124 episodes

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

    • Investing
    • 5.0, 9 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 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.

    Big Six Tech Companies Drive US Economy Now

    Big Six Tech Companies Drive US Economy Now

    Is it a bad thing? Jake and Kirk discuss an article about the biggest tech companies in the world, “FAANMG” Facebook, Apple, Amazon, Netflix, Microsoft, Google. These six companies collectively are driving the US economy, despite the actions of the U.S. government. Can there be positives in this trend? Tune in and share your thoughts.

    Article: https://ritholtz.com/2020/07/big-tech-drives-stocks/
    Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved.
    *“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@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

    • 26 min
    Rethinking investments in The New World

    Rethinking investments in The New World

    With the pandemic, protests and civil unrest, many people are asking big questions about the future of our world. One of those questions has to do with the way in which we invest. Investing for pure financial gain may only be one way that future investors may be thinking about their investments. Some investors—perhaps you?—may be interested in investing with their hearts and minds rather than solely their wallets. Tune in to hear about new investment tools being developed for that purpose.
    *“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@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

    • 23 min
    Where are Americans spending the 6 Trillion Dollars Stimulus?

    Where are Americans spending the 6 Trillion Dollars Stimulus?

    In this episode Jake and Kirk explore aa graph that shows how various groups of Americans are spending the trillions of dollars that has been injected into the economy.
    *“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@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

    • 36 min
    Financial Books You’ve Never Heard of but Need to Read

    Financial Books You’ve Never Heard of but Need to Read

    There are many good financial books that have become popular. Some books like The Richest Man in Babylon profess to share fundamental and timeless insights on how to become wealthy. There are popular books like “I will Teach you to Be Rich,” which claim to give readers insights into the habits of the wealthy. There are also many simple books that give important advice from practical wealth builders. This is not to say one shouldn’t strive to be the Richest man in Babylon, or anywhere for that manner, but it does mean that sometimes a straight-forward and realistic approach can be best. The books that Jake and Kirk recommend are easy to read, non-technical, and most importantly, do most of their work in alleviating anxiety in our financial lives. 
    *“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@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

    • 36 min
    Is Now a Good Time to Take out a Loan?

    Is Now a Good Time to Take out a Loan?

    With interest rates near zero, many are asking if it is a good time to buy that house, refinance their mortgage or even get a private loan for their student debt. Jake Rivas and Kirk Barbera discuss times when this  may be a good move for someone and times when it may not. Even though interest rates are low, it may not be a good idea for some. Tune in to learn the financial concept used by professionals to determine when it may be appropriate to take out that loan.


    *“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@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
     
     

    • 24 min
    The Stock Market Versus The Economy

    The Stock Market Versus The Economy

    How can the stock market appear to be rising as the world ventures further into chaos? Unemployment is still increasing, protesting and looting are occurring and many places are still under quarantine. It would seem logical that the stock market would decrease accordingly, and yet we find that during some of the darkest moments it had actually been on the rise. Jake explains why this happens and how to understand the economy and the stock market
    Estate planning and legal services offered through Shann M. Chaudhry PLLC are separate and unrelated to Commonwealth.
    *“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@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

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Jrivas1 ,

A refreshing voice for personal finance

This show is a unique concept. Bringing financial advice to a generation that so desperately needs it.

Kirk Barbera ,

San Antonio specific, broadly applicable.

I live in San Antonio where this show is based. It's great financial advice with a specific San Antonio slant, but the advice is helpful anyway. Jake also has a great way of getting to the heart of difficult financial problems.

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