Financial Detox® Show

Jason Labrum
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Financial Detox® Show

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. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, share industry secrets, and provide proven strategies that will take YOU from financial insecurity to financial independence. Topics will cover retirement planning, financial planning, estate planning, tax saving strategies, investment management, 401K, alternative investments, stocks, bonds, portfolio allocation, business strategies, business advice, and much more.

  1. 5 DAYS AGO

    AI Disruption, the Fed & Trump: What Investors Must Know in 2025!

    We will be talking about trending investment topics including the recent AI disruption of DeepSeek and how it's affecting investors, what role the Fed will be playing this year and how it all plays into Trump and his administration. What should investors be thinking about, what actions should they be taking and what should they ignore. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________  More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=  _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance.  https://www.investopedia.com/terms/s/sp500.asp

    41 min

  2. 12/24/2024

    Bitcoin, AI, & Market Insights: Year-End Strategies for Financial Success

    In this episode, we dive into the key financial topics shaping 2024 and beyond: ● Bitcoin’s Surge: Breaking down the “Trump Bump” in cryptocurrency and what a $100K+ Bitcoin means for investors. ● AI Innovations: How AI is reshaping industries and investment opportunities—should you dive in or exercise caution? ● Market Predictions: From S&P 500 to MSCI World Index, our team makes bold predictions for the year ahead (with a dose of humor and realism). ● Election Aftermath: What the 2024 elections mean for market stability, deregulation, and global security. ● Building a Financial Plan: Avoid toxic advice and create a strategy to align your investments with your long-term goals. 🎯 Learn how to navigate the sensationalism of media and stay focused on a sound investment philosophy that withstands short-term volatility. Hosted by IDA Wealth, this episode is packed with actionable insights on financial planning, alternative investments, cryptocurrency, and more. If you're ready to detox your finances, we’ve got you covered! 📈 Get in Touch: Visit us at FinancialDetox.com for a free, no-obligation portfolio review, or email Jason directly at Jason@FinancialDetox.com. 🎄 Happy Holidays and New Year from Financial Detox! 🔔 Don’t forget to like, comment, and subscribe for more expert financial advice! #FinancialDetox #CryptoInvesting #AIInvestments #MarketInsights #Bitcoin2024 #wealthmanagement More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/  ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=  _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning #financial detox  _____________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp

    38 min

  3. 11/18/2024

    Maximize Your Wealth: Exploring Alternative Investments with Bob Long of StepStone Private Wealth

    In this episode of Financial Detox, host Jason Labrum and co-host Alex Klingensmith are joined by Bob Long, CEO of StepStone Private Wealth, for an insightful conversation on the role of alternative investments in today’s unpredictable markets. They discuss the value of diversifying portfolios with private equity, private credit, and infrastructure, especially as traditional markets face increased volatility. Bob highlights the unique advantages of private investments, such as their potential for higher returns and enhanced diversification, making them a powerful tool for high-net-worth investors. The conversation also covers the evolution of Evergreen Funds, which give individual investors access to institutional-level opportunities without the usual complexities of private markets. Beyond finance, Bob shares his philanthropic work with Gift of Adoption and emphasizes the importance of meaningful giving. The episode concludes with key advice on partnering with fiduciary advisors to navigate complex financial landscapes and make sound investment decisions. Bob Long's Wife's Family Farm: https://www.tryonmountainfarms.com/shop Tune in for a conversation that blends personal stories with professional insights, designed to help you avoid toxic financial advice and achieve true financial peace of mind. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning #financial detox ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp

    39 min

  4. 09/26/2024

    15 Years of Wealth Management: Lessons Learned and Avoiding Toxic Financial Advice

    Welcome to a special episode celebrating 15 years of IDA Wealth! 🎉 In this video, we dive deep into the journey of building a successful wealth management firm and reflect on the lessons learned from over 27 years in the financial industry. Co-hosts Jason Labrum and Alex Klingensmith discuss their experiences, challenges, and successes in guiding clients to avoid toxic financial advice and achieve maximum impact in managing their wealth. We touch on: • The evolution of wealth management over the past 15 years • Strategies from Jason's book, Financial Detox, that can help investors make smarter decisions • How the firm helps clients avoid common financial mistakes and provides holistic wealth management solutions • Insights on being a fiduciary and why it matters to clients’ financial success • The growing trend of independent advisory firms and the shift toward true fiduciary responsibility 🔍 Whether you're an investor, a financial advisor, or someone curious about the industry, this episode is packed with valuable insights for anyone looking to secure their financial future. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp #WealthManagement #FinancialDetox #Investing #Fiduciary #FinanceJourney #FinancialAdvisor #WealthBuilding #FinancialFreedom

    47 min

  5. 08/19/2024

    Is Your Wealth Prepared for Global Uncertainty?

