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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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show series
 
Lauren V Davis dropped an excellent talk at our virtual conference back in March 2020 and she's back to share more about Instagram.Instagram is a great place to let people see the real you and help them buy into you as a person.Tune in to Lauren let us know the things that we can do to make the most of it and download her free guide with 100+ socia…
 
Show Description: Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the US National Debt equal to 28.2 Trillion and the Federal Deficit at $4.5 Trillion and tack on all the recent stimulus money and Federal spending, what will be the effects on the market…
 
In this guide Orry Henderson talks about the comparison between an annuity pension and a drawdown option. The guide also looks at the advantages and disadvantages of both and how a balance of both maybe the best option for your retirement.על ידי Alan Moran
 
In this episode Emma Crossick talks to Alan Moran about how working from home through the pandemic has had some major advantages for his buisness. She also discusses how virtual meetings have cut down on the need to travel and made for a more productive workplace.על ידי Alan Moran
 
Google, Facebook, Trustpilot, Feefo, Reviews.io, Vouched For ... the list goes on!It's no surprise we're often asked which is the best reviews platform. There's also some debate on when's the best time to ask for a review.As usual, the answer is "It depends..." So listen in as we deep dive on all things reviews.…
 
Show Description: Jason and Alex started the show by taking a step back and reminding listeners and themselves why IDA’s team does not pick individual stocks and try to time the market. There are always unpredictable events that will happen with individual companies, such as Cox communication’s internet going down for multiple days unexpectedly. On…
 
Show Description: Jason kicks off the show with giving an overview of when to look towards the topic to today’s discussion, alternatives. Alternative Investments become a viable option for investing when the public markets start to look too high, and questions arise as to how long this market run up can continue. Alex joins the discussion with stat…
 
Content is much easier to create when you follow some structure. We all know how important great content is, but it's so time-consuming at the best of times.And we don't want to spend a load of time creating something that isn't going to have any impact.So after randomly meeting on Clubhouse and an entertaining chat we found that Amanda Brown could…
 
In this episode Emma Crossick talks to Alan Moran about his passion for giving good financial advice. For Alan it's about helping people and not about making money. However he can’t force people to follow his good advice!על ידי Alan Moran & Emma Crossick
 
In the final part of the complex let series Alex sits down with Tina Long and Anna Asbury from Market Harborough Building Society.In this episode you'll hear:What is meant by complex let in the market? And what does it mean to MHBS?What is the availability of mortgages like for complex let?What types of complex income types could this include?What’…
 
In this guide Orry Henderson talks about the Enterprise Investment Scheme ( EIS ) and the Seed Enterprise Investment Scheme ( SEIS ). He compares them both for investors wishing to find investments with favourable tax relief and businesses looking to raise funds.על ידי Alan Moran
 
Show Description: Jason and Alex started off the show by saying that we are not going to execute on any investment strategy or implement a philosophy unless they have a substantial amount of data to back this up. They discussed how too many investors implement an investment strategy that is driven and based off emotions, feelings, and news headline…
 
In this week’s podcast episode we discuss the opportunities on Google when it comes to complex let cases.You’ll hear the number of Google searches for:Listed propertiesMulti-unit propertiesForeign currencyFirst-time landlordsHoliday letsOlder borrowersWe’ll also share as much advice, hints and tips as possible if you’re planning on attracting more …
 
In this audio guide Orry Henderson talks about Venture Capital Trusts, Enterprise Investmnment Schemes and Business Relief investments. He will compare them with each other and look at the tax relief that can be gained from each.על ידי Alan Moran
 
Tom & Alex delve through some stats when it comes to Google searches on mobile phones. Is the mobile search market still growing? Do people still search on desktops and tablets too?Are people using smart speakers like Alexa to search?Can consumers actually use their mobiles more than they do now and is the use of tablets declining?…
 
In this episode Orry Henderson looks at gaining an income from investments even in a low interest rate environment. The guide is to help investors who are primarily looking for an income as opposed to capital growth.על ידי Alan Moran
 
Friend of the show Ash Borland joins us this time to chat through his experiences with Tik Tok and Clubhouse.We'll of course share some top tips for both platforms and whether you should adopt them as part of your marketing plans.על ידי Alex Curtis, Ash Borland
 
In this episode Orry Henderson looks at the comparison between investment portfolios and investing in a buy-to-let property. What are the pro's and con's of each and which would be best for you to invest in.על ידי Alan Moran
 
Show Description: Today’s show starts off with Jason and Alex sharing stories about trucks and the potential benefits of depreciating company vehicles warming into the topic for discussion. Tax Planning. Jason begins the discussion by reminding listeners that now is the right time to start tax planning for 2021 tax year, while you are doing your ta…
 
