Latest Businessplanning Podcast Episodes

Jake Of All Trades artwork

Worst Financial Decisions on the internet!

Jake Of All Trades - February 05, 2024 10:00 - 32 minutes ★★★★★ - 18 ratings
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—thos...

Jake Of All Trades artwork

Asking Reddit: Pay for Life Insurance or Save for Retirement?

Jake Of All Trades - January 29, 2024 10:00 - 22 minutes ★★★★★ - 18 ratings
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 polic...

Jake Of All Trades artwork

Navigating the Waters of Love and Money: The Great Debate on Merging Finances in Relationships

Jake Of All Trades - January 11, 2024 10:00 - 34 minutes ★★★★★ - 18 ratings
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...

Jake Of All Trades artwork

Real Stories of Financial Missteps in Love and Work

Jake Of All Trades - January 04, 2024 10:00 - 44 minutes ★★★★★ - 18 ratings
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, ...

Jake Of All Trades artwork

The Domino Effect of Real Estate Doom Loop on the Banking System

Jake Of All Trades - December 11, 2023 10:00 - 26 minutes ★★★★★ - 18 ratings
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 s...

Jake Of All Trades artwork

Rethinking Mortgages: From Debt Fear to Financial Freedom

Jake Of All Trades - November 26, 2023 23:00 - 26 minutes ★★★★★ - 18 ratings
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 own...

Jake Of All Trades artwork

Exploring the Perilous Rise of US Consumer Debt & Smart Methods to Overcome It

Jake Of All Trades - October 29, 2023 10:00 - 31 minutes ★★★★★ - 18 ratings
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 potential...

Jake Of All Trades artwork

Exploring the True Meaning of Wealth and Morality In Ayn Rand's "Money Speech"

Jake Of All Trades - October 27, 2023 16:00 - 46 minutes ★★★★★ - 18 ratings
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 Spe...

Jake Of All Trades artwork

The Capitalist Conundrum: Carnegie and Rand's Views on Wealth

Jake Of All Trades - October 23, 2023 22:00 - 47 minutes ★★★★★ - 18 ratings
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. Thi...

Jake Of All Trades artwork

9 Biggest Ways you are wasting money

Jake Of All Trades - August 28, 2023 09:08 - 36 minutes ★★★★★ - 18 ratings
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 ...

Jake Of All Trades artwork

Beyond the Hype: The Realities of Rental Property Investments

Jake Of All Trades - August 10, 2023 09:46 - 30 minutes ★★★★★ - 18 ratings
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, ...

Jake Of All Trades artwork

Is a Housing Bust Coming?

Jake Of All Trades - August 04, 2023 09:26 - 37 minutes ★★★★★ - 18 ratings
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 r...

Jake Of All Trades artwork

Living Single and Maximizing Your Money

Jake Of All Trades - July 21, 2023 09:45 - 31 minutes ★★★★★ - 18 ratings
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, a...

Jake Of All Trades artwork

They’ve Made a Deal: Debt Ceiling and the Market’s Reactions

Jake Of All Trades - July 10, 2023 09:48 - 33 minutes ★★★★★ - 18 ratings
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 f...

Jake Of All Trades artwork

Financial Literacy for Kids

Jake Of All Trades - June 30, 2023 09:42 - 45 minutes ★★★★★ - 18 ratings
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 ...

Jake Of All Trades artwork

Hey Small Businesses, Did your Tax Bill SHOCK You?

Jake Of All Trades - May 29, 2023 17:54 - 35 minutes ★★★★★ - 18 ratings
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 ...

Jake Of All Trades artwork

5 Steps to Take in a Banking Crisis

Jake Of All Trades - May 19, 2023 09:40 - 37 minutes ★★★★★ - 18 ratings
Jake and Kirk discuss the banking crisis and give 5 specific steps to consider amidst this particular crisis and other potential ones in the future. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are ...

Jake Of All Trades artwork

Life Insurance through work?

Jake Of All Trades - May 05, 2023 15:23 - 18 minutes ★★★★★ - 18 ratings
How can you know if the life insurance through your work is sufficient for your needs? On this episode Jake and Kirk discuss ways to think through what is a proper life insurance for you. This of course differs for everyone. But there are helpful principles.   *“Tax preparation, planning, IR...

Jake Of All Trades artwork

Should I Opt out of my Pension to Pay for Rising Cost of Living

Jake Of All Trades - April 28, 2023 17:42 - 26 minutes ★★★★★ - 18 ratings
With cost of living expenses rises and incomes not necessarily meeting those costs, people are having difficult conversations about their finances. One question financial advisors get during times like this is about opting out of one’s pension plan in order to meet the rising costs. On this epis...

