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The New Frontiers of Hybrid Workplace Are Taking Shape

Jake Of All Trades

Release Date: 06/03/2021

What are Health Savings Accounts? show art What are Health Savings Accounts?

Jake Of All Trades

You may have been offered a Health Savings Account (HSA) from your employer. Although there are similarities with more traditional health plans provided by your employer, there are important differences. Many people believe HSAs are a non-starter, due to their higher deductibles. While each case is different, there are times when an HSA may be the right move for you.  *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your...

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Should you be buying stock in the company you work for? show art Should you be buying stock in the company you work for?

Jake Of All Trades

In this episode Jake and Kirk discuss the idea of taking money from your paycheck and buying stock in the company that provides your paycheck. Is that too risky? How can you ensure you don’t lose on big upsides if your company is a hot stock item right now? What do you think? Do you invest in the company you work for?   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email...

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Should Roads Remain “Free” to Use show art Should Roads Remain “Free” to Use

Jake Of All Trades

On this episode Jake and Kirk discuss a new way some governments are taxing those who use the roads: Tolls that use GPS. Kirk goes on an epic rant about government roads, while Jake takes a more measured view. Is this the future of roads? Can the government charge everyone who uses the roads based on how many miles they drove? Will this encourage people to stay home in the future? And, most importantly, how would this effect your wallet and your decisions. All this and more!   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax...

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Extra Fees on your Credit Card show art Extra Fees on your Credit Card

Jake Of All Trades

You may have noticed some extra fees on your credit cards lately. What are those and why are they occurring? Banks are finding new ways to charge their customers, and you should be aware of them. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory...

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Interesting Interest Rates W/Guest Kevin Moore show art Interesting Interest Rates W/Guest Kevin Moore

Jake Of All Trades

If you are under the age of 40, there is a good chance that you have no idea what life would be like if the Federal Reserve raised the interest rates. In the past, the interest rates have been as high as 18%! On this show we will talk with economist Kevin Moore about what interest rates are, how they are set, and what indicators we should look out for that they will be increasing. Also, we will do some math to give you examples of how different you life will look when and if interest rates do increase. *“Tax preparation, planning, IRS representation, and business valuation services offered...

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BUY. BORROW. DIE.  show art BUY. BORROW. DIE. 

Jake Of All Trades

The wealthy are borrowing more than ever. With the stock market still on the rise, many of the wealthy have utilized borrowing techniques to fund their lifestyles. While this technique often requires a large investment portfolio, there are lessons that everyone of any wealth status can learn. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read...

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San Antonio Housing Market W/Guest Kevin Moore show art San Antonio Housing Market W/Guest Kevin Moore

Jake Of All Trades

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 various causes, and how knowing what is going on can help you plan for the future. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have...

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Michael Scott’s Money Problems show art Michael Scott’s Money Problems

Jake Of All Trades

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 fans of the show, it is the famous “I. Declare. BANKRUPTCY!” scene. Watch the show on our facebook channel or listen wherever you consume podcasts. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and...

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A Secret to Boost Your Retirement Contributions show art A Secret to Boost Your Retirement Contributions

Jake Of All Trades

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 business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show! Follow...

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Behavioral Biases show art Behavioral Biases

Jake Of All Trades

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. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email [email protected] and...

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More Episodes

Jake and Kirk have done multiple shows discussing what they think the future of the hybrid workplace will look like. In this episode, they discuss how this is actually starting to take place. In a recent Financial Times article, author Emma Jacobs, explains how businesses today are starting to change their policies and structure based on a hybrid model. Most interesting, she describes the four types of hybrid workers of today (and the future). Tune in to learn more!

https://www.ft.com/content/f568997c-513c-48b0-8422-fabacda46418



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

Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show!

Follow Jake on Twitter and Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346