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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.

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...