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Jake buys a house!

Jake Of All Trades

Release Date: 11/10/2022

No Student Loan Forgiveness for You! show art No Student Loan Forgiveness for You!

Jake Of All Trades

In previous episodes Jake and Kirk discussed the possibility of student loan forgiveness and what it might look like. As of now there seems to be no possibility of student loan forgiveness occurring in the near future. What now? *“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...

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Secure Act 2.0 Overview show art Secure Act 2.0 Overview

Jake Of All Trades

Over the next several weeks Jake and Kirk will be discussing the largest legislative changes to retirement in American history. We will discuss changes to RMDs, 529s, Rollovers, 401ks, 401k Savings, IRAs, Roths, Roth 401ks and much much more. These changes will not take effect immediately. However, we will be explaining the changes to better help you understand what is happening to your retirement plans. If you have any questions please email [email protected] We will cover your questions on the show.     *“Tax preparation, planning, IRS representation, and business valuation...

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Tax Bracket Inflation show art Tax Bracket Inflation

Jake Of All Trades

The IRS has released new “Inflation Adjusted Tax Brackets.” Who does this benefit and who might this hurt? How can you prepare? Will your raise or your current tax bracket change? Jake and Kirk discuss all aspects of this change and how to prepare for it (or who can ignore this!).   *“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...

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Most Elaborate Financial Scam of Jake’s Career show art Most Elaborate Financial Scam of Jake’s Career

Jake Of All Trades

We often think of financial scams coming in the form of some exiled prince in Africa who needs assistance. But these hokey scams that everyone has heard of are rarely the type of scam that will actually drain your bank account. Everyone knows about them. The scam that will get you is the one you aren’t expecting. On this episode Jake and Kirk discuss a particularly nasty one that Jake encountered recently.   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to...

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The Cost of Rolling a 401k into an IRA show art The Cost of Rolling a 401k into an IRA

Jake Of All Trades

On the show Jake and Kirk discuss differen costs that come with using IRA’s as a form of retirement versus a 401k. Since 401Ks can only be utilized through a company, there are different fees attached to a 401k. This means if using an IRA, you could be losing out on a significant portion of your future wealth. Since every person is unique, Jake and Kirk discuss what these costs are and how you can plan accordingly.   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to...

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Tax Lien Real Estate Investing show art Tax Lien Real Estate Investing

Jake Of All Trades

On this episode Jake and Kirk discuss a new trend among investors: Tax Lien investing. They go through how this process works as well as the pros and cons and how to approach it safely. This is not a recommendation for tax lien investing. -- *“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...

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Jake buys a house! show art Jake buys a house!

Jake Of All Trades

Jake buys a house! On this episode we go through all that Jake went through in buying his new house. We also discovered some important reasons why having a third party advocate is important during this highly emotional time. And Jake reveals some secrets to house buying that most people don’t know.    *“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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Can you Hire a Financial Advisor Without Them Managing Your Assets? show art Can you Hire a Financial Advisor Without Them Managing Your Assets?

Jake Of All Trades

Some professionals want to manage the bulk of their own wealth themselves. And when they are searching for a financial advisor, these individuals may want to ask specific advice about specific issues. Most financial advisors, however, work under a business model where they earn money by managing the assets of their clients. How can someone find a competent financial advisor and pay them an hourly fee more akin to a lawyer? On this episode Jake and Kirk delve deeper into the pay model for financial advisors and give advice on how to navigate this for your own benefit. *“Tax preparation,...

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What Will You Do with Your $10k Student Loan Forgiveness? show art What Will You Do with Your $10k Student Loan Forgiveness?

Jake Of All Trades

On this episode Jake and Kirk discuss the recent Student Loan Forgiveness and how it will effect you. Many people may be expecting a big check, but only a few will receive actual cash. Nonetheless who will this impact and how might it impact them? Tune in as Jake and Kirk discuss everything relevant to financial decisions in this new forgiveness.   *“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...

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Buy Now Pay Later Programs show art Buy Now Pay Later Programs

Jake Of All Trades

There are more companies emerging in the BNLP (Buy now pay later) space. These are different than credit cards, and yet can still damage your credit score. They can also end you up in hot financial waters. On this show Jake and Kirk discuss the ups and downs of these programs and how to use them effectively, or when to avoid them completely. --- *“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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More Episodes

Jake buys a house!

On this episode we go through all that Jake went through in buying his new house. We also discovered some important reasons why having a third party advocate is important during this highly emotional time. And Jake reveals some secrets to house buying that most people don’t know. 

 

*“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