Jan 23, 2020
A very important bill was passed in 2019. The SECURE act effects almost every single person in America. It will change the way retirees make financial strategies for the rest of their lives. Jake Rivas goes through the most important points to understand about this act.
Jan 21, 2020
Should the money you save for your childs’ college be kept in your name or theirs? On this episode Jake breaks down a common misconception about assets and savings with regards to college funding for your child. Do you know what an EFC is? Find out and much more on the show!
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Jan 15, 2020
What War with Iran Could Mean for Markets
On this episode Jake Rivas and Kirk Barbera tackle of a very complicated issue: Potential war with Iran and its impact on markets. Their approach is to help sift through facts and differentiate from perception. People often make fear-based decisions. How should you react...
Jan 15, 2020
Before you agree to cosign that loan, make sure you understand all the reasons to do this and all of the risks you are taking.
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!
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Jan 7, 2020
There are two main ways one can be “on the hook” for expenses after a divorce. Jake briefly explains these two concepts and then breaks down how the 2017 tax code effects these legal requirements. No one believes they will ever divorce their spouse, but it is important to be aware of one's possible obligations both...