Your Financial Advocate

Your Financial Advocate

Latest Episodes

Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)
December 14, 2022

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)
November 30, 2022

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)
October 12, 2022

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)
September 28, 2022

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)
September 14, 2022

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)
August 29, 2022

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)
August 10, 2022

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)
July 27, 2022

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)
July 13, 2022

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)
June 29, 2022

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