Jake Of All Trades artwork

Guest Interview: Yuri Elkaim--Health, Business and Finances

Jake Of All Trades - April 12, 2023 09:53 - 48 minutes ★★★★★ - 18 ratings
On this episode Jake and Kirk talk to Yuri Elkaim, a best selling author and business coach. Yuri was a professional soccer player who became a bestselling author by simplifying the complexities of health choices. We discuss his unique journey as well as his methods for business and financial su...

Jake Of All Trades artwork

The Team You Need To Buy The House You Want

Jake Of All Trades - April 07, 2023 16:09 - 40 minutes ★★★★★ - 18 ratings
The housing market is changing and so did Kirk’s perspective on homeownership. On previous shows Kirk discussed his reasons for not buying a house. Despite the rise in interest rates, he was able to buy a home. On this episode Jake and Kirk discuss the ins and outs of the homebuying process as w...

Jake Of All Trades artwork

These Five Retirement Plans Often Fall Apart!

Jake Of All Trades - March 31, 2023 09:00 - 32 minutes ★★★★★ - 18 ratings
There are 5 big mistakes that retirees make that can easily derail their plans.  *“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 mana...

Jake Of All Trades artwork

Are we in a Banking Crisis?

Jake Of All Trades - March 23, 2023 18:40 - 41 minutes ★★★★★ - 18 ratings
With the failure of Silicon Valley Bank (SVB) and Signature Bank, many people are preparing for the worst. On this episode Jake and Kirk discuss exactly what occurred on March 10th, and since then. They break down this particular crisis as well as explain how this effects your wallet. -- *“T...

Jake Of All Trades artwork

Risk Tolerance Tools Are insufficient!

Jake Of All Trades - March 13, 2023 10:03 - 17 minutes ★★★★★ - 18 ratings
Risk Tolerance Tools Are insufficient! When attempting to figure out your risk tolerance towards financial investments, the generic tools and calculators and quizzes available, while helpful, are not enough. In order to really understand your risk tolerance you need this one critical thing. ...

Jake Of All Trades artwork

Emergency Savings Changes in Secure Act 2.0

Jake Of All Trades - March 10, 2023 10:00 - 22 minutes ★★★★★ - 18 ratings
This act is the largest retirement reform in the history of America. Here we dig into a newly implemented rule to your 401k savings. “Most people won’t save money unless their employer somehow does it for them in the form of a payroll deduction.” - Suze Orman. This viewpoint from financial plann...

Jake Of All Trades artwork

35% of Millionaires feel they don’t have enough for retirement!

Jake Of All Trades - March 07, 2023 10:00 - 26 minutes ★★★★★ - 18 ratings
On this episode Jake and Kirk discuss one of the most basic retirement planning “rules of thumb,” The 4% rule. Is it time to change that rule?   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are se...

Jake Of All Trades artwork

Secure Act 2.0: Changes to 401ks

Jake Of All Trades - February 16, 2023 20:07 - 25 minutes ★★★★★ - 18 ratings
Some of the early implementations of this massive new bill, Secure Act 2.0, are already taking affect. On this episode Jake and Kirk discuss the changes to your 401k. This will be a good overview to help you strategize with your financial planner regarding your retirement plan. *“Tax preparati...

Jake Of All Trades artwork

Don’t Wait till retirement to Travel!

Jake Of All Trades - February 06, 2023 10:00 - 29 minutes ★★★★★ - 18 ratings
A recent survey found that most Americans still believe in waiting till retirement to travel more. On the show Jake and Kirk discuss this issue and some ways to make travelling before retirement a priority.     *“Tax preparation, planning, IRS representation, and business valuation service...

Jake Of All Trades artwork

Don't rely on just retirement savings get retirement income

Jake Of All Trades - February 01, 2023 17:18 - 26 minutes ★★★★★ - 18 ratings
On this episode Kirk & Jake discuss some methods for attaining retirement income, so you don’t have to rely just on retirement savings.   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate ...

Jake Of All Trades artwork

No Student Loan Forgiveness for You!

Jake Of All Trades - January 18, 2023 16:37 - 25 minutes ★★★★★ - 18 ratings
In previous episodes Jake and Kirk discussed the possibility of student loan forgiveness and what it might look like. As of now there seems to be no possibility of student loan forgiveness occurring in the near future. What now? *“Tax preparation, planning, IRS representation, and business val...

Related Businessplanning Topics