Jake Of All Trades
270 episodes - English - Latest episode: 3 months ago - ★★★★★ - 18 ratingsEvery 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 [email protected] , 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.
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Episodes
The Ethics And Etiquette of Your Romantic and Financial Lives
June 16, 2022 10:00 - 35 minutes - 24.7 MBThe website MarketWatch features an advice column by “The Moneyist.” One recent article that caught our attention was about a young woman who was considering a prenup with her female partner before marriage. Her reasoning was that she made six figures while her partner only earned $50,000 and was “less ambitious.” On this episode Jake and Kirk discuss finances and romance. Here is the discussed article: https://www.marketwatch.com/story/she-has-no-ambition-im-41-and-make-100-000-im-buying...
(LIVE) 5 Year Celebration Episode!
June 08, 2022 10:00 - 46 minutes - 32.1 MBOn this episode Jake and Kirk were live and on stage at Brick At Bluestar in San Antonio Texas. They discussed many of the lessons they learned about the pandemic and how people have changed their attitudes about finances since the start. Also, Jake and Kirk reflected on their many episodes including episodes where they made very bold predictions. Did those predictions turn out true or false? Joining the podcast are a few local businesspeople, who shared their financial journey through Covid...
How to Keep Your Retirement Savings on Track While Quitting Your Job
June 02, 2022 09:50 - 19 minutes - 13.5 MBAchieving financial freedom is a regular topic on Jake of All trades. There are many pathways to get to that destination. Today as American workers continue what is being called “The Great Resignation,” we are faced with the challenge of meeting our long-term retirement goals. On this show Jake and Kirk discuss this issue and give a few tips on how to stay on track, even when you are going to quit your day job. *“Tax preparation, planning, IRS representation, and business valuation servic...
Your Credit Card is about to get a whole lot more expensive
May 24, 2022 19:15 - 23 minutes - 16.4 MBOn previous shows Jake and Kirk discussed the phenomenon of Americans paying down their credit card debt. By May of 2022 much of that has been wiped out. Worse, as interest rates are rising, this will effect your current credit cards, and now many Americans are in danger of worsening their financial situation. On this episode Jake and Kirk discuss how to manage this new reality and work toward living a flourishing financial life in the short term, while not jeopardizing your long term happin...
Recession Proof Your Finances
May 12, 2022 14:17 - 31 minutes - 21.8 MBAlthough Jake and Kirk make no guarantees about the future, one would be wise to recognize a recession is a likely near-term scenario. So what does one do to prepare for a recession? What decisions might change? Jake and Kirk discuss this and 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 lifestyle? E...
When Personal Finance is Not Sufficient To Solve Your Problems
May 04, 2022 09:56 - 34 minutes - 23.6 MBThere are tons of amazing tips and tricks and principles in the self help world of personal finance. We at Jake of All Trades hope that we can help you learn some of these. But sometimes, as in the case with the current inflation, personal finance tips may not be sufficient to overcome your current issues. What then? What can we do and what should we do when the world outstrips all of the work and effort we put into investing in our futures? *“Tax preparation, planning, IRS representation, ...
Mindfulness and Financial Planning
April 26, 2022 09:15 - 27 minutes - 19.1 MBToday Jake and Kirk apply mindfulness techniques to money management. Be prepared for a more pleasant sounding Kirk and Jake. *“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 @j...
Silver Lining to the Pandemic
April 15, 2022 20:03 - 26 minutes - 18.2 MBAre Americans becoming more optimistic about the future of their finances? Jake and Kirk Discuss. 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. Actu...
Can you Quit Your Job?
April 07, 2022 15:45 - 29 minutes - 20.3 MBThe great resignation is still underway. Everywhere we look are “hiring” signs. People continue to quit their jobs for a more free-lance lifestyle. But how can you do it? Should you do it? When should you consider quitting your job and when should you stick it out? Also, what financial steps should you consider when quitting your job? Jake & Kirk discuss these questions and more. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax ...
Traveling with Friends
March 31, 2022 09:00 - 30 minutes - 20.7 MBOne joy of traveling is to spend time experiencing the world with people you love. That can be family and friends. On this episode Jake and Kirk discuss some strategies to make sure you stay friends while traveling! It can sometimes be tricky and it may require an uncomfortable conversation or two, but it will be worth it. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated t...