In this episode Emma Crossick has discussed the 'New Normal' with Alan Moran. How has the Covid pandemic changed the way meetings are held and will this continue into the future? She also look at the pros and cons of this new Zoom way of working.על ידי Alan Moran
 
Show Description: Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his clients with regular Fiduciary advice pertaining to the company retirement and private wealth areas of the business. Jason discussed how the IDA investment committee s…
 
We use phone tracking to see how many inbound enquiries our clients get from Google Ads. It makes our reporting more accurate and easier for us to make decisions on what's working.It also brings a whole host of other benefits which we talk through for you.על ידי Alex Curtis, Tom Maplethorpe
 
In this episode Emma Crossick talks to Alan Moran about how people can be prone to doing stupid thing with their money. This is not just about dropping some cash in the street or losing your purse. It's about not doing your homework when it comes to investments and not seeking the right advice before making decisions which affect your finances.…
 
Caz is one of (if not actually) the best designer I have ever worked with. He's worked with some huge brands and some local businesses too.We discuss what brand guidelines are, why you need them and what they should include.על ידי Alex Curtis, Caz Cusumano
 
Show Description: In this episode, Jason and Alex open the show up to listener questions. Every couple months Jason and Alex collect questions from listeners, clients and firm advisers that are getting asked the most to share on the air. Question #1 - What should I expect from my portfolio if inflation happens? Inflation – Jason shares his thoughts…
 
Mark and Jamie launched their businesses in the 2020 lockdown and are now getting mortgage leads via Google. Some from ads and some organically from Google using SEO (Search Engine Optimisation).This is their journey from a brand new website to ranking on page 1 of Google. How it works and what they've learned.…
 
Show Description: Jason and Alex reminisced on Joe Biden being inaugurated as the next President of the United States, and then signed 17 executive actions. Jason talked about there being a real problem in this country where we are being fed information and bias from a propaganda media machine. He said our country is turning more into countries lik…
 
Martin Lightbowne is looking to acquire more mortgage and accountancy businesses. It was a great opportunity to discuss why? How is this good for him and the seller?Martin also explains how he's generating life leads on Facebook and quite a bit of detail on how his brands have grown over the last few years.…
 
In this episode Emma Crossick has spoken to Alan Moran about a document even more important than your Will. Your Lasting Powers of Attorney is more important than your Will because your Will only applies when you are no longer here. However your LPA affects you personally while you are still alive.
 
Jason and Alex recap some of the predictions made by strategists in 2020. If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. To exemplify the difficulty of making market forecasts, we can look in the rear-view mirror at several examples of 2020 market forecasts and see how they turned o…
 
In this short guide Orry Henderson asks if your Will is as tax effective as it could be? In light of the recent inheritance tax changes you should consider reviewing your arrangements to make sure you are making full use of your nil rate bands, potentially saving your family thousands of pounds.על ידי Alan Moran
 
The numbers behind life insurance lead generation.We discuss the size of the audience online in terms of search volumes on Google and the Facebook audience too.Do people just expect to get a quote online or do they want to chat with someone?על ידי Alex Curtis, Tom Maplethorpe
 
In this episode Emma Crossick has spoken to Alan Moran and looks at why only 33% of UK adults have a will. She also discusses the important decissions that need to be made when making a will. Also why it's important for you to make a will as soon as possible if you haven't already done so.על ידי Alan Moran & Emma Crossick
 
Today’s show kicks off with Jason and Alex introducing guest Rick Labrum, founding adviser to Intelligence Driven Advisers also Jason’s Dad and mentor. Today’s show discusses Smart Goals for 2021. Jason shares a story of how he and his boys applied a S.M.A.R.T. goal to make the game of golf more enjoyable for young players. Using the acronym S.M.A.…
 
In this short guide Orry Henderson talks about the importance of appointing a guardian for your children in your Will. He also takes a brief look at what laws govern both the guardians and the parental responsibility involved.על ידי Alan Moran
 
Jason and Alex kick off the show sharing stories of family and staying safe around the holidays attempting to hold on to the traditions that we all have, while recognizing the current COVID protocols. With this intro, the show segues into the “Season of Giving” a discussion around charitable giving and the benefits associated to reduce your taxable…
 
Jason and Alex talked about our proprietary 401(k) solution called Future Ready 401(k), which is for an any person participating in a 401(k) plan. This 401(k) retirement solution would bring benefits to the participants/employees, human resources department managers, corporate owners, controllers, directors of finance, etc. They invite listeners to…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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