Jake Of All Trades | Financial Advisor to Millennials | San Antonio, Texas
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Call-in #1: Running away from debt!

12/19/2018

 
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Kirk, a previous guest on the Jake of All Trades Show, has been on the road in an RV for the last several months. Now Jake is checking in to talk finances.

On the show they discuss strategies to deal with a variable income, random setbacks, and whether or not it is a good idea to tell debtors your new location. Have questions about managing a freelance 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

A Holiday Bonus... In your 401k

12/6/2018

 
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Some companies have a special feature attached to your retirement plan. The feature is called a profit sharing feature. 
In this episode Jake breaks down exactly what this feature is, how it works and what to do once you have it.
Not every company has this feature. However, you should discover if you have this option available to you. It is one you may want to take advantage of.
Have questions about managing your finances? Email Jake@youandifinancial.com.
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

Public Service Loan Forgiveness Programs

12/5/2018

 
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​Work in public service for ten years and your loans are forgiven. Right?

Well there may be more to the story than you have been told. But Jake Rivas is here to do the research and help guide you through this process. 

It has been ten years since this program was initiated. That means that the first applicants are starting to come into the government for loan forgiveness approval. Can you guess the percentage of these that are NOT approved?

The number may shock you!

Have questions about your finances? Email Jake@youandifinancial.com.

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

Should you Buy or Should you Rent Your Home?

12/3/2018

 
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In America for many generations the common advice for young people is to save up so that you can buy a home. But is buying necessarily superior to renting? What considerations should you figure out before choose either option? 
These are the questions Jake Rivas will be discussing in this episode of Fact Versus Fiction!

Have questions about financial planning?


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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