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All Episodes

Financial Detox® Show — 254 episodes

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Title
1

The Retirement Risks Nobody Talks About

2

Should You Buy the SpaceX IPO?

3

What a REAL Financial Plan Looks Like

4

The Truth About Private Credit Redemptions & "Retail Panic"

5

Is AI Giving You Bad Financial Advice?

6

High Yield Doesn't Mean High Income

7

Is AI the Next Dot-Com Bubble?

8

Should You Hold Cash Waiting for the Market to Crash?

9

Is This 2008 All Over Again? How to Handle Market Volatility in 2026

10

The Retirement Tax Trap Most Investors Don't See Coming

11

Tax Drag: The Silent Wealth Killer Most Investors Ignore

12

Should You Be Nervous About 2026? What Smart Investors Do Now

13

6 Year-End Tax Moves That Can Save You Thousands

14

The First 1,000 Days of Retirement – Avoid Regret & Live with Confidence

15

AI, Politics & Your Money: Are You Truly Free?

16

Trusts in California: Avoid Probate & Protect Assets

17

How to Raise Money-Smart Kids (at Any Age!)

18

AI, Investing & Risks: What Smart Money Is Doing

19

Dry Powder: How to Invest in 2025

20

Real Estate in 2025: Opportunity or Risk?

21

Tax Drag: The Hidden Cost Sinking Your Financial Performance

22

Stop Overpaying Taxes! 7 Proven Strategies to Save BIG in 2025

23

Markets in Chaos: What Tariffs, Trump & Emotions Mean for Your Investments

24

How to Build an Estate Plan That Actually Works

25

All Things Markets: Tesla, Tariffs & Turmoil

26

This ONE Tax Strategy Could Add MILLIONS to Your Retirement!

27

AI Disruption, the Fed & Trump: What Investors Must Know in 2025!

28

Bitcoin, AI, & Market Insights: Year-End Strategies for Financial Success

29

Maximize Your Wealth: Exploring Alternative Investments with Bob Long of StepStone Private Wealth

30

15 Years of Wealth Management: Lessons Learned and Avoiding Toxic Financial Advice

31

Is Your Wealth Prepared for Global Uncertainty?

32

Let's get REAL: How Inflation, Political Divide & Assassination Attempts Affect Your Wealth

33

Ep. 222-Securing Your Legacy: Estate Planning for Generational Impact

34

Ep. 221- Maximizing Returns: Avoiding Common Investor Errors

35

Ep. 220-Navigating Election Year Volatility: What does history show us?

36

Ep. 219-Financial Futures: Navigating Retirement and Building Wealth

37

Ep. 218-Reflecting on 2023!

38

Ep. 217-What to do if you won the $1.7 billion Powerball lottery? How to Make Good Investment Decisions

39

Ep. 216-Financial Detox® Summer Series

40

Ep. 215-The Benefits of Fully Integrating Your Taxes and Wealth Management

41

Ep. 214-What is True Financial Peace of Mind and How to Accomplish It?

42

Ep. 213- Reflecting on 2022

43

Good Tax Planning Defined and Why You Should Consider Alternative Investments

44

Interest Rates are Up, What to do Next?

45

Is it Time to Time the Market?

46

Where did the year go?

47

Attributes Most Valued in a Financial Advisor

48

How to Maximize Your Business's Value

49

Inflation- Is it Transitory or Long Term?

50

Cryptocurrency, Inflation and Impending Tax Increases

51

What is Debt?

52

Impacts of Inflation and How to Prepare

53

Alternative Investments, the Why and When

54

Human Behavior and Patterns in Investing

55

Options Explained and What Happened with GameStop

56

Tax Planning and Reducing your Maximum Exposure

57

Rating Systems and Target Rate of Returns

58

Financial Detox® Listener Questions

59

Inauguration and Beyond

60

2021 Predictions

61

S.M.A.R.T Goals

62

Charitable Giving and the Impact on a Financial Plan

63

Future Ready 401(k) Style

64

Questions Asked and Lessons Learned from 2020

65

Thanksgiving and Rebalancing

66

Investing 101 – Tax Harvesting & Value Propositions

67

Qualified Opportunity Zone Fund ("QOZs")

68

Bearing the Fruits of Proper Wealth Management Through Travel

69

Medicare Insurance with Special Guest: Brian McArthur

70

Investing 101- Delivering Value

71

Investing 101- Asset Class Selection

72

Conflicts of Interest in the Financial World

73

Prepping for End of Year Financial Decisions

74

The Social Dilemma

75

The Three Headed Hydra

76

Tax Efficiency and Investing

77

Financial Products- What's Best?

