3 Dated Financial Rules of Thumb to Think Twice About
Jake Of All Trades
English - September 22, 2022 17:01 - 35 minutes - 24.1 MB - ★★★★★ - 18 ratingsInvesting Business Education 401k 529plans entrepreneurs financialplan money mutualfunds studentloans taxplanning annuities assets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On this episode Jake and Kirk discuss the 60/40 rule, the 4% rule and the passive income rule. Though there are times when these rules of thumb may be very helpful, it’s important to understand where the come from and how to apply them to your life. Also, there may be times when you dont’ want to apply them but something different.
*“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 [email protected] 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
Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show!
Follow Jake on 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