Was the Pandemic a Dress Rehearsal for Retirement?
March 24, 2022 10:00We learned many lessons during the pandemic. For some, being locked down meant contemplating life without work as part of their daily routine. Was this a dress rehearsal for retirement? Jake and Kirk Discuss. *“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 R...
Financial Challenges Persist for LGBTQ
March 17, 2022 10:15 - 35 minutes - 24.6 MBShould a male who prefers to wear dresses and make-up put on a suit and tie in order to ask for a loan? There are biases that still persist, particularly in the financial realm. On today’s show Jake and Kirk discuss some of the continuing challenges for LGBTQ community, and what individuals in that community can do about it. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated...
Same Sex Couples End of Life Planning
March 09, 2022 11:35 - 23 minutes - 16.3 MBEnd of life planning is never an easy topic. However, it is an important one. On this show Jake and Kirk discuss some of the unique difficulties being in a same sex relationship can add to this question. They are solvable problems, but ones that need to be addressed. *“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 fin...
Avoid Crypto Scams!
March 05, 2022 11:55 - 20 minutes - 14.2 MBAs Cryptocurrency grows, so do the scams. On this show Jake and Kirk discuss some common ways people have been scammed with Crypto. *“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 Faceboo...
Does Being Gay Effect your Wallet?
February 24, 2022 11:00 - 36 minutes - 25.3 MBJake and Kirk get heavy with this one as we discuss discrimination. They don’t focus solely on LGBTQ+. There is an exploration of the strategies that hinder marginalized groups from attaining long term and sustained financial success. You won’t want to miss this one. *“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 fin...
Are Millenials the Unluckiest Generation in American History?
February 18, 2022 22:32 - 56 minutes - 39 MBThis question is posed in economic terms. In this discussion, Jake and Kirk talk about the rising inflation and how many of us are spending an extra $276 per month, according to one study. We also discuss Millenials and how the US economy during their lifetime has been the worst in terms of growth and opportunities for what is now being called the second “lost generation.” Toward the end of the show Jake poses a question: Is there a stigma against a 35 year old who does not own a home or cond...
IRS Tax Delays in 2022
February 10, 2022 17:19 - 23 minutes - 16 MBHave you ever had to call the IRS? Well if you have to do so in 2022 be prepared for unprecedented delays. Jake and Kirk will discuss the causes of these delays (and Kirk’s usual solution) but also some ways to prepare for these delays. This is particularly important if you are expecting a tax return at a specific time. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Com...
How Financially Fit Are you? (Quiz!)
February 04, 2022 18:40 - 28 minutes - 19.7 MBJoin Jake and Kirk in taking this financial fitness test. They will explain the test as they go and give you their thoughts on the conclusions. You will be able to take the quiz just by listening, though it helps to have a piece of paper. As always drive safe of course! Here is the quiz: https://apple.news/AvuItoFZTTSOJqLt_8rkX8Q *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and ...
21 Money Rules from A Harvard Economist
January 28, 2022 16:17 - 1 hour - 47.4 MBOn this episode Jake and Kirk discuss a recent CNBC article with 21 very interesting rules about money and investment. Some of these rules are unique and very helpful pieces of advice, while others Jake and Kirk disagree with. Tune in and give us your thoughts on these money rules. Here is the article: https://www.cnbc.com/2022/01/05/harvard-trained-economist-shares-money-rules-and-why-its-better-to-own-than-rent-a-home.html *“Tax preparation, planning, IRS representation, and business ...
How to know if you’re ready to buy a home
January 20, 2022 10:30 - 51 minutes - 35.6 MBAs usual the answer isn’t simply that you have money for a downpayment. There are many factors you should consider when thinking about buying a home. As it happens, Kirk is contemplating buying a home in Austin, but he is uncertain given the market. You’ll enjoy this conversation applying different financial principles to this big question. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are se...
Why Are Americans Hoarding Cash?
January 12, 2022 11:00 - 22 minutes - 15.5 MBJake and Kirk have discussed the increasing amount of Americans saving. They are also paying down their debt more than in the past. Does this indicate the economy is on good footing? What are the psychological reasons people are saving and what are some of the problems with this mentality. Jake and Kirk will be talking about the fear that drives much of this savings and what the real losses people will be suffering. Enjoy this discussion about how much money to keep on hand, how much is good...
