Are you ready to unravel the complexities of the mortgage industry? Our latest episode offers an eye-opening exploration of ethical considerations, historical practices, and modern regulations that shape today's mortgage landscape. Hear the compelling story of how straightforward advice can build trust and foster long-term client relationships. Lea…

Ever wondered how the shifting global economic landscape could reshape your investment strategies? Tune in as we unpack the future of currency hegemony and the resurgence of gold as a store of value. From the rise of onshoring and authoritarian regimes to America's enduring edge in tech innovation, we offer a panoramic view of the factors driving t…

In episode 12, certified financial transitionist Laura Redfern joins us to explore the emotional and identity shifts that come with unexpected financial windfalls. From entrepreneurial triumphs to receiving an inheritance, we unravel the complexities of managing newfound riches while staying grounded. Hear firsthand how Laura's expertise can guide …

Is market timing a myth or a misunderstood science? In today's episode, we sit down with Jim, a professional futurist and investment strategist, to unravel the complexities behind market timing and risk management. With a rich background that includes a Master's in Foresight, CMT, CFA, and CFP, and running his own RIA, StratFi, Jim brings a wealth …

Robert Ducharme left behind not just a legacy of agricultural tenacity from the family Wisconsin farm, but a financial compass that has guided the family through life's fiscal storms. It's stories like these—of tractors and life lessons—that we share with you, revealing the roots of our financial acumen and the importance of a work ethic that endur…

Unlock the enigma of commercial lending with Shannon Walker, an investment sage who strips away common misconceptions about funding for small and medium-sized businesses. This episode is a goldmine for entrepreneurs and seasoned business owners alike, offering a deep dive into the crucial financial considerations that dictate sustainable business g…

Have you ever considered the real impact of those small insurance claims on your ability to secure premium insurance plans? Join me and guest expert Rustin Staheli as we unravel the often-misunderstood world of insurance and risk management, examining the fine balance between being over-insured, under-insured, or just right. We're diving into the n…

Discover the exciting world of carry trades with Branden Ducharme and Michael Gayed on this episode of the podcast. They break down complex financial concepts and explain how borrowing in a low-interest-rate currency can lead to potential gains or losses when investing in higher-yielding assets. The conversation covers the risks of currency exposur…

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. From early financial planning to asset division, they cover it all, including splitting 401(k) accounts, the significance of Qualified Domestic Relations Orders (QDROs), and options like …

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. Learn about gift and estate taxes and how they may or may not affect you depending on the size of your estate. Discover the benefits of the step-up in basis for inherited real estate and…

In this captivating podcast episode, 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 Medicaid. Discover the significance of estate planning, life insurance, and tailored financi…

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 power of attorney documents. They also highlight the transition from accumulation to retirement income generation, foc…

On episode 3 of the Ducharme 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, homeownership, and financial safety. Learn about responsible credit management, analyzing bank statements for accurate loan as…

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, productivity, inflation, and interest rates. Discover the potential impact of evolving consumer behavior and remote…

DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are sepa…