Jake Of All Trades artwork

Jake Of All Trades

270 episodes - English - Latest episode: 6 months ago - ★★★★★ - 18 ratings

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 [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

03 Jake and Kirk: Trimming Your Budget

February 26, 2019 11:00 - 18 minutes - 13 MB

Have you ever experienced the storm of the century in your bank account? That’s when all your subscriptions—monthly, quarterly, yearly—hit all at once and you look up to a sunken bank account. On this episode Jake and Kirk discuss a great website and app that they found which helps to eliminate this problem by automatically tracking your subscriptions and helping you easily delete the ones you no longer need. Have questions about managing your financial lifestyle? Email Jake@youandifinanci...

FVF #25: Organizing My Finance Docs Ain't Worth My Time

February 11, 2019 10:00 - 4 minutes - 3.01 MB

Myth: organizing my financial documents isn’t worth my time. What is the value to you of organizing your financial docs? How do you go about that? Tune in to this mini-episode for some tips for the expert. 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/...

Is Dave Ramsey Correct About Everything?

February 07, 2019 10:30 - 25 minutes - 17.5 MB

A representative of the Dave Ramsey consulting company was scheduled to be on the show, but after receiving my challenging questions he decided to cancel. On this episode I talk about some of the ideas of Dave Ramsey and my thoughts on them. 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 Commonwe...

FVF #24: Should you buy gold as the market declines?

February 04, 2019 10:00 - 4 minutes - 3.06 MB

Myth: The stock market is falling, so I’m going to pull my money out and buy gold! Learn Jake’s views on this thought process. 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 ...

SPECIAL: Jake and a Client

January 31, 2019 10:00 - 33 minutes - 23 MB

On this episode Jake Rivas chats with client and co-host the Roaming Entrepreneur about his own personal finances. Get a sneak peek on what it is like to work with Jake Rivas. 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...

FVF #23: Should you own company stock where you work?

January 28, 2019 10:00 - 4 minutes - 3.03 MB

Myth: I have just been eligible to enroll in my companies 401k plan, since they are a publicly traded stock I’ll invest everything here. This feels like sound logic. You work there and know the company well, why not invest in its future? In this episode you’ll learn another way to look at diversification. 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 @jakestwo...

02 The Coin and the Ass Show: GOVERNMENT SHUTDOWN!

January 23, 2019 10:00 - 36 minutes - 25.3 MB

What is the impact of the government shutdown in your life? For those involved in the government agencies directly effected, it means not receiving a paycheck. The December 2018-January 2019 government shutdown under President Trump marks the longest shutdown in American history. How does this effect ordinary Americans? How will it effect the stock market, even after the government resumes normal services? Tune in to hear Jake Rivas and Kirk Barbera discuss this most historic moment and how ...

FVF #22: My Work From Home Spouse

January 21, 2019 18:03 - 4 minutes - 2.95 MB

Myth: My stay-at-home-spouse doesn’t need life-insurance because he or she doesn’t work. Many clients think this way and there is one critical thing to keep in mind before you make that decision. 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 R...

001 The Coin and the Ass Show

January 15, 2019 20:12 - 19 minutes - 22.2 MB

Certified Financial Planner, Jake Rivas, and co-host, The Roaming Entrepreneur, Kirk Barbera, chat about how to plan your 2019 finances.   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 ...

001 The Coin and the Ass Show

January 15, 2019 20:12 - 19 minutes - 13.4 MB

Certified Financial Planner, Jake Rivas, and co-host, The Roaming Entrepreneur, Kirk Barbera, chat about how to plan your 2019 finances.   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 ...

FVF# 21 I don't earn enough money to save anything

January 14, 2019 11:00 - 4 minutes - 2.95 MB

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 recommendatio...

Financial Windfalls

January 07, 2019 11:30 - 23 minutes - 16 MB

Powerball now offers the opportunity to win a combined total of $1.6 billion! But let's say you received a chunk of that money. We all know you will have taxes and such to pay. But after that, what you are left with would be called a "financial windfall." Winning the powerball is unlikely. But, what is quite possible for you is to inherit money from the previous generation. The Baby Boomer generation is the wealthiest generation in the history of the world. Have questions about managing...

