In this episode of Financially Speaking with Jason LaBarge, Jason sits down with Service Advisor and CPA Kurt DiManna for a conversation focused on the role taxes play in a comprehensive financial plan. Together, they discuss why tax planning should be proactive rather than something addressed only during tax season.

Jason and Kurt explore topics including IRMAA, Required Minimum Distributions (RMDs), and how taxes can impact financial decisions throughout retirement. At LaBarge Financial, looking ahead and planning for potential tax implications is an important part of the process, and Kurt’s CPA background helps bring that perspective into the overall financial plan. Whether you're approaching retirement or already there, this episode offers insight into why planning for taxes can be an important part of planning for your financial future.

In this episode of Financially Speaking with Jason LaBarge, Jason welcomes back Financial Professional Lily Reddish for a conversation focused on what it really means to take a family office approach to financial planning. Together, they explore how LaBarge Financial's "More Than Just Money" philosophy goes beyond traditional investment management to help clients address the many different pieces of their financial lives.

Jason and Lily discuss the growing network of strategic partners that plays an important role in this approach, from legacy planning and life insurance to CPAs, mortgages, and other specialized professionals. They explain how these relationships create a connected flow of planning, allowing each piece of a client's financial picture to work together rather than being addressed in isolation. Whether you're thinking about retirement, protecting your family, planning your legacy, or simply looking for a more comprehensive approach to your financial future, this episode offers an inside look at how a family office mindset can bring everything together — because financial planning should be about more than just money.

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with experienced economist and financial professional, Tom Siomales for a conversation focused on the economy, financial markets, and the importance of maintaining a long-term perspective when planning for your financial future. Together, they discuss how economic conditions, political events, and market uncertainty can influence financial decisions and why it is important to understand these factors without becoming distracted by the daily headlines.

Jason and Tom also explore the role of a financial advisor in helping people navigate complicated financial topics, the importance of balancing short-term events with long-term goals, and why having a well-defined plan can help investors avoid making emotional decisions. They emphasize the value of staying focused on the bigger picture, making adjustments when necessary, and having a plan that can adapt to an uncertain environment. Whether you're interested in understanding the economy, navigating market uncertainty, or simply looking for a better way to approach your financial future, this episode offers practical perspective on staying informed without getting caught up in the noise.

In this episode of Financially Speaking with Jason LaBarge, Jason welcomes back Financial Professional Lily Reddish for a conversation focused on one of the most misunderstood financial tools: annuities. Together, they break down the myths surrounding annuities, explain why they often receive an unfair reputation, and discuss how they can play an important role in creating guaranteed income throughout retirement. Using LaBarge Financial's "Red Money, Green Money" philosophy, Jason and Lily explain why annuities fall into the "green money" category and how they can provide stability and confidence for retirees. They also introduce structured notes as an innovative strategy for investors seeking greater market participation while managing risk. Whether you're curious about guaranteed income, looking to better understand today's retirement strategies, or simply want to separate fact from fiction, this episode offers practical insights to help you make more informed financial decisions.

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with local Chartered Financial Analyst (CFA) Blake Millard to discuss what it means to earn the CFA designation and the path that led him there. Blake shares his professional journey, insights into today’s financial markets, and how artificial intelligence is influencing investment research and decision-making. Together, they also explore timely topics shaping the financial landscape, including the Federal Reserve’s leadership transition announced in May, SpaceX launches, and other current events impacting investors. It’s an engaging conversation that combines market perspective, career insights, and thoughtful discussion on the trends shaping the future of finance.

In this episode of Financially Speaking with Jason LaBarge, Jason welcomes back estate planner Kaitlyn Tauber Johnson for a timely conversation on the evolving world of estate planning. Together, they discuss some of the most common misconceptions families have about estate plans and explore the growing role of artificial intelligence and online tools in the process. Kaitlyn shares where technology can be useful, where caution is necessary, and why personalized guidance still matters when protecting your legacy. It’s an informative and practical discussion designed to help you think more confidently about your family, your documents, and your long-term plan.

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with local real estate agent and neighbor David Orso, the top-selling agent in Anne Arundel County history. Together, they discuss the business practices and philosophies that have driven David’s success, along with his perspective on today’s real estate market and the role real estate can play within a well-rounded financial portfolio. David also shares his personal story and what continues to motivate him in his work. It’s an insightful conversation that blends market expertise with real-world experience and a closer look at what it takes to build lasting success.

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with LaBarge Financial’s own Lily Reddish to explore how individuals truly view and experience risk. Using the Red Money / Green Money framework, they break down how different risk tolerances shape financial decisions and long-term outcomes. They also highlight the tools used to personalize each plan—featuring a closer look at the Retirement Analyzer and how it helps bring clarity and confidence to retirement planning. It’s a practical and insightful conversation designed to help you better understand your risk mindset and build a strategy tailored to you.

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with LaBarge Financial’s insurance specialist, Andrew Eden, to explore the evolving role of life insurance within a family office approach. Together, they discuss the history of the family office model and how life insurance can serve as a stabilizing tool during uncertain markets. They also dive into why spring is an ideal time to apply for coverage, along with advanced strategies like premium financing and the use of life insurance for tax-efficient planning. It’s a timely and insightful conversation designed to help you think differently about protection, growth, and long-term financial stability.

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with Scott Jay, the historian of Severna Park, for a conversation that blends personal stories with rich local history. Scott shares what it was like growing up in Severna Park, offers fascinating insight into the history of the very building LaBarge Financial operates in, and reflects on his own retirement journey. It’s an engaging and nostalgic discussion that brings the past to life—making it one of Jason’s favorite episodes to date.