Show Description: Jason and Alex started by talking about quantifying how we deliver true value to our clients as Fiduciary advisers. Jason explained how numerous clients have reached out to him because they were very nervous about the market around the election. They explained how some of these behavioral mistakes are not just 1,2,3 percent negative decisions. This could result in much more than 10, 20, 30+ percent negative decisions. Jason talked about not being able to time the market...

Show Description: This show launches show number one of the series. "Financial Detox Investing 101". Jason shares a recent experience while traveling with some individuals who are well versed in business but have been misinformed based on the overload of information when it comes to investing. Information that is presented in multiple mediums, none of which is pointed and direct in helping them understand what they should be doing with their accumulated wealth. Alex enters the conve...

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 Trump and Biden are the best representatives that this country can offer its great citizens. Jason talks about how he was watching the debate with his wife and kids, and they had to turn it off because it was not something appropriate or positive for his young boys to be watching. Alex asked if Jason's kids Dax -9 and Luke -11 had shared their p...

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 things that you have control of within your financial plan. Alex starts the show with discussing interest rates. Rates are at historic lows in terms of borrowing and you should be exploring your options to take advantage of this low rate environment.Jason shares a story about a client that he recently spoke with were it did not make financi...

Jason and Alex start the show by talking about a movie The Social Dilemma, a film first played at the Sundance Film Festival. The movie was created by a group of tech mogul executives and others members of the major social media companies. They discussed how we use social media for IDA as a business, but they are conflicted internally about whether or not social media is a good arena to share content based on how it is destroying everything good in our country right now.The average child has ...

Show Description: 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 and how people choose to process information. Information such as the current issues in our economy and the issues that we are facing as a society. Alex and Jason cover some of the biggest questions that are being asked by clients during these unprecedented times. Jason comments on clients wanting the firm t...

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 financial adviser to be working with the CPA to collaborate on behalf of the client to make sure their financial lives are maximized. Clayton "Clay Willits" was a guest speaker on the show, and he is IDA's newest member of the team and leader of IDA Tax. He got his CPA license back in 1984 in CA and has been working in public accounting, tax, a...

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 nearly nine months. After looking into what the portfolio was comprised of, is was apparent that the client had been working with a broker dealer who had sold them two highly commissionable products. The products were BDCs (Business Development Corporations) and Non-Traded REITS. A commission to the broker upwards of 15%.Alex Klingensmith adds that a...

In this show, Jason and Alex talk about stress testing portfolios and how to invest for the future. This is extremely important given all the uncertainty surrounding potential election results, and the future of our economy. The main goal is to stress test client financial plans and investment strategies to truly achieve financial peace of mind. This allows investors to make good financial decisions by cleansing their financial mindsets to focus on things they can control. Alex discusses that...

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 discuss the market and why it continues to tick up. The focus of the show today will discuss New School Factor Portfolio's and what that means to investors. Markets are forward looking mechanisms- taking all the collective knowledge of the entire universe and the market participants who are researching, analyzing, and forecasting to get...