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 learning, and one relationship you're willing to improve.

Legacy isn't a lump sum; it's the why behind your choices. We talk through practical ways to design impact now instead of only planning for later—funding shared experiences that become family stories, or structuring support that passes on values, not just assets. From reimbursing tuition for goals met to mentoring a first business with accountability, we explore how money can be a bridge for character, resilience, and connection without becoming a tool for control.

We also turn to education as a lifelong advantage. With access at an all-time high, learning can be a library course, a professional certification, a serious approach to a hobby, or a deep dive into a new field that keeps your mind sharp in retirement. Curiosity compounds: it widens your network, lifts your confidence, and increases the odds you'll be useful at the right moment. We connect learning to belonging, showing how breadth of knowledge opens doors to richer conversations and more meaningful community.

Finally, we challenge you to pick one relationship to renew this year. Whether it's a spouse as the nest empties, a child you can't quite reach, or a friend you've drifted from, small consistent actions change the story. True wealth shows up as contentment, service, and presence—the kind that endures when markets swing and milestones pass.

KEY TOPICS:
Defining legacy through purpose, not amounts
Designing experiences vs writing checks
Using money to teach values with accountability
Education as a lifelong, accessible practice
Curiosity as a connector and resilience builder
Choosing one relationship to repair this year
Wealth as contentment, gratitude, and service

The numbers still matter; our job is to make them efficient so your values can do the heavy lifting.

👉 Subscribe, share with someone you care about, and comment: What legacy are you building on purpose this year?

Find Du Charme Wealth Management here:
https://ducharmewealth.com

Phone: 
(435) 288-3396

DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it 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.

[00:00:00] Setting Intentions For Wealth
[00:06:57] Cash Inheritance vs Impact
[00:20:55] Aligning Help With Family Culture
[00:30:16] Education As Lifelong Practice
[00:38:28] Connection Through Learning
[00:41:05] The Belief Window Reference