show episodes
 
Interviews with inspiring and successful entrepreneurs on how to create, grow and run a business that brings you financial success and career satisfaction! The show for entrepreneurs to learn how to take their businesses to the next level.
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Loading …
show series
 
Americans have recently paid off big chunks of their credit card bills, and it seems as though this trend may continue. Banks are starting to lose revenue. This means that banks are searching for ways to actively increase your credit card maximum. The more you have and the more you spend, the more likely you will hold a balance, and thus have inter…
 
Our guest this week Lisa Song Sutton discusses: -Her passion for exotic cars. -Working for John McCain. -Running for political office. -Her entrepreneurial pursuits. -How she handled the pandemic when the Las Vegas strip was closed down.
 
To talk more in-depth at some of the trends that mutual fund managers are considering for the future, we brought on Kevin Moore, principal advisor at I*financial (Jake’s CFP firm). Kevin has also worked as a mutual fund manager, so he provides unique insights into how the investing world considers these trends and why you should too. *“Tax preparat…
 
Our guest this week Bart Rupert discusses: -How he helps people flip businesses profitably. -Negotiating and closing deals successfully -Tips for saving money and enjoying the Colorado Rockies! -His favorite book, place to visit and way to give back.
 
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 m…
 
There is a new trend where investors are desiring more than mere "financial returns" from the companies that they invest in. Now, some investors want a good return and that these companies are held up to their values. These are ESG investments (Environment, Social, Governance). Is this new movement a true change in the way companies operate or is i…
 
Our guest this week is William Adoasi discusses: -Getting mentored by Richard Branson. -Leaving his cushy job to create Vitae London. -His methods for saving/investing money, Spiritual practice and exercise routine. -Changing his mindset to live for a higher purpose. -His favorite book, place to visit, food to cook and way to give back!…
 
On this episode Jake and Kirk discuss some of the ways that mutual fund investors think the world will look like in 2030. A major part of investing is looking to the future. Often we can be completely wrong about the future, particularly when we are viewing it too specifically (e.g., what specific companies will succeed or fail). But from a broad p…
 
In this episode Jake and Kirk discuss three methods of giving away your money to charity. Obviously, you can just hand over cash or a check, but there are smarter ways where both you and your charity of choice can benefit even more! Tune in to learn all about Donor Advised Funds, Charitable Lead and Charitable Remainder Trusts. *“Tax preparation, p…
 
Our guest this week is Patti Conrad discusses: -Playing tennis as a competitive junior athlete -Helping start-up Zilker Media become profitable in three years -Staying on top of the cash flow on a weekly basis to ensure the company stays in a good financial position -Personal Savings, Exercise, Spiritual practices. -Patti's favorite book, place to …
 
Although the old art of pickpocketing has been dying down, new methods for stealing people’s identity have risen. There are things in your wallet that may increase your chances of having your identity stolen. In this episode Jake and Kirk discuss what’s in their wallet, and some of the items to be wary of carrying around with you. They also discuss…
 
Our guest this week is Angela Kristen Taylor discusses: -Her love of writing from a young age -Transforming her life from chaos to peace! -The entrepreneurial group she leads where she helps entrepreneurs be more productive. -The optimal schedule she lives by.
 
On this episode Jake and Kirk discuss some tips and considerations for this important question. Many people think that simply due to the low interest rates they must refinance their homes. You may be right. However, there are some things to keep in mind while you are doing your shopping (for instance you can do too much shopping and this can be ver…
 
In this episode Kirk discusses a new financial situation where he is in a position to consider hiring a CFP. Jake discusses the ins and outs of hiring a CFP as well as when you should and when you should not hire a CFP. He also discusses various aspects of financial advisors that are important for people at various parts of their career. When does …
 
Our guest this week Dan Demsky, discusses: -Learning Mandarin Chinese -Pivoting and coming out stronger after the pandemic decreased sales for a while. -Strategies for Saving/Investing Money, Finding Internal Peace and Getting consistent exercise -What Dan's "full on hustle" looks like. -Favorite book, food to cook, place to visit and charity to gi…
 
President Joe Biden has made his proposed tax hike. What is in his proposal? How much of it will likely pass? What could this mean for your wallet? Jake and Kirk will take a look at each proposal and discuss its implications for those directly and indirectly impacted by the tax change. *“Tax preparation, planning, IRS representation, and business v…
 
On the show this week is Scott Shute, Scott discusses: -Swimming with Whale Sharks -How he became the Head of Compassion and Mindfulness and LinkedIn -Money Saving Strategies, Personal Growth, and Exercise routines -Creating your unique career -Favorite book, place to visit, food to cook, and charity to give back to.…
 
