"Adviser" vs "Advisor"
A Note on Titles, and Why the Standard Behind Them Matters More Than the Spelling
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Podcast : The IDA Blog
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate, from our Murrieta location, for her dedication and support to IDA and the IDA Clients Shanda Mansperger ...
Podcast : The IDA Blog
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate for his dedication and support to IDA and the IDA Clients David Reyes – 1 Year
Podcast : Financial Detox®
Good Tax Planning Defined And Why You Should Consider Alternative Investments?
Financial Detox is a platform to educate and clarify financial concepts that are so important to managing and preserving wealth. Information in the fi...
Podcast : Financial Detox®
The Pros, Cons And How To Implement An Annuity Into Your Portfolio & Tax Planning Under The CARES Act
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...
Podcast : Financial Detox®
What Is Debt?
Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the U...
Podcast : Financial Detox®
Financial Detox® Listener Questions
In this episode, Jason and Alex open the show up to listener questions. Every couple months Jason and Alex collect questions from listeners, clients a...
Podcast : Financial Detox®
Cryptocurrency, Inflation And Impending Tax Increases
Welcome to Financial Detox, where host Jason Labrum and co-host Alex Klingensmith simplify the complex, share industry secrets and provide proven stra...
Podcast : Financial Detox®
Long Term Investing Amidst The Election
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 ag...