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3 Dated Financial Rules of Thumb to Think Twice About

Jake Of All Trades

Release Date: 09/22/2022

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3 Dated Financial Rules of Thumb to Think Twice About show art 3 Dated Financial Rules of Thumb to Think Twice About

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On this episode Jake and Kirk discuss the 60/40 rule, the 4% rule and the passive income rule. Though there are times when these rules of thumb may be very helpful, it’s important to understand where the come from and how to apply them to your life. Also, there may be times when you dont’ want to apply them but something different. *“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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On this episode Jake and Kirk discuss the 60/40 rule, the 4% rule and the passive income rule. Though there are times when these rules of thumb may be very helpful, it’s important to understand where the come from and how to apply them to your life. Also, there may be times when you dont’ want to apply them but something different.



*“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