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28 episodes with labrum wealth management
Join me, AJ Powers, AKA The Empowered Broker as I interview, Jason Labrum. Jason is the founder and CEO of Labrum Wealth Management. Jason is also the host of Financial Detox radio show and author of Financial Detox – Cleanse your mind and money to achieve financial independence and manage your wealth for maximum life impact. He has been helping individuals, families and businesses with financial planning, portfolio management and business retirement plans since 1998 and is multiple year winner of the 5 Star Advisor award and Top 250 Advisors by Worth Magazine. After two six year stints at major wall street firms, Jason founded Labrum Wealth Management in 2009, in Carlsbad CA and since then the firm has experienced growth of over 300%. Labrum Wealth Management serves clients throughout the country and has offices in Carlsbad CA, Temecula CA and Mission Valley, CA. Jason is a CERTIFIED FINANCIAL PLANNER™ and holds the AIF® (Accredited Investment Fiduciary designation). Dedicated to serving clients in a fiduciary capacity, serving the best interest of clients, and furthering consumer education around the areas of behavioral finance Jason speaks regularly on the topics of Financial Planning and Investing and has served on the board of directors for the Carlsbad Boys & Girls Club since 2003. In his free time Jason enjoys nearly every outdoor activity specifically, skiing, golfing and surfing. Jason resides in San Diego with his wife and two boys. Tune in as Jason and I discuss discipline and strategy needed for success, and always, his Top 3 Tips for success both in life and business.
Labrum Wealth Management has some exciting news! The firm is expanding and growing and has now added a Scottsdale office. Jim Pupillo and the team at LDI have teamed up with Labrum Wealth Management to form IDA (Intelligence Driven Advisers). This acquisition will provide many benefits for the clients of LWM (now IDA) such as: increased team collective knowledge, greater specialization within our team members, a larger more capable firm with approximately $800 million in assets under management, a new Scottsdale AZ office location and several other benefits. The investment philosophy will remain anchored in evidence and time-tested strategies, while the character, mission and vision will remain focused on serving clients as a Fiduciary with undivided loyalty.Finally, we’re hosting another webinar at 12:30 PM on December 12. Click [here] to learn more and sign up.In today’s conversation, here’s what you’ll learn:Reasons why you should not chase fads, returns or the “hot dots”.How to figure out what will move you forward in your investment strategies.What is your target rate of return and why is it more important than your risk tolerance?How to solve for your future liabilities.
Labrum Wealth Management has some exciting news! The firm is expanding and growing and has now added a Scottsdale office. Jim Pupillo and the team at LDI have teamed up with Labrum Wealth Management to form IDA (Intelligence Driven Advisers). This acquisition will provide many benefits for the clients of LWM (now IDA) such as: increased team collective knowledge, greater specialization within our team members, a larger more capable firm with approximately $800 million in assets under management, a new Scottsdale AZ office location and several other benefits. The investment philosophy will remain anchored in evidence and time-tested strategies, while the character, mission and vision will remain focused on serving clients as a Fiduciary with undivided loyalty.Finally, we’re hosting another webinar at 12:30 PM on December 12. Click [here] to learn more and sign up.In today’s conversation, here’s what you’ll learn:Reasons why you should not chase fads, returns or the “hot dots”.How to figure out what will move you forward in your investment strategies.What is your target rate of return and why is it more important than your risk tolerance?How to solve for your future liabilities.
