Your Financial Advocate

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) →