Jake Of All Trades | Financial Advisor to Millennials | San Antonio, Texas
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America 2.0 What Will It Look Like When We Reopen?

5/19/2020

 
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​Eventually we will re open our economy. And according to epidemiologists like Dr. Amesh Adalja at Johns Hopkins, this virus is here to stay and a vaccine is 12-18 months away best case scenario. This means that there will be a time soon when we reopen and live with coronavirus. That brings up the question, what will the world look like? How might this effect your pocket books, your business, your entertainment, your workplace? Jake and Kirk discuss. What are your thoughts on America 2.0?

Staying Motivated During Times of Isolation

5/19/2020

 
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​Jake and Kirk and feeling a bit down. Like most everyone during the lockdowns, they have been struggling with ways to stay motivated, keep working and make the most out of the present realities. What are you doing to stay motivated?

What’s happening with student loans in the new stimulus bill?

5/19/2020

 
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​Jake and Kirk discuss what is really happening with student loans based on what we know from this new 2.2 Trillion dollar stimulus bill. Jake also provides good insights on how to use this information for your advantage.

A Financial Planning Strategy To Take Advantage of These Crazy Times

5/19/2020

 
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On this show Jake teaches us all a strategy that may help you take advantage of this strategy. Please note that this is not investment advice. As a certified financial planner, Jake desires to provide his listeners and his clients with real world strategies for long-term wealth building and wealth management. What he talks about is one good technique that is new and possibly useful for you.

*On this show Jake teaches us all a strategy that may help you take advantage of this strategy. Please note that this is not investment advice. As a CERTIFIED FINANCIAL PLANNER™ professional , Jake desires to provide his listeners and his clients with real world strategies for long-term wealth building and wealth management. What he talks about is one good technique that is new and possibly useful for you.
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Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

Corporate Buybacks, Bailouts and You

5/19/2020

 
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​What are corporate buybacks? How have they effected the stock market and the economy as a whole and how might these bailouts change the landscape of your wallet? Today on the show Jake and Kirk discuss topics in the headline and make them relevant to your day to day lives. While things look really scary, it helps to have a sense of calm and rational discussion about these ideas and how they effect you.

Handling Anxiety and Fear in a time of Crisis

5/19/2020

 
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​You hear terms like the market has lost confidence, which means you and me and everyone we know have feelings of dread and anxiety about what will happen in the next week, two weeks, year. How long will the “shelter in places” be instituted? What effect will that have on our economy and thus our jobs, families, savings, 401ks, lives? Jake and Kirk explore some of what experts are discussing, as well as a way to alleviate your own fears and deal with the realities of your own finances.

A Facebook Feed for Your Money?

5/19/2020

 
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We’ve got a full show for you today. First Jake and Kirk discuss a potential new financial tool and how it can change your approach to money. They discuss robo-advising and the limits of technology in our lives. Jake also shares a client story you won’t believe! 
https://www.forbes.com/sites/ronshevlin/2020/03/02/the-next-revolution-in-personal-finance-the-financial-feed/#107e7e652fcf

Will the Coronavirus Cause a Recession? Keep your eye on the barbershops

5/19/2020

 
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Jake and Kirk discuss updates ont he Coronavirus in the U.S. as well as the global consequences of its spread. Jake teaches about recessions and how to act in our current situation. They also talk Olympics 2020, Black Swan Events, and of course, The Office.
https://www.nytimes.com/2020/03/03/business/economy/coronavirus-recession.html
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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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