196 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

    • Business
    • 5.0 • 15 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.

    How to know if you’re ready to buy a home

    How to know if you’re ready to buy a home

    As usual the answer isn’t simply that you have money for a downpayment. There are many factors you should consider when thinking about buying a home. As it happens, Kirk is contemplating buying a home in Austin, but he is uncertain given the market. You’ll enjoy this conversation applying different financial principles to this big question.
     
    *“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
    Why Are Americans Hoarding Cash?

    Why Are Americans Hoarding Cash?

    Jake and Kirk have discussed the increasing amount of Americans saving. They are also paying down their debt more than in the past. Does this indicate the economy is on good footing? What are the psychological reasons people are saving and what are some of the problems with this mentality. Jake and Kirk will be talking about the fear that drives much of this savings and what the real losses people will be suffering. Enjoy this discussion about how much money to keep on hand, how much is good to invest, how to think about our current inflationary problems and more.



    *“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

    • 22 min
    Contrarian Living: Change the Way You Think About Money (or not)

    Contrarian Living: Change the Way You Think About Money (or not)

    On this episode Jake and Kirk discuss a financial blog post about unique ways to think about money. Are the popular ways of “rethinking” money really that new and unique? What can we learn from the various ways people think about money, both typical and contrary? Tune in for a lively discussion!
    Here is the blog discussed: ​​https://contrarianliving.blog/change-the-way-you-think-about-money/
    *“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

    • 37 min
    Buying Stock in a Company That Makes NO Money?

    Buying Stock in a Company That Makes NO Money?

    There is an electric car manufacturer named Rivian that has recently made the news, not due to revolutionary new technology, but the fact that it has raised billions in capital and yet has barely sold any cars. Is there any legitimacy to this investment trend? Is this a good or bad sign for electric vehicles? Jake and Kirk will be discussing what can be learned from Rivian.
    *“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

    • 33 min
    Tax Advantages In Giving To Your Favorite Charities (part 2)

    Tax Advantages In Giving To Your Favorite Charities (part 2)

    We all know that giving can make us feel good, be part of a community, and help those in need. There are education charities, food banks, arts nonprofits and much more. Why and how much you give is a personal matter. However, there are many tax advantages and benefits to giving. On this episode and the next episode we will be going in-depth on 5 tax-savvy ways to give to charity.
    *“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
    Tax Advantages In Giving To Your Favorite Charities (part 1)

    Tax Advantages In Giving To Your Favorite Charities (part 1)

    We all know that giving can make us feel good, be part of a community, and help those in need. There are education charities, food banks, arts nonprofits and much more. Why and how much you give is a personal matter. However, there are many tax advantages and benefits to giving. On this episode and the next episode we will be going in-depth on 5 tax-savvy ways to give to charity.
    *“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
15 Ratings

15 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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