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Check out our latest Podcast episodes and blog posts.

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Wednesday, June 5, 2024

Episode Summary: Navigating the financial markets can be akin to steering a ship through uncharted waters. Expert Jim, a professional futurist with a robust resume including a Master's in Foresight and designations such as CMT, CFA,...

Wednesday, May 29, 2024

Episode Summary: Navigating the realm of financial advice in the digital era presents a unique set of challenges and opportunities. The explosion of social media platforms like TikTok has democratized the dissemination of financial...

Wednesday, May 22, 2024

Episode Summary: Navigating the complex world of commercial lending and small business loans is a challenge that many entrepreneurs face. With the latest episode of our podcast, listeners get an in-depth look at the intricacies of...

Wednesday, May 15, 2024

Episode Summary: Navigating the insurance landscape can often feel like an intricate dance between safeguarding your assets and managing your financial health. The complexities of various policies and the daunting terminology used can...

Wednesday, May 8, 2024

Episode Summary: In the dynamic realm of finance, understanding the nuanced relationship between commodity prices, currency fluctuations, and investment strategies is crucial for navigating the economic landscape. Our latest podcast...

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Wednesday, May 1, 2024

On this episode of the podcast, Branden Ducharme and guest Monica Owens dive into the world of divorce mediation, financial planning, and real estate investments.

Wednesday, April 24, 2024

Tune in to this exciting episode of the podcast, where Branden DuCharme and guest Preston Mathews tackle the complex world of estate planning and tax implications...

Wednesday, April 17, 2024

On episode 5, Branden DuCharme and guest Greg Corneille shed light on the world of special needs financial planning. They delve into topics like special needs trusts, ABLE accounts, and the optimization of public benefits like SSI and...

Wednesday, April 10, 2024

In this captivating episode, Branden DuCharme and Aaron Best share their expertise on retirement planning and financial strategies. They stress the importance of proactive financial planning, including setting up wills, trusts, and...

Wednesday, April 3, 2024

On episode 3 of the Du Charme Wealth Management Podcast, Branden and guest Chantry Abbott cover a wide range of financial topics that will leave you informed and inspired. They delve into mortgage lending, credit card usage,...

Wednesday, March 27, 2024

On episode 2, Branden invites Alex Varner to delve into the dynamic realm of economics and investments. Get ready to explore the positive outlook on the macroeconomic environment and the crucial factors to keep an eye on, such as GDP,...

Tuesday, March 19, 2024

On the first episode of Du Charme Wealth Management Podcast, Branden DuCharme is joined by Carisa Bertrand. Together they shed light on the importance of comprehensive financial planning for entrepreneurs. They stress the need for...

Monday, October 10, 2022

Did you know an estimated 24.3 million 401(k) accounts and $1.35 trillion in assets have been left behind by job changers1. Have you ever left a job that had a Retirement Plan, like a 401k? What did you do with your money in that...

Thursday, March 22, 2018

March is Women's History Month and I have spent some time reflecting on how far our industry has come for women. Women are an important part of the finance world, not only in a business setting but also when it comes to taking charge...

Thursday, March 8, 2018

Congratulations, you got a tax refund! You worked really hard for your money, now here are some things you can do to get it to work hard for you, by building wealth. Tax refunds are wonderful things. Sometimes you're expecting it, and...

Monday, January 29, 2018

Getting married is such a whirlwind of excitement! I personally got married a couple years ago and I remember it quite vividly. There are so many things that need to be planned and paid for that it can leave your financial plan on the...

Wednesday, January 24, 2018

Losing a loved one is a difficult thing to go through. Even if you've done financial planning, you'll likely be unprepared for the burden of "what comes next.". Below, you'll find a helpful checklist for this often challenging transition...

Monday, December 11, 2017

One of the topics that hit our team meeting this month was how to help clients who are afraid of being "premium poor." Although we believe that our team can develop a financial plan that will serve any family, we also understand that...

Monday, October 23, 2017

Whether you're a new business owner, or you've been in the game for years, having a skilled Wealth Management Advisor in your corner is essential for success. ..

Wednesday, October 4, 2017

As we head into Q4, it’s a great time to schedule an annual financial review with your Advisor. We get it – we’re probably not on the top of your priority list, but we do want to offer our expertise when it comes to...