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Apr 29, 2021

On this episode Jake and Kirk discuss some tips and considerations for this important question. Many people think that simply due to the low interest rates they must refinance their homes. You may be right. However, there are some things to keep in mind while you are doing your shopping (for instance you can do too much...


Apr 22, 2021

In this episode Kirk discusses a new financial situation where he is in a position to consider hiring a CFP. Jake discusses the ins and outs of hiring a CFP as well as when you should and when you should not hire a CFP. He also discusses various aspects of financial advisors that are important for people at...


Apr 15, 2021

President Joe Biden has made his proposed tax hike. What is in his proposal? How much of it will likely pass? What could this mean for your wallet? Jake and Kirk will take a look at each proposal and discuss its implications for those directly and indirectly impacted by the tax change.

*“Tax preparation, planning,...


Apr 8, 2021

Today Jake Rivas and Kirk Barbera are joined by guest Jake Cousineau to discuss his book “How to Adult.” Jake is the author of a book for young adults titled How to Adult: Personal Finance for the Real World. You might even recognize Jake from his $50k Wheel of Fortune payday! In this episode we delve into Jake...