FVF #20: Paying Your Debt Versus Saving

January 01, 2019 11:00 - 4 minutes - 3.02 MB

Fact or fiction? You should always prioritize paying your student loans and mortgage off early. This is a common question Jake receives in his financial planning practice. In this episode he briefly explains both sides of the issues and discusses his views on the common advice given to young people today of "debt free debt free debt free!" Is that always the best advice? Tune in. Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may...

Call-in #1: Running away from debt!

December 19, 2018 10:00 - 22 minutes - 15.2 MB

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 [email protected] and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Fac...

FVF #19 Carrying a Balance on my Credit Card Will Help My Credit Score

December 17, 2018 11:00 - 3 minutes - 2.63 MB

Do you know the credit utilization ratio? Well Tune in and find out why this fact is a fiction! Have questions about managing a freelance 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 In...

It's MY Money and I Want it NOW!

December 12, 2018 11:00 - 28 minutes - 19.3 MB

Jake will teach you the exceptions behind the early distribution rules, what are the ways around it? Also, what should be your decision-making process for taking money out of your retirement fund early? Have questions about managing a freelance 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 F...

FVF # 18 Financial Planning is for the Wealthy

December 10, 2018 20:14 - 3 minutes - 2.69 MB

Financial planning is for anyone who wants to take control of their financial goals. You know that money will not make you happy, but planning for your financial needs is necessary to lead a long and flourishing life. 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, ...

A Holiday Bonus... In your 401k

December 06, 2018 10:00 - 22 minutes - 15.6 MB

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 [email protected]. Follow Jake on Twitter and F...

FVF #17 Public Service Loan Forgiveness Programs

December 05, 2018 10:00 - 5 minutes - 3.93 MB

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 [email protected]. Follow jake on Twitte...

FVF #16: Renting VS Buying a Home

December 03, 2018 10:00 - 5 minutes - 3.8 MB

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 you choose either option? Have questions about finances for Jake? Email [email protected] and Jake Rivas may read your questions on the show! Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixe...

FVF #15: Mortgage Brokers vs Mortgage Lenders

November 14, 2018 11:00 - 4 minutes - 3.2 MB

The difference between mortgage brokers and mortgage lenders is critical to understand. In today's episode Jake helps you understand how to navigate the differences. Have questions about financial planning? 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 insuran...

How Much Money Have You Left on The Table?

November 08, 2018 11:00 - 23 minutes - 16.3 MB

Are you one of the millions of American who has left billions of dollars behind? Jake teaches you how to find the money you very likely have left behind. As the saying goes, leave no man behind! Have questions about financial planning? 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 Invest...

FVF #13: Should You Cancel Your Credit Card?

November 07, 2018 11:00 - 4 minutes - 2.98 MB

There are many credit card myths that lead one to make bad long-term decisions regarding their credit. Spend five minutes with Jake to discover the facts that will increase your life-time wealth. Have questions about financial planning? 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 Inves...

FVF #12: Is it Required to Get Car Rental Insurance?

November 05, 2018 11:00 - 4 minutes - 2.93 MB

Of course the answer to this question depends on many factors. However, we guarantee that you may have the wrong information about what is required to protect yourself when renting a car. And it could be costing you money. Have questions about financial planning? 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 FIN...

My Friend the Roth IRA

November 01, 2018 09:30 - 30 minutes - 21.1 MB

Roth IRAs is a wonderful tool for retirement, but only if you understand them. On this episode listen to Jake's Take on the Roth IRA. Have questions about financial planning? 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 t...

FVF #11: Don't WIlls and Trusts Govern All My Property?

October 31, 2018 10:00 - 6 minutes - 4.35 MB

How does it go again? death and taxes. Well financial planners deal with both. And today, Jake is talking about your final Will and Testament, oh and what to do with all your accumulated wealth after you've shrugged off your mortal coil. Have financial questions? 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 FIN...

FVF #10: Financial Planing isn't just retirement planning

October 29, 2018 10:00 - 7 minutes - 5.1 MB

This is one of the biggest misconceptions a financial planner deals with. in this quite episode Jake explains the many benefits of working with a financial planner, no matter what your current level of income. Have questions about financial planning? 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 Re...

Livin in an RV with Kirk Barbera

October 11, 2018 10:00 - 1 hour - 46.2 MB

Kirk Barbera has recently sold most of his belongings, his townhome and decided to live in an RV. He's not retired. He's not crazy (we dont' think). He is a media producer who found RV life to be an optimal way for him to live. In the podcast Jake Rivas talks with Kirk to discuss what life is like in an RV and what are the financial considerations when buying an RV. They also discuss lifestyle choices and how to make your own decision.  Ways to get ahead by subtraction rather than add...

