Tag Archives: Taxes

FEATURE

Ways To Mitigate the Impact of Income Taxes with Jason Pueschel (Ep.36)

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

Paying taxes is a patriotic duty. But it’s your choice to pay more or less.

To manage your personal income tax liability, it’s essential to listen to experts that can give life-changing guidance on this topic and help reduce tax exposure.

In this episode of Your Financial Advocate, Greg DuPont continues the conversation with Jason Pueschel, Founder and Managing Director of Alternative Wealth Management. This time they speak about the different tools available to reduce taxes for active and passive income earners and how to apply these strategies to have more spendable income.

Jason discusses:

  • Why people are willing to pay higher taxes but get concerned if their investments decline
  • The assets and annual income required to be an accredited investor
  • The two types of income (passive & active) and the tools to help reduce taxes for both
  • Applying deductions and incentives to get a significant tax reduction for an active income earner
  • The two formats of tax mitigation for the passive income earner
  • And more!

Connect with Gregory DuPont:

Connect with Jason Pueschel:

About our guest:

Jason Pueschel has led the design, syndication, and capital raise of several alternative investment platforms.  Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure.  With a focus on Internal Revenue Code tax incentives, Jason provides unique strategies to create efficient transitions of real estate and capital.

Prior to establishing Alternative Wealth Management, Jason directed sales at several top investment companies, including; Salomon Brothers, Smith Barney, and Warburg Pincus.  At Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offerings in the Merrill Lynch Consults Program.  As Managing Director at Four Springs Capital, he led the design and syndication of several Delaware Statutory Trusts (DSTs) and 1031 focused real estate investment programs.

Jason is a graduate of Bentley University, where he received a Bachelor of Science degree in Economics and Finance.  He has held his FINRA Series 7 and 63 Licenses since 1993.



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FEATURE

Ways To Preserve Your Capital with Jason Pueschel (Ep.35)

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

We often think that to have more money in our pockets, we constantly have to look for new ways to make more.

But there are different strategies only a few know that can help reduce or defer the amount of taxes we pay. So, how can we cut down on that 40% chunk of overall taxes that are part of our lifetime income?

In this episode, Greg DuPont is joined by Jason Pueschel, Founder and Managing Director of Alternative Wealth Management. Here, Jason breaks down several methods to lower or mitigate taxes to relieve payers in different areas such as the capital gains in real estate.

Jason discusses:

  • What Alternative Wealth Management does within the financial industry
  • What are the 1031 exchange and the Delaware Statutory Trust (DST) and how these can help reduce or defer taxes
  • Various tools for capital gains reduction in transition
  • Things to know about Opportunity Zones and their three main benefits
  • And more!

Connect with Gregory DuPont:

Connect with Jason Pueschel:

About our guest:

Jason Pueschel has led the design, syndication, and capital raise of several alternative investment platforms.  Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure.  With a focus on Internal Revenue Code tax incentives, Jason provides unique strategies to create efficient transitions of real estate and capital.

Prior to establishing Alternative Wealth Management, Jason directed sales at several top investment companies, including; Salomon Brothers, Smith Barney, and Warburg Pincus.  At Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offerings in the Merrill Lynch Consults Program.  As Managing Director at Four Springs Capital, he led the design and syndication of several Delaware Statutory Trusts (DSTs) and 1031 focused real estate investment programs.

Jason is a graduate of Bentley University, where he received a Bachelor of Science degree in Economics and Finance.  He has held his FINRA Series 7 and 63 Licenses since 1993.



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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

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

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

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

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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