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The Retirement Plan Most Federal Employees Are Running Blind

Tall Oaks Podcast — Episode 125 with Branden DuCharme & Trevor Trebbien Federal employees have one of the strongest retirement setups in the country — a pension, Social Security, and a low-cost 401(k)-style plan stacked on top of each other. So why do so many of them arrive at retirement

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Estate Planning Mistakes That Cost Families Thousands | Episode 123

Estate Planning Isn’t Just a Will: 3 Things Most People Get Wrong Tall Oaks Podcast, Episode 123 — with Branden DuCharme and Carisa Bertrand Estate planning is far more than having a will. A complete plan has three parts most people overlook: your taxable estate, your probate estate, and gifting.

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June Market Update | Is Playing It Safe Still Working

Is Playing It Safe Still Working? June 2026 Market Recap The short version: In June 2026, interest rates stayed “higher for longer,” the US dollar broke out to the upside, Bitcoin quietly fell more than 50%, and the Magnificent 7 corrected harder than the headlines suggested — Microsoft alone was

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Podcast #113 Insurance Gaps Most People Don’t See Coming

Insurance is supposed to be boring, and that is exactly why people get burned by it. The core idea of a smart insurance review is simple risk management: you pay a relatively small premium to protect against an unlikely event that would wreck your finances. That means the goal is

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