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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...


Nov 12, 2019

Did you know you could invest based on your personal values? Jake Rivas explains how to craft a portfolio based on the ideas and values important to you. This could be important current events or even deeply held beliefs. Jake provides three main concepts to help you solidify your approach when selecting companies to...


Nov 6, 2019

Today a guy in an RV and a cosmopolitan financial planner (that’s Kirk and Jake of course!) are going to talk to you about something more Americans wish they would be: adventurous. Specifically, they wish they could be more bold. What on earth does financial planning have to do with boldness? That is what we will be...