Check out our latest Podcast episodes and blog posts.
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In the latest episode of our podcast, we delve deep into the world of strategic tax efficiency, innovative charitable giving, and advanced investment insights with the expertise of Carisa Bertrand. This episode is packed with actionable advice and strategies that promise to enhance your financial planning and tax efficiency. We
Navigating the financial complexities of divorce can feel like traversing a maze without a map. In our latest episode of the Du Charme Wealth Management Podcast, certified divorce financial analyst Rhonda Noordyk shares her insights on how to manage these intricate issues effectively. Rhonda emphasizes the importance of empowering clients
In this episode, Kim Arthur, founding partner at Main Management, offers a deep dive into the intricacies of financial markets and investment strategies. The discussion begins with a focus on the influence of market sentiment on post-election outcomes. Arthur shares his insights into how the anticipation of contested election results
Real estate investment is a dynamic and potentially rewarding venture, but it comes with its complexities. In the latest podcast episode, property management expert Trent Collins sheds light on transforming real estate investments into lucrative passive income streams. With over two decades of experience, Trent guides listeners through the essentials
Reverse mortgages have emerged as a powerful financial tool in retirement planning, offering seniors an innovative way to unlock home equity and secure their financial future. In our latest podcast episode, we dive deep into the strategic role of reverse mortgages, exploring their evolution from a once-misunderstood product to a
In this engaging episode, we dive into the journey of Christian Duncan, a college dropout who successfully navigated the world of real estate investment to achieve financial independence. His story serves as an inspiring blueprint for anyone looking to transform their financial life from struggle to success. Growing up in
In the ever-evolving landscape of finance, the interplay between emotional manipulation and informed decision-making becomes increasingly crucial. The latest episode of our podcast delves deep into the financial fear tactics that often pervade the market, exploring how these tactics exploit investor anxieties and the steps one can take to protect
In this enlightening episode, Jim Alder, a seasoned attorney from the Alder Law Group, delves into the complex world of Medicaid planning and asset protection. With a wealth of experience, Jim unravels the intricacies of preserving generational wealth while navigating the challenges of estate planning. Medicaid planning is not just
In the latest episode of our podcast, we delve into the intricate world of life insurance and annuities with Carson Porter, a respected figure in the insurance industry. Our discussion aims to equip listeners with the knowledge needed to navigate these complex financial instruments, emphasizing the importance of ethical financial
Are you ready to safeguard the well-being and independence of your aging loved ones? In this enlightening podcast episode, we sit down with Blake Watson, the innovative mind behind Age Proof Homes. Blake’s journey from a successful career in finance to becoming a certified aging-in-place specialist offers a compelling narrative
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.
