Tall Oaks Podcast
Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives.
DISCLAIMER: 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.
Tall Oaks Podcast
Latest Episodes
Estate Planning Beyond the Will: Probate, Taxes & Gifting
Most people think a will and a trust binder means their estate plan is done. But when we open that binder, we usually find blank pages, homes never titled into the living trust, and accounts that were never funded. The document looks complete —...
Debt Payoff and Investing: A Coach's Playbook
Should you pay off debt or invest first? A Ramsey-certified financial coach breaks down how to do both — the smart way.In this episode of the Tall Oaks Podcast, Branden DuCharme sits down with Marcus Corvino, the financial coach at DuCha...
Trump Accounts Explained: Free Money, Real Tradeoffs
Trump Accounts became legal on July 4, 2026. Branden DuCharme and Carisa walk through what they are, who qualifies, and where they fit in a real plan.Kids born between January 1, 2025 and December 31, 2028 can receive a one-time $1,000 c...
Is Playing It Safe Still Working? | June 2026 Market Recap
Is playing it safe still working? Branden DuCharme breaks down what happened across the markets in June and what the charts are signaling heading into the second half of 2026 — interest rates, the US dollar, Bitcoin, emerging markets, the Magni...
Your Cheapest Policy Could Be Your Most Expensive Mistake
Is your cheapest insurance policy quietly setting you up for financial disaster? In this episode of the Tall Oaks Podcast, Branden DuCharme sits down with Latham Jepson — a property and casualty insurance broker based in Utah — to break down th...
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