"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®
Options Explained And What Happened With GameStop
In this show you will learn about: GameStop Short Squeeze Options Investing Robinhood vs Discount Brokerages vs Wirehouses The Nasdaq likened to a Por...
Podcast : Financial Detox®
Prepping For End Of Year Financial Decisions
The end of the year is near. The time is now to prep for year-end decisions. Today’s show covers topics around year-end planning and reviews the thing...
Podcast : Financial Detox®
Investing 101 – Tax Harvesting & Value Propositions
Jason and Alex began by saying the main purpose of the show is to help individuals steer clear of toxic advice, prevent them from making great behavio...
Podcast : Financial Detox®
Financial Products- What’s Best?
Jason Labrum opens the show with a story about a new prospective client who at the end of 2019 had 2.9M in investable assets drop to 900k within nearl...
Podcast : Financial Detox®
Questions Asked And Lessons Learned From 2020
Jason and Alex started by talking about how this year has brought their family’s closer together with one another. There have been a lot of ups and do...
Podcast : Financial Detox®
Tax Efficiency And Investing
In this show, Jason and Alex talk about the importance of integrating and closing the circle of advisers for a client. It is extremely important for a...
Podcast : Financial Detox®
New School Factor Investing
Markets are at an almost ALL time high, there is an upcoming election and the Pandemic is still present. Jason Labrum and co-host Alex Klingensmith di...
Podcast : Financial Detox®
The Good, The Bad And The Ugly About Annuities
In this show Jason and Alex educate consumers on how to avoid the common pitfalls of annuities, and the uncommon reasons why one could be an effective...