401(k) plans are becoming a bigger and bigger part of retirement plans. We handle lots of them at Labrum Wealth Management, and we see lots of problems and deficiencies within 401(k) plans: unclear commissions, a lack of education, and a general savings crisis among many working Americans. In fact, the majority of 401(k) plans in San Diego are held by advisors who handle less than two 401(k)s!That’s why we’ve dedicated today’s episode to 401(k)s - and we’ve brought on 20-year 401(k) veteran Kent Colewell to dissect Fidelity’s 9th annual Plan Sponsor Attitudes Survey. You’ll learn how to make better plans, look out for potential problems, and find out all about recent developments in this particular field.For more information about Labrum Wealth Management, visit LabrumWealth.com
401(k) plans are becoming a bigger and bigger part of retirement plans. We handle lots of them at Labrum Wealth Management, and we see lots of problems and deficiencies within 401(k) plans: unclear commissions, a lack of education, and a general savings crisis among many working Americans. In fact, the majority of 401(k) plans in San Diego are held by advisors who handle less than two 401(k)s!That’s why we’ve dedicated today’s episode to 401(k)s - and we’ve brought on 20-year 401(k) veteran Kent Colewell to dissect Fidelity’s 9th annual Plan Sponsor Attitudes Survey. You’ll learn how to make better plans, look out for potential problems, and find out all about recent developments in this particular field.For more information about Labrum Wealth Management, visit LabrumWealth.com
As investors, many of us want to take action, even when doing nothing is sometimes better. To make matters worse, even in a relatively flat, unsensational financial year, news shows are always looking for something sensational to talk about.At Labrum Wealth Management, we want you to be able to make smart, informed decisions in alignment with your financial goals, regardless of what’s going on in the world. That’s why in today’s show, we’re going in-depth on bonds: what they actually are, what they do, and whether or not they belong in your portfolio.For more information about Labrum Wealth Management, visit LabrumWealth.com
As investors, many of us want to take action, even when doing nothing is sometimes better. To make matters worse, even in a relatively flat, unsensational financial year, news shows are always looking for something sensational to talk about.At Labrum Wealth Management, we want you to be able to make smart, informed decisions in alignment with your financial goals, regardless of what’s going on in the world. That’s why in today’s show, we’re going in-depth on bonds: what they actually are, what they do, and whether or not they belong in your portfolio.For more information about Labrum Wealth Management, visit LabrumWealth.com
The Financial Detox team at Labrum Wealth Management talks a lot about growing money over time and protecting wealth - and a big component of that is often giving to others in your community.That’s why today, I’m speaking with a very special guest: my good friend and NBA Champion Brad Holland. Brad is the CEO of the Boys & Girls Clubs of Carlsbad - of which I have been a board member since 2002 - and manages over $3 million in funds supplied almost entirely through private donations to provide services to over 800 students a day through a variety of outreach and engagement programs.He joins the podcast today to discuss not only his journey through the world of pro sports, but how he leads a 501c3 non-profit run totally by donors - and the many benefits of giving back to your community with your wealth, no matter where you are or what you do.
The Financial Detox team at Labrum Wealth Management talks a lot about growing money over time and protecting wealth - and a big component of that is often giving to others in your community.That’s why today, I’m speaking with a very special guest: my good friend and NBA Champion Brad Holland. Brad is the CEO of the Boys & Girls Clubs of Carlsbad - of which I have been a board member since 2002 - and manages over $3 million in funds supplied almost entirely through private donations to provide services to over 800 students a day through a variety of outreach and engagement programs.He joins the podcast today to discuss not only his journey through the world of pro sports, but how he leads a 501c3 non-profit run totally by donors - and the many benefits of giving back to your community with your wealth, no matter where you are or what you do.
The Financial Detox team at Labrum Wealth Management does A LOT of tax planning. And no wonder, as it's such an important part of wealth management, especially as your situation changes over the years and you enter the first phase of your retirement.We’ve been getting a lot of tax inquiries since the passage of the Tax Cuts & Jobs Act, which substantially changed America’s tax code for the first time in decades. It has left a lot of people wondering how to best utilize their options as they plan for retirement, begin receiving payments, or even re-enter the workforce in a part-time capacity. That’s why today’s focus is all about tax planning. We’re answering questions and sharing simple strategies that you can use to make smarter investment decisions.To get access to today's show notes, transcript, and resources mentioned, FinancialDetox.com
The Financial Detox team at Labrum Wealth Management does A LOT of tax planning. And no wonder, as it's such an important part of wealth management, especially as your situation changes over the years and you enter the first phase of your retirement.We’ve been getting a lot of tax inquiries since the passage of the Tax Cuts & Jobs Act, which substantially changed America’s tax code for the first time in decades. It has left a lot of people wondering how to best utilize their options as they plan for retirement, begin receiving payments, or even re-enter the workforce in a part-time capacity. That’s why today’s focus is all about tax planning. We’re answering questions and sharing simple strategies that you can use to make smarter investment decisions.To get access to today's show notes, transcript, and resources mentioned, FinancialDetox.com
JASON LABRUM, CFP®, AIF® FOUNDER/CEO ALEX KLINGENSMITH, CFP® SENIOR WEALTH ADVISOR/COO Financial Advisors from Labrum Wealth Management break down the differences between Real Estate and Investing in the Market. Listen to this podcast to learn the disadvantages and advantages of holding Real Estate assets vs. putting the proceeds in the market. How will that impact your financial plan?
