Shows
The Troubadour PodcastSurprised by Art: Reverence for a MentorSend us a textIn this episode Luc and Kirk explored the idea of the role of a mentor in ones life. To what degree should we revere them? How personal does the relationship have to be? What value is there in a mentor? How can you be better mentor? What truly does a mentor do? How is a mentor different than a teacher?Luc shared a wonderful sculpture with all of us and Kirk chose a poem (stole might be a better word! From a talk by Lisa VanDamme, "Life Poetry and Keats.")
2023-01-041h 33
Jake Of All TradesIs it Harder For Millennials to Buy a Home Today?We have all seen the memes. It is way harder to buy a home today than it was for our parents to do so in the 70s. On this episode Jake and Kirk discuss this idea (and some memes!). They use some data that includes inflation to discuss the various aspects of home ownership today versus in the past. You may be surprised by their view. *“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...
2022-09-1541 min
Reasons Why Aliens Will Never Invade EarthCould our of lack of financial knowledge be one of the "Reason Why Aliens Will Never Invade Earth"Stanley Roberts talks with financial planner Jake Rivas about Robinhood
Not your typical financial planner, Jake Rivas’ obsession with wealth management emerged from his experience putting himself through college. This helped develop his passion for helping professionals make smart, educated choices with their money. Growing up in Lubbock, Texas meant memories of more than just cowboy boots, tumble weeds and sand storms. It meant realizing that money could be a source of anxiety for many families, including his own. He believed if he could learn to tackle managing finances, then he could ta...
2021-03-1842 min
Jake Of All TradesPandemic Financial Survival Guide According to The NYT’sOn this episode Jake and Kirk discuss an article by the New York Times which gives financial guidance to young professionals during this pandemic. Kirk explains some of the lessons he has learned as well. Some of the guidance given may sound familiar, but there are some profoundly new perspectives to consider. Here is the article: https://www.nytimes.com/2020/08/29/at-home/manage-finances-save-money-millennials-coronavirus.html *“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? Emai...
2020-09-1538 min
Jake Of All TradesFinancial Advice from Millennials to Class of 2020Your dreams can be built on a river of poop. That’s right. This is a terrible time for a young person to go out into the job market. We have record unemployment and a recession that may rival the 2008 Great Recession, which Millennials experienced back in 2008. Jake and Kirk discuss the general advice they got and lessons they learned from the great recession. *“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@y...
2020-05-2031 min
Jake Of All Trades#17: Traveling on a Budget with Guest Chase AbendscheinMillennials 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 find places to stay How to choose destinations on a...
2018-03-0537 minJake Of All TradesJake of All Trades: Episode 12: Investing with Good PeopleInvesting can be an intimidating topic. For this week’s episode I got to interview advantageous millennials at the annual Good People SA event downtown. Everyones response to the question “what comes to mind with you think of investing?” was interesting to say the least (shout out to the guy who answered “pain and suffering”. You’re probably not alone)! Tune in to hear all the responses and my take on investing! 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 Fi...
2017-11-1728 minJake Of All TradesJake Of All Trades: Episode 07: The DreamWe 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 Financial Advisor to Millennials. Don’t forget to subm...
2017-09-0718 min
Jake Of All TradesJake Of All Trades: Episode 06: Imagine If You WillIt 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 planning process run more smoothly! S...
2017-08-2433 minJake Of All TradesJake Of All Trades: Episode 05: Last ResortAs we know, life is unpredictable. This is why I’ve decided to title this weeks episode “Last Resort” and asked the question: In the event of an emergency, where would you go to get money, and how much do you think you need in an emergency fund? While I hope you never find yourself in a last resort type of situation, I want to make sure you’re prepared none the less! Tune in to hear my take on things, as a Financial Advisor to Millennials, and don’t miss our fun segment on some bizarre ways to make a little e...
2017-08-1033 minJake Of All TradesJake Of All Trades: Episode 04: Phone A Friend In today’s world we have an infinite amount of sources to draw from when we need advice on something…but is that a good or a bad thing when it comes to personal finances? In this week’s episode, Phone a Friend, I addressed the questions: Where do you get your financial questions answered, and who do you go to for help? You might be surprised to know that your mom or dad might not be the best source. Tune in to hear my take on things, as a Financial Advisor to Millennials! Submit your questions tojake@youandifinancial.com, and fo...
2017-07-2740 minJake Of All TradesJake Of All Trades: Episode 03: #PrioritiesWhat are your financial priorities? Are they in order? No need to worry if they’re not where you want them to be! Jake to the rescue! In this episode, #priorities, Jake helps sort out what to focus on first. Hear Jake Rivas, Financial Advisor to Millennials, ask three interviewees what they think they should focus on first–debt, emergency funds, building assets, etc. Find out if you have similar answers, and to hear Jake’s financial advice! Submit your questions to jake@youandifinancial.com, and follow Jake on Twitter and Facebook @jakestwocents Securities and advisory...
2017-07-1417 minJake Of All TradesJake of All Trades: Episode 02: FearFor our second episode, Jake Rivas, Financial Advisor to Millennials, addresses your biggest fears about finances. Three interviewees were asked one question: What scares you most about your financial future? You may be surprised to find that many Millennials fear similar things! Tune in to hear Jake’s real world financial advice, and to get take-aways that will help you take control of your finances. By the end of this episode you’ll see that there’s nothing to fear, when you have Jake’s advice in your ear! Submit your questions to mailto:jake@youandifiancial.com, and follow Jake on...
2017-06-1521 min
Jake Of All TradesJake Of All Trades: Episode 01: Reality CheckIn our first episode, Jake Rivas, Financial Advisor To Millennials, is giving our guests a reality check. He will be asking three millennials, just like you, two questions: What do you spend your money on? and what should you spend your money on? The answers will surprise you! Jake's gives real world feedback about financial obstacles many of you are facing today. As always, 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 @jakestwocents Securities and adv...
2017-05-2227 min
Jake Of All TradesJake Of All Trades: Episode: 000 PilotEvery 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 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 qu...
2017-05-1606 min