We are happy to introduce new segments to the show. Jake Rivas and Kirk Barbera will still discuss an important financial news artics, but they will include a financial Word of the Day, an incredible financial story from Jake and a things we love about San Antonio. In this episode Jake and Kirk discuss the 12 audit triggers that catch the eyes of the IRS.
https://www.thebalance.com/top-audit-triggers-that-catch-irs-attention-4153034
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The FICO Scores, which are what many companies use to determine credit worthiness, are being altered. For some this will actually benefit them. For others this may harm them. How will the changes affect you? Tune in to find out more.
https://www.nytimes.com/2020/01/25/business/credit-score-fico-change.html 
On this episode we discuss the coronavirus, what it is and how it effects the global economy. How much should we be afraid and what actions might we take presently to prepare for the future.
*Minor correction: Jake mentions the Sars Virus outbreak in 2013; it was actually 2003. There was an outbreak of the Ebola strain in 2014. Here is the article we discussed: https://www.theguardian.com/news/2020/feb/10/will-the-coronavirus-outbreak-derail-the-global-economy 
On this episode Jake discusses the difference between tax prep and tax planning. Jake and Kirk also discuss an article on Nerd Wallet “Tax Planning for beginners.” While paying your taxes may not be the most exciting event of your year, learning to strategize with your money by understanding the tax system is a critically important part of maintaining your growing wealth.
https://www.nerdwallet.com/blog/taxes/tax-planning/ 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 
A very important bill was passed in 2019. The SECURE act effects almost every single person in America. It will change the way retirees make financial strategies for the rest of their lives. Jake Rivas goes through the most important points to understand about this act.
https://www.youandifinancial.com/the-setting-every-community-up-for-retirement-enhancement-secure-act/
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 
On this episode Jake Rivas and Kirk Barbera tackle of a very complicated issue: Potential war with Iran and its impact on markets. Their approach is to help sift through facts and differentiate from perception. People often make fear-based decisions. How should you react financially given the realities of what we know and what we do not know about a potential war with Iran?
https://blog.commonwealth.com/independent-market-observer/what-would-a-war-with-iran-mean-for-the-markets 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 
It’s not only a new year but a new decade and this is the best time to make changes to your financial life. Too often we make radical and impossible to maintain resolutions at the end of the year and then give up by February. Jake and Kirk discuss practical and simple ways to make changes to your life that anyone can implement.
From The Motley Fool: https://www.fool.com/retirement/2018/12/16/5-financial-moves-to-help-start-the-new-year-off-r.aspx 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 
On this episode Jake and Kirk tackle the question of liquidity. What is it and what considerations should you have when you lock up your cash for years. What are some of the pros and cons of illiquidity and how can you best include in your portfolio, long-term investment projects that have restrictions on liquidating your shares.
https://www.economist.com/finance-and-economics/2019/11/07/what-is-the-illiquidity-premium 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 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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