JASON LABRUM, CFP®, AIF® FOUNDER/CEO ALEX KLINGENSMITH, CFP® SENIOR WEALTH ADVISOR/COO Financial Advisors from Labrum Wealth Management break down the differences between Real Estate and Investing in the Market. Listen to this podcast to learn the disadvantages and advantages of holding Real Estate assets vs. putting the proceeds in the market. How will that impact your financial plan?
JASON LABRUM, CFP®, AIF®, Founder and CEO of Labrum Wealth Management is joined in the studio with his Co-host Alex Klingenmsmtih, CFP®, Senior Wealth Advisor and COO to discuss recent Market Volatility and how to prepare for volatility. This show will help listeners to get on track or stay on track with a solid investment plan and avoid making behavioral mistakes that will strip investors of returns. Learn more at an upcoming Financial Detox® Event Register for a Free Educational Event Here
JASON LABRUM, CFP®, AIF®, Founder and CEO of Labrum Wealth Management is joined in the studio with his Co-host Alex Klingenmsmtih, CFP®, Senior Wealth Advisor and COO to discuss recent Market Volatility and how to prepare for volatility. This show will help listeners to get on track or stay on track with a solid investment plan and avoid making behavioral mistakes that will strip investors of returns. Learn more at an upcoming Financial Detox® Event Register for a Free Educational Event Here
There is so much information to filter with regards to your financial plan for your retirement. In this episode Jason Labrum has Colleen Decker, Insurance Specialist with Labrum Wealth Management to debunk Life Insurance myths and talk about the costs associated. Enjoying a comfortable and well-deserved retirement can be an exciting thought, but the preparations are a lot of work - work that needed to start yesterday. Many people struggle with creating a financial plan and investing in the future, whether that means paying for the kids' college or making plan for the golden years - and a toxic industry doesn't make it any easier. Of course, this leads to more than enough stress for anyone.
There is so much information to filter with regards to your financial plan for your retirement. In this episode Jason Labrum has Colleen Decker, Insurance Specialist with Labrum Wealth Management to debunk Life Insurance myths and talk about the costs associated. Enjoying a comfortable and well-deserved retirement can be an exciting thought, but the preparations are a lot of work - work that needed to start yesterday. Many people struggle with creating a financial plan and investing in the future, whether that means paying for the kids' college or making plan for the golden years - and a toxic industry doesn't make it any easier. Of course, this leads to more than enough stress for anyone.
Financial Detox focuses on simplifying the investment process and filters all toxic information for investors so they can focus on what matters; getting market like returns or better. How do you do that? Jason Labrum, CEO and Founder of Labrum Wealth Management simplifies what it takes to achieve wealth management success. Joined in the studio by Alex Klingensmith, Senior Wealth Advisor and COO, of Labrum Wealth Management. Having the right asset allocation and risk tolerance for your portfolio is key to set yourself up for financial success.
Financial Detox focuses on simplifying the investment process and filters all toxic information for investors so they can focus on what matters; getting market like returns or better. How do you do that? Jason Labrum, CEO and Founder of Labrum Wealth Management simplifies what it takes to achieve wealth management success. Joined in the studio by Alex Klingensmith, Senior Wealth Advisor and COO, of Labrum Wealth Management. Having the right asset allocation and risk tolerance for your portfolio is key to set yourself up for financial success.
The Financial Detox Team talks about behavioral blunders and how they can destroy an investors ability to get great returns. What are behavioral blunders? Learn today on Financial Detox. Jason Labrum, CEO and Founder, and Alex Klingensmith, COO and Senior Wealth Management, of Labrum Wealth Management in the studio discuss recent headlines and current events.
The Financial Detox Team talks about behavioral blunders and how they can destroy an investors ability to get great returns. What are behavioral blunders? Learn today on Financial Detox. Jason Labrum, CEO and Founder, and Alex Klingensmith, COO and Senior Wealth Management, of Labrum Wealth Management in the studio discuss recent headlines and current events.
