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Aug 11, 2022

On the show today Jake gives us a brief history of how we all got in debt and how our relationship to debt has changed over time. In particular Jake and Kirk discusses how this affects our wallets today as well as our spending and savings habits.

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

Aug 4, 2022

On this show Jake educates Kirk on what exactly a reverse mortgage is, how it operates, the different types, when one should consider a reverse mortgage, and other types of loans one might consider prior to going the reverse mortgage route.

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

Jul 28, 2022

Before the pandemic the FIRE movement was huge. For several decades figures like Tim Ferriss and Dave Ramsey and many others have advocated for various methods of gaining financial independence. On this show Jake and Kirk discuss this movement and where it is given the state of today’s American and world economy.

Jul 21, 2022

There are some small changes to the current student loan programs that might help some people qualify for student loan forgiveness. This is a rapidly changing topic based on current political events. Jake and Kirk do their best to sift through what is and is not being promised.

*“Tax preparation, planning,...

Jul 14, 2022

If you have ever left a job, there may be money out there with your name on it—literally! On this episode Jake and Kirk discuss how to discover if you have a lost or forgotten 401k somewhere out in the world. You may have been signed up for one without even knowing it! Listen in to learn more.

*“Tax preparation,...