Podcast #81 with Carisa Bertrand: Rebranded to The Tall Oaks Podcast
The heart of this episode is a simple promise: we will trade quick thrills for lasting shade. That promise guides the rebrand to Tall Oaks and sets the tone for everything we plan to create—education that helps real people map real financial lives. We open with transparency and disclaimers because
Branden DuCharme, CMT
October 1, 2025