Financial Detox® Show cover art

All Episodes

Financial Detox® Show — 250 episodes

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Title
1

Is AI Giving You Bad Financial Advice?

2

High Yield Doesn't Mean High Income

3

Is AI the Next Dot-Com Bubble?

4

Should You Hold Cash Waiting for the Market to Crash?

5

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

6

The Retirement Tax Trap Most Investors Don't See Coming

7

Tax Drag: The Silent Wealth Killer Most Investors Ignore

8

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

9

6 Year-End Tax Moves That Can Save You Thousands

10

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

11

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

12

Trusts in California: Avoid Probate & Protect Assets

13

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

14

AI, Investing & Risks: What Smart Money Is Doing

15

Dry Powder: How to Invest in 2025

16

Real Estate in 2025: Opportunity or Risk?

17

Tax Drag: The Hidden Cost Sinking Your Financial Performance

18

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

19

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

20

How to Build an Estate Plan That Actually Works

21

All Things Markets: Tesla, Tariffs & Turmoil

22

This ONE Tax Strategy Could Add MILLIONS to Your Retirement!

23

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

24

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

25

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

26

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

27

Is Your Wealth Prepared for Global Uncertainty?

28

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

29

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

30

Ep. 221- Maximizing Returns: Avoiding Common Investor Errors

31

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

32

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

33

Ep. 218-Reflecting on 2023!

34

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

35

Ep. 216-Financial Detox® Summer Series

36

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

37

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

38

Ep. 213- Reflecting on 2022

39

Good Tax Planning Defined and Why You Should Consider Alternative Investments

40

Interest Rates are Up, What to do Next?

41

Is it Time to Time the Market?

42

Where did the year go?

43

Attributes Most Valued in a Financial Advisor

44

How to Maximize Your Business's Value

45

Inflation- Is it Transitory or Long Term?

46

Cryptocurrency, Inflation and Impending Tax Increases

47

What is Debt?

48

Impacts of Inflation and How to Prepare

49

Alternative Investments, the Why and When

50

Human Behavior and Patterns in Investing

51

Options Explained and What Happened with GameStop

52

Tax Planning and Reducing your Maximum Exposure

53

Rating Systems and Target Rate of Returns

54

Financial Detox® Listener Questions

55

Inauguration and Beyond

56

2021 Predictions

57

S.M.A.R.T Goals

58

Charitable Giving and the Impact on a Financial Plan

59

Future Ready 401(k) Style

60

Questions Asked and Lessons Learned from 2020

61

Thanksgiving and Rebalancing

62

Investing 101 – Tax Harvesting & Value Propositions

63

Qualified Opportunity Zone Fund ("QOZs")

64

Bearing the Fruits of Proper Wealth Management Through Travel

65

Medicare Insurance with Special Guest: Brian McArthur

66

Investing 101- Delivering Value

67

Investing 101- Asset Class Selection

68

Conflicts of Interest in the Financial World

69

Prepping for End of Year Financial Decisions

70

The Social Dilemma

71

The Three Headed Hydra

72

Tax Efficiency and Investing

73

Financial Products- What's Best?

74

Stress Testing and the Future

75

New School Factor Investing

76

Financial Detox® Listener Questions

77

Long Term Investing Amidst the Election

78

The Good the Bad and the Ugly About Annuities

79

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

80

The Evolution of Factor Investing

81

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

82

Navigate Uncharted Waters with Intelligence and Discipline

83

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

84

Long Term Care with Scott Heinila

85

The Financial Detox for Financial Advisers - Part 2

86

The Financial Detox for Financial Advisers

87

Government Detox and Your Freedom

88

Are you an Investor or Not?

89

28% in 14 Days

90

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

91

IQ, EQ and the Financial Quotient

92

Don't Panic, Instead Do This

93

Unleashing the Power of Private Enterprise Against Coronavirus

94

Investing in the Face of Coronavirus

95

Multifamily Investing with Special Guest Jeff Gleiberman

96

Opportunity Zone Investing

97

The Market Has No Memory

98

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

99

Is It Time To Impeach Your Investment Philosophy?

100

Let's Predict The Future

101

Ok Is Not Good Enough, Making Plans for 2020

102

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

103

Profit Maker With Special Guest Rich Gaines

104

Don't Forget These Year End Financial Must Dos

105

Forget Investment Management, It's All About Planning

106

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

107

Alex Got His Head Shaved!

108

Educating Your Children About Saving and Investing

109

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

110

Science Behind Investing

111

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

112

The Case for Global Diversification

113

The Three Most Common Paths in Pursuing a Better Investment Experience

114

Special Guest Gabriel Katzner, Estate Planning Attorney

115

The Story of Intelligence Driven Advisers

116

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

117

The Truth About Performance

118

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

119

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

120

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

121

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

122

How to Invest With Total Peace of Mind

123

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

124

Mastering the Laws of Trading with Agustin Lebron

125

Should Real Estate Be Part of Your Investment Portfolio?

126

Stock Picking VS. Evidence Based Investing

127

Building Tax Diversified Wealth

128

The Eight Irrefutable Mistakes We Make When Investing

129

Does Your Financial Strategy Solve for Your Future Liabilities?

