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:

Stay tuned for more insights on navigating the financial landscape and achieving your retirement goals!

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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:

Don’t miss our next episode where we uncover economic predictions for the second half of 2024 and beyond!

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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:

Don’t miss out on this insightful episode that could change the way you approach your retirement.

Recommended Reading: The End of the World Is Just the Beginning: Mapping the Collapse of Globalization by Peter Zeihan

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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:

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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:

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About Our Guest

Suzanne takes pride in advising her clients in the area of Medicare Supplements, Medicare Advantage Plans, and Medicare Part D Prescription Drug Plans.  She thoroughly enjoys learning about her clients and then finding the best insurance solutions to fit their unique and individual needs. As opposed to simply being just their Medicare Advisor, she aspires to be a true guide and looks to form long-lasting relationships with her clients. Helping hundreds of Medicare clients in central Ohio has earned Suzanne multiple sales awards with the various insurance carriers. Including being ranked in the top ten in the state and in the top twenty nationally. Still, she considers being selected as the “Official Medicare Advisor of the Columbus Bar Association” as one of her most prized achievements. Suzanne serves on the board of directors for the Columbus Association of Health Underwriters.  She has had the opportunity to travel to Washington D.C. and weigh in on legislation that positively impacts those on Medicare. When Suzanne is not engaged in heroics as the superwoman of Medicare, she is busy being the mom of two teenage boys and a wife to her husband of 20+ years. 

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 business owner, this program could provide great benefit to both you and your employees.

Listen, as Greg and Josh discuss:

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About Our Guest

Josh has been in the insurance industry since 2009. Before insurance, he owned several businesses in the automotive industry and he’s a US ARMY Veteran. He’s married, has 3 daughters, and a dog named Sergio.

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 Greg and Lindsay as they delve into the intricacies of pre-retirement financial planning and the transition into retirement life.

Lindsay discusses:

Connect With Lindsay Troxwell

30 Day Roadmap to Retirement Readiness Workbook

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About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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 freedom in 3 to 7 years. They emphasize the importance of financial discipline and managing discretionary income to accelerate debt repayment, not just for mortgages but also for other loans.

Adam discusses:

● The Shred Method as a unique tool for achieving debt freedom within 3 to 7 years

Connect With Adam Carroll:

● LinkedIn: Adam Carroll

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About Our Guest:

Adam Carroll has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth building capacity. With an unwavering commitment to helping people make the most of the money they make, while limiting risk, reducing tax liabilities, and increasing liquidity, Adam Carroll has spent 15 years helping people do more with the money they make. He is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. He is the host of the Build A Bigger Life podcast, the curator of MasteryOfMoney.com and founder of The Shred Method.

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 joined by Tracey Spikes, Sr. Executive Distribution and Development Officer of the SMART Advisor Network. Tracy illuminates the path to financial liberation through the Debt Free for Life program, sharing insights from personal experience and professional practice.

Tracey discusses:

Connect With Tracey Spikes

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About Our Guest

Tracey Spikes believes debt and taxes are two of the greatest detractors to wealth accumulation and spendable income that Americans face today. He’s studied income in America extensively and came to the shocking conclusion that well over 50% of what we earn over our lifetime goes to paying taxes and/or interest.

It’s for these reasons he uses the Smart Advisor Tools suite of software that includes Debt Free 4 Life and Tax Smart 4 Life as part of his advisory work with clients, and trains similarly-minded advisors.

DF4L is a debt elimination app utilizing risk management based products, like life insurance, to modify a “snowball” approach to debt elimination and cash flow management.

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 well educated in this field in order to provide the proper guidance to their clients.

Greg DuPont sits down with Taylor Vick, Managing Director at Blue Ridge Asset Management, to explore the ins and outs of real estate investing. Taylor shares his expertise on various types of real estate investments and the benefits of using self-directed IRAs. He also covers strategies for leveraging tax benefits to enhance investment returns.

Taylor discusses:

Connect With Taylor Vick:

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About Our Guest:

Taylor Vick has pursued a passionate commitment to the real estate investment community in and around the upstate for decades. Obtaining his CFA (Chartered Financial Analyst) designation, Taylor continued to drive his passion for real estate investing at a high level pursuing the most advanced training, traveling the globe attending industry-leading conferences, and continuing to stay at the leading edge of the investment world each and every day. His tenacity for reaching industry-leading milestones for Blue Ridge has shown year after year, including an increasingly growing total of $150+ million in real estate funds managed.

As Principal and Managing Director, Taylor has a wide range of industry expertise and involvement including private company investments, acquisitions, commercial loans, agency debt, insurance company loans, non-recourse financings, 1031 exchanges, leases with purchase options, originating mortgage notes to buyers, receiving mortgage notes from sellers, contract assessments and equity cash-out refinancing among a variety of strategies that lead the industry in both performance and success.

Taylor’s success is not only driven by the impressive numbers, tenacity, and hunger to lead the industry but in the relational side of Blue Ridge. With an investor-first mindset, Taylor prioritizes investor relationships as the foundation of Blue Ridge’s advancement in the industry and the ever-growing investor client list is proof of his unwavering relational commitment.

You can also find Taylor involved heavily in supporting local community missions, organizations, and events as his local roots remain strong in supporting the upstate’s growth surge sustainably.