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Dec 16, 2019

Happy Holidays! It’s the end of the year—a time of joy and giving! Jake and Kirk are here to discuss smart ways to purchase gifts—including those last minute ones!—for your loved ones without being bamboozled by all the sales and marketing tricks that are out there. They also discuss how to think about coupons...


Dec 12, 2019

On this episode Jake and Kirk tackle the question of liquidity. What is it and what considerations should you have when you lock up your cash for years. What are some of the pros and cons of illiquidity and how can you best include in your portfolio, long-term investment projects that have restrictions on liquidating...


Dec 10, 2019

With the new tax law of 2017 some things have changed slightly. How do we properly plan our tax savings regarding charitable contributions? Today’s episode focuses on this question in light of the tax changes

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


Dec 5, 2019

That’s right, a 7 year auto loan. Why would you ever take out a loan on a car that would last longer than the value of the vehicle? There are thousands of these loans being taken out and Jake and Kirk discuss the ins and outs of these loans, why someone would take one, and Jake’s professional advice on this form of...


Nov 29, 2019

Fact or Myth: Will I have to contribute to my retirement IRA by end of the year in order to get my tax benefits? On this episode Jake teaches you an important method called “Creative Tax Planning.” 

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