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The Financial Detox Show

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Enjoy our most popular shows posted here.

Investing 101 – Tax Harvesting & Value Propositions

Investing 101 – Tax Harvesting & Value Propositions

Jason and Alex began by stating 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 loss harvesting in a client’s portfolio, until the end of the year, which may be too late. Many of those advisors have already missed opportunities to save their clients thousands and thousands of dollars over the span of their financial lives.

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Qualified Opportunity Zone Fund (“QOZs”)

Qualified Opportunity Zone Fund (“QOZs”)

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 opportunities that is relatively new. Only three years old. Alex mentions the beginnings of 401(k)s and 1031 exchanges as examples. If you have a potential liquidity event coming up, you may want to pump the brakes before paying the taxes and investigate Qualified Opportunity Zone Fund (“QOZs”).

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Bearing the Fruits of Proper Wealth Management Through Travel with Estee Gubbay

Bearing the Fruits of Proper Wealth Management Through Travel with Estee Gubbay

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 is going on around the world, so it is perfect timing to pivot and talk about wealth management and bearing the fruits of hard work by traveling.

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Medicare Insurance with Special Guest: Brian McArthur

Medicare Insurance with Special Guest: Brian McArthur

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 industry that markets with fear to obtain your business. By age sixty-four, be prepared to receive more marketing material than you could ever imagine. Be proactive and reach out to an agent sooner than later to begin the process of learning what options will be best suited for your health insurance needs.

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Investing 101- Delivering Value

Investing 101- Delivering Value

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 negative decisions. This could result in much more than 10, 20, 30+ percent negative decisions. Jason talked about not being able to time the market in a reliable manner, and even if you get it right the first time, there are no guarantees that you will get it right the second time.

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Investing 101- Asset Class Selection

Investing 101- Asset Class Selection

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 of which is pointed and direct in helping them understand what they should be doing with their accumulated wealth.

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Conflicts of Interest in the Financial World

Conflicts of Interest in the Financial World

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.

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The Social Dilemma

The Social Dilemma

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.

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The Three Headed Hydra

The Three Headed Hydra

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.

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