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Recent Episodes
2024 Mid-Year Report – Part 2 (Ep 53)
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, unemployment rates and inflation rates for the rest of 2024 and 2025 Why the market is currently overvalued and what that could mean for the future How the ‘Magnificent 7’ are currently driving market trends The importance of structural integrity in financial planning to minimize risk What could be in store for the upcoming Federal Reserve meetings How insurance companies are leveraging government bonds for greater returns Actionable advice to weather market volatility Stay tuned for more insights on navigating the financial landscape and achieving your retirement goals! Connect with Greg DuPont Advocate Wealth Solutions Website (614) 408-0004 LinkedIn: Gregory DuPont
2024 Mid-Year Report – Part 1 (Ep 52)
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 inflation and interest rate changes have impacted the market this year How negative and positive economic indicators could predict what happens in 2025 The role of consumer sentiment in driving market trends The impact of AI mentions in quarterly earnings calls and stock valuations How the upcoming November election may affect the market Don’t miss our next episode where we uncover economic predictions for the second half of 2024 and beyond! Connect with Greg DuPont Advocate Wealth Solutions Website (614) 408-0004 LinkedIn: Gregory DuPont
Smart Retirement Strategies Amid Changing World Demographics (Ep 51)
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 next 15 years Gain insight into global demographic changes and how they’re poised to affect the workforce Understand why being proactive and aware of changing market dynamics is crucial for financial stability And more! 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 Connect with Greg DuPont Advocate Wealth Solutions Website (614) 408-0004 LinkedIn: Gregory DuPont
Preparing for the Next Economic Revolution (Ep 50)
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, drawing parallels to today’s situation Key Influential Books: Discover key points from Ray Dalio’s “Principles for a Changing World Order” and “The Fourth Turning” by Neil Howe Debt and Deficit Concerns: Recognize the staggering predictions for U.S. debt and unfunded liabilities by 2032 Tax Implications: Explore the potential for increased taxation as a means to address the growing fiscal imbalance, and how it may affect your family Personal Financial Strategies: Learn about practical steps to protect your finances, such as Roth conversions and tax-free saving vehicles Connect with Greg DuPont Advocate Wealth Solutions Website (614) 408-0004 LinkedIn: Gregory DuPont
Navigating Medicare with Suzanne McClain (Ep 49)
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 the “Medicare Joy” process can give you personalized advice, solutions and peace of mind Case studies on how Suzanne has saved her clients hundreds of thousands of dollars The significance of yearly reviews and plan adjustments And more! Connect with Suzanne McClain 614-448-1834 Suzanne@numedicareadvisors.com numedicareadvisors.com LinkedIn: Suzzanne McClain Contact Greg DuPont Advocate Wealth Solutions Website (614) 408-0004 LinkedIn: Gregory DuPont 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.
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