78

Stress Testing and the Future

79

New School Factor Investing

80

Financial Detox® Listener Questions

81

Long Term Investing Amidst the Election

82

The Good the Bad and the Ugly About Annuities

83

The Pros, Cons and How to Implement An Annuity into Your Portfolio & Tax Planning Under the CARES Act

84

The Evolution of Factor Investing

85

Planning for Small Business Owners Amidst the New Normal of Continuous Change - with special guest Scott Palka, CPA, MBA, CFA

86

Navigate Uncharted Waters with Intelligence and Discipline

87

Inflation ahead? Stay cool PLAN ahead, with special guest Brad Holland

88

Long Term Care with Scott Heinila

89

The Financial Detox for Financial Advisers - Part 2

90

The Financial Detox for Financial Advisers

91

Government Detox and Your Freedom

92

Are you an Investor or Not?

93

28% in 14 Days

94

The $2 Trillion CARES Act and What It Means For You

95

IQ, EQ and the Financial Quotient

96

Don't Panic, Instead Do This

97

Unleashing the Power of Private Enterprise Against Coronavirus

98

Investing in the Face of Coronavirus

99

Multifamily Investing with Special Guest Jeff Gleiberman

100

Opportunity Zone Investing

101

The Market Has No Memory

102

A Business Owners Guide - What To Do If You Get Sued?

103

Is It Time To Impeach Your Investment Philosophy?

104

Let's Predict The Future

105

Ok Is Not Good Enough, Making Plans for 2020

106

Private Investments, Are They For You? With Special Guest Agustin Lebron

107

Profit Maker With Special Guest Rich Gaines

108

Don't Forget These Year End Financial Must Dos

109

Forget Investment Management, It's All About Planning

110

Veteran's Day Appreciation, The Six Second Speech & Delivering Value to Investors

111

Alex Got His Head Shaved!

112

Educating Your Children About Saving and Investing

113

What Women Want In A Financial Adviser with Special Guest IDA Wealth Adviser Bonnie Moseley, CFP

114

Science Behind Investing

115

Medicare Enrollment And How To Address It In Your Financial Plan: Special Guest: Brian McArthur

116

The Case for Global Diversification

117

The Three Most Common Paths in Pursuing a Better Investment Experience

118

Special Guest Gabriel Katzner, Estate Planning Attorney

119

The Story of Intelligence Driven Advisers

120

A Better Way to Invest and Why the Rush to Index Funds

121

The Truth About Performance

122

What TO DO and What NOT TO DO in Times of Volatility

123

Financial Detox Advice for Intergenerational Families - Part 3 - The Grandparents and Great Grandparents

124

Financial Detox Advice for Intergenerational Families Part 2 - The Parents of the Younger Generation

125

Financial Detox Advice for Intergenerational Families Part 1 - The Youngest Generation

126

How to Invest With Total Peace of Mind

127

Risk and Volatility and Why Knowing the Difference Can Make an Impact on Your Financial Life

128

Mastering the Laws of Trading with Agustin Lebron

129

Should Real Estate Be Part of Your Investment Portfolio?

130

Stock Picking VS. Evidence Based Investing

131

Building Tax Diversified Wealth

132

The Eight Irrefutable Mistakes We Make When Investing

133

Does Your Financial Strategy Solve for Your Future Liabilities?