Contrarian Living: Change the Way You Think About Money (or not)
January 05, 2022 10:30 - 36 minutes - 25.5 MBOn this episode Jake and Kirk discuss a financial blog post about unique ways to think about money. Are the popular ways of “rethinking” money really that new and unique? What can we learn from the various ways people think about money, both typical and contrary? Tune in for a lively discussion! Here is the blog discussed: https://contrarianliving.blog/change-the-way-you-think-about-money/ *“Tax preparation, planning, IRS representation, and business valuation services offered through iF...
Buying Stock in a Company That Makes NO Money?
December 17, 2021 10:00 - 33 minutes - 22.9 MBThere is an electric car manufacturer named Rivian that has recently made the news, not due to revolutionary new technology, but the fact that it has raised billions in capital and yet has barely sold any cars. Is there any legitimacy to this investment trend? Is this a good or bad sign for electric vehicles? Jake and Kirk will be discussing what can be learned from Rivian. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning a...
Tax Advantages In Giving To Your Favorite Charities (part 2)
December 10, 2021 10:30 - 29 minutes - 20 MBWe all know that giving can make us feel good, be part of a community, and help those in need. There are education charities, food banks, arts nonprofits and much more. Why and how much you give is a personal matter. However, there are many tax advantages and benefits to giving. On this episode and the next episode we will be going in-depth on 5 tax-savvy ways to give to charity. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Plan...
Tax Advantages In Giving To Your Favorite Charities (part 1)
December 02, 2021 18:51 - 29 minutes - 20 MBWe all know that giving can make us feel good, be part of a community, and help those in need. There are education charities, food banks, arts nonprofits and much more. Why and how much you give is a personal matter. However, there are many tax advantages and benefits to giving. On this episode and the next episode we will be going in-depth on 5 tax-savvy ways to give to charity. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Plan...
The Causes of the Supply Chain Meltdown
November 26, 2021 14:08 - 29 minutes - 20 MBOn this episode Jake and Kirk discuss some of the espoused causes of the recent supply chain meltdown and how it will affect your life. Kirk also poses a potentially unexplored reason for the meltdown. https://www.linkedin.com/pulse/kinks-global-supply-chain-from-j-i-t-j-i-c-edward-yardeni/?trk=eml-email_series_follow_newsletter_01-hero-1-title_link&midToken=AQEE1Ne3ahfAgQ&fromEmail=fromEmail&ut=0YX4pFwPt7Y9Y1 *“Tax preparation, planning, IRS representation, and business valuation s...
Will Work From Home Culture Harm Young Employees?
November 18, 2021 15:47 - 15 minutes - 10.7 MBOn the show we have discussed the growth in work from home but we have neglected to exam the harms this may cause for younger workers. As a new worker in the workforce, there are many unseen benefits to working in an office environment around co-workers. How can new workers navigate this new world and how can companies help them? *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unre...
Household Net Worth Rises in America
November 11, 2021 10:30 - 32 minutes - 22.1 MBAmericans got richer in the second quarter of 2021. How does this happen given a slowing economic growth? We discuss what a net worth is and what a household is. Why are these important for you in your planning? Jake breaks down different ways of evaluating your wealth. Jake and Kirk also discuss the federal debt and how this is related to household net worth. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation...
How Much to Save Based on Your Age
November 04, 2021 09:30 - 34 minutes - 23.4 MBCNBC reported on a survey done by a large investment firm, where they found “ideal” saving benchmarks to aim for based on your age. How much should you have in investments by the time you are 30? 40? And so on? These benchmarks are quite lofty and neither Jake nor Kirk hit them! Is it all over for the financial duo? Not necessarily. Join us for a discussion of these interesting benchmarks and how they can be a positive aid on your financial journey. Here’s the CNBC article: https://www.cnbc...
Can I Get Tax Savings From College Savings Accounts?
October 28, 2021 13:01 - 25 minutes - 17.7 MBThis is a common question that Jake Rivas gets from his clients. In this episode Jake and Kirk discuss College Savings Accounts pros and cons and how to navigate them in a world where higher education (and its value to your young students) is ever changing. *“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...
How Much Cash Should You Have Available?
