Your Financial Advocate

Latest Episodes
Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)
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 c
Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39)
As our parents age, sometimes its 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 conve
How To Pay for College with Ann Garcia, CFP® (Ep.38)
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
A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37)
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 Finan
Ways To Mitigate the Impact of Income Taxes with Jason Pueschel (Ep.36)
Paying taxes is a patriotic duty. But its your choice to pay more or less. To manage your personal income tax liability, its essential to listen to experts that can give life-changing guidance on th
Ways To Preserve Your Capital with Jason Pueschel (Ep.35)
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
Preparing Yourself to be Financially Ready for Elderly Care (Ep.34)
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 ep
Understanding the Historical Trends of the Markets (Ep.33)
Do you believe that history tends to repeat itself? The markets have been down recently and if it is anything like the past, it could be down for a while. In this episode, Greg DuPont goes back as far
Real Estate Market Opportunities Right Now! Part 2 With Richard Davis. (Ep.32)
In the previous episode, we talked about some challenges real estate investors may face as well as the opportunities for them. In this episode, Richard Davis is back to dig into more specifics about r
Real Estate Market Opportunities Right Now! With Richard Davis (Ep.31)
With real estate at all time highs, what kind of opportunities are there available to make the most out of it? In this episode, Greg DuPont is joined by Richard Davis, an expert in what is happening i