Jason Labrum, CEO and Founder, and Alex Klingensmith, Senior Wealth Advisor and COO of Labrum Wealth Management welcome two trusted sponsors in the studio today. The fellas are talking about Real Estate, Mortgages and how the new tax laws affect these portions of your life. Client and listener are asking, should we get out of the market. Jason discusses the importance of having the right investment portfolio that delivers an amount of volatility you can live with so you can take the least amount of risk while reaching your goals. -JR Phillips with The JR Phillips Group http://www.jrphillipssells.com/ -Mark Roberts, Branch Manager with Caliber Home Lending https://caliberhomeloans.com/loan-consultant/california/encinitas/mrobertson
Jason Labrum, CEO and Founder, and Alex Klingensmith, Senior Wealth Advisor and COO of Labrum Wealth Management welcome two trusted sponsors in the studio today. The fellas are talking about Real Estate, Mortgages and how the new tax laws affect these portions of your life. Client and listener are asking, should we get out of the market. Jason discusses the importance of having the right investment portfolio that delivers an amount of volatility you can live with so you can take the least amount of risk while reaching your goals. -JR Phillips with The JR Phillips Group http://www.jrphillipssells.com/ -Mark Roberts, Branch Manager with Caliber Home Lending https://caliberhomeloans.com/loan-consultant/california/encinitas/mrobertson
Jason Labrum, Founder and CEO of Labrum Wealth Management opens up this weeks podcast talking about market returns and why its so important to stay disciplined and weed out financial toxic information. Alex Klingensmith, COO & Senior Wealth Advisor joins Jason in the studio to talk news headlines and Financial Detox! Sandi Shaner, "The Rocking Business Coach" joins Jason and Alex in the studio to discuss the Business Plan 2018 - Rocking the New Year Conference taking place in San Diego January 24th and 25th.
Jason Labrum, Founder and CEO of Labrum Wealth Management opens up this weeks podcast talking about market returns and why its so important to stay disciplined and weed out financial toxic information. Alex Klingensmith, COO & Senior Wealth Advisor joins Jason in the studio to talk news headlines and Financial Detox! Sandi Shaner, "The Rocking Business Coach" joins Jason and Alex in the studio to discuss the Business Plan 2018 - Rocking the New Year Conference taking place in San Diego January 24th and 25th.
Jason Labrum, CEO and President of Labrum Wealth Management discusses the 8 STEPS TO FINANCIAL DETOX! Kent Colwell, Director of 401(K) and Retirement Plan Solutions at Labrum Wealth Management joins Jason in the studio to discuss asset allocation and how your portfolio needs to be diversified for 2018 to be successful. Also, what happens when volatility comes back to the market and the difference between active money management and passive money management.
Jason Labrum, CEO and President of Labrum Wealth Management discusses the 8 STEPS TO FINANCIAL DETOX! Kent Colwell, Director of 401(K) and Retirement Plan Solutions at Labrum Wealth Management joins Jason in the studio to discuss asset allocation and how your portfolio needs to be diversified for 2018 to be successful. Also, what happens when volatility comes back to the market and the difference between active money management and passive money management.
Jason Labrum Founder and CEO of Labrum Wealth Management welcomes Colleen Decker, Insurance Planning Specialist, into the studio to discuss Life Insurance Planning and how that relates to financial planning.
Jason Labrum Founder and CEO of Labrum Wealth Management welcomes Colleen Decker, Insurance Planning Specialist, into the studio to discuss Life Insurance Planning and how that relates to financial planning.
The Financial Detox Team at Labrum Wealth Management dispels Bitcoin misinformation and explains what it actually is. Jason Labrum, CEO and Founder and Alex Klingensmith, COO and Senior Wealth Advisor welcome Tom Lombardi into the studio to discuss all things block chain technology and should you own any of these cryptocurrencies in your portfolio?
The Financial Detox Team at Labrum Wealth Management dispels Bitcoin misinformation and explains what it actually is. Jason Labrum, CEO and Founder and Alex Klingensmith, COO and Senior Wealth Advisor welcome Tom Lombardi into the studio to discuss all things block chain technology and should you own any of these cryptocurrencies in your portfolio?
