141 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 • 11 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.

    Comedian Kevin Hart’s Advice on Achieving Financial Freedom

    Comedian Kevin Hart’s Advice on Achieving Financial Freedom

    On this fun episode Jake and Kirk react to a clip of Kevin Hart on the Joe Rogan podcast, where the two comedians talk about achieving financial freedom. How does Hart’s advice apply to someone working at a 9-5 job? What is his best advice? Listen in to hear our thoughts.
    *“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
     

    • 35 min
    America on the Move!

    America on the Move!

    Kirk is moving (Again!) and it turns out so is a large portion of America. On this episode Jake and Kirk discuss pew research showing that 22% of adults have moved due to covid19. There is a time-honored tradition of “Go-West Young Man” to find the opportunity elsewhere. That is America on the Move.
     
    *“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

    • 30 min
    The Market Value of a Divided Government

    The Market Value of a Divided Government

    Jake and Kirk discuss the prospect of a divided government and why the marketplace is loving that right now. When they recorded this episode, the Presidential election was still undecided. Much of their assessment was based on the projection that Joe Biden would win President and that Republicans would maintain control of the Senate.
     
    *“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
    Should We Forgive All Student-Loan Debt? Yay or Nay?

    Should We Forgive All Student-Loan Debt? Yay or Nay?

    On this episode Jake and Kirk discuss a Wall Street Journal opinion piece that pits two different opinions on this issue. One side claims that the whole system of student loans is broken and thus should be forgiven, the other says that the system is not perfect, but it works and loans should not be forgiven. You won’t be disappointed by the interesting discussion between the two hosts! 
    https://www.wsj.com/articles/should-we-forgive-all-federal-student-loan-debt-11590525387
    *“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

    • 39 min
    Dave Ramsey’s Secrets of the Rich (A Reaction)

    Dave Ramsey’s Secrets of the Rich (A Reaction)

    On this episode Jake and Kirk react to a video of Dave Ramsey explaining his secrets of the rich. While there are some aspects in which Jake agrees with Dave, there are many areas of disagreements. Most notably, the ways in which Dave Ramsey obscures the truth. Tune in for a fun reaction video!
    *“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

    • 51 min
    10 Financial Truths No Matter Who Wins the Election (Part 2)

    10 Financial Truths No Matter Who Wins the Election (Part 2)

    Many of us believe this presidential election may be the world’s last. Doom and gloom are everywhere on our feeds these days. One of the dangers of acting out of emotion is making financial mistakes that can harm us long into the future. On this episode, Jake and Kirk go through a presentation of 10 truths, (with graphs) to prove that things won’t be so bad no matter who wins the 2020 election
    LISTEN TO PART 1: https://open.spotify.com/episode/7k0LUmLfmLBTIy8MvEIuCv
    *“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

    • 46 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

Trevor Oldham ,

A must listen!

Jake is a great host and I highly recommend listening to his podcast, especially if you are a millennial

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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