134

How to Focus on What You Can Control in Your Financial Life

135

How to Succeed in Times of Volatility

136

How to Maximize Your Financial Life

137

How to Protect Your Portfolio While the Market is at an All-Time High

138

How to Position Yourself for Financial Growth at Any Age with Joe Pecore

139

Leadership and Life with Paul Thompson

140

Why You Shouldn't Try To Time The Market

141

The Case for Global Diversification

142

Making Better 401(k) Plans with Kent Colwell

143

The Purpose of Bonds in Your Portfolio

144

The Big Picture: How You Can Make Better Financial Decisions and Minimize Risk in Your Investments

145

Charitable Giving, Empowering Communities, and Benefiting Others with Brad Holland

146

Annuities: The Good, the Bad, & the Ugly

147

Tax Planning Strategies Under the New Tax Cuts and Jobs Act

148

Does your Financial Plan include a Tax Map?

149

How to Demand Transparency in Fees

150

Financial Detox® is off the rails!

151

Real Estate VS The Market, Which One Should You Buy?

152

No Pain No Gain. How to Deal with Market Volatility - 3.03.18

153

When Life Insurance Makes Sense - 02.24.2018

154

Financial Detox - The Anti -Media Media - 02.17.2018

155

Financial Detox - Volatility is Back, What Should You Do About It? - 02-10-2018

156

Financial Detox - What To Do When the Next Market Correction Happens - 02.03.2018

157

Financial Detox - Behavioral Blunders Most Investors Are Making - 01.27.18

158

Financial Detox - Debunking New Tax Law Myths - 01.20.2018

159

Financial Detox - The Rockin Business Coach, Pursuing Better - 01.13.2018

160

Financial Detox - Detoxify your portfolio for 2018. - 01.06.2018

161

Financial Detox - 12.30.2017

162

Financial Detox - Bitcoin...Paradigm Shift or Pure Speculation? - 12.23.2017

163

Financial Detox - Is Today's Market the Top? - 12.16.2017

164

Financial Detox - Getting Financially Cleansed to Improve Investment Decisions - 12.09.17

165

Financial Detox - Pursuing a Better Investment Experience - 12.02.17

166

Financial Detox - 10 Questions Investors Should be Asking Themselves. - 11.25.17

167

Financial Detox - Life Planning & Retirement Planning - 11.18.17

168

Financial Detox with Richard Muscio - 11.11.17

169

Financial Detox - Do you have a proper Estate Plan? - 11.04.17

170

Financial Detox - Transparency in Mortgage Lending with Mark Robertson - 10.28.17

171

Financial Detox - Real Estate, The Perfect Diversification Tool - 10.21.17

172

Financial Detox - Is Investor Behavior Effecting Your Returns? - 10.14.17

173

Financial Detox - The Dream Team of Planning - 10.7.17

174

Financial Detox -The Fiduciary Rule - 09.30.17

175

Financial Detox - Stay Financially Cleansed. 09.23.17

176

Financial Detox - LWM Advisor Highlight, Bonnie Moseley, CFP. 09.16.17

177

Financial Detox -The 4-1-1 on 401(K)'s. 09.09.17

178

Financial Detox - How to save for your BIGGEST life expense...Retirement. - 09.02.17

179

Financial Detox - How to Deal with Political Uncertainty - 08.26.17

180

Financial Detox - Do you need life insurance? - 08.12.17

181

Financial Detox - Approx 92% of advisors are NOT full fiduciary advisors - 08.5.17

