Financial Detox® Show

Show Description: Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the US National Debt equal to 28.2 Trillion and the Federal Deficit at $4.5 Trillion and tack on all the recent stimulus money and Federal spending, what will be the effects on the market in the next 12 to 18 months? The topic for today'...

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 prospe...

Show Description: Jason kicks off the show with giving an overview of when to look towards the topic to today's discussion, alternatives. Alternative Investments become a viable option for investing when the public markets start to look too high, and questions arise as to how long this market run up can continue. Alex joins the discussion with stating the reality for most, alternatives are difficu...

Show Description: Jason and Alex started off the show by saying that we are not going to execute on any investment strategy or implement a philosophy unless they have a substantial amount of data to back this up. They discussed how too many investors implement an investment strategy that is driven and based off emotions, feelings, and news headlines. In an environment like we are in currently with...

In this show you will learn about:- GameStop Short Squeeze- Options Investing- Robinhood vs Discount Brokerages vs Wirehouses- The Nasdaq likened to a PorscheFor more financial advice connect with us@ Financial DetoxWebsiteBuy the BookYoutube Channel@ IDA WealthWebsiteLinkedinInstagramFacebookYoutube Channel

Show Description: Today's show starts off with Jason and Alex sharing stories about trucks and the potential benefits of depreciating company vehicles warming into the topic for discussion. Tax Planning. Jason begins the discussion by reminding listeners that now is the right time to start tax planning for 2021 tax year, while you are doing your taxes for 2020. Alex adds that tax planning is one o...

Show Description:Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his clients with regular Fiduciary advice pertaining to the company retirement and private wealth areas of the business. Jason discussed how the IDA investment committee spends countless hours stress testing and analyzing...

Show Description:In this episode, Jason and Alex open the show up to listener questions. Every couple months Jason and Alex collect questions from listeners, clients and firm advisers that are getting asked the most to share on the air. Question #1 - What should I expect from my portfolio if inflation happens? Inflation – Jason shares his thoughts and concerns around printing money and the growing...

Show Description:Jason and Alex reminisced on Joe Biden being inaugurated as the next President of the United States, and then signed 17 executive actions. Jason talked about there being a real problem in this country where we are being fed information and bias from a propaganda media machine. He said our country is turning more into countries like China and Venezuela, where the government only pr...

Jason and Alex recap some of the predictions made by strategists in 2020. If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. To exemplify the difficulty of making market forecasts, we can look in the rear-view mirror at several examples of 2020 market forecasts and see how they turned out. A well-known financial publication surveyed 10...

Today's show kicks off with Jason and Alex introducing guest Rick Labrum, founding adviser to Intelligence Driven Advisers also Jason's Dad and mentor. Today's show discusses Smart Goals for 2021. Jason shares a story of how he and his boys applied a S.M.A.R.T. goal to make the game of golf more enjoyable for young players. Using the acronym S.M.A.R.T. to help define a goal. Specific (simple, sens...

Jason and Alex kick off the show sharing stories of family and staying safe around the holidays attempting to hold on to the traditions that we all have, while recognizing the current COVID protocols. With this intro, the show segues into the "Season of Giving" a discussion around charitable giving and the benefits associated to reduce your taxable liabilities. Alex references some charitably incl...

Jason and Alex talked about our proprietary 401(k) solution called Future Ready 401(k), which is for an any person participating in a 401(k) plan. This 401(k) retirement solution would bring benefits to the participants/employees, human resources department managers, corporate owners, controllers, directors of finance, etc. They invite listeners to send their questions to jason@financialdetox.com...

Show Description: Jason and Alex started by talking about how this year has brought their family's closer together with one another. There have been a lot of ups and downs this year and it has been filled with tremendous hardship for a lot of people, and much prosperity for others. Jason talked about how negativity and people having negative attitudes is at an all time high, and how it is almost t...

Show Description: This week's show starts off with Jason and Alex sharing what they are thankful for and what IDA will be doing as a give back to the community. "Wreaths Across America" a benefit that honors past veterans, by placing holiday wreaths onto their grave sites. The employees of Intelligence Driven Advisers and their families will be placing wreaths on over 400 veteran grave sites at th...

Show Description: Jason and Alex began by saying the main purpose of the show is to help individuals steer clear of toxic advice, prevent them from making great behavioral mistakes, and helping individuals create disciplines and philosophies to think about building wealth. Jason talked about how most advisors do not do tax planning, such as tax loss harvesting in a client's portfolio, until the en...

Show Description: Jason starts the show with stating that, "if you've recently sold a business, have a stock position with a lot of long-term capital gains, or thinking about selling a piece of real estate with a lot of appreciation, you need to listen to this show and pay tons of attention". Alex chimes in stating, that this is one of those opportunities that is relatively new. Only three years o...

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 tim...

Show Description: Jason starts this week's show off with an introduction to special guest speaker Brian McArthur from Bridlewood Insurance Services, a Medicare Insurance Agent. Jason asks Brian to set the record straight with the timing of enrollment and the choices available. Brian takes Jason's lead and explains that Medicare is a deadline driven industry that markets with fear to obtain your bu...

Show Description: Jason and Alex started by talking about quantifying how we deliver true value to our clients as Fiduciary advisers. Jason explained how numerous clients have reached out to him because they were very nervous about the market around the election. They explained how some of these behavioral mistakes are not just 1,2,3 percent negative decisions. This could result in much more than...

Show Description: This show launches show number one of the series. "Financial Detox Investing 101". Jason shares a recent experience while traveling with some individuals who are well versed in business but have been misinformed based on the overload of information when it comes to investing. Information that is presented in multiple mediums, none of which is pointed and direct in helping them un...

Jason and Alex started by talking about how they were excited for the 1st presidential debate, but they slowly became more and more disappointed that Trump and Biden are the best representatives that this country can offer its great citizens. Jason talks about how he was watching the debate with his wife and kids, and they had to turn it off because it was not something appropriate or positive for...

The end of the year is near. The time is now to prep for year-end decisions. Today's show covers topics around year-end planning and reviews the things that you have control of within your financial plan. Alex starts the show with discussing interest rates. Rates are at historic lows in terms of borrowing and you should be exploring your options to take advantage of this low rate environment. Jaso...

Jason and Alex start the show by talking about a movie The Social Dilemma, a film first played at the Sundance Film Festival. The movie was created by a group of tech mogul executives and others members of the major social media companies. They discussed how we use social media for IDA as a business, but they are conflicted internally about whether or not social media is a good arena to share cont...

Show Description: Jason and Alex open the show with the analogy, as one problem goes away, new issues arise. Like a never-ending problem. Jason touches on the election and how people choose to process information. Information such as the current issues in our economy and the issues that we are facing as a society. Alex and Jason cover some of the biggest questions that are being asked by clients d...