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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®

Tax Drag: The Hidden Cost Sinking Your Financial Performance

This isn’t generic advice… it’s practical, high-impact strategy used by smart investors, business owners, and executives.

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Podcast : Financial Detox®

Stop Overpaying Taxes! 7 Proven Strategies to Save BIG in 2025

Demystify the tax code and learn the 7 key tax strategies that could help you keep more of what you earn in 2025 and beyond.

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Podcast : Financial Detox®

Markets in Chaos

A deep dive into the chaos of today’s markets, unraveling the real impact of tariffs, behavioral finance, and long-term investment success

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Podcast : Financial Detox®

How to Build an Estate Plan That Actually Works

This conversation offers actionable insights and expert advice to help you protect your wealth, your wishes, and your loved ones.

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Podcast : Financial Detox®

This ONE Tax Strategy Could Add MILLIONS to Your Retirement!

We’re diving deep into Roth conversions: a game-changing tax strategy that could potentially save you millions over your lifetime.

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Podcast : Financial Detox®

AI Disruption, the Fed's Role & Trump: What Investors Must Know in 2025!

Discuss the performance of Bitcoin, the S&P 500, and AI, reflecting on the unpredictability versus the patterns revealed.

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Podcast : Financial Detox®

Let's get REAL: How Inflation, Political Divide & Assassination Attempts Affect Your Wealth

Jason and Alex discuss President Trump's assassination and its potential implications on the financial markets and your investments.

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Podcast : Financial Detox®

Financial Success: Is Your Wealth Prepared for Global Uncertainty?

A deep dive into the current financial landscape, detoxifying your financial life and managing your wealth for maximum impact.

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