Today Jake Rivas and Kirk Barbera are joined by guest Jake Cousineau to discuss his book “How to Adult.” Jake is the author of a book for young adults titled How to Adult: Personal Finance for the Real World. You might even recognize Jake from his $50k Wheel of Fortune payday! In this episode we delve into Jake Cousineau’s financial advice and his …
 
Our guest this week Echo Huang discusses: -Her passion for ballroom dancing. -Emigrating to the US from China at 20 years old -Changing her career focus from Tax to Financial Planning -Investment/Saving Tips, Daily routines -Growing her business -Her book: "One Woman’s Story of Immigration and Financial Freedom" -Her favorite book, place she's visi…
 
We have all heard the phrase “buy American,” from both Republicans and Democrats. President Biden is again proposing measures to ensure a buy American program. Jake and Kirk discuss the economics of buy American, how it may affect your wallet, and why a global economy is a really good thing for everyone who participates. *“Tax preparation, planning…
 
DEBATE NIGHT! With Jake and Kirk. On this special edition of Jake of All Trades, Jake and Kirk debate the question of whether or not billionaire’s should exist. Jake takes the negative and Kirk takes the positive. Of course, they don’t mean whether we should jail or deport billionaires, but rather should billionaires be subject to extra taxes or li…
 
Our guest this week, Alice Combs discusses the following: -Going on a four month bike trip through Europe. -Finding a need and creating a multi-million dollar business. -Her plan for saving money, Spiritual practice and exercise routine. -Her book "The Lady with Balls" and how she got that nickname. -Her favorite book, place to visit, food to cook …
 
Our guest this week Dave Seymour discusses: -Working as a firefighter -Using the "Law of Attraction" to transform his life -His philosophy on saving money, exercise and spiritual practice -Advice on finding the right deals -His favorite book, vacation spot, thing to cook and charity.
 
A little bit of snow and the whole world (or Texas) loses its mind! Jake and Kirk discuss their experiences during the power and water outages in central texas. Many people of course were much more negatively affected than Jake and Kirk. There are, however, lessons we can all learn from this fiasco. *“Tax preparation, planning, IRS representation, …
 
Our guest this Katrina Gosek: VP of Product Strategy for Oracle Customer Experience, leads strategy for Oracle Sales, Commerce, CPQ and Subscription Management discusses the following: -Running Triathlons -The proper mindset for growing in a company -How competing in triathlons has transformed her career -Her strategy for saving money, strategies f…
 
On this episode Jake and Kirk discuss Biden’s proposed changes to 401ks. We also discuss, once again, the difference between political rhetoric and political action. If these changes take place we will create another episode explaining them. For this episode, we discuss what those changes would look like if implemented as Biden proposes. We also di…
 
Our guest this week Luca Senatore discusses: -His passion for MMA/Martial Arts -Figuring out how to reposition a product that isn't selling -His tips for saving, finding inner peace and regular exercise -How to properly give away a "Free Strategy Session" -How Luca missed a flight to close a sale and still got the sale! -Luca's favorite book, food …
 
As we have mentioned on previous shows, even with a democrat controlled House and Senate Biden cannot accomplish everything he wants. Though, it may feel like he will with this new, almost 2 Trillion dollar stimulus proposal. Jake and Kirk take a look at the major proposals and how they believe they will be impactful, or, maybe not as much. Also, t…
 
Our guest this week, Michelle Seiler Tucker discusses: Her love for writing Climbing the ranks at Xerox at record speed How she became "The Closer". Michelle's new book, "Exit Rich" In addition, Michelle shares her Money Saving Strategy, Spiritual Practice, Exercise Routine, Favorite Book, Favorite Place to Visit, Favorite thing to cook and Favorit…
 
Though the investment app boasts no commissions, there are several strategies the company uses to make money. Some of these strategies seem familiar to us and some may be unique. One of them, Jake and Kirk believe, is actually quite dangerous! *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax…
 
There are a lot of myths and misinformation about what was going on with Gamestop. Jake and Kirk set the record straight with some of the facts regarding the strange case of Gamestop and the cliff that hasn’t happened (yet!). On this show you will learn about short selling, the value of investors, and why the market operates based on sound principl…
 
Our guest Amira Alvarez discusses: -Running her first marathon -Going from $138k in revenue to $700k in revenue in one year -Her tips on saving money, finding inner peace and enjoying her work -Her favorite book, thing to cook and way to give back to the community.
 
