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🧠 Discover how to avoid toxic financial advice and plan your dream retirement today!
Jason Labrum and Alex Klingensmith from IDA Wealth dive deep into one of the most critical transitions in life – the first 1,000 days of retirement.
Whether you're just starting to think about retirement or already navigating life after work, this episode will help you make smarter financial and emotional decisions.
💬 What You'll Learn:
• The biggest emotional and psychological shifts when entering retirement
• How to avoid common mistakes like under-living and overspending
• The 3 core risks in retirement:
1️⃣ Sequence of Returns Risk
2️⃣ Overspending vs. Under-living
3️⃣ Tax Traps & Strategic Withdrawal Planning
• How to reframe your portfolio as your new paycheck
• Why having purpose is more important than just having a financial plan
• Real-life stories from retirees and young professionals for inspiration
• The difference between fiduciary advice and commission-based "advice"
💼 Need help with your retirement plan?
Schedule your free, no-obligation Retirement Clarity Session today and discover what's possible with cash-flow based planning, tax strategies, and a life-first approach.
👉 https://wealth.emaplan.com/ema/LeadGen/Welcome/1fe6a74e-64ab-4070-bfca-112732c0fca1
🎧 Available on Spotify, Apple Podcasts, and right here on YouTube.
👍 Like, comment, and share if you found value in this episode!
#FinancialDetox #RetirementPlanning #PurposefulRetirement #WealthManagement #FiduciaryAdvice #RetireSmart #First1000DaysRetirement
More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/
and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-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.
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