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Investing 101

Investing 101

Investing 101 @ All Shows 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...
Conflicts of Interest in the Financial World

Conflicts of Interest in the Financial World

Conflicts of Interest in the Financial World @ All Shows 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...
Prepping For End Of Year Financial Decisions

Prepping For End Of Year Financial Decisions

Prepping For End Of Year Financial Decisions @ All Shows 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. ...
The Social Dilemma

The Social Dilemma

The Social Dilemma @ All Shows 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...
The Three Headed Hydra

The Three Headed Hydra

The Three Headed Hydra @ All Shows 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...
Tax Efficiency and Investing

Tax Efficiency and Investing

Tax Efficiency and Investing @ All Shows 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...