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Sep 22, 2022

On this episode Jake and Kirk discuss the 60/40 rule, the 4% rule and the passive income rule. Though there are times when these rules of thumb may be very helpful, it’s important to understand where the come from and how to apply them to your life. Also, there may be times when you dont’ want to apply them but...


Sep 15, 2022

We have all seen the memes. It is way harder to buy a home today than it was for our parents to do so in the 70s. On this episode Jake and Kirk discuss this idea (and some memes!). They use some data that includes inflation to discuss the various aspects of home ownership today versus in the past. You may be surprised...


Sep 8, 2022

It’s no secret that the stock market has seen a drop in value recently. One of the most common questions that financial advisors are asked is how to protect themselves during these times. On this episode Jake and Kirk discuss a few options and offer strategies to help one overcome and event flourish during a drop in...


Aug 25, 2022

We all know the basic idea of life insurance, but on this episode Jake and Kirk discuss the different kinds of life insurance, when you might consider surrendering a life insurance policy, and unique ways people use life insurance to protect people in their lives. 

*“Tax preparation, planning, IRS representation, and...


Aug 18, 2022

Jake and Kirk discuss the average 401k balances of individuals in their 40s and 50s. This is helpful as benchmarks to see where you stand in relation to other people. While it may be harmful to compare oneself to others, it can be useful as a tool to consider where you are and where you would like to be financially.