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Jul 29, 2021

In the world of algorithms and AI is it still necessary to hire a CFP? Can’t robots do it all for us? Jake and Kirk discuss various online programs that can do a good job at helping you to manage and invest your finances. But is it sufficient? Also, at what point can robots not do what a human is able to do? These are...


Jul 23, 2021

Now that the pandemic is (mostly) over, people are ready to go out and spend money again! On this episode, Jake and Kirk share some thrifty ways to spend your money. While it is true you get the quality you pay for, it is also true that there are a ton of money wasters out there. If you are purchasing anything from a...


Jul 15, 2021

Pop Star Britney Spears has been in the news once again, not for making another album, but for a desire to gain her independence back. The 39 year old pop star has what is called a “conservatorship” applied by law on her life. This law, reserved for the very elderly or the mentally ill, allows a guardian control...


Jul 8, 2021

We tend to think that when dealing with money and investments we should completely shut off our emotional valve. And, often, this can be good advice—especially if you are making an “emotional” decision rather than an “intelligent” one. However, your emotions are important pieces of your financial puzzle, and...


Jul 3, 2021

Numbers are rational and humans are irrational. Right? In this episode Jake and Kirk talk about how using a numbers only approach to your finances can be just as bad as using an emotions only approach to your finances. So how do you navigate through this maze? Tune into the show to hear Jake and Kirk give you some tips...