From Tax Planning to Retirement Strategies: Financial Prosperity in Entrepreneurship

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.

On the first episode of Ducharme Wealth Management Podcast, Branden Ducharme is joined by Carisa Bertrand , a wealth management advisor and new team member at Ducharme 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.

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