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Feb 24, 2022

Jake and Kirk get heavy with this one as we discuss discrimination. They don’t focus solely on LGBTQ+. There is an exploration of the strategies that hinder marginalized groups from attaining long term and sustained financial success. You won’t want to miss this one.

*“Tax preparation, planning,...

Feb 18, 2022

This question is posed in economic terms. In this discussion, Jake and Kirk talk about the rising inflation and how many of us are spending an extra $276 per month, according to one study. We also discuss Millenials and how the US economy during their lifetime has been the worst in terms of growth and opportunities for...

Feb 10, 2022

Have you ever had to call the IRS? Well if you have to do so in 2022 be prepared for unprecedented delays. Jake and Kirk will discuss the causes of these delays (and Kirk’s usual solution) but also some ways to prepare for these delays. This is particularly important if you are expecting a tax return at a specific...

Feb 4, 2022

Join Jake and Kirk in taking this financial fitness test. They will explain the test as they go and give you their thoughts on the conclusions. You will be able to take the quiz just by listening, though it helps to have a piece of paper. As always drive safe of course!


Here is the quiz: