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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 jake@youandifinancial.com , contact twitter.com/jakestwocents, 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.

Jake Of All Trades Jake Rivas: Financial Advisor To Millennials

    • Geldanlage

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 jake@youandifinancial.com , contact twitter.com/jakestwocents, 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.

    Fact v Fiction: 529s and college funding

    Fact v Fiction: 529s and college funding

    Should the money you save for your childs’ college be kept in your name or theirs? On this episode Jake breaks down a common misconception about assets and savings with regards to college funding for your child. Do you know what an EFC is? Find out and much more on the show!
    Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

    • 4 Min.
    What War with Iran Could Mean for Markets

    What War with Iran Could Mean for Markets

    What War with Iran Could Mean for Markets
    On this episode Jake Rivas and Kirk Barbera tackle of a very complicated issue: Potential war with Iran and its impact on markets. Their approach is to help sift through facts and differentiate from perception. People often make fear-based decisions. How should you react financially given the realities of what we know and what we do not know about a potential war with Iran?
    https://blog.commonwealth.com/independent-market-observer/what-would-a-war-with-iran-mean-for-the-markets
    Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

    • 29 Min.
    Financial Tip: Cosigning a Loan

    Financial Tip: Cosigning a Loan

    Before you agree to cosign that loan, make sure you understand all the reasons to do this and all of the risks you are taking.
    Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

    • 6 Min.
    Financial Tip: Divorce and Taxes

    Financial Tip: Divorce and Taxes

    There are two main ways one can be “on the hook” for expenses after a divorce. Jake briefly explains these two concepts and then breaks down how the 2017 tax code effects these legal requirements. No one believes they will ever divorce their spouse, but it is important to be aware of one's possible obligations both to ones spouse and to the government.
    Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

    • 5 Min.
    J&K #26: Five Financial Moves to Start the New Year off Right

    J&K #26: Five Financial Moves to Start the New Year off Right

    It’s not only a new year but a new decade and this is the best time to make changes to your financial life. Too often we make radical and impossible to maintain resolutions at the end of the year and then give up by February.  Jake and Kirk discuss practical and simple ways to make changes to your life that anyone can implement.
    From The Motley Fool:
    https://www.fool.com/retirement/2018/12/16/5-financial-moves-to-help-start-the-new-year-off-r.aspx
    Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

    • 27 Min.
    Holiday Shopping

    Holiday Shopping

    Happy Holidays! It’s the end of the year—a time of joy and giving! Jake and Kirk are here to discuss smart ways to purchase gifts—including those last minute ones!—for your loved ones without being bamboozled by all the sales and marketing tricks that are out there. They also discuss how to think about coupons and those time sensitive sales you see on Amazon. Here is the Washington Post article they discuss:
    https://www.washingtonpost.com/lifestyle/holiday-money-saving-strategies-that-can-backfire/2019/12/05/e1592b18-1779-11ea-80d6-d0ca7007273f_story.html
    Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

    • 21 Min.

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