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Jake Of All Trades

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Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

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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 ...
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
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4-Minute Money Ideas

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4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
 
Welcome to the Equity Sahi Hai podcast brought to you buy Motilal Oswal Asset Management Company. Equities have the potential to deliver inflation-beating returns for your portfolio. But how do you assess a sector or a stock? How do you take informed decisions to invest your money? The Equity Sahi Hai podcast offers deep investment insights into sectors using Motilal Oswal AMC’s structured approach. Our podcast will help you understand the investment potential of sectors and stocks in a simp ...
 
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show series
 
This week on #PaisaVaisa, Anupam Gupta is joined by Monika Halan, Writer, Author and Speaker. She wrote a book on Indian Finance called 'Let's Talk Money: You've Worked Hard for It, Now Make It Work for You'. Anupam and Monika discuss how Indian Finance has changed in 2020 and what are Monika's view on the recent boom of financial education in Indi…
 
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 …
 
Ben Rains takes a look at where the broader market stands as Wall Street prepares to enter the busy portion of the third quarter earnings season during the week of October 11. The episode then dives into two technology and modern entertainment companies, Netflix (NFLX) and Snap (SNAP), ahead of their Q3 financial results next week to see if investo…
 
This week on #PaisaVaisa, Host Anupam Gupta is joined by Rohan Paranjpey - Head - Alternative Investments, Waterfield Advisors where they discuss a very interesting product called 'Fund of Funds (FoF)'. Anupam and Rohan talk about the working of FoF, how does it affect the Indian family office who wants to invest in domestic startup stories and why…
 
This is a mid-week release special! On this episode of #PaisaVaisa, Host Anupam Gupta is joined by Chintan Haria, Head - Product Development & Strategy, ICICI Prudential AMC. Anupam and Chintan discuss ICICI Prudential NASDAQ 100 Index Fund and the NFO details, the difference between an Index Fund, an ETF, and a Funds of Fund and why NASDAQ100 shou…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Sandeep Bagla, CEO - TRUST AMC, an asset management company sponsored by TRUST Group. Anupam and Sandeep talk about the brief background of TRUST AMC, what's been happening in debt funds during the pandemic and the outlook on debt mutual funds across durations. Further, they discus…
 
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, I…
 
Ben Rains dives into where the market stands heading into the holiday shopping season, following another big pullback Tuesday. The focus then shifts to three highly-ranked retail stocks that investors might want to consider buying now and holding. (0:30) - Stock Market Update: Everything You Need To Know (3:00) - YETI's Product Expansion Sets Up Fo…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Ankit Mehra, Founder & CEO of GyanDhan - India's first education financing marketplace. Anupam and Ankit discuss the various problems that exist in the realm of higher education and foreign education and the outlook on the education loan industry in India. They further chat about t…
 
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 p…
 
Ben Rains quickly breaks down where the market stands at the moment following Monday’s big selloff. The episode then dives into two established giants trading at attractive levels amid the pullback that investors with long-term horizons might want to buy. (0:45) - Stock Market Update: Everything You Need To Know (5:00) - Walmart Continues To Push F…
 
On this bonus episode of #PaisaVaisa, Anupam Gupta is in conversation with Sumit Chanda, Chief Executive Officer at Jarvis Invest. Anupam and Sumit talk about the background of Jarvis Invest and Monitree, why is investing directly in equity a good proposition for investors compared to other financial platforms and how does Jarvis Invest do ML and A…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Venkatesh Saha, Head of APAC & Middle East Expansion at Wise, previously known as TransferWise. Anupam and Venkatesh discuss the origin of Wise, what are remittances and why are they so important for India's economic growth. Further, they discuss what Wise has to offer, how it work…
 
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 …
 
Ben Rains takes a look at where the market stands at the moment, before diving into the broader earnings picture. The episode then breaks down two highly-ranked consumer-facing technology stocks investors might want to consider buying at the moment as longer-term plays. (0:45) - Stock Market Update: Everything You Need To Know (6:20) - Garmin’s Div…
 
