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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, sha ...
 
The Money Mind Set Channel: How to Reprogram Yourself for Financial Riches. The Money-Mind-Set.com has been put together to guide you through the process that many self-made millionaires have used to take monumental leaps in income by addressing financial mental blockages and improving their financial emotional intelligence. We reveal many of our proven steps, resources, strategies and mind techniques that you won\'t find anywhere else. In this series we talk to several multi millionaires wh ...
 
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show series
 
Jason and Alex kick off todays' show discussing a survey returned by Dimensional Funds that includes 13,000 investors and some of the important data that was derived from the survey. Find out what is important to people with regards to their advisor relationships. What attributes are most valued in a Financial Advisor: 1. Understand Financial Needs…
 
In this show you will learn about: - Strategies to extract value from your business while you are building and running it - What tax strategies can you focus on to ensure that you are getting the most value out of owning your own business? - How can an accountable reimbursement plan help you and your sales teams? -What kind of company retirement pl…
 
In this show you will learn about: - Stats on Inflation: o Inflation still dominates much of the headlines in the news. Google searches for “Inflation” are up over 100% and has dominated company conference calls by and increase of 350% for S&P 500 companies o More than half of the total increase in CPI over the past two months has been due to used …
 
Welcome to Financial Detox, where host Jason Labrum and co-host Alex Klingensmith simplify the complex, share industry secrets and provide proven strategies designed to take you from financial insecurity to financial independence. Today’s episode begins with an introduction to Jason and Alex and how they began this podcast. The world of financial a…
 
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…
 
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. On…
 
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 stat…
 
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 headline…
 
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 ta…
 
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 s…
 
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…
 
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 lik…
 
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 o…
 
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.…
 
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…
 
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…
 
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 attitu…
 
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 pla…
 
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 los…
 
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 opport…
 
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 …
 
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…
 
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 negati…
 
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…
 
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 becaus…
 
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…
 
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…
 
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 b…
 
In this show, Jason and Alex talk about the importance of integrating and closing the circle of advisers for a client. It is extremely important for a financial adviser to be working with the CPA to collaborate on behalf of the client to make sure their financial lives are maximized. Clayton “Clay Willits” was a guest speaker on the show, and he is…
 
Jason Labrum opens the show with a story about a new prospective client who at the end of 2019 had 2.9M in investable assets drop to 900k within nearly nine months. After looking into what the portfolio was comprised of, is was apparent that the client had been working with a broker dealer who had sold them two highly commissionable products. The p…
 
In this show, Jason and Alex talk about stress testing portfolios and how to invest for the future. This is extremely important given all the uncertainty surrounding potential election results, and the future of our economy. The main goal is to stress test client financial plans and investment strategies to truly achieve financial peace of mind. Th…
 
Markets are at an almost ALL time high, there is an upcoming election and the Pandemic is still present. Jason Labrum and co-host Alex Klingensmith discuss the market and why it continues to tick up. The focus of the show today will discuss New School Factor Portfolio’s and what that means to investors. Markets are forward looking mechanisms- takin…
 
In this show Jason and Alex answer questions from listeners. They invite listeners to send their questions to jason@financialdetox.com or call 877-707-8889. The goal of Financial Detox is to provide consumers with access to quality and complimentary financial education. Alex offers sage advice to listeners who have a relationship with a financial a…
 
In this show Jason and Alex debunk the common perception that performance of markets is correlated to which political party is in office. They warn against misinformation out there surrounding this topic; investors may make costly mistakes when they make changes to their portfolio based on prediction of election results. They present historical dat…
 
In this show Jason and Alex educate consumers on how to avoid the common pitfalls of annuities, and the uncommon reasons why one could be an effective part of a portfolio. They begin by warning listeners that most people who sell annuities are highly compensated for selling them, via commissions paid by the consumer. Thus, they prioritize selling t…
 
Jason and Alex commiserate with the audience on the resurgence of COVID-19 cases across the country. In a world that seems to be changing rapidly they bring the conversation back to focusing on what we can control, taxes and insurance being the focus of today’s show. They start by addressing insurance because many investors are asking about princip…
 
In this show Jason and Alex provide listeners with a high-level process for building an optimal portfolio. They educate listeners on the importance of understanding and applying behavioral science and factors to this process. Jason and Alex begin by sharing where their educational videos for consumers can be found: on the financial detox webpage: h…
 
Jason and Alex invite special guest Scott Palka to the show, to help small business owners amidst the “new normal” of continuous change. They announce that IDA is now filming all shows, to provide an additional educational resource to consumers. Jason begins the show by introducing Scott, jedi master of helping business owners financially plan. He …
 
In this show Jason and Alex present what investors should do amidst all that is happening in the world, in these uncharted waters. They begin by sharing the purpose of the show, which is to advocate for consumers by providing financial education free from any conflicts of interest. Jason brings to light that most financial radio shows’ purpose is t…
 
Jason and Alex begin the show by discussing a concern on many peoples’ minds amidst the pandemic: how will probable inflation from stimulus programs affect our life savings? They highlight the importance of having a plan in place to protect life savings from inflation amidst sky high fiscal stimulus. Not only during a crisis and after, but most imp…
 
On this show Jason and Alex welcome special guest Scott Heinila, Regional Direction at Producer’s Choice Network. Scott joins the show as an insurance expert, particularly in the field of long term care. They discuss the importance of having a comprehensive conversation in the form of a financial plan in order to be prepared to recommend proper ins…
 
Show Description: Jason and Alex pick up where they left off on last show with other financial advisers as their target audience. They begin by reminding listeners that the Financial Detox team at Intelligence Driven Advisers have a purpose to educate, empower and eliminate toxic financial advice. This purpose rings true in their communication with…
 
Jason and Alex are almost always speaking to investors, but in this show they shift gears and focus on talking to the financial advisers out there. There are many types of advisers, and advisors, out there. Independent financial advisers, financial consultants at large wire house firms and low-cost brokerage houses, insurance professionals, and the…
 
Show Description: Today’s show captures some of the emotions felt by Jason and Alex during the recent shut-in. Jason is fired up and unleashes his opinions and disagreement on some of the recent decisions and news being spread across the country. He talks about why it’s so important to source information and act on confirmed data rather than emotio…
 
Show Description: In this episode Jason and Alex revisit the concept of stress, especially as it pertains to investing. At times like these that test our emotions, it is more important than ever to focus on the things that we can control and accept what we can. It’s also easy to get caught up in the massive amount of information that is everywhere …
 
Show Description: In today’s show Jason and Alex start by reminding listeners that in this time of Easter and Passover many people find themselves in a very strange situation. Holidays like these are ones that many of us are accustomed to being together for, and unfortunately many of us can’t this year. One of the positive things that we hope to co…
 
Show Description: On this show Jason and Alex discuss the massive stimulus program called the Coronavirus Aid, Relief, and Economic Security (CARES) Act. One of the components of the Act allocated $350 billion to help small businesses keep workers employed amid the pandemic and economic downturn. Known as the Paycheck Protection Program, the initia…
 
Show Title: IQ, EQ and FQ and why FQ Matter Right Now Show Description: This show explores the definitions and relevance of an investor’s IQ, EQ and FQ. Major market events like the one that we have been experiencing these past few weeks puts us to the test on all three. The DALBAR Quantitative Analysis of Investor Behavior Study uncovers data that…
 
Show Description: This show marks week three of COVID-19 for our country. These are the times that test us most. On this show Jason and Alex remind listeners that humanity has persevered through many very difficult forms of adversity and we will persevere through this, too. Our ability to do so relies on our resolve to control the things that we ca…
 
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