Show Description: In this episode Jason and Alex discuss the trending and complex topic of opportunity zone investing. This strategy is particularly interesting if you fall into any of the following categories. If you recently sold a business or if you are selling a business in the near future. If you have recently realized large capital gains in stocks or are considering doing so. If you have recently sold highly appreciated real estate or are thinking about selling it. All these situations ...

Show Description:History has shown there's no compelling or dependable way to forecast stock and bond movements, and 2019 was a case in point.Rather than basing investment decisions on predictions of which way debt or equity markets are headed, a wiser strategy may be to hold a range of investments that focus on systematic and robust drivers of potential returns. Investors who were broadly diversified across asset classes and around the globe were in a position to potentially enjoy the return...

Show Description:Jason and Alex welcome special guest Mike Battin. Mike is a founder, partner and business attorney of Navigato & Battin based out of San Diego. Casual conversation about intermittent fasting and ketosis transitions into the newly implemented employer law dictating employee classification between independent contractors and W2 employees. This crucial topic affects thousands of California businesses and is a very important law to get right. The previous law consisted of an ...

Show Description: Politics and investing intersect in this show where Jason and Alex pose a tough but important question to investors. Is your investment philosophy impeachable? Impeachment is defined as the act of calling into question the integrity or validity of something. Markets have been extremely kind to investors in recent history which may be causing many to have a false sense of confidence. A rising tide lifts all boats. One of the more common investment philosophies is to have an e...

Show Description: 2020 is off to the races and the markets continue to break record highs. Is it time to sell and capture profits? Jason and Alex explore this question and many others that investors are asking themselves with balancing both comedy and academic evidence in their responses. They discuss the past and how looking back can be helpful when making decisions about the future. Election years tend to evoke many emotions about what could happen depending on who is elected into offi...

Show Description:Jason and Alex kick off the new year by reframing the purpose of Financial Detox and conclude that it is "Helping You Make the Most of Your Wealth". They proceed further by talking about the importance of having a purpose in how you invest and how to best set goals for success. Some studies show that 80% of new year's goals are abandoned after one month and only 8% of these goals are even achieved by the end of the year. In an effort to help you not become that statistic, Jas...

Show Description:Jason and Alex welcome back Agustin Lebron, Co-Founder & Managing Director of Essilen Research. Agustin is also a member and active investor in Tech Coast Angels San Diego and author of The Laws of Trading. In this episode they explore the popular topic of private equity. The market run up has allowed for unprecedented levels of private equity activity, combined with easier access than ever for an investor to become a private equity investor. They discuss the ever-importa...

Show Description:Rich Gaines with Legacy Legal joins Jason Labrum in the studio today to discuss ALL things tax, legal and financial advice. Rich specializes in working with tax law to benefit people in protecting and preserving their wealth for generations. Legacy Legal collaborates with IDA to assist in the creative planning process so clients have a holistic plan when it comes to their future and their wealth. Exercise your constitutional right to pay the least amount of taxes p...

Show Description: Jason and Alex welcome IDA's newest wealth adviser, Cari Leamy to the show for her first time. Also back on the show is Director of Portfolio Management at IDA, Andrew Grant. Andrew starts off the show talking about a technical year end must do, evaluating potential capital gains exposure. These capital gains are something that mutual funds pass on to investors on their record dates. They become relevant at the end of the summer but becomes especially important when deciding...

Show Description: Jason and Alex tackle two of the most important questions that an investor can ask themselves. 1) Which is more important, financial planning or investment management? And 2) What kind of experience should you be getting from a financial adviser on each? Jason and Alex share why they place such a strong emphasis on beginning every client relationship with financial planning and continually monitor the plan throughout the entire lifetime of their clients. Investment Managemen...