Check out our latest Podcast episodes and blog posts.
You can also listen to our full Podcast episodes on all major platforms including:
Long-term care planning is a critical aspect of comprehensive financial planning that often gets overlooked until it’s too late. As discussed in our latest podcast episode, this oversight can lead to devastating consequences for both the individual requiring care and their loved ones. Understanding what constitutes a long-term care event
In the ever-evolving landscape of investment strategies, return stacking has emerged as a powerful approach for portfolio diversification without sacrificing exposure to traditional asset classes. As explained by Corey Hoffstein, owner of Newfound Research, this strategy—originally known as portable alpha when pioneered by PIMCO in the 1980s—offers investors a way
Understanding the ins and outs of tax debt is crucial for anyone navigating the complexities of personal or business finances. In today’s episode, we delve deep into tax debt resolution with our special guest, Morgan Anderson, an expert enrolled agent with over two decades of experience. Morgan focuses exclusively on
In the world of real estate, most people visualize pristine suburban single-family homes or luxurious condos, but a whole market exists in the land of the dilapidated—that is, the rundown motels and hotels that dot our highways. In this episode, we dive into the innovative and bold approach taken by
Navigating the complex world of retirement accounts can feel daunting, especially during tax season. In our latest podcast episode, we delved deep into the nuances of 401(k)s and IRAs, unraveling their potential benefits, limitations, and the intricate differences between them. Understanding these accounts is crucial for anyone serious about building
Student loans are often a necessary part of pursuing higher education, enabling students to invest in their futures. However, understanding the intricacies of student loans can be a daunting task, filled with confusing terms and overwhelming choices. As student debt continues to rise and affect millions of Americans, it’s crucial
As tax season approaches, many individuals and small business owners may find themselves overwhelmed, sifting through boxes of receipts and searching for tax documents in a desperate bid to meet deadlines. In the latest episode of the Ducharme Wealth Management Podcast, we delve into essential strategies to alleviate the stress
In the world of investment strategies, factor investing is gaining traction among both seasoned and novice investors. This method revolves around identifying specific characteristics, or “factors,” that drive asset performance. In our latest podcast episode, we explore the nuances of factor investing with Dan Huffman, a self-proclaimed expert in this
In today’s fast-paced business environment, the idea of purchasing commercial real estate can seem daunting for many business owners. Yet, as explored in our recent podcast episode, there are a myriad of compelling reasons to consider investing in property rather than solely relying on leasing. Commercial real estate has the
In today’s digital landscape, where our lives are increasingly intertwined with technology, the importance of cybersecurity cannot be overstated. With rising concerns about cyber crime and online scams, everyone from individuals to small businesses must take proactive steps toward protecting themselves. Recent discussions have highlighted the alarming rise in sophisticated
