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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.
Most people buy home insurance and auto insurance the way they buy phone plans: pick a price, hope it works, and try not to think about it. But property and casualty insurance is not a subscription, it’s a financial risk management tool built to protect you from low-probability, high-impact events.
For years, real estate investing has been marketed like a guaranteed path to wealth, but the numbers don’t always back the story. When you treat a home as a pure investment, your return is dominated by macro forces like mortgage interest rates, inflation, and wage growth, not just the house
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
Most American portfolios take far more concentration risk than people realize, with heavy exposure to US stocks and US bonds while ignoring cheaper global markets. That home bias feels comfortable, but comfort is not the same as resilience, especially when valuations are stretched and future returns may be lower. A
May 2026 feels like a month where disciplined investing matters more than bold predictions. We walk through a market recap built around process: predefined rules, methodical decisions, and a financial plan that tells you how much risk to take when headlines get loud. A major theme is the return of
People love the phrase passive income, but real estate rarely behaves that way in practice. A single rental can feel like a simple check each month, yet the owner is often on call for vacancy, repairs, insurance claims, property tax surprises, and tenant problems. That is why the most honest
A net worth statement is the simplest financial tool most people never build, and it is also one of the most powerful. Think of it as a personal balance sheet that gives you instant clarity: assets are what you own, liabilities are what you owe, and the difference is your
Social Security claiming strategy sounds simple until you realize it is a lifetime decision with ripple effects across a household. You can start benefits at age 62, claim at full retirement age (often 67), or delay to age 70 for delayed retirement credits. Those dates are not trivia. They change
Oil, rates, and inflation dominate this April market recap, and the common thread is that prices often move before headlines do. One of the cleanest market-based inflation signals is the relative performance of TIPS versus nominal Treasuries. When Treasury Inflation-Protected Securities start outperforming, it suggests investors are paying up for
