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.
Episodes
99 episodes
Markets Look Calm But Momentum Is Breaking—Here's What to Watch
Markets are whispering two messages at once: prices look confident, but momentum is slipping. In this episode, we unpack that tension with a plain-spoken tour through the data—starting with an S&P 500 that's still climbing while RSI and wee...
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39:35
Intermountain Health Froze Your Pension—Here's Exactly What to Do Next
Headlines say "pensions are gone," but the real story is more complicated—and way more actionable. In this episode, we break down Intermountain Health's pension freeze in plain English, translate pension credits into today's dollars, and show e...
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1:10:59
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The Hedge Fund Manager Who Keeps $0 (His Cancer Research ETF Beats the Market)
What if your healthcare allocation could deliver alpha and fund life-saving research at the same time? In this episode, we sit down with Mike Taylor—a scientist-turned–hedge fund manager who now runs PINK, an actively managed healthcare ETF tha...
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1:17:17
2025 Tax Law Changes
New tax rules can look like a gift—and still come with strings. In this episode, we dig into the updates that actually move the needle: a stronger below-the-line deduction for seniors, a temporary SALT cap increase to $40,000, and the return of...
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28:43
Your Estate Plan Is Probably Broken (Fix These 5 Things in Q1 2026)
A clean slate year deserves a clean estate plan. We kick off 2026 by pairing a smart investing filter—ask "How does it go wrong?"—with a step-by-step review that keeps your family out of probate and your intentions front and center. From misspe...
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42:54
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What Actually Makes You Wealthy (It's Not What You Think)
What if wealth had less to do with a number and more to do with what people remember about you? In this episode, we pull back from the spreadsheets and dig into three pillars that actually make life feel rich: an intentional legacy, a habit of ...
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41:39
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The Private Credit Illusion: Smooth Returns Are Just Hidden Volatility
Calm statements aren't the same as safe portfolios. In this episode, we sit down with Cliff Ambrose, a New York-based planner and author of the Yield to Maturity newsletter, to unpack the growing hype around private credit and private equity an...
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42:30
Why Gold Just Had Its Best Run Since the 1970s (and What Comes Next)
Gold just posted its strongest run since the late 1970s, and the move wasn't a fluke. In this episode, we break down the mechanics that actually set price: a sharp dollar slide, the sudden return of Western ETF inflows after years of redemption...
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1:04:34
The BlackRock Playbook for Retail Investors (with Joe Hegener from PIMCO & BlackRock)
Markets reward patience, but they also punish complacency. In this episode, we dive into the uncomfortable truth that investors will feel foolish at some point—and why that's often the price of being early rather than late. With high-yield spre...
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1:15:12
Bob Elliott: Markets Are Euphoric, But the Economy Isn't (What Happens Next)
Markets can sparkle while the floorboards creak. In this episode, we sit down with Bob Elliott to explore how euphoric equity pricing sits on top of a softer real economy and what that means for portfolios heading into a distinctly late-cycle s...
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1:13:46
Liquid Alternatives Explained: The Missing Piece in Your Portfolio
Markets don't move in straight lines, and neither should your portfolio. In this episode, we dig into liquid alternatives as a practical way to add non-correlated return drivers alongside stocks, real estate, Bitcoin, and precious metals—especi...
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1:09:25
The One Thing That Protects You From Money Losing Value
If the dollars in your account keep rising but buy you less each year, your measuring stick is lying to you. In this episode, we dig into the "denominator problem" of money—how debasement quietly raises the number of units required to buy the s...
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1:18:36
How to Actually Own Gold (And Why Most People Get It Wrong)
Prices rise, dollars stretch less, and most people feel the squeeze long before they see it on a chart. In this episode, we break down a practical framework for preserving purchasing power with precious metals—separating useful hedges from cost...
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1:03:41
Real Estate Without the Hype: When Property Actually Works (And When It Doesn't)
Want a clear-eyed view of real estate without the hype? We cut through the myths that make property feel safer than it is and break down the forces that actually move returns: inflation, interest rates, and the brutally simple math of affordabi...
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54:00
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What You Actually Own When You Buy a Stock (And Why It Matters Now)
What do you actually own when you buy a stock? It's not just paper—it's a legal claim on real assets, real cash flows, and real pricing power. In this episode, we break down why large cap U.S. equities can defend purchasing power in a debasemen...
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Season 1
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Episode 85
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31:31
Navigating Quad 2, Gold's Dollar Paradox & Inelastic Markets with Hedgeye
Markets don't just move—they stampede when liquidity thins and algorithms chase the same signals. In this episode, Robert from Hedgeye breaks down why flows are overpowering fundamentals in 2025, and what that means for your positioning heading...
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Episode 84
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1:01:02
Your Paycheck Buys Less Every Year—Here's Our 5-Asset Defense
We reframe risk as the threat of losing purchasing power and lay out a practical, adaptable plan for a higher‑inflation world. The five‑part framework blends real estate, US large caps, scarcity assets, and true liquid alts with sizing and liqu...
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Episode 83
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48:01
If risk only converts, what are you converting it into?
Markets don’t erase risk—they convert it. We take that idea and rebuild a portfolio playbook for a debasement era, where traditional bonds feel shaky, equities look priced for exogenous gains, and investors are piling into gold, Bitcoin, and “b...
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1:00:21
A family story shows how patience, education, and long-term thinking can grow wealth that lasts
The name Tall Oaks isn’t branding fluff; it’s a promise rooted in a family farm, two brick pillars, and a plaque that reminded us every day that great things grow slowly. We’re opening the door wider with a rebrand designed to welcome learners ...
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22:07
What Happens When You Put Humans Before Numbers?
Financial simplicity serves as a powerful defense against exploitation by the complex financial system. When you're just starting your wealth-building journey, focusing on fundamentals creates more lasting success than chasing complicated strat...
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2:05:15
Tax Hacks That Won't Leave You Broke
Igor shares his expertise on financial planning tailored specifically for creative professionals and freelancers, addressing the unique challenges they face without traditional employment structures. He breaks down four critical areas where sel...
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43:26
Breaking Down Bad Social Media Financial Advice
Investment decisions should always be contextual, reflecting individual circumstances, goals, and values rather than following generic advice from social media. One person's ideal investment could be completely inappropriate for another dependi...
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43:40
You can't eliminate risk, only decide which ones to take
Risk functions like energy—it cannot be created or destroyed, only converted from one form to another, which means you're always choosing which risks to take rather than eliminating risk entirely.• Risk does not equal return—it equals t...
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37:18
Your money should reflect your values, not random social media advice
Investment decisions should always be contextual, reflecting individual circumstances, goals, and values rather than following generic advice from social media. One person's ideal investment could be completely inappropriate for another dependi...
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44:04
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