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Mar 27, 2020

You hear terms like the market has lost confidence, which means you and me and everyone we know have feelings of dread and anxiety about what will happen in the next week, two weeks, year. How long will the “shelter in places” be instituted? What effect will that have on our economy and thus our jobs, families,...

Mar 25, 2020

We’ve got a full show for you today. First Jake and Kirk discuss a potential new financial tool and how it can change your approach to money. They discuss robo-advising and the limits of technology in our lives. Jake also shares a client story you won’t believe! 

Mar 21, 2020

Jake and Kirk discuss updates ont he Coronavirus in the U.S. as well as the global consequences of its spread. Jake teaches about recessions and how to act in our current situation. They also talk Olympics 2020, Black Swan Events, and of course, The Office.

Mar 5, 2020

We are happy to introduce new segments to the show. Jake Rivas and Kirk Barbera will still discuss an important financial news artics, but they will include a financial Word of the Day, an incredible financial story from Jake and a things we love about San Antonio. In this episode Jake and Kirk discuss the 12 audit...