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All Episodes

Financial Detox® Show — 255 episodes

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Title
1

Private Credit Explained: What Wall Street Knows That Most Investors Don't

2

The Retirement Risks Nobody Talks About

3

Should You Buy the SpaceX IPO?

4

What a REAL Financial Plan Looks Like

5

The Truth About Private Credit Redemptions & "Retail Panic"

6

Is AI Giving You Bad Financial Advice?

7

High Yield Doesn't Mean High Income

8

Is AI the Next Dot-Com Bubble?

9

Should You Hold Cash Waiting for the Market to Crash?

10

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

11

The Retirement Tax Trap Most Investors Don't See Coming

12

Tax Drag: The Silent Wealth Killer Most Investors Ignore

13

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

14

6 Year-End Tax Moves That Can Save You Thousands

15

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

16

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

17

Trusts in California: Avoid Probate & Protect Assets

18

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

19

AI, Investing & Risks: What Smart Money Is Doing

20

Dry Powder: How to Invest in 2025

21

Real Estate in 2025: Opportunity or Risk?

22

Tax Drag: The Hidden Cost Sinking Your Financial Performance

23

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

24

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

25

How to Build an Estate Plan That Actually Works

26

All Things Markets: Tesla, Tariffs & Turmoil

27

This ONE Tax Strategy Could Add MILLIONS to Your Retirement!

28

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

29

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

30

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

31

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

32

Is Your Wealth Prepared for Global Uncertainty?

33

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

34

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

35

Ep. 221- Maximizing Returns: Avoiding Common Investor Errors

36

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

37

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

38

Ep. 218-Reflecting on 2023!

39

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

40

Ep. 216-Financial Detox® Summer Series

41

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

42

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

43

Ep. 213- Reflecting on 2022

44

Good Tax Planning Defined and Why You Should Consider Alternative Investments

45

Interest Rates are Up, What to do Next?

46

Is it Time to Time the Market?

47

Where did the year go?

48

Attributes Most Valued in a Financial Advisor

49

How to Maximize Your Business's Value

50

Inflation- Is it Transitory or Long Term?

51

Cryptocurrency, Inflation and Impending Tax Increases

52

What is Debt?

53

Impacts of Inflation and How to Prepare

54

Alternative Investments, the Why and When

55

Human Behavior and Patterns in Investing

56

Options Explained and What Happened with GameStop

57

Tax Planning and Reducing your Maximum Exposure

58

Rating Systems and Target Rate of Returns

59

Financial Detox® Listener Questions

60

Inauguration and Beyond

61

2021 Predictions

62

S.M.A.R.T Goals

63

Charitable Giving and the Impact on a Financial Plan

64

Future Ready 401(k) Style

65

Questions Asked and Lessons Learned from 2020

66

Thanksgiving and Rebalancing

67

Investing 101 – Tax Harvesting & Value Propositions

68

Qualified Opportunity Zone Fund ("QOZs")

69

Bearing the Fruits of Proper Wealth Management Through Travel

70

Medicare Insurance with Special Guest: Brian McArthur

71

Investing 101- Delivering Value

72

Investing 101- Asset Class Selection

73

Conflicts of Interest in the Financial World

74

Prepping for End of Year Financial Decisions

75

The Social Dilemma

76

The Three Headed Hydra

77

Tax Efficiency and Investing

78

Financial Products- What's Best?

79

Stress Testing and the Future

80

New School Factor Investing

81

Financial Detox® Listener Questions

82

Long Term Investing Amidst the Election

83

The Good the Bad and the Ugly About Annuities

84

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

85

The Evolution of Factor Investing

86

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

87

Navigate Uncharted Waters with Intelligence and Discipline

88

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

89

Long Term Care with Scott Heinila

90

The Financial Detox for Financial Advisers - Part 2

91

The Financial Detox for Financial Advisers

92

Government Detox and Your Freedom

93

Are you an Investor or Not?

94

28% in 14 Days

95

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

96

IQ, EQ and the Financial Quotient

97

Don't Panic, Instead Do This

98

Unleashing the Power of Private Enterprise Against Coronavirus

99

Investing in the Face of Coronavirus

100

Multifamily Investing with Special Guest Jeff Gleiberman

101

Opportunity Zone Investing

102

The Market Has No Memory

103

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

104

Is It Time To Impeach Your Investment Philosophy?

105

Let's Predict The Future

106

Ok Is Not Good Enough, Making Plans for 2020

107

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

108

Profit Maker With Special Guest Rich Gaines

109

Don't Forget These Year End Financial Must Dos

110

Forget Investment Management, It's All About Planning

111

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

112

Alex Got His Head Shaved!

113

Educating Your Children About Saving and Investing

114

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

115

Science Behind Investing

116

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

117

The Case for Global Diversification

118

The Three Most Common Paths in Pursuing a Better Investment Experience

119

Special Guest Gabriel Katzner, Estate Planning Attorney

120

The Story of Intelligence Driven Advisers

121

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

122

The Truth About Performance

123

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

124

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

125

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

126

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

127

How to Invest With Total Peace of Mind

128

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

129

Mastering the Laws of Trading with Agustin Lebron

130

Should Real Estate Be Part of Your Investment Portfolio?

