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Oct 31, 2018

How does it go again? death and taxes. Well financial planners deal with both. And today, Jake is talking about your final Will and Testament, oh and what to do with all your accumulated wealth after you've shrugged off your mortal coil.

Have financial questions? Email Jake@youandifinancial.com and Jake Rivas may read...


Oct 29, 2018

This is one of the biggest misconceptions a financial planner deals with. in this quite episode Jake explains the many benefits of working with a financial planner, no matter what your current level of income.

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


Oct 11, 2018

Kirk Barbera has recently sold most of his belongings, his townhome and decided to live in an RV. He's not retired. He's not crazy (we dont' think). He is a media producer who found RV life to be an optimal way for him to live.


In the podcast Jake Rivas talks with Kirk to discuss what life is like in an RV and what are...


Oct 1, 2018

Estate planning is not just for the rich! I sat down with Texas certified estate planning attorney Amanda Batsche of Batsche Law to talk about why estate planning is important and what documents you should have created to protect you and your loved ones. In this episode we discuss:

 

  • The risks of not having a basic...