Your Financial Advocate

Many Americans are feeling the effects of inflation in the market. What can you do with your money right now to help combat inflation now and in the future? There may be investment opportunities available now as a result of inflation to give you an edge in this market. In this episode, Greg DuPont and John McConnell share some tactics that may be able to help you offset, and potentially beat infla...

Have you wondered what is happening with the rising cost of gas, groceries, and many other basic necessities? Inflation is an economic reality, and it does need to be a part of your plans moving forward.  In this episode, Greg DuPont and John McConnell explain what is happening with inflation in today’s economy. Greg and John share the impact that COVID has had economically, but with new measures...

Throughout the pandemic, you probably heard it countless times: “The days of living off of one job are over.” You must invest your money into either stock, bonds or mutual funds, so your money can make money.  The next thought that takes over your mind may be, “why would I invest my money into something that I know nothing about? What if I invest $1000 in a mutual fund and the company goes bankrup...

The conversation around bonds may be a new discussion for many individuals.  However, it’s important to understand what they are, their role in your portfolio and what you can expect from bonds in the future. In this episode, Greg DuPont is joined by guest John McConnell, founder of McConnell Financial. With the rise in interest rates, you may start to see the cost of bonds decreasing. Especially...

Owning a gun comes with an entirely new set of serious laws that you must follow. Not following these rules can result in extremely serious consequences. In part two of this two-part series, Greg DuPont is joined again by Derek DeBrosse, principal attorney at Munitions Law Group. Derek teaches you your rights as a gun owner and the legal way to go about your daily life while owning a gun. Greg and...

Many Americans have collections—cars, coins, antiques or weapons. Do you know how to keep your collection safe from taxes and how to safely pass it down to the next generations? In this episode, Greg DuPont speaks with Derek DeBrosse, principal attorney at Munitions Law Group, a firm dedicated exclusively to the needs of the firearms industry and gun owners. Derek speaks about gun laws and what yo...

Annuities can be very beneficial for you depending on what stage of life you are in. Some financial advisors take advantage of those who lack knowledge about annuities, which can end up costing their clients a lot of money. In this episode, Greg DuPont discusses what you need to know about annuities before you purchase them. Even if you have a financial advisor, it is important for you to know wha...

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 im...

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 unexpect...

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: Th...

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 flexibilit...

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 –...

Have you experienced an adverse reaction to a vaccine? We can help!  In this episode, Greg DuPont speaks with Braden Blumenstiel, partner at DuPont and Blumenstiel, LLC, as they discuss the facts, realities and remedies for people that have been injured in the administration of a vaccine.  You will learn: About the Vaccine Act of 1986 What happens when you have been injured as a result of a vaccin...

Although finances can be deeply emotional, it’s important to try to keep your emotions out of your financial decision-making. In this episode, Greg DuPont discusses how the pandemic has influenced our investing decisions, the risks of investing with emotion and vulnerability, and the strategies required to avoid falling into the trap of FOMO!  You will learn: The state of the economy during COVID-...

COVID has not only fundamentally changed our societal norms and our health concern, but the long-lasting implications of COVID on our economy are going to appear in places that people may not be thinking about — think estate taxation!  In this episode, Greg DuPont guides you through estate tax planning, where he shares the risks, unknowns and provides you multiple tools to help you protect your li...

What’s your biggest concern when it comes to your finances?  Greg Dupont sits down to answer some of your commonly asked questions regarding your future financial desires, saving techniques and current political situations that can heavily impact your personal finances In this episode, you will learn: If Social Security will still be available when you retire If Bitcoin is truly safe from the over...

Many times we get carried away, blinded by the past or are portrayed a future we do not wish for.  Take it upon yourself to create the future you desire by moving forward!  In this episode, Greg Dupont highlights the importance of letting go and moving forward. He shares why it’s time we change ourselves for the better and let go of all the trash we do not need in our lives. In this episode,...

With Biden becoming the 46th President of the United States we are about to see significant changes that can affect your finances. In this episode, Greg Dupont discusses some of the major changes that are currently and are going to occur in our country. He shares the implications of these changes and how it will heavily impact the financial world!  In this episode, you will learn: The short term,...

Estate planning is an extremely important tool, especially when it comes to protecting your legacy.   In the third part of this mini-series about going back to basics, Greg DuPont shares his expertise and long-term experience as he guides you through the process and fundamentals of estate planning.  In this episode, you will learn: The purpose of estate planning and how it works The role of a powe...

We often fall into the trap of setting unrealistic goals for our financial future, but what can we do differently to actually achieve and exceed these goals?  In this episode, Greg DuPont shares, underlines, and teaches you goal-setting techniques and tools that will help change your financial future for the better, and sends you off in the right direction. In this episode, you will learn: The imp...

What is an annuity?  In part two of this mini-series, Greg DuPont dives into the fundamentals of annuities. He discusses what an annuity is, who should purchase an annuity and outlines the different types of annuities.  In this episode, you will learn: Who should be looking into annuities What age should somebody be when looking to purchase an annuity The three major categories of annuities How mu...

How can you as an employee use your 401(k) plan to your benefit?  In part one of this mini-series, Greg DuPont goes over the basic fundamentals of a 401(k). He teaches you how to think, use and manage your 401(k) throughout your employment life cycle.  In this episode, you will learn: How to use your 401(k) as a savings tool The 401(k) process when first starting off your career How to manage your...

As of October 2020, the national debt has hit a record peak of a little over $27 trillion. In this episode, Greg DuPont discusses the importance of acknowledging the increase of national debt as he shares valuable information on how to protect yourself and prepare for a continued increase.   In this episode, you will learn: The two types of retirement plans The impact of a Roth conversion on your...

Have you hit your retirement age milestone of 55? If so, what are your plans for retiring comfortably?  In this episode, Greg DuPont walks you through the process of planning for retirement during your crucial 10 to 12 year time frame at the age of 55 and older. Greg discusses planning from a financial perspective and a lifetime perspective, where he shares his expertise on how you can meet all yo...

What happens when you request an initial consultation with DuPont Wealth Solutions? What does the process look like from beginning to end? In this episode, Greg DuPont describes the behind-the-scenes of DuPont Wealth Solutions, and shares what goes into connecting, meeting, and working with clients from the very first call.  In this episode, you will learn: What it means to do business with Greg D...