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Podcast #28 with Carisa Bertrand: Self-Directed IRAs, Mortgages & Dave Ramsey’s Baby Steps

Navigating the financial landscape as you approach retirement can be daunting, but understanding the intricacies of self-directed IRAs, life insurance policies, and financial independence strategies can pave the way to a secure future. Our latest podcast episode delves into these crucial topics, offering expert insights and actionable advice to help

Branden DuCharme, AWMA® September 27, 2024

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Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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