Show Description: This week's Financial Detox show starts off with appreciating our country's Veterans and admiration of General John Kelly. His famous "Six Second Speech" reminds us all of the service, bravery and sacrifice that our armed forces demonstrate on a daily basis. We owe a tremendous debt of gratitude for the freedom provided to us all through their valiant actions. On the topic of Thanksgiving and giving thanks, Jason and Alex share their appreciation of IDA's amazing clients and...

Show Description: Jason and Alex host a different kind of show this week, one that allows listeners to hear more about their personal lives and some of the areas that they find joy in life. In the first story Alex shares his weekend with the Cahuilla tribe of Bear Nation, an Adventure Princess group of the YMCA Ecke in Encinitas. He let his daughter Avery shave his head into a mullet as part of the weekend themed event. Jason then shares about his upcoming Labrum boy's deer hunt that he ...

Show Description: In this show we have two very special guests, Dax and Luke Labrum. Dax and Luke are the sons of Intelligence Driven Advisers & Financial Detox Founder Jason Labrum. This show offers listeners a glimpse into the values that the Labrum family places around financial education. Dax and Luke, ages 10 and 9, share their opinions on saving and investing and how they are learning to navigate their own decisions around these important concepts.In this show you will learn about:-...

Show Description: Bonnie is a graduate of Texas A&M University with a degree in finance with an emphasis in investments. Through her 21-year career in the financial services industry Bonnie has worked for several wealth management firms and joined IDA in 2015. Bonnie is passionate about philanthropy, connecting local women with other women through women's groups, supporting education through scholarships and making a lasting impact on women in San Diego. She is committed to volunteer work...

Show Description: Modern Portfolio Theory + Efficient Market Hypothesis = An Evidence Based Investment Philosophy.In this show you will learn about:- The importance of having ONE Investment Philosophy and evidence that supports what happens if you, or your advisor/adviser, does not have one. - Modern Portfolio Theory explained. Opposing views to the Theory - Behavioral Finance - Efficient Market Hypothesis explained. Opposing views to the Hypothesis - Random Walk Style- How to properly c...

Show Description Brian McArthur is the President of the McArthur Group at Bridlewood Insurance. His team and he work exclusively with financial advisers to navigate clients through their Medicare enrollment under the watchful eye of, and in partnership with the client's financial advisor.In this show you will learn about:- Why Medicare is so important to address in your financial plan.- Why Medicare is the most overlooked part of your financial plan and why many financial advisers avoid the t...

Show Description:Now that the 2nd decade of the 21st century is coming to a close we can reinforce timeless market lessons once again. The "Lost Decade" is a common example used when describing "the worst of times" for the S&P 500 where it returned an annualized rate of -0.95% from January 2000 through December 2009. Fast forward from January 2010 to June 2019, almost a full decade later, and the same index returned an annualized rate of +13.08%. In this show we will discuss the performan...

Show Description: Jason and Alex discuss the three most common paths that we have in pursuing the best investment experience.Option 1 is the "do it yourselfer", this person never sought professional financial advice and chose instead to manage their own investments and financial plan.Option 2 is the person who sought professional advice from a "big company name". They have followed this advice and guidance their entire lives.Option 3 is the person who sought financial advice from an independe...

Show Description: Gabriel Katzner navigates the complex climate of recent estate planning law (proposed) changes. Jason and Alex crossfire questions at Gabriel in an attempt to better understand the potential implications on all of us as it pertains to taxation effects of our retirement assets, creditor protection on those same assets and much more. In this show you will learn about:What is The SECURE Act – what's it all about and what are its key provisionsThe benefit of conduit trusts,...

Show Description: We are excited to announce our 10 Year Anniversary! Our original founders Jason Labrum and Rick Labrum, Darcy Wadsworth and Jordie Czapinski founded what was then called Labrum Capital Advisors in September of 2009. Over the past 10 years our clients and team have evolved to shape what has become one of the largest independent fiduciary wealth management firms in Southern California. This year we were named the 6th fasted growing RIA in the country and couldn't be ...