Tag Archives: Trust

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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