Du Charme Wealth Management 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.
Episodes
60 episodes
Avoid Budget Battles With Your Partner
Ever wonder why money arguments with your partner feel so much bigger than the actual dollars involved? Marriage and family therapist David Jones reveals the powerful emotional undercurrents that drive financial conflicts in relationships.<...
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Season 1
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Episode 60
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31:05
Transparent Protection: How Buffered ETFs Change the Investment Game
The investment world has long been divided between growth-seeking equity exposure and safer, income-producing alternatives. But what if you could bridge this gap with a strategy that offers downside protection while maintaining meaningful upsid...
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Season 1
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Episode 59
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33:16
Who Gets Your Stuff? The Documents That Speak When You No Longer Can
Your estate plan isn't complete when you sign those documents – it's just beginning. After working intensively with clients on estate planning this quarter, we've uncovered the critical gaps between having legal documents and having an effectiv...
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Season 1
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Episode 58
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28:53
Portfolio Construction in a Volatile Market
The investment landscape is transforming before our eyes, and old paradigms simply won't cut it anymore. In this conversation with Paisley Nardini, we dive deep into what modern portfolio construction really means in today's volatile market env...
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Season 1
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Episode 57
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52:18
Ready to Take Control of Your Tax Situation?
The frustration is all too familiar—you're sitting with your tax professional in March, desperately asking what can be done to reduce your tax bill, only to hear those dreaded words: "It's too late." Explore the critical difference between tax ...
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Season 1
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Episode 56
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30:14
Are You Ready for the New Economic Reality?
The investment landscape is changing fundamentally, and Jim Bianco of Bianco Research is here to prepare us for what's ahead. Forget the market euphoria of recent years – we're entering what Jim calls the "4-5-6 market," where cash returns 4%, ...
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Season 1
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Episode 55
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48:01
Risk: A Fundamental Force That Shapes Our World
What do bridge engineers and portfolio managers have in common? A whole lot more than you might think. In this fascinating philosophical exploration, structural engineer Trevor Gardner joins us to uncover the striking parallels between engineer...
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Season 1
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Episode 54
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1:16:30
The Burden & High Costs of Long-Term Care
The uncomfortable truth about aging is that many of us will require significant assistance in our final years—yet few have adequately prepared for this reality. In this deeply personal and practical discussion, a father-son financial advisory t...
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Season 1
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Episode 53
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39:59
Maximizing Returns: The Strategy of Return Stacking
Corey Hoffstein breaks down the strategy of "return stacking," which allows investors to maintain core portfolio exposure while adding diversifying alternative investments on top without the traditional funding problem. The concept revolutioniz...
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Season 1
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Episode 52
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55:12
Navigate and Tackle IRS Challenges
Tax debt can seem like an insurmountable obstacle, but it doesn't have to be. In our latest episode of the Du Charme Wealth Management Podcast, we navigate the complexities of tax debt resolution with expert Morgan Anderson, an enrolled agent w...
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Season 1
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Episode 51
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1:01:33
Converting Motels Into Apartments
Kevin Kennedy shares his unconventional approach to real estate by converting dilapidated motels into affordable housing. He discusses his journey, unique investment strategies, past experiences—including a humorous encounter on Judge Judy—and ...
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Season 1
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Episode 50
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1:23:29
Retirement Accounts: Approaching Tax Season
We explore the intricate landscape of retirement accounts, emphasizing the importance of understanding 401(k) and IRA benefits, tax treatments, and contributions. Our discussion highlights essential strategies for effective retirement planning ...
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Season 1
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Episode 49
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43:22
Ease the Burden of Student Loans
Student loan repayment with Emma Crawford, a certified financial planner who specializes in student loan strategies. Emma guides us through the often-confusing terrain of federal student loans, revealing crucial insights into various repayment ...
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Season 1
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Episode 48
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33:37
3 Things You Can Do To Prepare For A Smoother Tax Season
Turn tax season from a dreaded chore into a smooth, stress-free experience with insights from Grayson Tracy, a seasoned CPA from Savage Esplin & Radmall. Grayson shares his expert advice on overcoming common hurdles like disorganized record...
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Season 1
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Episode 47
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47:40
Achieve Long-Term Success with Factor Investing
Dan Huffman is the founder of Cornerstone Financial Planning, where he helps clients achieve financial independence through real estate investing and factor investing strategies. He lives with his wife and son in Colorado Springs, CO, and they ...
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Season 1
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Episode 46
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1:00:04
3 Reason Business Owners Should Invest In Commercial Real Estate
This episode explores why business owners should consider investing in commercial real estate as a strategic move for financial growth and sustainability. By discussing the control over expenses, the potential for asset appreciation, and the be...
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Season 1
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Episode 45
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38:45
Protect Your Identity From Hackers
John Siggard is the founder and owner of two MSP (Managed Service Provider) companies based in Washington, Utah: Superior Technical Solutions and IT4Eyes. Since its founding in 2009, Superior Technical Solutions (STS) has focused on two primary...
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Season 1
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Episode 44
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36:44
Estate Planning Basics
Estate planning is more than just a will or trust; it's about safeguarding your legacy and ensuring your wishes are honored without the public spectacle of probate. We shed light on the critical elements that make an estate plan comprehensive, ...
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Season 1
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Episode 43
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25:08
Start the New Year on the Right Financial Foot
Kickstart your financial journey this year with essential strategies and expert insights with Branden and Carisa. Learn how to organize and update your financial information effectively, transforming your personal balance sheet into a powerful ...
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Season 1
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Episode 42
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43:55
Valuation Mysteries and Market Momentum
As 2025 approaches, this episode dives into market predictions, valuations, and the impact of emotional psychology on investment decisions. Expert insights on cyclical analysis draw parallels between macro trends and tactical asset allocation s...
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Season 1
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Episode 41
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52:44
Myth Busting: ETFs Vs. Mutual Funds
Discover how financial wisdom can transform your investment strategies with Aaron Best, a certified financial planner who brings his expertise on modern investment vehicles. We promise you'll uncover the hidden truths behind ETFs and mutual fun...
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Season 1
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Episode 40
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51:58
Election Is Over: What Now?
Join us as we explore the current economic landscape with our special guest, Strider Elass, a senior economist from First Trust Advisors L.P. We tackle the enduring dominance of the US dollar as the world's reserve currency, the potential chall...
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Season 1
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Episode 39
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47:57
Tax Planning Success Stories
Branden and Carisa promise to equip you with practical strategies to save thousands on your tax bill, just as Carisa did for one of her high-net-worth clients. Explore powerful charitable giving strategies that go beyond conventional cash donat...
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Season 1
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Episode 38
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40:58
Divorce Preparation: The Do's and Don'ts
In our latest episode of the Ducharme Wealth Management Podcast, certified divorce financial analyst Rhonda Noordyk joins us to share her expertise on navigating the financial intricacies of divorce. Like a guiding light during turbulent times,...
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Season 1
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Episode 37
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47:33
Lessons From A Former Investment Banker
Join us for a fascinating conversation with Kim Arthur, founding partner at Main Management, as he unpacks the nuances of financial markets and investment strategies. Gain insights into how market sentiment and expectations can lead to post-ele...
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Season 1
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Episode 36
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58:58
