In this value-packed episode of Financial Detox, Jason Labrum and Alex Klingensmith team up to tackle a topic that's on everyone's mind this time of year — TAXES!
🎯 Whether you're a business owner, executive, or high-income earner, you'll learn the 7 key tax strategies that could help you keep more of what you earn in 2025 and beyond. The team at IDA Wealth is on a mission to demystify the tax code and empower you to avoid toxic financial advice.
🧠 What You'll Learn in This Episode
✔️ The truth about tax planning vs. tax preparation
✔️ Why waiting until April is too late for 2024 tax savings
✔️ How to use Tax Loss Harvesting the right way
✔️ The power of rebalancing portfolios strategically
✔️ Maximizing Roth conversions and tax-deferred accounts
✔️ Smarter charitable giving strategies (like donor-advised funds)
✔️ How to review deductions, credits, and leverage your CPA relationship
✔️ Why semi-annual tax check-ins are critical for business owners
📈 Real Stories, Real Impact
Jason and Alex share client stories that illustrate how proper tax planning saved real people tens — even hundreds — of thousands of dollars in taxes. Plus, learn how making one smart move today could result in millions saved over a lifetime.
📥 FREE DOWNLOAD
📄 Grab your "7 Tax Strategies Every Investor Should Know" checklist
🔗 Visit Us: https://www.idawealth.com
📧 Get in Touch: jason@financialdetox.com
📈 Work with a Fiduciary: https://www.idawealth.com
Learn about IDA Wealth and our mission to deliver client-first investment advice.
#FinancialPlanning #MarketVolatility #TariffsExplained #LongTermInvesting #fiduciaryadvisor
More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/
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More on Financial Detox:
Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=
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More on IDA Wealth:
Linkedin: https://www.linkedin.com/company/idawealth/
Instagram: https://www.instagram.com/idawealth/
Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers
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Disclosure
The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC ("IDA"), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC.
The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results.
Information provided reflects IDA's views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change.
IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein.
The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www
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