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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, and more. You will get real life tools you can use to take control of your financial future. Submit your questions to jake@youandifinancial.com , contact twitter.com/jakestwocents, Facebook @jakestwocentsSecurities 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.
264 Episodes
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Millennials have been bitten by a travel bug. But despite the images to travel, travel, travel, many of us are reluctant. The number one reason cited for not traveling more: NO MONEY! Jake Rivas sits down with world traveler, and cubicle worker, Chase Abendschein to discuss tactics and strategies to travel the world on any budget. ANY BUDGET! In this episode you'll learn How to find your "pack" Why travel is so easy How our parents traveled vs. how their children should travel Where to...
A growing number of people now consider employee benefits to be a determining factor when choosing a job. Are you familiar with what to look for and are you taking advantage of everything your benefits package has to offer? Tune in to hear from an industry expert and stay informed! Don’t forget to submit your questions to jake@youandifinancial.com, and follow me on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member ...
We shouldn’t stop dreaming big just because we’re adults now! On this week’s episode, The Dream, we’re going to cover the question: “How do you envision your retirement and how will you get there?” I’m bringing you real advice from vacationers in JAMAICA, and let me tell you–these people are really living the dream! Your vision for retirement doesn’t just have to be an out of reach goal–if your finances are on track, it could be completely attainable! Tune in to hear my take on things, as a F...
It seems the older we get, the faster time passes. On this week’s episode, Imagine If You Will, we’re going to cover the question: “What have you done to plan for your financial future?” I know it can be a daunting task but if you’re not actively planning now, you could find yourself wishing you had started sooner. Tune in to hear my take on things as a Financial Advisor to Millennials, to find out what the 3 “C’s” are for successful planning, and a list of great tools that could make your pl...
Ever grappled with a financial decision that felt like a fork in the road of life? Join us, Jake and Kirk, as we recount tales that merge money with the heart, drawing wisdom from those who've walked the path before us. Today's episode is a deep dive into the shadows of sacrifice and regret—those moments when we choose between material wealth and the riches of life. We start by sharing stories from the "Ask Old People" community on Reddit, where raw experiences shed light on the tough trade-o...
Ever found yourself struggling to navigate the choppy waters of financial planning? You're not alone. In our latest podcast episode, we tackle the real-life conundrum faced by a Reddit user - the challenge of choosing between funding their Roth account or maintaining a whole life insurance policy amid the rising costs of a new home purchase. As your hosts, Jake and Kirk, we dissect the intricate details of whole life insurance policies, with a special focus on their savings component. We'll a...
Are your finances and romance on speaking terms, or is it time they got relationship counseling? On the latest Jake of all Trades show, we grapple with the question that has couples scratching their heads: to merge or not to merge money? I, Jake Nuno, financial guru, and my co-host Kirk navigate the stormy seas of joint bank accounts and individual financial freedom. We dive deep into the psychology behind shared wallets, offering you practical and thought-provoking insights. Whether you're t...
Ready to uncover the secret pitfalls of financial decisions in marriage? We're pulling back the curtain and sharing real stories of monetary missteps that have rocked relationships. We don't just stop at the mistakes, though. We offer valuable insights and advice on how to avoid these blunders, whether you're single, engaged or already hitched. We're getting real about love and money, highlighting the importance of aligning financial priorities before saying "I do."We also take a deep dive in...
Could the American real estate market be on the brink of catastrophe? That's what an intriguing Wall Street Journal article suggests and today we're breaking it down for you. We're delving into the foreboding concept of a 'real estate doom loop' and the potential threat it poses to our banking system. Exploring the unique application of a doom loop across various cultures, countries, and circumstances, we go deep into the implications of a higher percentage of lending portfolios being tethere...
Imagine if your mortgage, that debt you've been conditioned to fear, was actually a step towards financial freedom? That's the provocative idea we tackle in today's episode as we challenge the conventional wisdom surrounding debt. We share personal anecdotes of navigating the complexities of owning an appreciating asset and the benefits of tax deductions. We also share our insights on why paying off a mortgage early might not always be the best strategy, especially if the interest rate is low...
Have you ever wondered where the US economy stands in terms of consumer debt? Let's explore together the alarming trends piling up around us. Kirk and I, Jacob, take a deep look into a stark report from JP Morgan which highlights the rising consumer debt, a ticking time bomb that could potentially blow up the American economy. We examine how this issue is plaguing the bottom half of earners, impacting their ability to contribute to economic growth and leaving them in a vicious debt cycle. We ...
Ready to challenge your traditional beliefs about money? Join Kirk and me as we dissect the morality of money, sparking thought-provoking conversations about wealth, values, and honor. We delve into influential perspectives from Andrew Carnegie's 'The Gospel of Wealth', Ayn Rand's 'The Money Speech', and Francisco d'Anconia's 'The Money Speech', revealing how a negative view of money could impact your future financial success.Dive into a fascinating exploration into wealth creation and the vi...
Harness the power of provocative thinking as we journey into the persuasive minds of two towering figures, Andrew Carnegie and Ayn Rand. We promise to give you a new perspective on their philosophies about wealth and money, and how these radical ideas continue to shape societal expectations. This promises to be more than just a discussion; this is an exploration of the deep, philosophical underpinnings of wealth.We kick off our dialogue by scrutinizing Andrew Carnegie's 1889 essay 'The Gospel...
There are many apps that helps us to organize our financial lives. Nevertheless, there are simple mental shifts that can help you rethink the way you are spending money so that you aren’t wasting it. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake R...
In a recent episode of the "Jack of All Trades" podcast, host Jake Nuno delved into the subject of passive income from rental properties, a topic currently gaining traction, especially among young professionals. While low mortgage rates until 2022 made owning multiple properties seem appealing, rising rates are beginning to change that narrative. Jake highlighted the need for investors to be aware of the hidden costs and potential pitfalls of using mortgages for such investments. Drawing from...
A Houston-based landlord has reduced their portfolio of rental units from 7,000 to 3,000 in a relatively short period of time. This raises the question of whether this is indicative of a larger problem. Tune in to Jake and Kirk's discussion to learn more. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lif...
What can you do to maximizing your money and financial future if you are single? There are many tax advantages as well as planning advantages to having two incoomes. Today Jake and Kirk discuss single life and how to improve your finances. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email Ja...
The Debt ceiling has been raised and you’ll likely have to make some changes to your financial planning. On this episode we have added a new segment: Money Monologue with Jake Nuno. He will teach a financial concept each week in a short talk. This week he will discuss how media effects your financial biases. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonweal...
Jake and Kirk believe in the power of financial literacy in building happy and fulfilled lives. On this episode they discuss some methods and techniques for teaching children about financial literacy at a young age. They break this down into ages as young as 6 years old and on up to high school age. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have que...
Unfortunately, many small businesses with surprised on April 18th, Tax Day, when they discovered some hefty additional taxes. For 2022, it may be too late to alter your taxes (though you should speak to a tax professional to make certain). However, these tax changes can affect you for 2023. You should be taking steps to reduce your tax burden during the year. On this episode Jake and Kirk discuss some of these steps you can take and plans you can make for 2023. *“Tax preparation,...
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