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 … Continue reading 2024 Mid-Year Report – Part 2 (Ep 53) →

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) →

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) →

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) →

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) →

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 … Continue reading Things You Should Know Before a Recession (Ep.29) →

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 … Continue reading An Unpredictable Future With Biotech Advancements. (Ep.28) →

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 … Continue reading Bitcoin And The Blockchain (Ep.27) →

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 … Continue reading Are There Investment Opportunities as a Result of Inflation? (Ep. 26) →

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 … Continue reading Is Inflation Going to Get Worse? (Ep. 25) →

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 … Continue reading Lessons in Mutual Funds and Investments with John McConnell (Ep. 24) →

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 … Continue reading The Conundrum of Stocks and Bonds with John McConnell (Ep. 23) →

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 … Continue reading 22. The Ins and Outs of Gun Ownership Management, Part 2 with Derek DeBrosse →

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 … Continue reading 21. The Ins and Outs of Gun Ownership Management, Part 1 with Derek DeBrosse →

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 … Continue reading 20. The Dangers of Annuities →

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 … Continue reading 19. The Art of Leadership →

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 … Continue reading 18. Being Ready for the Unexpected →

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 … Continue reading 17. The Future and Taxes →

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 … Continue reading Episode 16 – Let's Go Back to Basics – Part 4 →

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 … Continue reading Episode 15 – Man on a Mission — With Guest Matt Zagula →

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 … Continue reading Episode 14 – Vaccine Injury Claims — With Guest Braden Blumenstiel →

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 … Continue reading Episode 13 – Get in Touch With Your Feelings When Investing During COVID-19 →

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, … Continue reading Episode 12 – Estate Tax Planning in the COVID Era →

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 … Continue reading Episode 11 – Hey, What's on Your Mind? →

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 … Continue reading Episode 10 – It's Time to Take the Trash Out →

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 … Continue reading Episode 9 – Biden Our Time →

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 … Continue reading Episode 8 – Let's Go Back to Basics: Part 3 →

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 … Continue reading Episode 7 – Setting Financial Goals That Will Change Your Future →

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 … Continue reading Episode 6 – Let's Go Back to Basics – Part 2 →

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 … Continue reading Episode 5 – Let's Go Back to Basics: Part 1 →

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: … Continue reading Episode 4 – The Increase of National Debt →

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 … Continue reading Episode‌ ‌3‌ ‌-‌ ‌The‌ ‌Countdown‌ ‌To‌ ‌Retirement:‌ ‌10‌ ‌to‌ ‌12‌ ‌Year‌ ‌Edition‌ ‌ →