130

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

131

How to Succeed in Times of Volatility

132

How to Maximize Your Financial Life

133

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

134

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

135

Leadership and Life with Paul Thompson

136

Why You Shouldn't Try To Time The Market

137

The Case for Global Diversification

138

Making Better 401(k) Plans with Kent Colwell

139

The Purpose of Bonds in Your Portfolio

140

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

141

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

142

Annuities: The Good, the Bad, & the Ugly

143

Tax Planning Strategies Under the New Tax Cuts and Jobs Act

144

Does your Financial Plan include a Tax Map?

145

How to Demand Transparency in Fees

146

Financial Detox® is off the rails!

147

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

148

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

149

When Life Insurance Makes Sense - 02.24.2018

150

Financial Detox - The Anti -Media Media - 02.17.2018

151

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

152

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

153

Financial Detox - Behavioral Blunders Most Investors Are Making - 01.27.18

154

Financial Detox - Debunking New Tax Law Myths - 01.20.2018

155

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

156

Financial Detox - Detoxify your portfolio for 2018. - 01.06.2018

157

Financial Detox - 12.30.2017

158

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

159

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

160

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

161

Financial Detox - Pursuing a Better Investment Experience - 12.02.17

162

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

163

Financial Detox - Life Planning & Retirement Planning - 11.18.17

164

Financial Detox with Richard Muscio - 11.11.17

165

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

166

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

167

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

168

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

169

Financial Detox - The Dream Team of Planning - 10.7.17

170

Financial Detox -The Fiduciary Rule - 09.30.17

171

Financial Detox - Stay Financially Cleansed. 09.23.17

172

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

173

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

174

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

175

Financial Detox - How to Deal with Political Uncertainty - 08.26.17

176

Financial Detox - Do you need life insurance? - 08.12.17

177

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

178

Financial Detox - What Happened to Volatility? - 07.29.2017

179

Financial Detox- Real Estate -07.15.2017

180

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

181

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

182

Financial Detox - Pursuing a Better Investment Strategy -06.24.2017

183

Financial Detox -The Fiduciary Portfolio Comparison - 06.17.2017

184

Financial Detox -The Fiduciary Rule - 6.10.2017

185

Financial Detox - The Keys to Wealth - 5.20.17

186

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

187

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

188

Weighing in on the Trump Tax Plan

189

Financial Detox - Toxic News vs. Useful News - 4.22.2017

190

Financial Detox - Cleanse YOUR money cleanse YOUR mind - 4.15.2017

191

Financial Detox - Pursuing a Better Investment Experience - 4.8.2017

192

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

193

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

194

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

195

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

196

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

197

Financial Detox - Financial Planning - 06.17.16

198

Financial Detox - Health & Wealth with Financial Detox - 06.10.16

199

Politics, Investing and The Market - 05.27.16

200

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

201

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

202

Financial Detox - Elections and Your Portfolio - 04.29.16

203

Financial Detox - Wealth Management Today - 04.14.16

204

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

205

Financial Detox - Overcoming Retirement Anxiety - 03.11.16

206

Financial Detox - Listener Questions - 03.4.16

207

Financial Detox - Your Financial Future - 2.26.16

208

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

209

Four Retirement Blunders To Avoid - 02.12.16

210

Emotions of Investing - 02.05.16

211

Volatile Economic Headwinds and What They Mean for You - 01.29.16

212

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

213

Emotions and Smart Investing - 01.15.16

214

Is America's Retirement System Failing You - 01.08.16

215

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

216

Stock Investing in Retirement - 12.11.15

217

What is Wealth Management? - 12.04.15

218

The Guide to Safe or Safer Alternatives - 11.27.15

219

Creating Transparency On Market Decline. - 11.20.15

220

The Status Quo Equals Disaster in Retirement - 11.6.15

221

The Guide to Safe or Safer Alternatives - 10.30.15

222

Four Common Investment Myths - 10.23.15

223

What to Know About Social Security - 10.16.15

224

Underestimating What You Need - 10.9.15

225

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

226

Success and Wealth - 9.25.15

227

Elections and Your Money! - 9.18.15

228

Underestimating What You Need - 9.11.15

229

Pursuing a Better Investment Experience - 9.4.15

230

When Can You Retire? - 8.28.15

231

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

232

Is it Time to Find a New Advisor - 8.14.15

233

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

234

Rise of the Robo-Advisors - 7.31.15

235

The 3 Phases of your Financial Life - 7.24.15

236

Understanding your 401(k) choices - 07.10.15

237

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

238

Making the Right Investment Choices for YOU! - 6.26.15

239

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

240

The ART of Creating and Preserving Wealth - 6.5.15

241

The ART of Creating and Preserving Wealth - 5.29.15

242

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

243

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

244

The Art of Creating and Preserving Wealth - 5.8.15

245

The ART of Creating & Preserving Wealth- 5.1.15

246

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

247

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

248

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

249

Financial Fridays - 4.3.15

250

The ART of Creating & Preserving Wealth - 03.27.15