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 endures through generations.
As we unwrap the layers of financial upbringing and ethical practices, the conversation turns to the humor and humility found in my family's prayer and how it shaped our approach to money and generosity. We tackle the pitfalls of spoiling children and the greatness in modest living, while also diving deep into the murky waters of the financial industry, where trust is both the rarest and most valuable currency. With an eye towards the future, our discussion highlights the transitional journey from simply managing wealth to understanding the intricacies of business financials, all through the personal anecdotes and life lessons passed down by parents who weathered the Great Depression.
Wrapping up, we share the belief that with the right mindset and guidance, even the complexities of life insurance and real estate can be navigated with ease. Whether we're talking about the power of compounding wealth and wisdom or the significance of leaving a meaningful legacy, this episode is a treasure trove of insights into building a future that's as rich in values as it is in finances. So, kick back, tune in, and let's take this ride together through the land of ethical financial practice, wealth-building, and lasting legacies.
Find Ducharme Wealth Management here:
https://www.ducharmewealth.com/
Find Blue Form Media:
https://www.blueformmedia.com/
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 separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.
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 endures through generations.
As we unwrap the layers of financial upbringing and ethical practices, the conversation turns to the humor and humility found in my family's prayer and how it shaped our approach to money and generosity. We tackle the pitfalls of spoiling children and the greatness in modest living, while also diving deep into the murky waters of the financial industry, where trust is both the rarest and most valuable currency. With an eye towards the future, our discussion highlights the transitional journey from simply managing wealth to understanding the intricacies of business financials, all through the personal anecdotes and life lessons passed down by parents who weathered the Great Depression.
Wrapping up, we share the belief that with the right mindset and guidance, even the complexities of life insurance and real estate can be navigated with ease. Whether we're talking about the power of compounding wealth and wisdom or the significance of leaving a meaningful legacy, this episode is a treasure trove of insights into building a future that's as rich in values as it is in finances. So, kick back, tune in, and let's take this ride together through the land of ethical financial practice, wealth-building, and lasting legacies.
Find Ducharme Wealth Management here:
https://www.ducharmewealth.com/
Find Blue Form Media:
https://www.blueformmedia.com/
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 separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.