Jake Of All Trades Jake Nuno: Financial Advisor and Financial Guru

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—those moments when we choose between material wealth and the riches of life. We start by sharing stories from the "Ask Old People" community on Reddit, where raw experiences shed light on the tough trade-o...

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 policy amid the rising costs of a new home purchase. As your hosts, Jake and Kirk, we dissect the intricate details of whole life insurance policies, with a special focus on their savings component. We'll a...

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 the stormy seas of joint bank accounts and individual financial freedom. We dive deep into the psychology behind shared wallets, offering you practical and thought-provoking insights. Whether you're t...

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, whether you're single, engaged or already hitched. We're getting real about love and money, highlighting the importance of aligning financial priorities before saying "I do."We also take a deep dive in...

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 system. Exploring the unique application of a doom loop across various cultures, countries, and circumstances, we go deep into the implications of a higher percentage of lending portfolios being tethere...

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 owning an appreciating asset and the benefits of tax deductions. We also share our insights on why paying off a mortgage early might not always be the best strategy, especially if the interest rate is low...