Aligning Wealth with Values: Strategies for a Meaningful Life

Du Charme Wealth Management Podcast

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 you through the initial shock and long-term implications on your relationships and self-perception.
What happens when emotions cloud your financial decisions? We dive into strategies that help maintain clarity amidst chaos, such as establishing a “decision-free zone” to unload stress. Learn practical steps for handling high-pressure financial conversations and the significance of thoughtful decision-making. We also discuss the importance of financial planning, especially during market volatility or life changes, and how advisors can support you through these turbulent times.
Managing wealth isn't just about numbers; it's about aligning with your core values and long-term goals. From tax-efficient strategies for inherited IRAs to the benefits of Roth IRAs in retirement planning, we cover it all. Discover the advantages of involving trusted advisors and even therapists to navigate overwhelming financial changes. Through insightful anecdotes and expert advice, this episode is your guide to using newfound wealth meaningfully, ensuring it enhances your life without defining it.
Find Du Charme Wealth Management here:
https://www.ducharmewealth.com/
Find Branden Du Charme here:
https://calendly.com/letsgobranden
Find Shadow Ridge Asset Management here:
https://shadowridgeinvest.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• [phone] • 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.