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Podcast :

"Adviser" vs "Advisor"

A Note on Titles, and Why the Standard Behind Them Matters More Than the Spelling

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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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Podcast : Financial Detox®

Conflicts Of Interest In The Financial World

Jason and Alex started by talking about how they were excited for the 1st presidential debate, but they slowly became more and more disappointed that ...

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