The Financial Detox Show

Jason and Alex discussed how it is so important to have regulations in the financial industry. The SEC is the governing body over IDA, and we are legally bound and obligated to do what is in our clients very best interests.

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 and Jason continue with a discussion on controllable factors within investing. The discussion goes deeper into factor investing and being cognizant to global macroeconomic themes.
Jason reviews the concept, Financial Detox. Jason correlates toxic foods with toxic thoughts and how a toxic thought process can cause you to make investment blunders, financial mistakes and potentially destroy your long-term investment returns.

Alex and Jason continue with a discussion on controllable factors within investing. The discussion goes deeper into factor investing and being cognizant to global macroeconomic themes.
Jason reviews the concept, Financial Detox. Jason correlates toxic foods with toxic thoughts and how a toxic thought process can cause you to make investment blunders, financial mistakes and potentially destroy your long-term investment returns.

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 IDA’s newest member of the team and leader of IDA Tax. He got his CPA license back in 1984 in CA and has been working in public accounting, tax, and then went back into the private industry as a CFO for several industries. The last 18 years, he has been working with individuals completing their tax returns and assisting with various levels of tax planning. Clay was a board certified flight-instructor.

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.

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.

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.

In this show Jason and Alex answer questions from listeners. They invite listeners to send their questions s 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.

Jason and Alex welcome Jeff Gleiberman to the show. Jeff has a long history with MG Properties Group and is responsible for investment transactions, investment strategies and partner relations. Jeff was previously Director of Investments, responsible for corporate equity and debt strategies and was an Acquisition Manager sourcing and underwriting new investment opportunities.