182

Financial Detox - What Happened to Volatility? - 07.29.2017

183

Financial Detox- Real Estate -07.15.2017

184

Financial Detox - Pursuing a Better Investment Strategy Part 1 - 07.08.2017

185

Financial Detox -Pursuing a Better Investment Strategy: Part 2 - 07.01.2017

186

Financial Detox - Pursuing a Better Investment Strategy -06.24.2017

187

Financial Detox -The Fiduciary Portfolio Comparison - 06.17.2017

188

Financial Detox -The Fiduciary Rule - 6.10.2017

189

Financial Detox - The Keys to Wealth - 5.20.17

190

Financial Detox - How to Build and Manage your Portfolio - 05.13.17

191

Financial Detox -Toxic News vs. Useful News - Vanguard vs Wirehouses - 5.06.2017

192

Weighing in on the Trump Tax Plan

193

Financial Detox - Toxic News vs. Useful News - 4.22.2017

194

Financial Detox - Cleanse YOUR money cleanse YOUR mind - 4.15.2017

195

Financial Detox - Pursuing a Better Investment Experience - 4.8.2017

196

Financial Detox - Trump & Inflation Effects on Your Portfolio - 4.1.2017

197

Financial Detox - Diversification & The Art Of Asset Location - 3.25.2017

198

Financial Detox - Performance, Taxes, Real Estate and Mortgages - 3.18.2017

199

Financial Detox - Active vs. Passive & Investor Behavior - 3.11.2017

200

Financial Detox - The Fiduciary Rule vs. Suitability Rule - 3.4.2017

201

Financial Detox - Financial Planning - 06.17.16

202

Financial Detox - Health & Wealth with Financial Detox - 06.10.16

203

Politics, Investing and The Market - 05.27.16

204

Financial Detox - Survival of the Fittest & Behavioral Mistakes Investors Make - 05.13.16

205

Financial Detox - Jason will help you avoid the behavioral blunders most investors make - 5.06.16

206

Financial Detox - Elections and Your Portfolio - 04.29.16

207

Financial Detox - Wealth Management Today - 04.14.16

208

Financial Detox - Does History Repeat Itself in the Markets? - 03.22.16

209

Financial Detox - Overcoming Retirement Anxiety - 03.11.16

210

Financial Detox - Listener Questions - 03.4.16

211

Financial Detox - Your Financial Future - 2.26.16

212

Financial Detox - Is Your Financial Advisor Working for You? - 2.19.16

213

Four Retirement Blunders To Avoid - 02.12.16

214

Emotions of Investing - 02.05.16

215

Volatile Economic Headwinds and What They Mean for You - 01.29.16

216

Volatility in 2016! Don't make mistakes because of the media - 01.22.16

217

Emotions and Smart Investing - 01.15.16

218

Is America's Retirement System Failing You - 01.08.16

219

Wealth, Health and Holiday Cheer – Financial Detox Style. - 12.18.15

220

Stock Investing in Retirement - 12.11.15

221

What is Wealth Management? - 12.04.15

222

The Guide to Safe or Safer Alternatives - 11.27.15

223

Creating Transparency On Market Decline. - 11.20.15

224

The Status Quo Equals Disaster in Retirement - 11.6.15

225

The Guide to Safe or Safer Alternatives - 10.30.15

226

Four Common Investment Myths - 10.23.15

227

What to Know About Social Security - 10.16.15

228

Underestimating What You Need - 10.9.15

229

A bad quarter in the markets, what should you do? - 10.2.15

230

Success and Wealth - 9.25.15

231

Elections and Your Money! - 9.18.15

232

Underestimating What You Need - 9.11.15

233

Pursuing a Better Investment Experience - 9.4.15

234

When Can You Retire? - 8.28.15

235

The Art of Creating and Preserving Wealth with Jason Labrum - 8.21.15

236

Is it Time to Find a New Advisor - 8.14.15

237

The Art of Creating & Preserving Wealth with Jason Labrum - 8.7.15

238

Rise of the Robo-Advisors - 7.31.15

239

The 3 Phases of your Financial Life - 7.24.15

240

Understanding your 401(k) choices - 07.10.15

241

Annnuities - The Good, Bad and the Fine Print - 07.03.15

242

Making the Right Investment Choices for YOU! - 6.26.15

243

The ART of Creating & Preserving Wealth with Jason Labrum - 6.19.15

244

The ART of Creating and Preserving Wealth - 6.5.15

245

The ART of Creating and Preserving Wealth - 5.29.15

246

The ART of Creating & Preserving Wealth with Jason Labrum - 5.22.15

247

The ART of Creating & Preserving Wealth with Jason Labrum - 5.15.15

248

The Art of Creating and Preserving Wealth - 5.8.15

249

The ART of Creating & Preserving Wealth- 5.1.15

250

The ART of Creating & Preserving Wealth with Jason Labrum - 4.24.15

251

The ART of Creating & Preserving Wealth with Jason Labrum - 4.17.15

252

Multi-Generational Wealth: How do you make wealth last 7 generations? - 4.10.15

253

Financial Fridays - 4.3.15

254

The ART of Creating & Preserving Wealth - 03.27.15