Your Financial Advocate

In this episode of Your Financial Advocate, Greg DuPont, founder of Advocate Wealth Solutions, presents the first part of a mid-year market report for 2024. He unpacks what happened in the market during the first half of the year, including the key trends and events. Tune into Episode 52 and you will learn: Why the … Continue reading 2024 Mid-Year Report – Part 1 (Ep 52) →

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 … Continue reading Smart Retirement Strategies Amid Changing World Demographics (Ep 51) →

In this eye-opening episode, Greg DuPont dives deep into the potential for a massive market correction and the economic shifts we might face. You won’t want to miss Greg’s insights on preparing for financial upheavals and safeguarding your future. Listen in as we discuss: Historical Comparisons: They cyclical nature of historical economic “revolutions” and their … Continue reading Preparing for the Next Economic Revolution (Ep 50) →

For many years we have been struggling to find a trusted partner in the Medicare industry, until Suzanne McClain came along! Suzanne is a down-to-earth ‘Medicare Ninja’ that helps her clients find the right plan and potentially save thousands of dollars in the process. Listen in as Greg and Suzanne discuss: The importance of filing … Continue reading Navigating Medicare with Suzanne McClain (Ep 49) →

Due to enormously high deductibles, many people only see the benefits of health insurance in cases of catastrophic injury. Josh Kelley’s program aims to bridge the gap between out-of-pocket costs and what health insurance covers. His Self-Insured Medical Reimbursement Program offers additional benefits to employees and saves employers an average of $550 per year per … Continue reading Unlocking Economic Benefits for Employers and Employees with Josh Kelley (Ep 48) →

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 … Continue reading Navigating Retirement: Balancing Emotions and Finances with Lindsay Troxwell (Ep 47) →

Debt is one of the biggest challenges facing many people today. It can limit your choices, reduce your savings, and stress you out. But what if there was a way to get rid of your debt faster and easier than you ever thought possible? This week, Greg DuPont is joined by Adam Carroll, Professional Speaker … Continue reading The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 46) →

For countless Americans, debt is the most significant problem preventing them from living the life they want and retiring comfortably. If you stay awake at night stressing about your mortgage and student loans, you’re not alone. Luckily, there are better ways to pay off debt than Dave Ramsey’s strict ‘debt snowball’. In this eye-opening episode … Continue reading Becoming Debt Free for Life with Tracey Spikes, CLU, FICF (Ep 45) →

Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification. However, real estate investing also comes with its own challenges, such as finding the right properties, managing them effectively, and navigating the complex legal and financial aspects. That … Continue reading The Power of Real Estate Investing with Taylor Vick, CFA (Ep 44) →

Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future. However, not all life insurance policies are created equal, and many people are unaware of the … Continue reading The Hidden Dangers & Benefits of Life Insurance with David Kottler, J.D., C.A.P. (Ep 43) →

Welcome to an eye-opening exploration of what’s really happening with the markets as we usher in 2024. If you thought 2023 was a rollercoaster, prepare yourself for what this year has in store. In this episode, Greg dives into the unexpected twists and turns that shaped our economy last year, how the market is performing … Continue reading The State of the Market in 2024 (Ep. 42) →

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 … Continue reading Simplifying the Complexity of Indexes with Laurence Black (Ep. 41) →

Family-owned businesses are beneficial to the economy in more ways than one, but there can be challenges along the way. Especially when there is a pandemic and a recession involved. Overcoming these challenges and passing the business down from one generation to the next is no easy feat. In this episode, Greg DuPont chats with … Continue reading Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40) →

As our parents age, sometimes it’s necessary to find a place where their quality of life will be better. Many difficulties can arise in this process, such as the financial part and the emotional conversations we need to have with them. In this episode of Your Financial Advocate, Greg DuPont is joined by Sarah Dixon, … Continue reading Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39) →

Education is an essential part of life and college is a necessity for most of us to build a successful career. Hence, families should prepare financially for the process of applying to college and not wait until the last minute. In this episode of Your Financial Advocate, Greg DuPont chats with Ann Garcia, author of … Continue reading How To Pay for College with Ann Garcia, CFP® (Ep.38) →

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 … Continue reading A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37) →

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

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 … Continue reading Ways To Preserve Your Capital with Jason Pueschel (Ep.35) →

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 … Continue reading Preparing Yourself to be Financially Ready for Elderly Care (Ep.34) →

Do you believe that history tends to repeat itself? The markets have been down recently and if it is anything like the past, it could be down for a while. In this episode, Greg DuPont goes back as far as 1897 to explain how the markets have been working and how trends tend to repeat … Continue reading Understanding the Historical Trends of the Markets (Ep.33) →