The Financial Detox Show

What TO DO and What NOT TO DO in Times of Volatility IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning...

Advice for Multi-Generational Families – Part 3 IDA currently serves as a full-time fiduciary adviser team to several intergenerational families. The families that engage us for this experience typically have three or four generations that they are planning with...

Advice for Multi-Generational Families – Part 2 At Intelligence Driven Advisers we serve as a full-time fiduciary team to several multi-generational families who engage us for ongoing family governance. The families that go through this experience typically have...

Advice for Multi-Generational Families – Part 1 At Intelligence Driven Advisers, we’re in the process of designing what we’re calling Family Wealth Legacies: getting multiple generations in the same room to talk about what money is, why it matters, how we feel...

How to Invest with Total Peace of Mind If you were an investor back in 2008, I want you to take a moment to think about how you felt when you watched your portfolio’s performance during the Great Recession. If it went down 20, 30, or even 50%, how did that make you...

How to Invest with Total Peace of Mind If you were an investor back in 2008, I want you to take a moment to think about how you felt when you watched your portfolio’s performance during the Great Recession. If it went down 20, 30, or even 50%, how did that make you...

Mastering the Laws of Trading with Agustin Lebron Agustin Lebron is a man of many talents. After working for many years as an engineer, he became a trader and researcher at the height of the recession. Now, as the cofounder and manager of Esselin Research, he helps...

Stock Picking vs. Evidence Based Investing Lots of people see investing as a hobby. Some of them, like my grandmother, are in investment clubs, where they talk about companies they like and buy and sell stocks. However, they rarely make any money from this. They buy...

The Eight Irrefutable Mistakes We Make When Investing We’re all human. We all make mistakes - even us here at the Financial Detox Podcast - and we’ve learned the hard way that if we’re not detoxed ourselves, we can’t best serve our clients. Today, we dig into eight...

Building Tax Diversified Wealth The show today discusses the ins and outs of different account types and how each can work in your favor with regards to tax efficiency. In addition, the benefits of having a tax allocated strategy and the effect it can ultimately have...