Estate Planning with Amanda Batsche

October 01, 2018 14:56 - 30 minutes - 21.1 MB

Estate planning is not just for the rich! I sat down with Texas certified estate planning attorney Amanda Batsche of Batsche Law to talk about why estate planning is important and what documents you should have created to protect you and your loved ones. In this episode we discuss:   The risks of not having a basic estate plan Defining the different types of estate documents Are online programs like LegalZoom appropriate?   You won’t want to miss this very interesting episode with ...

Is Earning Passive Income in Real Estate for Real?

September 13, 2018 10:00 - 35 minutes - 24.9 MB

"Real estate is easy. People are difficult"  It seems that real estate investing can be a very lucrative business. But what about hidden challenges that no one talks about, such as filling your vacant rental property? Or, finding the deals in the first place? On this final installment of Jake's Real Estate Investment series, he interviews Kacey Klaus, an agent with Lifestyles Realty. Jake digs in with Kacey on the realities, challenges, costs as well as the benefits of rental real esta...

Real Estate Flipping with Geremy Heath

August 30, 2018 09:30 - 32 minutes - 22.5 MB

Why do some projects "flip" and others "flop?" How safe is flipping in contrast with other forms of traditional investing? How safe in contrast to other forms of real estate investing? Geremy Heath is a pillar of the real estate investment community, with over 600 flips under his belt. In this interview Jake delves into how money can be made in flipping, but also the risks involved. Geremy also works to make the field of real estate flipping less risky for outside investors. Tune into ...

A Real Estate Investment Strategy No One Talks About

August 23, 2018 10:00 - 32 minutes - 22.5 MB

Owner financing is a real estate investment strategy almost no one is talking about, but it may just be a hidden gem. On the show today is Collin Corrington, the host of the youtube show "Project Stop Flipping," where he and seasoned Owner Financer, Erik Saengerhausen go through the entire process of owner financing a real estate deal. Certified Financial Planner Jake Rivas takes a skeptical but objective eye to the field of real estate investing as a strategy to grow your portfolio. In ...

To Real Estate Invest or Not?

August 16, 2018 09:00 - 21 minutes - 14.9 MB

Over the next several shows we will be exploring three major types of real estate investing, Flipping, Owner Financing, Rentals.  Jake found the top real estate investors in San Antonio in each of these categories and sat down with them to investigate which one has the best opportunities and what are the downsides to each. Stay tuned for interviews with Geremy Heath of Texas All Cash Homebuyer, Kacey Klaus who works with Lifestyles Unlimited, and Collin Corrington with Stop Flipping-The ...

Fact vs. Fiction: Life Insurance Taxation

August 01, 2018 13:30 - 5 minutes - 4.13 MB

In this episode, your host discusses what circumstances could cause a life insurance benefit to become taxable.  Have questions? 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 pe...

Fact vs. Fiction: Liability of Hiring a Housekeeper

July 30, 2018 13:30 - 3 minutes - 2.73 MB

In this episode, your host clarifies what your risks are if your housekeeper is injured on the job.  Have questions? 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 an...

Fact vs. Fiction: Student Loan Deferment

July 25, 2018 13:30 - 5 minutes - 11 MB

In this episode, your host discusses when you can and can't defer payments on your student loan debt.  Have questions? 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 ...

Fact vs. Fiction: Student Loan Deferment

July 25, 2018 13:30 - 5 minutes - 4.03 MB

In this episode, your host discusses when you can and can't defer payments on your student loan debt.  Have questions? 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 ...

Fact vs. Fiction: Student Loan Forgiveness

July 23, 2018 13:30 - 3 minutes - 2.61 MB

In this episode, your host discusses what types of student loans qualify for loan forgiveness programs and what do not.  Have questions? 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. A...

Fact vs. Fiction: Mortgages

July 18, 2018 13:30 - 4 minutes - 3.46 MB

In this episode, your host discusses the important components of a mortgage and how the interest rate shouldn't be the deciding factor.  Have questions? 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 Ins...

