The Financial Detox® Show

In this special 40-minute episode, of Financial Detox® Jason Labrum and Co-hosts Alex Klingensmith team up with Brian Raftery, a partner in Dentons' Trusts, Estates and Wealth Preservation practice and currently serves as co-leader of the US Region. Together, they tackle the ins and outs of estate planning with precision and expertise. Join the trio as they delve into the essential aspects of estate planning, uncovering common pitfalls and emphasizing the proactive approach needed for success. Brian sheds light on the importance of a revocable living trust and asset transfer strategies, providing listeners with invaluable insights. The discussion extends to the intricate realm of estate taxes, examining potential legislative changes and their implications for estate planning strategies. With a focus on California's unique landscape, they explore complex topics such as estate tax exemptions, foundational documents, and advanced techniques like spousal lifetime access trusts (SLATs). Additionally, the episode delves into sophisticated strategies like utilizing LLCs and discounting to optimize estate planning outcomes.

In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith to discuss common mistakes that investors make. They emphasize the importance of asset allocation and diversification, as well as the need to avoid recency bias. They also highlight the potential risks of moving all investments to money markets and the importance of having clear expectations for different asset classes.

In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith to discuss the upcoming presidential election and its potential impact on the markets. They emphasize the importance of focusing on long-term goals and not getting caught up in the noise and volatility of election cycles.

In this episode of Financial Detox® Jason Labrum joins Co-hosts Alex Klingensmith, and Darcy Wadsworth to discuss various financial topics, including retirement savings, rising expenses, the importance of financial planning, and the incorporation of alternative investments. They emphasize the need for a dynamic and comprehensive financial plan that adapts to changing circumstances. Additionally, they highlight the excitement and transformative power of financial planning in helping individuals achieve their goals and live their best lives.

In this episode of Financial Detox® Jason Labrum. joins Co-hosts Alex Klingensmith to discuss the past year and what made IDA clients successful investors. Jason and Alex dive deep into what it means to hire a quality adviser and what questions you should be asking when it comes to your portfolio.

In this episode of Financial Detox® Darcy Wadsworth, Wealth Adviser with IDA, joins Co-hosts Alex Klingensmith and Jason Labrum to discuss the basics of making good and solid investment decisions. The conversation is fun and playful as the three discuss what you should do with lottery winnings and how to make good investment decisions.

Welcome to Financial Detox®- video addition. Financial Detox® (FD) has been podcasting for years and recently decided to add video content to our show. We hope you enjoy! This week we kick off a Summer Series on FD discussing how the idea of Financial Detox came about and what it really means to investors. Jason Labrum (CEO of Intelligence Driven Advisers) and Co-Host Alex Klingensmith (President of Intelligence Driven Advisers) discuss the latest and hottest topics surrounding wealth management, tax planning, and financial planning.

Financial Detox is a platform to educate and clarify financial concepts that are so important to managing and preserving wealth. Information in the financial space is ever-changing and ongoing knowledge is power when it comes to investing and managing a financial plan. The team at Financial Detox is committed to helping individuals get better advice when it comes to their money. The world we live in today has lots of different ideas and opinions and there is conflicting information that can lead you to wrong decisions when managing your wealth. FD has a fiduciary interest to help serve the investor NOT the advisor or company the advisor is working for. In today's episode, Alex and Jason discuss good tax planning and how critical it can be to an overall financial plan. Listen to learn more! Contact an Adviser Today

Financial Detox is a platform to educate and clarify financial concepts that are so important to managing and preserving wealth. Information in the financial space is ever-changing and ongoing knowledge is power when it comes to investing and managing a financial plan. The team at Financial Detox is committed to helping individuals get better advice when it comes to their money. The world we live in today has lots of different ideas and opinions and there is conflicting information that can lead you to wrong decisions when managing your wealth. FD has a fiduciary interest to help serve the investor NOT the advisor or company the advisor is working for. In today's episode, Alex and Jason discuss good tax planning and how critical it can be to an overall financial plan. Listen to learn more! Contact an Adviser Today

Financial Detox is a platform to educate and clarify financial concepts that are so important to managing and preserving wealth. Information in the financial space is ever-changing and ongoing knowledge is power when it comes to investing and managing a financial plan. The team at Financial Detox is committed to helping individuals get better advice when it comes to their money. The world we live in today has lots of different ideas and opinions and there is conflicting information that can lead you to wrong decisions when managing your wealth. FD has a fiduciary interest to help serve the investor NOT the advisor or company the advisor is working for. In today's episode, Alex and Jason discuss good tax planning and how critical it can be to an overall financial plan. Listen to learn more! Contact an Adviser Today