Jake Of All Trades | Podcast Host | Financial Advisor | San Antonio, Texas
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J&K #13 Why is Consumer Confidence Up?

7/28/2019

 
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On a previous episode Jake read articles showcasing the downturn in the economy. On this episode we have evidence that consumer confidence is going up. What exactly is consumer confidence? Why should it matter? How does it effect you and your daily financial life? There is a lot more going on than you think.
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

J&K #12: The Financial Mystery of the Millionaire Hermit

7/28/2019

 
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Jake And Kirk discuss a fascinating story of the life and death of a man who left the world as mysteriously as he lived it. He was found in death, alone in a tiny 800 square foot house. Unlike many other situations like this one, his house was tidy and spartan. He had no bed. Drove a base model truck with 77,000 miles. Never clocked more then 2,500 miles in a year. But what they found in his bedroom was shocking!

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

J&K #11: INHERITED WEALTH

7/28/2019

 
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What would you do if you suddenly received $500,000 from an inheritance (after taxes?)

On this episode Jake Rivas and Kirk discuss what they would do as well as some smart strategies to deal with an influx of cash. Also, they discuss common pitfalls which can lead to ruin.

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

#10 J&K TARIFFS! TARIFFS! TARIFFS!

7/28/2019

 
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A tariff is a fee that foreign companies have to pay in order to import their goods or services into the United States. On this episode Jake Rivas and Kirk talk about the impact of the new tariffs on the economy as well as how this can affect your personal finances.

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

09 J&K: It’s your withholdings People!

7/28/2019

 
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Many people who were not expecting it were hit hard by the new tax reforms. Jake and Kirk discussed how most companies did not help their employees prepare with a proper withholding and also some strategies to ensure your company withholds the proper amount from your paycheck for 2020.
https://www.wsj.com/articles/once-more-with-feeling-fix-your-withholding-11555061406

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

08 J&K: Is Wine a Good Investment?

7/28/2019

 
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(Among other alternative investments.) A recent article in the Economist illustrates the benefits and difficulties in alternative investing. What is an alternative investment? Are all trades on the future alternatives? How can you be smart about entering this risky venture? Check out this show for some practical advice from Certified Financial Planner Jake Rivas.

https://www.economist.com/finance-and-economics/2019/04/05/investing-in-fine-wine

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

J&K #7 Two Guys Talk Cost of Having Children

7/28/2019

 
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Obviously there are many reasons to have children. And of course there are emotional and physical costs involved. On this episode Jake and Kirk discuss (mostly) the financial costs of having children and how to plan for them.
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

How the 2008 Financial Crisis Affects Millennials' Investing Habits

7/11/2019

 
Jake Rivas was on the Your Cheddar Show, a weekly show offering easy saving and spending strategies from experts who know what they're doing.  Besides discussing how Jake's podcast helps young professionals, they discussed important investing techniques for beginners and how the 2008 financial crisis affected millennials. Tune in!
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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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