and equine veterinary services business in his 60s.

Dr. Welker discusses:

  • His background as a veterinary professional for 30 years
  • His experience after leaving his job in the academic world and starting Welker Veterinary Services
  • The steps he had to take to start this business without any prior experience
  • The economic differences between working for someone versus being a solo practitioner
  • The importance of liking what you do
  • His company’s present and future plans
  • And more!

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About our guest:

Dr. Bimbo Welker is a 1980 DVM graduate of Texas A&M University and completed an MS in Veterinary Clinical Sciences at Ohio State in 1984. Dr. Welker has worked as a Clinical Associate Professor in the OSU College of Veterinary Medicine based at the Marysville clinic providing clinical service and teaching since 1991. After 28 years of providing veterinary service to the Marysville community, he retired from the OSU Large Animal ambulatory clinic in 2019 to found Welker Veterinary Services.



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FEATURE

Preparing Yourself to be Financially Ready for Elderly Care (Ep.34)

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

52% of people turning 65 are going to need some type of long term care over their lifetime. Aging parents is something many of us are going to have to deal with at some point in our lives. 

In this episode, Greg DuPont talks about how important it is to start budgeting for your future healthcare costs and figuring out how your parents can budget for theirs. With the right planning, you can make this inevitable journey a lot smoother.

Greg discusses:

  • The nationwide average cost of elderly care per month
  • The difference between long term care and assisted living
  • How many retirees end up with dementia or some health issue
  • Strategies to help you save on long term care in the future
  • And more!

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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:

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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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