IDA Wealth Financial Detox

12/31/2024

https://www.youtube.com/watch?v=O_c-faeHNns

In this "end-of-year" wrapup episode, we dive into the key financial and political topics shaping 2024 and beyond...

In this episode, we dive into the key financial topics shaping 2024 and beyond:● Bitcoin’s Surge: Breaking down the “Trump Bump” in cryptocurrency and what a...

10/17/2024

In this episode of Financial Detox, host Jason Labrum and co-host Alex Klingensmith are joined by Bob Long, CEO of StepStone Private Wealth, for an insightful conversation on the role of alternative investments in today’s unpredictable markets. They discuss the value of diversifying portfolios with private equity, private credit, and infrastructure, especially as traditional markets face increased volatility.

In this episode of Financial Detox, host Jason Labrum and co-host Alex Klingensmith are joined by Bob Long, CEO of StepStone Private Wealth, for an insightfu...

09/17/2024

Welcome to a special episode celebrating 15 years of IDA Wealth! 🎉
In this video, we dive deep into the journey of building a successful wealth management firm and reflect on the lessons learned from over 27 years in the financial industry.

https://youtu.be/JpQla90du-g

Welcome to a special episode celebrating 15 years of IDA Wealth! 🎉In this video, we dive deep into the journey of building a successful wealth management fi...

12/15/2023

New Financial Detox® Podcast dropped today. Listen here:

Contact an Adviser Today

10/27/2023

Financial Detox®Podcast is available to watch and listen here!!!

https://www.idawealth.com/what-to-do-if-you-win-the-lotto/

Jason Labrum

  Stay Calm and Keep It Quiet: The first and most important step is to stay calm and take some time to process your win. It's tempting to share the news

07/18/2023

New Summer Series of Financial Detox® is available now...in video!

https://www.idawealth.com/finanical-detox-summer-series/

02/28/2023

Listen here to the latest Financial Detox® Podcast by IDA's CEO Jason Labrum, CFP®, AIF®, and President Alex Klingensmith, CFP®
As we approach tax season Jason and Alex talk about the importance of having a tax plan integrated into your financial plan.
· Who are your team of advisers?
· What a typical CPA experience is like
· What a fully integrated tax and wealth experience looks like
· Case studies of successfully integrated experiences

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...

12/21/2022

Congratulations to Brasfield for earning the recent IDA IMPACT AWARD. Aaron is a true gentleman who speaks candidly with empathy and conducts himself out of goodwill towards others. We are proud to work with you Aaron!

10/31/2022

BOO! 👻 Happy Halloween! 🎃
IDA was able to celebrate with a costume party and the team BROUGHT all sorts of fun and creativity! Congrats to Thomas and Nicole Ohanesian (Preggo and Chef) who are expecting their first baby next month. Y'all are so cute!

10/24/2022

IDA Book Club is continuing to dive in to The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel.

So many awesome takeaways and so relevant to todays market. For anyone who has seen Ted Lasso you can appreciate this parallel by David Reyes, CFP® at IDA.

“Optimism is usually defined as a belief that things will go well. But that’s incomplete. Sensible optimism is a belief that the odds are in our favor, and over time things will balance out to a good outcome even If what happens in between is filled with misery.”

For anyone who has seen Ted Lasso you can appreciate this parallel. The main character, Ted, is an overly optimistic person. Even when everything around him seems to be falling apart. Eventually, the problems that seemed massive at the time, end up being not so big after all. It’s an incredible approach to have in life, one I think everyone should have. But like bear markets, it’s hard. In the moment, bailing out seems so easy and like the right answer. I believe preventing clients from bailing out of a well-designed plan during a scary market is my single most important job as a real financial professional.

10/13/2022

At IDA we believe learning is a lifelong experience and we love to collaborate our learning with each other through our book club. 📚. Our latest book pick is The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel. https://bit.ly/3rTEPTS

Housel explores how money moves around in an economy and how personal biases and the emotional factor play an important role in our financial decisions. He dives into how to think more rationally and make better decisions when it comes to money. The stories and lessons that Housel shares feel like they were written for exactly this moment in time.

One of the main takeaways is how important it is to know yourself and how you behave. Your relationship with money and the behaviors associated with it can be the reason for accomplishing tremendous success, or your downfall.

Having a plan and staying disciplined is the first step in reaching financial peace of mind. Similarly to Housel's book, Financial Detox® written by IDA's founder and CEO Jason Labrum, shows investors how to steer clear of toxic advice, achieve financial independence, and manage your behaviors when it comes to financial decisions.

You can get a copy of Financial Detox or listen to the podcast here:https://bit.ly/3yCOT7l