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) →