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Podcast #1 with Carisa Bertrand: Financial Prosperity in Entrepreneurship

Podcast #1 with Carisa Bertrand: Financial Prosperity in Entrepreneurship

March 19, 2024

On the first episode of Du Charme Wealth Management Podcast, Branden DuCharme is joined by Carisa Bertrand , a wealth management advisor and new team member at Du Charme Wealth Management. Together they shed light on the importance of comprehensive financial planning for entrepreneurs. They stress the need for tax planning, income planning, and investment planning to seamlessly work together. Discover the significance of diversifying income sources and effectively managing personal finances. Gain insights into the balance between reinvesting in the business for growth and ensuring profitability. Tune in to learn about financial discipline, strategic planning, and proactive financial management for long-term stability.