Start the New Year on the Right Financial Foot

Jan 1, 2025

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Kickstart your financial journey this year with essential strategies and expert insights with Branden and Carisa. Learn how to organize and update your financial information effectively, transforming your personal balance sheet into a powerful tool for making proactive financial decisions. By regularly reviewing your assets and liabilities, you'll uncover opportunities for adjustments and improvements without the need for drastic changes.

We also explore the intricacies of portfolio management and investment strategies. Understanding your net worth statement and 401k assets at the year's start is critical. Discover the importance of asset allocation, the challenges of limited investment options, and the nuances of domestic versus international investments. With Branden and Carisa's guidance, you’ll learn how to consolidate retirement accounts and set up automatic contributions to ensure your investments are consistently working towards your financial goals.

Link to episode with Rustin Staheli:
https://www.youtube.com/watch?v=42SMnAp5dic&t=10s

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

#investmentstrategies #estatemanagement #financialservices #southernutah #stgeorgeutah #financialmastery

[00:00:00] Intro.
[00:01:24] Financial Objectives for the New Year.
[00:05:57] Portfolio Review and Investment Strategy.
[00:17:11] Asset Allocation and Financial Planning.
[00:28:46] Estate Planning and Insurance Review.
[00:38:40] Financial Planning Services and Offerings.
[00:42:59] Listener Engagement and Openness.

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.