Laws passed in 2020 are beginning to take effect. Some of these laws will affect your wallet. Namely, alterations to 401k, social security and laws governing subscription services. On this episode Jake and Kirk go through the ones that are most likely going to affect you and discuss how to navigate them. *“Tax preparation, planning, IRS representat…
 
Mark Willis joins the show and discusses: -Getting into a bike riding accident in Wyoming -The value and importance of investing in "Life Insurance" policies -His favorite book, place to visit and way to give back!
 
Jake and Kirk discuss the ever prevalent issue of inflation. This time with an eye toward how 2021 will likely see a large jump in inflation. Inflation can seem like a simple idea but it can get quite confusing. Jake explains the mindset you need to have when thinking about inflation in 2021 and beyond. *“Tax preparation, planning, IRS representati…
 
Justin Hatch, the founder of "Reach Reporting" discusses: -His hobby of Wood Working -Leaving his cushy job as a VP at an Oil and Gas Company -The struggles of the first couple years of building "Reach Reporting" -His favorite book, thing to cook and charity to give back to!
 
President Biden now has a Democrat controlled House and Senate. Does this mean he can rule with dictatorial power? Absolutely not. In this episode we discuss the main barriers to Biden’s agenda and what he will be able to do during his term. We also talk about an important avenue the democratic party will likely take, something called “Budget Recon…
 
On the show this week is Nathan Hirsch, Nathan speaks about: -High Intensity Workouts -Growing an Amazon business in college to $25 Million in Revenue -Improving his management style -His newest venture: "Outsource School", which is an online education platform teaching entrepreneurs how to hire and scale their business with virtual assistants. -Hi…
 
We would all like to think that 2021 will be all sunshine and roses. While Jake and Kirk are mostly optimistic about the future (especially in comparison to 2020!) there are some important financial challenges to prepare for in 2021. On this episode, Jake will break down some important technical jargon regarding central banking policy, and how a ch…
 
Jake and Kirk discuss a WSJ article written by a city planner who proposes some interesting new ways that big cities like London, NYC and San Francisco might develop in a post covid world. They also discuss some of the ways rural and urban areas might change, with big companies helping to build out “zoom towns” from existing places like Jackson, Wy…
 
Our guest this week is Chavoit3 LeSane. Chavoite discusses the following: -Meeting Michael Jackson -Creating the documentary about his father Richard Williams, father of tennis legends Venus and Serena Williams. -Lessons he has learned from his father. -His favorite book, favorite food to cook and favorite cause to give back to.…
 
For those who have made plans based on past projections of the future, you may be in for a shock. On this episode, Certified Financial Planner Jake Rivas discusses some of the mistakes people are making when planning for their future. Jake and Kirk also discuss the larger economic and political meaning of our current situation, and what it could me…
 
After High School Kirk worked for an MLM (Multi-level-marketing) company called “Vector Marketing.” Often, legitimate MLMs like Vector (they sold Cutco Knives) and Mary Kay are presumed to be pyramid schemes. In this episode Jake and Kirk discuss how to tell these different “money making” methods, and how to know if someone is asking you to do some…
 
During the Holiday season there are always a spike in scamming. The most common scams are sometimes hard to spot, and we sometimes let them happen to ourselves. Often, it is our good natures which is our biggest foil. Check out these common scams and how to avoid them. This is a particularly good episode to share with our parents, as retirees are t…
 
On the show this week is Art Bell, the founder of "Comedy Central". Art discusses: -Scuba diving in the Cayman Islands -Moving forward on your idea even when people don't think it will succeed -Taking time to let your business idea develop -Practical advise on how to get over getting fired.
 
On this fun episode Jake and Kirk react to a clip of Kevin Hart on the Joe Rogan podcast, where the two comedians talk about achieving financial freedom. How does Hart’s advice apply to someone working at a 9-5 job? What is his best advice? Listen in to hear our thoughts. *“Tax preparation, planning, IRS representation, and business valuation servi…
 
Our guest this week is the Founder and CEO of Cure Consulting: Colin Sholes. Colin discusses the following: -Hobbies he picked up during the COVID epidemic -What motivates him to keep up the entrepreneurial journey -Going through an 18 month marketing test -Favorite place he ever visited and much more!…
 
Kirk is moving (Again!) and it turns out so is a large portion of America. On this episode Jake and Kirk discuss pew research showing that 22% of adults have moved due to covid19. There is a time-honored tradition of “Go-West Young Man” to find the opportunity elsewhere. That is America on the Move. *“Tax preparation, planning, IRS representation, …
 
Our guest this week is Justin Low, the Co-Founder of Findsen Light discusses: -Studying Quantum Physics Theories -Looking for a new house -The effects of a White House Endorsement -How his company's product can stop the spread of COVID 19 -Justin's favorite place to travel to, his favorite food to cook and his favorite charity to give back to.…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login