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

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

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 plan.

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

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 to build lasting success.

Episode 15: Understanding Risk — Red Money, Green Money, and Personalized Planning

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with LaBarge Financial’s own Lily Reddish to explore how individuals truly view and experience risk. Using the Red Money / Green Money framework, they break down how different risk tolerances shape financial decisions and long-term outcomes. They also highlight the tools used to personalize each plan—featuring a closer look at the Retirement Analyzer and how it helps bring clarity and confidence to retirement planning. It’s a practical and insightful conversation designed to help you better understand your risk mindset and build a strategy tailored to you.

Episode 14: Built for Stability — Life Insurance, Family Office Strategy, and Market Protection

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with LaBarge Financial’s insurance specialist, Andrew Eden, to explore the evolving role of life insurance within a family office approach. Together, they discuss the history of the family office model and how life insurance can serve as a stabilizing tool during uncertain markets. They also dive into why spring is an ideal time to apply for coverage, along with advanced strategies like premium financing and the use of life insurance for tax-efficient planning. It’s a timely and insightful conversation designed to help you think differently about protection, growth, and long-term financial stability.

Episode 13: A Walk Through History — Severna Park Stories and Lessons from the Past

In this episode of Financially Speaking with Jason LaBarge, Jason sits down with Scott Jay, the historian of Severna Park, for a conversation that blends personal stories with rich local history. Scott shares what it was like growing up in Severna Park, offers fascinating insight into the history of the very building LaBarge Financial operates in, and reflects on his own retirement journey. It’s an engaging and nostalgic discussion that brings the past to life—making it one of Jason’s favorite episodes to date.