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Podcast : IDA Events

Boys & Girls Club of Carlsbad Annual Pickleball Fundraiser

IDA Wealth is proud to sponsor the 2026 annual Boys & Girls Club of Carlsbad Pickleball Tournament. Join us Saturday, May 9th!

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Podcast : Financial Detox®

The Social Dilemma

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...

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Podcast : Financial Detox®

Inflation- Is It Transitory Or Long Term?

In this show you will learn about: Stats on Inflation: Inflation still dominates much of the headlines in the news. Google searches for “Inflation” ar...

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Podcast : Financial Detox®

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 clien...

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Podcast : Financial Detox®

Alternative Investments, The Why And When

Jason kicks off the show with giving an overview of when to look towards the topic to today’s discussion, alternatives. Alternative Investments become...

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Podcast : Financial Detox®

The Three Headed Hydra

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 ...

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Podcast : Financial Detox®

The Evolution Of Factor Investing

In this show Jason and Alex provide listeners with a high-level process for building an optimal portfolio. They educate listeners on the importance of...

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Podcast : Financial Detox®

Tax Planning And Reducing Your Maximum Exposure

Today’s show starts off with Jason and Alex sharing stories about trucks and the potential benefits of depreciating company vehicles warming into the ...

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Podcast : Financial Detox®

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 Insuranc...

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