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Jan 31, 2019

On this episode Jake Rivas chats with client and co-host the Roaming Entrepreneur about his own personal finances. Get a sneak peek on what it is like to work with Jake Rivas.

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!


Jan 28, 2019

Myth: I have just been eligible to enroll in my companies 401k plan, since they are a publicly traded stock I’ll invest everything here. This feels like sound logic. You work there and know the company well, why not invest in its future? In this episode you’ll learn another way to look at diversification.

Have...


Jan 23, 2019

What is the impact of the government shutdown in your life? For those involved in the government agencies directly effected, it means not receiving a paycheck. The December 2018-January 2019 government shutdown under President Trump marks the longest shutdown in American history. How does this effect ordinary Americans?...


Jan 21, 2019

Myth: My stay-at-home-spouse doesn’t need life-insurance because he or she doesn’t work. Many clients think this way and there is one critical thing to keep in mind before you make that decision.

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read...


Jan 15, 2019

Certified Financial Planner, Jake Rivas, and co-host, The Roaming Entrepreneur, Kirk Barbera, chat about how to plan your 2019 finances.

 

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

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