On this episode Jake discusses the difference between tax prep and tax planning. Jake and Kirk also discuss an article on Nerd Wallet “Tax Planning for beginners.” While paying your taxes may not be the most exciting event of your year, learning to strategize with your money by understanding the tax system is a critically important part of maintaining your growing wealth.
https://www.nerdwallet.com/blog/taxes/tax-planning/ Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346
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A very important bill was passed in 2019. The SECURE act effects almost every single person in America. It will change the way retirees make financial strategies for the rest of their lives. Jake Rivas goes through the most important points to understand about this act.
https://www.youandifinancial.com/the-setting-every-community-up-for-retirement-enhancement-secure-act/
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!
Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 
On this episode Jake Rivas and Kirk Barbera tackle of a very complicated issue: Potential war with Iran and its impact on markets. Their approach is to help sift through facts and differentiate from perception. People often make fear-based decisions. How should you react financially given the realities of what we know and what we do not know about a potential war with Iran?
https://blog.commonwealth.com/independent-market-observer/what-would-a-war-with-iran-mean-for-the-markets Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 
It’s not only a new year but a new decade and this is the best time to make changes to your financial life. Too often we make radical and impossible to maintain resolutions at the end of the year and then give up by February. Jake and Kirk discuss practical and simple ways to make changes to your life that anyone can implement.
From The Motley Fool: https://www.fool.com/retirement/2018/12/16/5-financial-moves-to-help-start-the-new-year-off-r.aspx Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 
On this episode Jake and Kirk tackle the question of liquidity. What is it and what considerations should you have when you lock up your cash for years. What are some of the pros and cons of illiquidity and how can you best include in your portfolio, long-term investment projects that have restrictions on liquidating your shares.
https://www.economist.com/finance-and-economics/2019/11/07/what-is-the-illiquidity-premium Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 
That’s right, a 7 year auto loan. Why would you ever take out a loan on a car that would last longer than the value of the vehicle? There are thousands of these loans being taken out and Jake and Kirk discuss the ins and outs of these loans, why someone would take one, and Jake’s professional advice on this form of debt. This was a fun one you won’t want to miss!
https://www.wsj.com/articles/the-seven-year-auto-loan-americas-middle-class-cant-afford-their-cars-11569941215?mod=e2fb&fbclid=IwAR0JEaXaXy5hclyb6-D0s2CINr_PCwZyi6pqSgE8GdK7kxo3INBjmlczUGU Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 
WIth the launch of Disney+ the streaming wars are in full effect. Though, many would argue they have been going on for years, with this new streaming service, and many more on the way, the battle for your subscription dollars is officially underway. How will this affect your wallet and what should you do to maximize your media experience while minimizing its impact on your finances? The Jake of All Trades and Kirk The Money Machine discuss.
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 
Today a guy in an RV and a cosmopolitan financial planner (that’s Kirk and Jake of course!) are going to talk to you about something more Americans wish they would be: adventurous. Specifically, they wish they could be more bold. What on earth does financial planning have to do with boldness? That is what we will be discussing. We focus in on particular types of personalities that many of us fall into and how individual financial plans can help you achieve your spontaneous adventurous dreams!
https://www.goodnewsnetwork.org/what-makes-you-adventurous-and-how-to-be-more-so/ Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346 |
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This communication strictly intended for individuals residing in the states of AR, CA, CO, CT, DC, DE, GA, IL, LA, MD, NC, NE, NM, NY, PA, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. www.finra.org/www.sipc.org. Fixed insurance products and services offered through CES Insurance Agency. |
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