Jason Labrum CEO and President of Labrum Wealth Management welcomes Kent Colwell, Director of 401(K) and Retirement Plan Services at LWM. Topics of conversation today cover, tax reform, Fiduciary Advisors and Financial Planner as well as 401(k) and retirement plans.
Jason Labrum CEO and President of Labrum Wealth Management welcomes Kent Colwell, Director of 401(K) and Retirement Plan Services at LWM. Topics of conversation today cover, tax reform, Fiduciary Advisors and Financial Planner as well as 401(k) and retirement plans.
CEO and President of Labrum Wealth Management, Jason Labrum and Co- host and Senior Wealth Advisor Alex Klingensmith break down what it means to properly Financially Detox and why you should have a FULL time Fiduciary working for you.
CEO and President of Labrum Wealth Management, Jason Labrum and Co- host and Senior Wealth Advisor Alex Klingensmith break down what it means to properly Financially Detox and why you should have a FULL time Fiduciary working for you.
Happy Thanksgiving Weekend! Join Jason Labrum, CEO of Labrum Wealth Management and Alex Klingensmith, Senior Wealth Advisor at Labrum Wealth management in the studio. 10 Questions you have to ask your self as an Investor! These questions are important to help you filter the toxic information available today with regards to the markets and investing.
Happy Thanksgiving Weekend! Join Jason Labrum, CEO of Labrum Wealth Management and Alex Klingensmith, Senior Wealth Advisor at Labrum Wealth management in the studio. 10 Questions you have to ask your self as an Investor! These questions are important to help you filter the toxic information available today with regards to the markets and investing.
Jason Labrum, CEO and Founder, and Alex Klingensmith, Senior Wealth Advisor at Labrum Wealth Management are joined by two of LWM's newest team members on this week's show. Kim Surber, Wealth Advisor & Divorce Financial Planner, and Kent Colwell, Director of 401(k)Retirement Plan Solutions share their insight on divorce planning and retirement planning. We hope you enjoy!
Jason Labrum, CEO and Founder, and Alex Klingensmith, Senior Wealth Advisor at Labrum Wealth Management are joined by two of LWM's newest team members on this week's show. Kim Surber, Wealth Advisor & Divorce Financial Planner, and Kent Colwell, Director of 401(k)Retirement Plan Solutions share their insight on divorce planning and retirement planning. We hope you enjoy!
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management welcome Richard Muscio, CPA, motivational speaker, and Bestselling author in the studio. We hope you enjoy this week's show!
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management welcome Richard Muscio, CPA, motivational speaker, and Bestselling author in the studio. We hope you enjoy this week's show!
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management welcome Brenda Geiger J.D., Managing Attorney, with Geiger Law Office in the studio to discuss estate planning and taxes. Also in this weeks podcast Jason breaks down what makes Labrum Wealth Management unique. As a true fiduciary, LWM provides the highest level of financial advice, financial planning, and investment precision for it's clients everyday.
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management welcome Brenda Geiger J.D., Managing Attorney, with Geiger Law Office in the studio to discuss estate planning and taxes. Also in this weeks podcast Jason breaks down what makes Labrum Wealth Management unique. As a true fiduciary, LWM provides the highest level of financial advice, financial planning, and investment precision for it's clients everyday.
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management welcome Mark Robertson, Branch Manager, with Caliber Home Loans in the studio to discuss one of the most important purchases of your life, a home. Mark Robertson specializes in home financing and educates the listeners on the housing market and what to expect in the next year. Mark discusses the importance of understanding your mortgage and how you can set yourself up for success in a mortgage transaction.
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management welcome Mark Robertson, Branch Manager, with Caliber Home Loans in the studio to discuss one of the most important purchases of your life, a home. Mark Robertson specializes in home financing and educates the listeners on the housing market and what to expect in the next year. Mark discusses the importance of understanding your mortgage and how you can set yourself up for success in a mortgage transaction.
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management for a discussion about the 30 year anniversary of Black Monday and the market crash. JR Phillips with The JR Phillips Real Estate Group joins the Financial Detox team to discuss home ownership and how its done correctly as an investment. In addition he answers the question...Is it better to rent or own in this higher rate and higher priced home market.