October 21, 2021 09:30 - 29 minutes - 20.6 MBAs incomes and net worth may rise in your life, this is a common question. How much actual cash to keep in the bank? What percentage should one keep in the bank versus paying off debt versus using it for investments? Of course this is a very personal question but Jake and Kirk discuss some ways to approach this question and provide some tips. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are sepa...
Should I get car rental insurance?
October 19, 2021 13:52 - 20 minutes - 13.8 MBBoth Jake and Kirk are going on trips and are considering whether or not to get the car rental insurance. Of course the rental agencies will be insisting upon this. But is it superfluous? Jake provides some alternatives you may not be aware of. *“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...
What are Health Savings Accounts?
October 14, 2021 09:00 - 29 minutes - 20.6 MBYou may have been offered a Health Savings Account (HSA) from your employer. Although there are similarities with more traditional health plans provided by your employer, there are important differences. Many people believe HSAs are a non-starter, due to their higher deductibles. While each case is different, there are times when an HSA may be the right move for you. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Pre...
Should you be buying stock in the company you work for?
October 02, 2021 09:30 - 24 minutes - 17 MBIn this episode Jake and Kirk discuss the idea of taking money from your paycheck and buying stock in the company that provides your paycheck. Is that too risky? How can you ensure you don’t lose on big upsides if your company is a hot stock item right now? What do you think? Do you invest in the company you work for? *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to...
Should Roads Remain “Free” to Use
September 23, 2021 09:00 - 32 minutes - 22.6 MBOn this episode Jake and Kirk discuss a new way some governments are taxing those who use the roads: Tolls that use GPS. Kirk goes on an epic rant about government roads, while Jake takes a more measured view. Is this the future of roads? Can the government charge everyone who uses the roads based on how many miles they drove? Will this encourage people to stay home in the future? And, most importantly, how would this effect your wallet and your decisions. All this and more! https://www.w...
Extra Fees on your Credit Card
September 17, 2021 13:59 - 27 minutes - 18.7 MBYou may have noticed some extra fees on your credit cards lately. What are those and why are they occurring? Banks are finding new ways to charge their customers, and you should be aware of them. *“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 rea...
Interesting Interest Rates W/Guest Kevin Moore
September 13, 2021 16:38 - 49 minutes - 34 MBIf you are under the age of 40, there is a good chance that you have no idea what life would be like if the Federal Reserve raised the interest rates. In the past, the interest rates have been as high as 18%! On this show we will talk with economist Kevin Moore about what interest rates are, how they are set, and what indicators we should look out for that they will be increasing. Also, we will do some math to give you examples of how different you life will look when and if interest rates d...
BUY. BORROW. DIE.
September 02, 2021 09:00 - 31 minutes - 21.7 MBThe wealthy are borrowing more than ever. With the stock market still on the rise, many of the wealthy have utilized borrowing techniques to fund their lifestyles. While this technique often requires a large investment portfolio, there are lessons that everyone of any wealth status can learn. https://www.wsj.com/articles/buy-borrow-die-how-rich-americans-live-off-their-paper-wealth-11625909583 *“Tax preparation, planning, IRS representation, and business valuation services offered throu...
San Antonio Housing Market W/Guest Kevin Moore
August 26, 2021 09:00 - 38 minutes - 26.4 MBOn this episode we have special guest, iFinancial’s Kevin Moore, come on the show to update us on what is occurring in the housing market. Of course, we all know that housing prices are going up. Knowing that prices are going up and knowing what are the causing are two different things. On the show we discuss the various causes, and how knowing what is going on can help you plan for the future. *“Tax preparation, planning, IRS representation, and business valuation services offered throug...
Michael Scott’s Money Problems
August 19, 2021 09:30 - 34 minutes - 24 MBMichael Scott from the TV Show “The Office” is having money problems, and everyone in his world has advice—bad advice! So Jake Rivas and Kirk Barbera are here to help. They will watch a clip from The Office episode “Money Problems” and give some thoughts and advice on what can be learned from this episode. For fans of the show, it is the famous “I. Declare. BANKRUPTCY!” scene. Watch the show on our facebook channel or listen wherever you consume podcasts. *“Tax preparation, planning, IRS r...