131

Stock Picking VS. Evidence Based Investing

132

Building Tax Diversified Wealth

133

The Eight Irrefutable Mistakes We Make When Investing

134

Does Your Financial Strategy Solve for Your Future Liabilities?

135

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

136

How to Succeed in Times of Volatility

137

How to Maximize Your Financial Life

138

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

139

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

140

Leadership and Life with Paul Thompson

141

Why You Shouldn't Try To Time The Market

142

The Case for Global Diversification

143

Making Better 401(k) Plans with Kent Colwell

144

The Purpose of Bonds in Your Portfolio

145

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

146

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

147

Annuities: The Good, the Bad, & the Ugly

148

Tax Planning Strategies Under the New Tax Cuts and Jobs Act

149

Does your Financial Plan include a Tax Map?

150

How to Demand Transparency in Fees

151

Financial Detox® is off the rails!

152

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

153

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

154

When Life Insurance Makes Sense - 02.24.2018

155

Financial Detox - The Anti -Media Media - 02.17.2018

156

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

157

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

158

Financial Detox - Behavioral Blunders Most Investors Are Making - 01.27.18

159

Financial Detox - Debunking New Tax Law Myths - 01.20.2018

160

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

161

Financial Detox - Detoxify your portfolio for 2018. - 01.06.2018

162

Financial Detox - 12.30.2017

163

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

164

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

165

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

166

Financial Detox - Pursuing a Better Investment Experience - 12.02.17

167

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

168

Financial Detox - Life Planning & Retirement Planning - 11.18.17

169

Financial Detox with Richard Muscio - 11.11.17

170

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

171

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

172

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

173

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

174

Financial Detox - The Dream Team of Planning - 10.7.17

175

Financial Detox -The Fiduciary Rule - 09.30.17

176

Financial Detox - Stay Financially Cleansed. 09.23.17

177

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

178

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

179

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

180

Financial Detox - How to Deal with Political Uncertainty - 08.26.17

181

Financial Detox - Do you need life insurance? - 08.12.17

182

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

183

Financial Detox - What Happened to Volatility? - 07.29.2017

184

Financial Detox- Real Estate -07.15.2017

185

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

186

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

187

Financial Detox - Pursuing a Better Investment Strategy -06.24.2017

188

Financial Detox -The Fiduciary Portfolio Comparison - 06.17.2017

189

Financial Detox -The Fiduciary Rule - 6.10.2017

190

Financial Detox - The Keys to Wealth - 5.20.17

191

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

192

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

193

Weighing in on the Trump Tax Plan

194

Financial Detox - Toxic News vs. Useful News - 4.22.2017

195

Financial Detox - Cleanse YOUR money cleanse YOUR mind - 4.15.2017

196

Financial Detox - Pursuing a Better Investment Experience - 4.8.2017

197

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

198

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

199

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

200

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

201

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

202

Financial Detox - Financial Planning - 06.17.16

203

Financial Detox - Health & Wealth with Financial Detox - 06.10.16

204

Politics, Investing and The Market - 05.27.16

205

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

206

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

207

Financial Detox - Elections and Your Portfolio - 04.29.16

208

Financial Detox - Wealth Management Today - 04.14.16

209

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

210

Financial Detox - Overcoming Retirement Anxiety - 03.11.16

211

Financial Detox - Listener Questions - 03.4.16

212

Financial Detox - Your Financial Future - 2.26.16

213

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

214

Four Retirement Blunders To Avoid - 02.12.16

215

Emotions of Investing - 02.05.16

216

Volatile Economic Headwinds and What They Mean for You - 01.29.16

217

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

218

Emotions and Smart Investing - 01.15.16

219

Is America's Retirement System Failing You - 01.08.16

220

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

221

Stock Investing in Retirement - 12.11.15

222

What is Wealth Management? - 12.04.15

223

The Guide to Safe or Safer Alternatives - 11.27.15

224

Creating Transparency On Market Decline. - 11.20.15

225

The Status Quo Equals Disaster in Retirement - 11.6.15

226

The Guide to Safe or Safer Alternatives - 10.30.15

227

Four Common Investment Myths - 10.23.15

228

What to Know About Social Security - 10.16.15

229

Underestimating What You Need - 10.9.15

230

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

231

Success and Wealth - 9.25.15

232

Elections and Your Money! - 9.18.15

233

Underestimating What You Need - 9.11.15

234

Pursuing a Better Investment Experience - 9.4.15

235

When Can You Retire? - 8.28.15

236

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

237

Is it Time to Find a New Advisor - 8.14.15

238

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

239

Rise of the Robo-Advisors - 7.31.15

240

The 3 Phases of your Financial Life - 7.24.15

241

Understanding your 401(k) choices - 07.10.15

242

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

243

Making the Right Investment Choices for YOU! - 6.26.15

244

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

245

The ART of Creating and Preserving Wealth - 6.5.15

246

The ART of Creating and Preserving Wealth - 5.29.15

247

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

248

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

249

The Art of Creating and Preserving Wealth - 5.8.15

250

The ART of Creating & Preserving Wealth- 5.1.15

251

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

252

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

253

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

254

Financial Fridays - 4.3.15

255

The ART of Creating & Preserving Wealth - 03.27.15