Your Financial Advocate

In this continuation of the mid-year market report for 2024, Greg DuPont, founder of Advocate Wealth Solutions, shares his insights and projections for the second half of the year. Don’t miss our timely presentation on economic market dynamics, investment strategies, and potential political influences on the financial landscape. Listen in as we discuss: Expected GDP growth numbers, unemploym...

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 S&P 500 isn’t the only market indicator you should be paying attention to How i...

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 impact your retirement plan in the...

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 impacts, d...

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 for Medicare at the right time to avoid penalties How...

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 employee. If your a busin...

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 explore the emotional and practical aspects of retirement planning. Join Gr...

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 & Founder of The Shred Method, to explore how the Shred Method can help achieve debt freedo...

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 of Your Financial Advocate, host Greg DuPont is joine...

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 is why investors must be wel...

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 hidden risks and opportunities that lie within their contracts. In this episode, Greg DuPont s...

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 now, and what experts predict is yet to come. Whether you’re mana...

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 of the questions that many investors face when they enter the world of in...

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 Don Kirkham, vice president of Kirkham Building System, about what it&#...

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, community relations director at Bluebird Retirement Community, to talk about...

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 How to Pay for College, about different ways to save for college and important thi...

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 the director of Veterinary Medicine at the Ohio State University to start his own food...

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 healthcare costs and figuring out how your parents can budget for theirs. With the right planning, you can make th...

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 themselves. In order to improve at what we do, we have to learn from the past to avoid the same mistakes.  Greg disc...

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 can use to start earning with these opportunities in real estate. Richard discusse...

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 when it comes to figuring out if you should sell, buy, or rent your house/properties and the best wa...

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 with that comes many more possibilities we did not think possible. Greg discusses: The economic, demographi...

Have you had to cut back on your daily spending recently? With inflation increasing rapidly and interest rates rising, our purchasing power is quickly decreasing. In this episode, Greg DuPont is joined by Kirk Chisholm to talk about why a recession is happening. You may want to put your money into stocks or cryptos to avoid losing to inflation, but is that a good idea during a time like this? Greg...

With new biotechnology being released daily, what we once knew in the medical field is being replaced by new discoveries. Harvard medical school reported that the half-life of medical knowledge was 18 to 24 months and is predicted to be decreasing rapidly.  In this episode, Greg DuPont is joined again by John McConnel to talk about what the future holds for the rapid advancements in biotech. With...

When it comes to Bitcoin and Blockchain, its main purpose has changed slightly, but does that mean it isn’t a good investment anymore? In this episode, Greg DuPont is joined by John McConnell to answer all the questions you may have about Bitcoin and the Blockchain. It may be hard to understand where its value comes from but once you understand, you can start making better decisions with your NFT...