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

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

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

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

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.

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:

• How to stay competitive in the job market and increase employee retention
• The comprehensive wellness benefits provided to employees under this program, including free telehealth and mental health resources
• How employees receive an average of $150 per month to spend on supplemental benefits without affecting their take-home pay
• Legal compliance and eligibility criteria for businesses considering the program
• And more!

Connect with Josh Kelley

• LinkedIn: Josh Kelley
• Email: josh@citadelbg.com

Connect with Gregory DuPont

• Advocate Wealth Solutions Website
• (614) 408-0004
• LinkedIn: Gregory DuPont

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:

• Strategies for managing energy levels to thrive in retirement
• The importance of addressing emotional concerns during the transition to retirement
• The role of identity and purpose in retirement planning
• Resources available for both consumers and financial advisors navigating retirement planning
• And more!

Connect With Lindsay Troxwell

• LinkedIn: Lindsay Troxell
• Email: Lindsay@OurCoachingInitiative.com

30 Day Roadmap to Retirement Readiness Workbook

Connect with Gregory DuPont

• Advocate Wealth Solutions Website
• (614) 408-0004
• LinkedIn: Gregory DuPont

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
● How to use money more effectively through the Shred Method
● The effectiveness of leveraging a home equity line of credit to pay off mortgage
● Exactly what type of consumers could find the Shred Method helpful
● The effectiveness of the Shred Method in tackling student loan debt and its role in building equity
● And more!

Connect With Adam Carroll:

● LinkedIn: Adam Carroll
● Website: The Shred Method (get $200 off)

Connect with Gregory DuPont:

• Advocate Wealth Solutions
• (614) 408-0004
• LinkedIn: Gregory DuPont

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.