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Nov 25, 2022

On this episode Jake and Kirk discuss a new trend among investors: Tax Lien investing. They go through how this process works as well as the pros and cons and how to approach it safely. This is not a recommendation for tax lien investing.

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


Nov 10, 2022

Jake buys a house!

On this episode we go through all that Jake went through in buying his new house. We also discovered some important reasons why having a third party advocate is important during this highly emotional time. And Jake reveals some secrets to house buying that most people don’t know. 

 

*“Tax...


Nov 10, 2022

Some professionals want to manage the bulk of their own wealth themselves. And when they are searching for a financial advisor, these individuals may want to ask specific advice about specific issues. Most financial advisors, however, work under a business model where they earn money by managing the assets of their...


Nov 3, 2022

On this episode Jake and Kirk discuss the recent Student Loan Forgiveness and how it will effect you. Many people may be expecting a big check, but only a few will receive actual cash. Nonetheless who will this impact and how might it impact them? Tune in as Jake and Kirk discuss everything relevant to financial...