Tag Archives: Term Insurance

FEATURE

19. The Art of Leadership

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

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

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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