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Aug 26, 2021

On this episode we have special guest, iFinancial’s Kevin Moore, come on the show to update us on what is occurring in the housing  market. Of course, we all know that housing prices are going up. Knowing that prices are going up and knowing what are the causing are two different things. On the show we discuss the...

Aug 19, 2021

Michael Scott from the TV Show “The Office” is having money problems, and everyone in his world has advice—bad advice! So Jake Rivas and Kirk Barbera are here to help. They will watch a clip from The Office episode “Money Problems” and give some thoughts and advice on what can be learned from this episode. For...

Aug 13, 2021

On the show Jake and Kirk discuss a “secret” back-door trick to boost your contributions. Jake explains the benefits of an IRA and why boosting it can be beneficial. They also describe scenarios where this secret method might be useful for different people.

*“Tax preparation, planning, IRS representation, and...

Aug 5, 2021

We all know that biases exist—”but not me! I’m never biased.” Even if you don’t think that to yourself, you may act that way without know it. Many biases are subtle and hidden. In this episode Jake and Kirk discuss four big hidden biases that most Americans suffer from, and how to become aware of them.