Preview Mode Links will not work in preview mode

Mar 31, 2022

One joy of traveling is to spend time experiencing the world with people you love. That can be family and friends. On this episode Jake and Kirk discuss some strategies to make sure you stay friends while traveling! It can sometimes be tricky and it may require an uncomfortable conversation or two, but it will be worth...


Was the Pandemic a Dress Rehearsal for Retirement?

Mar 24, 2022

We learned many lessons during the pandemic. For some, being locked down meant contemplating life without work as part of their daily routine. Was this a dress rehearsal for retirement? Jake and Kirk Discuss.





*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax...


Mar 17, 2022

Should a male who prefers to wear dresses and make-up put on a suit and tie in order to ask for a loan? There are biases that still persist, particularly in the financial realm. On today’s show Jake and Kirk discuss some of the continuing challenges for LGBTQ community, and what individuals in that community can do...


Mar 9, 2022

End of life planning is never an easy topic. However, it is an important one. On this show Jake and Kirk discuss some of the unique difficulties being in a same sex relationship can add to this question. They are solvable problems, but ones that need to be addressed.

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


Mar 5, 2022

As Cryptocurrency grows, so do the scams. On this show Jake and Kirk discuss some common ways people have been scammed with Crypto.

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to...