Fact vs. Fiction: Estate Planning

July 16, 2018 13:30 - 6 minutes - 4.24 MB

In this episode, your host discusses why estate planning isn't just for the rich! Have questions? 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...

Fact vs. Fiction: Emergency Savings

July 11, 2018 13:30 - 5 minutes - 3.99 MB

In this episode, your host discusses the risks of using retirement savings to build your emergency fund.  Have questions? 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 performan...

Fact vs. Fiction: Dual Homeownership

July 09, 2018 13:30 - 4 minutes - 3.39 MB

In this episode, your host discusses some of the unexpected costs to maintain two households.  Have questions? 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 ...

Women and Household Finances

June 28, 2018 09:30 - 38 minutes - 26.6 MB

More American households are being run by single women than ever before. With mouths to feed, a home to maintain, and a career to manage, it can be challenging for women to also maintain the household finances. But with wage inequality still present, and about half of marriages ending in divorce, it is crucial that women feel empowered to control the household finances. Our special guests today are two powerful women who talk about this stuff all the time! Ellie Morrison and Satchie Seidlits...

Fact vs. Fiction - Flexible Spending Accounts (FSAs)

June 25, 2018 14:16 - 4 minutes - 3.4 MB

Fact vs. Fiction is a series of common financial myths and the facts that prove them wrong. In this episode, your host discusses Flexible Spending Accounts (FSAs) and covers three topics: What are they? How to use them? Why use them? Have questions? 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...

Fiesta Finances

June 14, 2018 19:23 - 31 minutes - 22.1 MB

What would you do with an extra $10,000? And what SHOULD you do with it? April was financial literacy month AND Fiesta for San Antonians. So your host Jake took to the streets at the Battle of the Flowers to ask the people what they would do with $10,000. Jake asked a variety of fun and interesting San Antonians what their 18 year old self would do with the extra windfall money and then what they should do with it. There were three themes that came out of his discussion: Instant grati...

Mastering the Gig Economy

June 04, 2018 15:17 - 39 minutes - 27.3 MB

Do you wish you could make a living selling print art that says things like “I wish I was a unicorn, so I could stab idiots with my head?” Jenni Waldrop is doing just that. In fact, she flourishing in the new gig economy. More and more young professionals are ditching their 9-5 for a freelance gig. Are you one of the 53 million Americans working on your own? Or are you the 1 in 5 Americans who made some money last year by selling something online, and wish you could sell more? Well this i...

Those Wedding Bell Finances!

May 10, 2018 09:00 - 26 minutes - 18.4 MB

The expense of a wedding can not only follow you for years, it can literally ruin your marriage! How you make wedding decisions and how you deal with the money questions as a couple is a barometer for how your marriage will go. Our relationship to money affects how we treat others and ourselves. If you have an unhealthy relationship to money it will cross over to your relationship with your partner. Jake talks with Wedding Planner Jordan Maney of www.allthedaysweddings.com and her exp...

Taxes Taxes Taxes!

April 24, 2018 16:45 - 38 minutes - 26.9 MB

It’s everyone’s favorite season, TAX Season… Whether you use a software program or a CPA or you just let your parents file your taxes, this is the time to reflect on how you file your taxes; more importantly it’s a time to learn different strategies to keep more of your money. As you make more money, you will be required to pay heavier taxes, and every situation is unique. I spoke with a three different individuals from three different viewpoints, who each talked about their different vi...

Managing Your Finances as a Married Couple

April 05, 2018 15:15 - 32 minutes - 22.4 MB

Financial stress is the leading cause of divorce in America. Marriage is an ancient and important institution, but as a financial advisor, I’ve learned that most couples don’t really discuss finances with one another. If they do talk about finances, it can lead to many uncomfortable (and sometimes scary) revelations. I spoke with Marco and Hillary Romero of @hilcohomes about how they navigated the stress of their financial decisions as they build a marriage and a growing family. In thi...

#18: Financial Life After College

March 15, 2018 13:22 - 28 minutes - 19.6 MB

On this episode your host Jake Rivas hit up one of San Antonio’s favorite coffee shops, @localcoffee to talk with real live young professionals about how they are managing their new financial problems and successes after college. In this episode: Learn what to do with excess cash! How to “find yourself” in your post college financial situation Extended education finances Dealing with the cost of continued education Discovering if college really is a good investment for YOUR future...

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@jakestwocents 2 Episodes