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Your Financial Advocate

Business & Economics Podcasts

Greg DuPont from DuPont Wealth Solutions is your financial advocate. As a practicing advisor and attorney, Greg teaches pre-retirees how to reduce debt and taxes, save with less risk, achieve more spendable income, and plan their way to a better life.

Location:

United States

Description:

Greg DuPont from DuPont Wealth Solutions is your financial advocate. As a practicing advisor and attorney, Greg teaches pre-retirees how to reduce debt and taxes, save with less risk, achieve more spendable income, and plan their way to a better life.

Language:

English

Contact:

(614) 408-0004


Episodes
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Navigating Medicare with Suzanne McClain (Ep 49)

5/15/2024
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) →

Duration:00:32:14

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Unlocking Economic Benefits for Employers and Employees with Josh Kelley (Ep 48)

5/1/2024
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) →

Duration:00:26:17

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Navigating Retirement: Balancing Emotions and Finances with Lindsay Troxwell (Ep 47)

4/17/2024
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) →

Duration:00:30:00

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The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 46)

4/3/2024
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) →

Duration:00:26:40

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Becoming Debt Free for Life with Tracey Spikes, CLU, FICF (Ep 45)

3/20/2024
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) →

Duration:00:31:20

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The Power of Real Estate Investing with Taylor Vick, CFA (Ep 44)

3/6/2024
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) →

Duration:00:33:11

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The Hidden Dangers & Benefits of Life Insurance with David Kottler, J.D., C.A.P. (Ep 43)

2/21/2024
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) →

Duration:00:23:33

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The State of the Market in 2024 (Ep. 42)

2/7/2024
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) →

Duration:00:40:48

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Simplifying the Complexity of Indexes with Laurence Black (Ep. 41)

1/24/2024
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) →

Duration:00:21:15

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Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)

12/14/2022
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) →

Duration:00:27:31

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Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39)

11/30/2022
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) →

Duration:00:25:14

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How To Pay for College with Ann Garcia, CFP® (Ep.38)

10/12/2022
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) →

Duration:00:26:16

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A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37)

9/28/2022
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) →

Duration:00:29:05

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

9/14/2022
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) →

Duration:00:26:27

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

8/29/2022
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) →
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Preparing Yourself to be Financially Ready for Elderly Care (Ep.34)

8/10/2022
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) →

Duration:00:23:17

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Understanding the Historical Trends of the Markets (Ep.33)

7/27/2022
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) →

Duration:00:23:51

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Real Estate Market Opportunities Right Now! Part 2 With Richard Davis. (Ep.32)

7/13/2022
In the previous episode, we talked about some challenges real estate investors may face as well as the opportunities for them. In this episode, Richard Davis is back to dig into more specifics about real estate. If you are currently looking for additional sources of income, tune in today for some tips and tricks you … Continue reading Real Estate Market Opportunities Right Now! Part 2 With Richard Davis. (Ep.32) →

Duration:00:28:07

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Real Estate Market Opportunities Right Now! With Richard Davis (Ep.31)

6/29/2022
With real estate at all time highs, what kind of opportunities are there available to make the most out of it? In this episode, Greg DuPont is joined by Richard Davis, an expert in what is happening in the real estate industry currently. He explains how you can make the most of the housing industry … Continue reading Real Estate Market Opportunities Right Now! With Richard Davis (Ep.31) →

Duration:00:28:51

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The Upcoming Paradigm Shift in the Economy (Ep.30)

6/15/2022
Are we headed towards stormy seas when it comes to inflation and the economy? In this episode, Greg DuPont talks about why he believes there are some big changes that are going to happen to our lives in the next 10 – 20 years. With new technology, we can expect a longer life span, and … Continue reading The Upcoming Paradigm Shift in the Economy (Ep.30) →

Duration:00:22:40