Jake Of All Trades | Financial Advisor to Millennials | San Antonio, Texas
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A Recap of Season 1

2/2/2018

 
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​Can podcasts have seasons? Why not! After 16 episodes, Jake of All Trades Season 1 is complete! As I prepare new guests and new content for the next season, I thought it might be fun to take trip down memory lane. What were my favorite moments from the first season? What did we talk about? Where does the show go from here? Let’s take a look.
 
My Favorite Moments
 
What did you eat for breakfast?
Speaking into a microphone can be super awkward. I don’t like the way my voice sounds and I found that my guests also shared this same discomfort. So, what do you do when you’ve got an awesome guest who is ready to share their two cents, but hasn’t warmed up to the mic? We talk breakfast! Prior to the start of each guest interview, we always warm up by discussing what we had for breakfast that day. From cereal to eggs benedict with salmon, I have heard it all. Although it isn’t finance talk, the guests become more comfortable with speaking into a microphone which makes the content even better. This has become one of my favorite pre-recording rituals!
 
Really? You’d be on MY show?
I have been incredibly fortunate to interview some very accomplished individuals during the first season. From entrepreneurs to business professionals, all of my guests shared one thing in common; their desire
to bring financial education to the masses. I am grateful for all of my guests so far and excited for the ones to come!
​
I should have won that tacky sweater contest....

​



Did You Learn Something?

​The first season was all about laying the foundation. As with any project, you need a base from which to build upon. For the show, that meant laying your financial foundation. Here is a recap of some of the topics covered throughout the first season!
  • Reality Check: “What are you spending your money on?” vs. “What should you be spending your money on”? These two simple questions forced listeners to evaluate their current financial situation and become engaged in their personal financial life.
  • Phone A Friend: Who do you turn to for help with personal financial questions? I enjoyed this episode as it allowed me to provide you all with some of my favorite personal financial resources.
  • Imagine If You Will: This episode took me overseas to the country of Jamaica! I had the opportunity to talk with people who were living the dream! I also gave some tips on how you can live the dream, too.
  • Leap of Faith: My first long-form interview with two amazing entrepreneurs! This dynamic duo talked about their struggles of forming a business and maintaining their success.
  • The True Cost: In this episode, I tackled the difficult decision of whether to buy or rent your home. In addition to identifying the pros and cons of this decision, I brought realtors, home owners, and renters to discuss why they chose to buy or rent!
  • Financial Resolutions for the New Year: We all want to be healthy, beautiful, and skinny in the new year. But what about our bank account? Fat and full sounds good to me! Interviewing guests for this episode was especially entertaining considering some of them had never set financial new year’s resolutions!
 
Where are we headed?

National Public Radio, it's ME! Jake of All Trades!

Maybe someday NPR will decide a personal finance podcast is exactly what is missing from their programming! But until then, what is next for the show? Better content, more amazing guest interviews, and video! Season 2 of the show will be focused on engaging listeners more through various mediums of communication; surveys, interviews, events, and videos. The opportunities are endless and we have only just begun!
 
Season 2 will be packed full of even better content than before. Here is a teaser of some of the topics I intend on covering this year:
 
  • Merging finances with your partner
  • Cryptocurrency
  • In-depth Investing Strategies
  • Health Savings Accounts
  • What are deductions, and how can I get some?
  • How much life insurance do you really need?
 
There is much more to come, so stay tuned!

​Remember, you are the expert of your own life, and that’s my two cents. 
Jake Rivas, CFP® is a financial advisor and CERTIFIED FINANCIAL PLANNER™ at i*financial located at 1901 NW Military Hwy Ste. 102, San Antonio, TX 78216. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at 210-342-4346 or by email at jake@youandifinancial.com.


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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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