Tag Archives: tax planning

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

Connect with Greg DuPont

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

May 5, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, COVID19, DuPont Wealth Solutions, education, estate planning, Expenses, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Injury, Insurance, Investing, tax planning, Taxes, Trust, Vision, Your Financial Advocateyourfinancialadvocate

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

April 21, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, Advisors, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, COVID19, DuPont Wealth Solutions, education, estate planning, Expenses, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, Injury, Insurance, Investing, tax planning, Taxes, Trust, Vision, Your Financial Advocateyourfinancialadvocate

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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Episode 14 – Vaccine Injury Claims — With Guest Braden Blumenstiel

April 7, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, Claim, COVID19, DuPont Wealth Solutions, education, estate planning, Expenses, finance, financial advocate, financial planning, financial services, Greg DuPont, Injury, Investing, Pandemic, tax planning, Vaccineyourfinancialadvocate

Have you experienced an adverse reaction to a vaccine?

We can help!

In this episode, Greg DuPont speaks with Braden Blumenstiel, partner at DuPont and Blumenstiel, LLC, as they discuss the facts, realities and remedies for people that have been injured in the administration of a vaccine.

You will learn:

About the Vaccine Act of 1986
What happens when you have been injured as a result of a vaccination that you received
What an off table and on table injury is
How a claim gets started and how long it takes to resolve one
The type of expenses an injured person may face
And more!

Listen in to find out more about what you can do if you’ve been injured by a vaccine.

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Episode 13 – Get in Touch With Your Feelings When Investing During COVID-19

March 24, 2021Finance, Financial, Retirement, Taxes, Uncategorized#PersonalFinance, #Podcast, #YourFinancialAdvocate, attorney, BehaviouralFinance, CERTIFIED FINANCIAL PLANNER®, COVID19, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, Investing, Pandemic, tax planningyourfinancialadvocate

Although finances can be deeply emotional, it’s important to try to keep your emotions out of your financial decision-making.

In this episode, Greg DuPont discusses how the pandemic has influenced our investing decisions, the risks of investing with emotion and vulnerability, and the strategies required to avoid falling into the trap of FOMO!

You will learn:

The state of the economy during COVID-19 and how it has recovered
The dangers of being an overconfident investor
Why you need to be sensitive to how demographic and economic changes are going to affect you
How to protect yourself from being overconfident or falling into the fear of missing out
And more!

Tune in now to learn how you can be more prepared when investing during COVID-19!

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

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Episode 12 – Estate Tax Planning in the COVID Era

March 10, 2021Finance, Financial, Retirement, Taxes, Uncategorized#EstatePlanning, #EstateTax, #FinancialPlanning, #PersonalFinance, #Podcast, #Stimulus #COVID, #YourFinancialAdvocate, attorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

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 11 – Hey, What’s on Your Mind?

February 26, 2021Finance, Financial, Retirement, Taxes, Uncategorizedattorney, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, education, estate planning, finance, financial advocate, financial planning, financial services, Greg DuPont, tax planningyourfinancialadvocate

What’s your biggest concern when it comes to your finances?

Greg Dupont sits down to answer some of your commonly asked questions regarding your future financial desires, saving techniques and current political situations that can heavily impact your personal finances

In this episode, you will learn:

If Social Security will still be available when you retire
If Bitcoin is truly safe from the overreach of the government
How to invest your money effectively during the pandemic to be able to retire comfortably in the future
Concerns with your 401(k) and the potential tax implications
The best way to save for college
And more!

Tune in to hear Greg Dupont answer your questions!

Resources: DuPont Wealth Solutions | Gregory DuPont: (614) – 408-0004 | Episode 10 – Biden Our Time

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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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