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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
