J&K 22: How planning your finances can help you be more adventurous


Manage episode 245702129 series 1450233
By Debbie Johnson and Jake Rivas: Financial Advisor To Millennials. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Today a guy in an RV and a cosmopolitan financial planner (that’s Kirk and Jake of course!) are going to talk to you about something more Americans wish they would be: adventurous. Specifically, they wish they could be more bold. What on earth does financial planning have to do with boldness? That is what we will be discussing. We focus in on particular types of personalities that many of us fall into and how individual financial plans can help you achieve your spontaneous adventurous dreams!


Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com 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

148 episodes