A Secret to Boost Your Retirement Contributions
August 13, 2021 15:48 - 40 minutes - 27.8 MBOn the show Jake and Kirk discuss a “secret” back-door trick to boost your contributions. Jake explains the benefits of an IRA and why boosting it can be beneficial. They also describe scenarios where this secret method might be useful for different people. *“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...
Behavioral Biases
August 05, 2021 09:30 - 32 minutes - 22.2 MBWe all know that biases exist—”but not me! I’m never biased.” Even if you don’t think that to yourself, you may act that way without know it. Many biases are subtle and hidden. In this episode Jake and Kirk discuss four big hidden biases that most Americans suffer from, and how to become aware of them. https://www.cnbc.com/2021/05/25/some-of-your-biases-could-cause-you-financial-harm-study-suggests.html *“Tax preparation, planning, IRS representation, and business valuation services off...
Robo Advisors versus Certified Financial Planners
July 29, 2021 09:30 - 29 minutes - 20.5 MBIn the world of algorithms and AI is it still necessary to hire a CFP? Can’t robots do it all for us? Jake and Kirk discuss various online programs that can do a good job at helping you to manage and invest your finances. But is it sufficient? Also, at what point can robots not do what a human is able to do? These are some questions that Jake and Kirk discuss, as well as give some tips on when to use robo advisors and when to hire a human. *“Tax preparation, planning, IRS representation, a...
Thrifty Spending Tips
July 23, 2021 09:30 - 37 minutes - 26 MBNow that the pandemic is (mostly) over, people are ready to go out and spend money again! On this episode, Jake and Kirk share some thrifty ways to spend your money. While it is true you get the quality you pay for, it is also true that there are a ton of money wasters out there. If you are purchasing anything from a small home appliance to a car, this is a good episode to learn from. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax...
The Free Britney Movement and Conservatorship
July 15, 2021 18:46 - 33 minutes - 22.8 MBPop Star Britney Spears has been in the news once again, not for making another album, but for a desire to gain her independence back. The 39 year old pop star has what is called a “conservatorship” applied by law on her life. This law, reserved for the very elderly or the mentally ill, allows a guardian control over a person's finances, and in some cases their daily lives. Ms. Spears’ now famous opening statements asking for a release from this conservatorship has been viewed millions and m...
Emotions are Information
July 08, 2021 15:48 - 24 minutes - 17.1 MBWe tend to think that when dealing with money and investments we should completely shut off our emotional valve. And, often, this can be good advice—especially if you are making an “emotional” decision rather than an “intelligent” one. However, your emotions are important pieces of your financial puzzle, and without them you may find yourself going down the wrong path. On this episode Jake and Kirk discuss some different perspectives on how to experience your emotions and learn from them, ra...
Numbers and Feelings
July 03, 2021 17:50 - 30 minutes - 21.1 MBNumbers are rational and humans are irrational. Right? In this episode Jake and Kirk talk about how using a numbers only approach to your finances can be just as bad as using an emotions only approach to your finances. So how do you navigate through this maze? Tune into the show to hear Jake and Kirk give you some tips and advice. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unr...
Is San Antonio in a Real Estate Bubble?
June 26, 2021 18:31 - 20 minutes - 13.8 MBJake and Kirk discuss the new trends in Texas Real Estate, with a focus on San Antonio. You may have heard about the outrageous bids on houses, many times over the asking price. What is causing this? How long can it last? And what long-term effects might it have on the market? *“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 ma...
Credit Card Debt? No Longer
June 17, 2021 16:25 - 30 minutes - 21.3 MBAmericans have recently paid off big chunks of their credit card bills, and it seems as though this trend may continue. Banks are starting to lose revenue. This means that banks are searching for ways to actively increase your credit card maximum. The more you have and the more you spend, the more likely you will hold a balance, and thus have interest rates. Jake Rivas gives advice on dealing with this and how to ensure your financial success given this new trend. *“Tax preparation, planni...
Megatrends in Investing with Kevin Moore
June 10, 2021 17:57 - 29 minutes - 20.5 MBTo talk more in-depth at some of the trends that mutual fund managers are considering for the future, we brought on Kevin Moore, principal advisor at I*financial (Jake’s CFP firm). Kevin has also worked as a mutual fund manager, so he provides unique insights into how the investing world considers these trends and why you should too. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate ...