Financially Speaking with Jason LaBarge

Retirement isn’t the end of your story—it’s the start of a new chapter. On Financially Speaking with Jason LaBarge, we talk about how to make the most of it. From market updates and planning tips to real conversations about living well after work, this podcast helps you plan smarter and live richer.

Financially Speaking with Jason LaBarge is a business podcast hosted by Jason LaBarge, with 20 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jason LaBarge hosts Financially Speaking with Jason LaBarge, a business show with 20 episodes published.

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  Episode #21

  Episode 21: More Than Money — The Family Office Approach to Financial Planning

  Sep 3, 202633 minS3

  In this episode of Financially Speaking with Jason LaBarge , Jason welcomes back Financial Professional Lily Reddish for a conversation focused on what it really means to take a family office approach to financial planning. Together, they explore how LaBarge Financial's "More Than Just Money" philosophy goes beyond traditional investment management to help clients address the many different pieces of their financial lives. Jason and Lily discuss the growing network of strategic partners that plays an important role in this approach, from legacy planning and life insurance to CPAs, mortgages, and other specialized professionals. They explain how these relationships create a connected flow of planning, allowing each piece of a client's financial picture to work together rather than being addressed in isolation. Whether you're thinking about retirement, protecting your family, planning your legacy, or simply looking for a more comprehensive approach to your financial future, this episode offers an inside look at how a family office mindset can bring everything together — because financial planning should be about more than just money.

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  Episode #20

  Episode 20: Economics, Markets & the Bigger Picture — Staying Focused in a Noisy World

  Aug 19, 202633 minS3

  In this episode of Financially Speaking with Jason LaBarge , Jason sits down with experienced economist and financial professional, Tom Siomales for a conversation focused on the economy, financial markets, and the importance of maintaining a long-term perspective when planning for your financial future. Together, they discuss how economic conditions, political events, and market uncertainty can influence financial decisions and why it is important to understand these factors without becoming distracted by the daily headlines. Jason and Tom also explore the role of a financial advisor in helping people navigate complicated financial topics, the importance of balancing short-term events with long-term goals, and why having a well-defined plan can help investors avoid making emotional decisions. They emphasize the value of staying focused on the bigger picture, making adjustments when necessary, and having a plan that can adapt to an uncertain environment. Whether you're interested in understanding the economy, navigating market uncertainty, or simply looking for a better way to approach your financial future, this episode offers practical perspective on staying informed without getting caught up in the noise.

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  Episode #19

  Episode 19: The Truth About Annuities — Guaranteed Income, Green Money & Smarter Strategies

  Aug 5, 202629 minS3

  In this episode of Financially Speaking with Jason LaBarge , Jason welcomes back Financial Professional Lily Reddish for a conversation focused on one of the most misunderstood financial tools: annuities. Together, they break down the myths surrounding annuities, explain why they often receive an unfair reputation, and discuss how they can play an important role in creating guaranteed income throughout retirement. Using LaBarge Financial's "Red Money, Green Money" philosophy, Jason and Lily explain why annuities fall into the "green money" category and how they can provide stability and confidence for retirees. They also introduce structured notes as an innovative strategy for investors seeking greater market participation while managing risk. Whether you're curious about guaranteed income, looking to better understand today's retirement strategies, or simply want to separate fact from fiction, this episode offers practical insights to help you make more informed financial decisions.

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  Financially Speaking with Jason LaBarge

  Episode 17: Estate Planning in the AI Era — Misconceptions, Technology, and Protecting Your Legacy

  May 21, 202633 minS0

  <p>In this episode of Financially Speaking with Jason LaBarge, Jason welcomes back estate planner Kaitlyn Tauber Johnson for a timely conversation on the evolving world of estate planning. Together, they discuss some of the most common misconceptions families have about estate plans and explore the growing role of artificial intelligence and online tools in the process. Kaitlyn shares where technology can be useful, where caution is necessary, and why personalized guidance still matters when protecting your legacy. It’s an informative and practical discussion designed to help you think more confidently about your family, your documents, and your long-term pl...

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  Episode #16

  Episode 16: Real Estate & Results — Market Insights and a Record-Breaking Career with David Orso

  May 6, 202638 minS1

  <p>In this episode of Financially Speaking with Jason LaBarge, Jason sits down with local real estate agent and neighbor David Orso, the top-selling agent in Anne Arundel County history. Together, they discuss the business practices and philosophies that have driven David’s success, along with his perspective on today’s real estate market and the role real estate can play within a well-rounded financial portfolio. David also shares his personal story and what continues to motivate him in his work. It’s an insightful conversation that blends market expertise with real-world experience and a closer look at what it takes...

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