Financial Detox® Show

Show Description:History has shown there's no compelling or dependable way to forecast stock and bond movements, and 2019 was a case in point. Rather than basing investment decisions on predictions of which way debt or equity markets are headed, a wiser strategy may be to hold a range of investments that focus on systematic and robust drivers of potential returns. Investors who were broadly divers...

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 Cali...

Show Description: Politics and investing intersect in this show where Jason and Alex pose a tough but important question to investors. Is your investment philosophy impeachable? Impeachment is defined as the act of calling into question the integrity or validity of something. Markets have been extremely kind to investors in recent history which may be causing many to have a false sense of confiden...

Show Description: 2020 is off to the races and the markets continue to break record highs. Is it time to sell and capture profits? Jason and Alex explore this question and many others that investors are asking themselves with balancing both comedy and academic evidence in their responses. They discuss the past and how looking back can be helpful when making decisions about the future. Election yea...

Show Description:Jason and Alex kick off the new year by reframing the purpose of Financial Detox and conclude that it is "Helping You Make the Most of Your Wealth". They proceed further by talking about the importance of having a purpose in how you invest and how to best set goals for success. Some studies show that 80% of new year's goals are abandoned after one month and only 8% of these goals...

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...

Show Description:Rich Gaines with Legacy Legal joins Jason Labrum in the studio today to discuss ALL things tax, legal and financial advice. Rich specializes in working with tax law to benefit people in protecting and preserving their wealth for generations. Legacy Legal collaborates with IDA to assist in the creative planning process so clients have a holistic plan when it comes to their future a...

Show Description: Jason and Alex welcome IDA's newest wealth adviser, Cari Leamy to the show for her first time. Also back on the show is Director of Portfolio Management at IDA, Andrew Grant. Andrew starts off the show talking about a technical year end must do, evaluating potential capital gains exposure. These capital gains are something that mutual funds pass on to investors on their record da...

Show Description: Jason and Alex tackle two of the most important questions that an investor can ask themselves. 1) Which is more important, financial planning or investment management? And 2) What kind of experience should you be getting from a financial adviser on each? Jason and Alex share why they place such a strong emphasis on beginning every client relationship with financial planning and c...

Show Description: This week's Financial Detox show starts off with appreciating our country's Veterans and admiration of General John Kelly. His famous "Six Second Speech" reminds us all of the service, bravery and sacrifice that our armed forces demonstrate on a daily basis. We owe a tremendous debt of gratitude for the freedom provided to us all through their valiant actions. On the topic of Tha...

Show Description: Jason and Alex host a different kind of show this week, one that allows listeners to hear more about their personal lives and some of the areas that they find joy in life. In the first story Alex shares his weekend with the Cahuilla tribe of Bear Nation, an Adventure Princess group of the YMCA Ecke in Encinitas. He let his daughter Avery shave his head into a mullet as part of th...

Show Description: In this show we have two very special guests, Dax and Luke Labrum. Dax and Luke are the sons of Intelligence Driven Advisers & Financial Detox Founder Jason Labrum. This show offers listeners a glimpse into the values that the Labrum family places around financial education. Dax and Luke, ages 10 and 9, share their opinions on saving and investing and how they are learning to nav...

Show Description: Bonnie is a graduate of Texas A&M University with a degree in finance with an emphasis in investments. Through her 21-year career in the financial services industry Bonnie has worked for several wealth management firms and joined IDA in 2015. Bonnie is passionate about philanthropy, connecting local women with other women through women's groups, supporting education through schol...

Show Description: Modern Portfolio Theory + Efficient Market Hypothesis = An Evidence Based Investment Philosophy. In this show you will learn about:- The importance of having ONE Investment Philosophy and evidence that supports what happens if you, or your advisor/adviser, does not have one. - Modern Portfolio Theory explained. Opposing views to the Theory - Behavioral Finance - Efficient Market...

Show Description Brian McArthur is the President of the McArthur Group at Bridlewood Insurance. His team and he work exclusively with financial advisers to navigate clients through their Medicare enrollment under the watchful eye of, and in partnership with the client's financial advisor. In this show you will learn about:- Why Medicare is so important to address in your financial plan.- Why Medic...

Show Description:Now that the 2nd decade of the 21st century is coming to a close we can reinforce timeless market lessons once again. The "Lost Decade" is a common example used when describing "the worst of times" for the S&P 500 where it returned an annualized rate of -0.95% from January 2000 through December 2009. Fast forward from January 2010 to June 2019, almost a full decade later, and the...

Show Description: Jason and Alex discuss the three most common paths that we have in pursuing the best investment experience. Option 1 is the "do it yourselfer", this person never sought professional financial advice and chose instead to manage their own investments and financial plan. Option 2 is the person who sought professional advice from a "big company name". They have followed this advice a...

Show Description: Gabriel Katzner navigates the complex climate of recent estate planning law (proposed) changes. Jason and Alex crossfire questions at Gabriel in an attempt to better understand the potential implications on all of us as it pertains to taxation effects of our retirement assets, creditor protection on those same assets and much more. In this show you will learn about:What is The SE...

Show Description: We are excited to announce our 10 Year Anniversary! Our original founders Jason Labrum and Rick Labrum, Darcy Wadsworth and Jordie Czapinski founded what was then called Labrum Capital Advisors in September of 2009. Over the past 10 years our clients and team have evolved to shape what has become one of the largest independent fiduciary wealth management firms in Southern Califor...

Show Description:In recent years investors have shifted to index funds from active fund managers in a big way. Some, including Michael Burry – which was the story of the "Big Short", believe that small-cap and particularly small-cap value is the place to be given the rush to index funds. Why? Most index funds are capitalization weighted which means the largest stock, gets the largest percentage of...

Show Description:IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning process and an evidence-based investment philosophy our mission is to create financial peace of mind through all seasons of investing. This past 2 weeks have been some...

Show Description:IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning process and an evidence-based investment philosophy our mission is to create financial peace of mind through all seasons of investing. This past 2 weeks have been some...

Show Description:IDA currently serves as a full-time fiduciary adviser team to several inter-generational families. The families that engage us for this experience typically have three or four generations that they are planning with and for. Their primary goals are to ensure that their values and wealth are transferred far beyond the current generations. By talking about these topics openly and wi...

Show Description:At Intelligence Driven Advisers we serve as a full-time fiduciary team to several multi-generational families who engage us for ongoing family governance. The families that go through this experience typically have three or four generations that they are planning for with goals to ensure that their values and wealth are transferred far beyond the current generations. By talking ab...

At Intelligence Drive Advisers, we're in the process of designing what we're calling Family Wealth Legacies: getting multiple generations in the same room to talk about what money is, why it matters, how we feel about it, and how we handle it. We see it as a phenomenal value add, and we're excited to share it with you. Over the course of this multi-part series, we want to dig deep into how wealth...