    Welcome to Financial Detox with your hosts, Jason Labrum and Alex Klingensmith. In this episode, we dive deep into the current financial landscape, discussing the importance of detoxifying your financial life and managing your wealth for maximum impact. From understanding market volatility and the fragility of global markets to the intricacies of the Japan carry trade, we cover it all. We also explore the effects of geopolitical turmoil, such as the potential implications of rising interest rates in Japan and the ongoing tensions between China, Iran, and the US. Learn why staying the course and avoiding panic during turbulent times is crucial for long-term financial success. Join us as we delve into: • Market volatility and its implications • The importance of being financially detoxified • Analyzing global market trends and investor sentiment • Strategies for managing wealth in uncertain times Source: https://www.ftportfolios.com/Retail/Commentary/CommentaryArchiveList.aspx?CommentaryTypeCode=CRKINVT&CommentaryCategoryCode=INSIGHTS_COMMENTARY More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/  ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp

    44 min
  6. Let's get REAL: How Inflation, Political Divide & Assassination Attempts Affect Your Wealth

    07/18/2024

    Let's get REAL: How Inflation, Political Divide & Assassination Attempts Affect Your Wealth

    In this special episode, Jason Labrum and Alex Klingon Smith tackle the shocking news of an assassination attempt on former President Donald Trump and discuss its potential implications on the financial markets and your investments. Join us as we delve into: The attempted assassination on Trump and its historical context How political turmoil affects market stability and investor confidence The importance of maintaining a disciplined investment strategy during political upheaval Practical tips for managing your wealth amid political and economic uncertainty Insights on how alternative investments can safeguard your portfolio 00:00 - Introduction to Financial Detox 00:53 - Overview of the Trump Assassination Attempt 02:14 - Historical Context of Presidential Assassinations 04:05 - The Impact of Political Events on Financial Markets 06:24 - Importance of Diversified Portfolios During Turmoil 09:49 - Market Volatility in Election Years 12:00 - Strategies for Managing Investments Amid Uncertainty 16:00 - The Role of Alternative Investments in Protecting Wealth 20:18 - Addressing Inflation and Investment Adjustments 30:10 - The Importance of Common Sense in Politics and Investments 32:51 - Closing Remarks and Call to Action More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=  Subscribe and turn on notifications so you don't miss any videos from Financial Detox:   https://youtu.be/o0BzlQxatVE More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning  Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein.

    35 min
  7. Ep. 222-Securing Your Legacy: Estate Planning for Generational Impact

    06/01/2024

    Ep. 222-Securing Your Legacy: Estate Planning for Generational Impact

    In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes. 00:00 Introduction and Overview 02:14 Defining Estate Planning and Common Mistakes 05:19 The Importance of a Revocable Living Trust 07:31 Avoiding Probate and Ensuring Asset Distribution 10:22 Understanding Estate Taxes and Potential Changes 15:50 State-Specific Estate Tax Laws 19:35 Foundational Estate Planning Documents 21:38 Potential Changes to Estate Tax Exemptions 23:24 Spousal Lifetime Access Trusts (SLATs) 25:06 Utilizing SLATs for Estate Planning 31:41 Maximizing Estate Tax Benefits with LLCs and Discounting 39:05 The Importance of a Comprehensive Estate Planning Team More on Financial Detox Buy the Book Subscribe and view episodes on Youtube Follow and learn more about our IDA Wealth Advisers:  Website Linkedin Instagram Facebook Youtube More on our guest Brian E. Raftery is a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. He is also the global co-leader of the Dentons Family Office and High Net Worth sector which provides cross-practice services to family offices and high net worth individuals. He was also awarded Best Lawyers in America, Trusts and Estates in 2020-2024. #markets #financialplanning #financialdetox #Idawealthadvisers #estateplanning #revocablelivingtrust #assets #SLATs #sunsettax #gifttax #clifftax #californiaestatetax #tax #TCGA #trust        ___________________________ Disclosures

    38 min
  8. Ep. 221- Maximizing Returns: Avoiding Common Investor Errors

    05/29/2024

    Ep. 221- Maximizing Returns: Avoiding Common Investor Errors

    In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith to discuss common mistakes that investors make. They emphasize the importance of asset allocation and diversification, as well as the need to avoid recency bias. They also highlight the potential risks of moving all investments to money markets and the importance of having clear expectations for different asset classes.Key Takeaways:Why Asset allocation and diversification are key to successful investing.How to ...

    30 min
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About

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. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, share industry secrets, and provide proven strategies that will take YOU from financial insecurity to financial independence. Topics will cover retirement planning, financial planning, estate planning, tax saving strategies, investment management, 401K, alternative investments, stocks, bonds, portfolio allocation, business strategies, business advice, and much more.

Information

  • Creator
    Jason Labrum
  • Years Active
    2024 - 2025
  • Episodes
    228
  • Rating
    Clean
  • Copyright
    © Jason Labrum
  • Show Website
    Financial Detox® Show

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