Financially Speaking with Jason LaBarge

In this episode of Financially Speaking with Jason LaBarge , Jason welcomes back estate planner Kaitlyn Tauber Johnson for a timely conversation on the evolving world of estate planning. Together, they discuss some of the most common misconceptions families have about estate plans and explore the growing role of artificial intelligence and online tools in the process. Kaitlyn shares where technolo...

In this episode of Financially Speaking with Jason LaBarge , Jason sits down with local real estate agent and neighbor David Orso, the top-selling agent in Anne Arundel County history. Together, they discuss the business practices and philosophies that have driven David’s success, along with his perspective on today’s real estate market and the role real estate can play within a well-rounded finan...

In this episode of Financially Speaking with Jason LaBarge , Jason sits down with LaBarge Financial’s own Lily Reddish to explore how individuals truly view and experience risk. Using the Red Money / Green Money framework, they break down how different risk tolerances shape financial decisions and long-term outcomes. They also highlight the tools used to personalize each plan—featuring a closer lo...

In this episode of Financially Speaking with Jason LaBarge , Jason sits down with LaBarge Financial’s insurance specialist, Andrew Eden, to explore the evolving role of life insurance within a family office approach. Together, they discuss the history of the family office model and how life insurance can serve as a stabilizing tool during uncertain markets. They also dive into why spring is an ide...

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with Scott Jay, the historian of Severna Park, for a conversation that blends personal stories with rich local history. Scott shares what it was like growing up in Severna Park, offers fascinating insight into the history of the very building LaBarge Financial operates in, and reflects on his own retirement journey. It’s a...

In this episode of Financially Speaking with Jason LaBarge , Jason sits down with LaBarge Financial’s own Lily Reddish to discuss the growing importance of tax planning within the firm’s one-stop-shop approach. Together, they explore how technology and AI are shaping the future of tax planning, the increasing presence of fraud in tax filing, and what families should be aware of during tax season....

In this episode of Financially Speaking with Jason LaBarge , Jason welcomes Alyssa Obrebski, a member of LaBarge Financial’s leadership team who leads the Concierge Team and helps ensure exceptional service for the families they serve. Together, they discuss why service is at the core of everything they do, especially when it comes to important areas like Required Minimum Distributions (RMDs) and...

In this special season premiere of Financially Speaking with Jason LaBarge , Jason welcomes his wife, Lacey LaBarge, for a heartfelt conversation about the beginnings of the business and the family values that have guided their journey. Together, they reflect on the early days of building LaBarge Financial, the challenges and sacrifices along the way, and how faith, family, and purpose continue to...

In this special end-of-year episode of Financially Speaking with Jason LaBarge , Jason sits down with Jessie to reflect on her 10 years with LaBarge Financial. From the early days of the firm to where it stands today, Jessie shares a behind-the-scenes look at how the company has evolved, grown, and stayed rooted in its core values along the way. They also dive into Jessie’s personal journey—balanc...

In this episode of Financially Speaking with Jason LaBarge, Jason welcomes estate attorney Kaitlyn Johnson of  @LibertyLegacyLawGroup  for an important conversation on why estate planning is a cornerstone of a strong financial plan. Together, they break down the purpose of wills and deeds, how thoughtful planning protects your legacy, and the common mistakes families make when these documents are...

In this episode of Financially Speaking with Jason LaBarge , Jason dives into a retirement topic of the season: Required Minimum Distributions . With the December 31st deadline approaching, he sits down with LaBarge Financial’s own Lily Reddish to break down how RMDs work, smart strategies for taking them, and how they can be used to strengthen—not strain—your retirement spending plan. They also s...

In this episode of Financially Speaking with Jason LaBarge , Jason sits down with Cheri Collyer of En Route Fitness to talk about the vital role movement plays at every age—especially in retirement. Together, they explore how staying active supports longevity, independence, and overall well-being, and why prioritizing fitness later in life can be one of the most powerful decisions you make for you...

In this episode of Financially Speaking with Jason LaBarge , Jason sits down with LaBarge Financial’s own Andrew Eden, an Insurance Professional and part of our one-stop-shop team. Together, they break down the role life insurance and long-term care can play in building a secure retirement plan. From what the application process really looks like, to how costs are determined, to clearing up the mo...

In this episode of Financially Speaking with Jason LaBarge , Jason welcomes Susie Iaquinta from the Baltimore Washington Medical Center (BWMC) to celebrate the hospital’s 60th anniversary and its deep roots in the community. Together, they discuss the importance of giving back, BWMC’s growth over the decades, and how service and education strengthen the communities we live in. Through his vivid vi...

In this episode of Financially Speaking with Jason LaBarge , Jason dives into one of today’s hottest topics: inflation. With football season underway, he connects current events and economic trends—explaining how the Federal Reserve’s decisions impact inflation, what that means for the stock market, and even touching on how technology and AI factor into today’s financial landscape. Then, Jason sha...

In this episode of Financially Speaking with Jason LaBarge , Jason welcomes a very special guest—his mom. Together, they share stories from his life growing up, the family values that shaped his approach to money, and the personal journey of helping her plan and transition into retirement. It’s a heartfelt conversation about family, financial lessons, and what it really means to build a life—and a...

Welcome to the debut episode of Financially Speaking with Jason LaBarge ! In this episode, Jason sits down with LaBarge Financial’s own Lily Reddish to introduce the podcast and discuss timely topics like the potential government shutdown, current market conditions, and why uncertainty may be driving investors toward the safety of gold.