Jason Labrum, CEO and Founder, and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management for a discussion about the 30 year anniversary of Black Monday and the market crash. JR Phillips with The JR Phillips Real Estate Group joins the Financial Detox team to discuss home ownership and how its done correctly as an investment. In addition he answers the question...Is it better to rent or own in this higher rate and higher priced home market.
Join Jason Labrum CEO and Founder and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management for a discussion on Investor Behavior and how it will undoubtedly effect portfolio returns. Have you played the Jelly Bean game? Maybe? Probably not with this topic in mind. Enjoy the Podcast and get Financially Detoxed!
Join Jason Labrum CEO and Founder and Alex Klingensmith Senior Wealth Advisor at Labrum Wealth Management for a discussion on Investor Behavior and how it will undoubtedly effect portfolio returns. Have you played the Jelly Bean game? Maybe? Probably not with this topic in mind. Enjoy the Podcast and get Financially Detoxed!
CEO and President of Labrum Wealth Management, Jason Labrum and Co- Host and Senior Wealth Advisor Alex Klingensmith welcome guests to talk about about some detailed aspects of planing. In the stuido today is Rich Gaines with Legacy Legal talking about the need to do something everyday for your wealth plan to be successful. Also Shannon Brady with Brady College Counseling discusses the importance of planing for your child's education and when you should start getting prepared.
CEO and President of Labrum Wealth Management, Jason Labrum and Co- Host and Senior Wealth Advisor Alex Klingensmith welcome guests to talk about about some detailed aspects of planing. In the stuido today is Rich Gaines with Legacy Legal talking about the need to do something everyday for your wealth plan to be successful. Also Shannon Brady with Brady College Counseling discusses the importance of planing for your child's education and when you should start getting prepared.
Alex Klingensmith is an experienced Wealth Advisor and Chief Operating Officer with a demonstrated history of working in the financial services industry. He is skilled in Fiduciary Independent Investment Management and Financial Planning. Alex has strong community involvement in the Carlsbad Hi Noon Rotary Club and in North San Diego County. What you’ll learn about in this episode: Financial Detox: Labrum Wealth Management’s podcast for consumer advocacy Labrum Wealth Management’s decision to work for their clients and not a firm How to choose the right financial adviser for you Why it matters how your financial adviser gets paid The reasons fiduciaries offer better investments than brokers Finding the right cadence of communication with your financial adviser Choosing an investment philosophy Why it’s never too early or too late to start investing Where to find a great financial adviser Ways to start saving before you get an adviser Alex’s goals in getting Labrum Wealth Management’s message out there Ways to contact Alex: Podcast: www.financialdetox.com Email: alex@labrumwealth.com A transcript of this podcast is available here: http://systemexecution.com/how-to-choose-the-right-financial-adviser/
CEO and President of Labrum Wealth Management, Jason Labrum and Co- host and Senior Wealth Advisor Alex Klingensmith break down what it means to properly Financially Detox and why you should have a FULL time Fiduciary working for you.
CEO and President of Labrum Wealth Management, Jason Labrum and Co- host and Senior Wealth Advisor Alex Klingensmith break down what it means to properly Financially Detox and why you should have a FULL time Fiduciary working for you.
Jason Labrum and Co- host Alex Klingensmith talk current events; North Korea, Anti-Trump Messages, and Bitcoin. Also Bonnie Moseley, an Advisor, with Labrum Wealth Management is a guest today. She discusses the women advisor perspective and how the media influences thoughts and opinions in a financial portfolio.
Jason Labrum and Co- host Alex Klingensmith talk current events; North Korea, Anti-Trump Messages, and Bitcoin. Also Bonnie Moseley, an Advisor, with Labrum Wealth Management is a guest today. She discusses the women advisor perspective and how the media influences thoughts and opinions in a financial portfolio.
Jason Labrum talks with guest Joe Pecore, Professor at UCSD, about how individuals need to live within or below your means to create wealth. Saving and how compounding interest is the 8th wonder of the world. Also, Rick Labrum, Senior Wealth Manager at Labrum Wealth Management stops by the studio.
Jason Labrum talks with guest Joe Pecore, Professor at UCSD, about how individuals need to live within or below your means to create wealth. Saving and how compounding interest is the 8th wonder of the world. Also, Rick Labrum, Senior Wealth Manager at Labrum Wealth Management stops by the studio.
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