Financial planning can be stressful. A bill comes in at the wrong moment. Your HVAC goes out during a heatwave in the same week that your car breaks down. We all know the saying "if it rains it pours." Below are five episodes from the podcast that will help you protect your future.
The Jake of All Trades Financial Show is dedicated to helping you get the financial advice you need without costing you any money. We now have over 80 episodes about financial topics, current trends, and fun conversations about finances that will help you attain the financial know-how to enter the new decade with complete confidence about your future. Subscribe to the podcast today and get new episodes and explore all the topics we've created for you. You can listen on iTunes, Spotify or wherever you enjoy podcasts. Want to get your question answered live on the show? Email Jake@youandifinancial.com and we may discuss your topic! 
Emergency Savings
In this episode, your host discusses the risks of using retirement savings to build your emergency fund.
Flexible Spending Accounts
In this episode, your host discusses Flexible Spending Accounts (FSAs) and covers three topics:
Mortgages
In this episode, your host discusses the important components of a mortgage and how the interest rate shouldn't be the deciding factor.
Dual Homeownership
In this episode, your host discusses some of the unexpected costs to maintain two households.
Student Loan Deferment
In this episode, your host discusses some of the unexpected costs to maintain two households.
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
Fact or Fiction? Student loan consolidation will lower your interest rate.The millennial generation is the most indebted generation of all time, due to student loans. What options do I have? Learn the different things you can do with your student loans.
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 
When you are ready to work with a financial planner, we want to make sure you are asking the right questions and that you make the right decision for you. There are a lot of ways that financial planners can lead you astray, so be mindful. In every profession there are shady figures in the darkened alleys, and with the internet that shady character can be right around the corner. Make sure you understand the different ways that financial planners get paid, the pros and cons of each. Most importantly, learn how to determine which financial planners are best for you.
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 
There’s a new tax reform bill. Are you ready for it?
Will it effect your positively or negatively? In this episode Jake Rivas and Kirk discuss the new bill and Jake walks you through a website that you can use to better understand where you fall within the new rules. Most people give little notice to taxes, instead relying on experts. This is a good idea. But as Jake argues it is often very helpful to be aware of how taxes and new tax reforms effects your overall earnings. 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 TX. 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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