Financial Detox® Show - Intelligence Driven Advisers
254 FOLLOWERS
Welcome to the Financial Detox Show - a show that's dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence-Driven Advisers. He shows people how to steer clear of toxic advice, achieves financial peace of mind, and manage their wealth for maximum impact and now, he wants to empower YOU to do the same!
Financial Detox® Show - Intelligence Driven Advisers
3w ago
In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith, and Darcy Wadsworth to discuss various financial topics, including retirement savings, rising expenses, the importance of financial planning, and the incorporation of alternative investments. They emphasize the need for a dynamic and comprehensive financial plan that adapts to changing circumstances. Additionally, they highlight the excitement and transformative power of financial planning in helping individuals achieve their goals and live their best lives.
Takeaways
Building a comprehensive financ ..read more
Financial Detox® Show - Intelligence Driven Advisers
5M ago
Stay Calm and Keep It Quiet: The first and most important step is to stay calm and take some time to process your win. It's tempting to share the news with everyone, but it's wise to keep it quiet initially to protect your privacy and security.
Verify Your Ticket: Double and triple-check your ticket to ensure it's genuine and matches the winning numbers. Consult with professionals and the lottery authority to confirm your win.
Maintain Anonymity: In many states, lottery winners have the option to remain anonymous. Consider doing this to protect your identity and minimize un ..read more
Financial Detox® Show - Intelligence Driven Advisers
9M ago
Welcome to Financial Detox®- video addition. Financial Detox® (FD) has been podcasting for years and recently decided to add video content to our show. We hope you enjoy! This week we kick off a Summer Series on FD discussing how the idea of Financial Detox came about and what it really means to investors. Jason Labrum (CEO of Intelligence Driven Advisers) and Co-Host Alex Klingensmith (President of Intelligence Driven Advisers) discuss the latest and hottest topics surrounding wealth management, tax planning, and financial planning ..read more
Financial Detox® Show - Intelligence Driven Advisers
1y ago
Find us online at: Financialdetox.com Email us at:jason@financialdetox.com
Call us at: (877) 707-8889
____________________________________________________________________________
Show Title:The Benefits of Fully Integrating Your Taxes and Wealth Management
· Who are your team of advisers?
· What a typical CPA experience is like
· What a fully inte ..read more
Financial Detox® Show - Intelligence Driven Advisers
1y ago
Financial Detox® Show - Intelligence Driven Advisers
1y ago
Show Description:
Jason started the show by introducing a special guest Estee Gubbay, who is a luxury travel expert with Luxurist Travel. Thomas Ohanesian, a wealth adviser on the Financial Detox team at IDA, also joined Estee and Jason in the studio. He talked about how everyone is fed up with talking about the elections and all the nonsense that is going on around the world, so it is perfect timing to pivot and talk about wealth management and bearing the fruits of hard work by traveling. Estee is a travel specialist who just wrote the exciting book Your Travel Bucket List, which will ..read more
Financial Detox® Show - Intelligence Driven Advisers
2y ago
Show Description: Jason and Alex directly address the recent volatility caused by the Coronavirus. The engine behind the Financial Detox team is their wealth management firm Intelligence Driven Advisers (IDA). The beginning of every client relationship with IDA focuses on setting a foundation of expectations and perspective. Investors should be prepared for markets going up and markets going down. The long term expectation is that they will continue growing as history has shown us. This does not make times like these easier to bear. Jason talks about the average growth of the S&P 500 six a ..read more
Financial Detox® Show - Intelligence Driven Advisers
2y ago
Show Description:
Jason and Alex welcome special guest Mike Battin. Mike is a founder, partner and business attorney of Navigato & Battin based out of San Diego. Casual conversation about intermittent fasting and ketosis transitions into the newly implemented employer law dictating employee classification between independent contractors and W2 employees. This crucial topic affects thousands of California businesses and is a very important law to get right. The previous law consisted of an 18-step test to determine classification. That law has now been narrowed to a three-step test commonly ..read more
Financial Detox® Show - Intelligence Driven Advisers
2y ago
Show Description:
Jason and Alex welcome back Agustin Lebron, Co-Founder & Managing Director of Essilen Research. Agustin is also a member and active investor in Tech Coast Angels San Diego and author of The Laws of Trading. In this episode they explore the popular topic of private equity. The market run up has allowed for unprecedented levels of private equity activity, combined with easier access than ever for an investor to become a private equity investor. They discuss the ever-important question – just because you can do something, should you – in detail. It starts with the informatio ..read more
Financial Detox® Show - Intelligence Driven Advisers
2y ago
Show Description:
Jason and Alex started the show by taking a step back and reminding listeners and themselves why IDA’s team does not pick individual stocks and try to time the market. There are always unpredictable events that will happen with individual companies, such as Cox communication’s internet going down for multiple days unexpectedly. One of the biggest questions that clients and prospective clients have been asking is “What are you going to do to fight back against inflation?” Jason explained one of the main reasons that people are getting nervous about inflation is because t ..read more