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 …
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Sumit Rai, Managing Director & CEO at Edelweiss Tokio Life Insurance (ETLI). Anupam and Sumit discuss the current trends in the insurance industry and the outlook on the future of the industry in India. They also talk about what major learnings ETLI gained in the last 10 years and …
 
This week on #PaisaVaisa, Anupam Gupta is joined by the finance veteran, Hiren Ved, CEO, Director and CIO of Alchemy Capital Management. Anupam and Hiren begin the conversation with the story of how Alchemy became one of the oldest and largest PMS in India. They even talk about how the market has evolved for HNIs and PMS clients in these past 22 ye…
 
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. https://www.wsj.com/articles/buy-borrow-die-how-rich-ame…
 
Ben Rains dives into the broader market as we head into September. The bullish outlook remains in place despite various concerns and all three major U.S. indexes are trading right near their all-time highs. Given this backdrop, investors might want to consider buying two highly-ranked technology stocks trading at huge discounts at the moment. (0:30…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Avinash Luthria, Advice-Only Financial Planner & SEBI RIA at Fiduciaries. Anupam and Avinash talk about the service of financial planning in India and touch upon Avinash's brief background as a financial planner. They also address the issue of why people don't trust financial plann…
 
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 wha…
 
Ben Rains quickly looks at the broader earnings picture as we near the end of the second quarter earnings season. The episode then dives into two stocks, Dollar General (DG) and Peloton (PTON), ahead of their upcoming financial releases to see if either stock might be worth buying as a longer-term play. (0:30) - Stock Market Update: Everything You …
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Atul Shinghal, Founder and CEO at Scripbox. Anupam and Atul talk about what's been happening at Scripbox, current trends in the market and the future of wealth management in India. They further discuss mutual funds vs stocks, international investing, the relationship between asset …
 
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.…
 
Ben Rains breaks down the market at the halfway point of August. We then explore three Zacks Rank #1 (Strong Buy) tech stocks that provide exposure to different growth aspects of the market and might be worth buying for investors with longer-term horizons. (0:30) - Stock Market Update: Everything You Need To Know (3:40) - Sonos Surges On Positive E…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Vikaash Khdloya, Deputy CEO and Chief Operating Officer - Embassy REIT. Anupam and Vikaash start off the conversation with a brief background and framework of Embassy REIT. In the second half, they talk about the overall investor portfolio - who can invest in REIT and what are the …
 
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 thr…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Siddharth Mehta, CEO & MD at Freecharge. They talk about the future plans of Freecharge, why fixed deposit can be an important financial product and what's happening with the original payment business on the customer as well as merchant front. In the second half, they discuss their…
 
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. https://www.cnbc.com/2021/05/25/some-of-your-b…
 
Ben Rains explores the bullish case for the market as we start August amid a strong second quarter earnings season. The episode then dives into three growth-focused stocks— Roku, Etsy, Yeti—that might be worth buying ahead of their financial releases later this week. (0:30) - Stock Market Update: Everything You Need To Know (4:45) - Streaming Is He…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Nitya Sharma, CEO and Co-founder of Simpl. This episode is all about the 'Buy Now Pay Later' Industry. Anupam and Nitya talk about how the pay later industry is booming globally, who are the larger players in the market, E-Wallets vs BNPL, and how Indians are adopting the BNPL serv…
 
In the world of algorithms and AI is it still necessary to hire a CFP? Can’t robots do it all for us? Jake and Kirk discuss various online programs that can do a good job at helping you to manage and invest your finances. But is it sufficient? Also, at what point can robots not do what a human is able to do? These are some questions that Jake and K…
 
Ben Rains dives into the quick market resurgence as stocks hit fresh records ahead of a busy week of technology earnings. The episode then breakdown Shopify (SHOP) and Amazon (AMZN) ahead of their upcoming financial results to see if either stock might be worth buying. (0:30) - Stock Market Update: Everything You Need To Know (5:10) - Breaking Down…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Harshad Chetanwala, Co-Founder, MyWealthGrowth.com about financial planning in India, how MyWealthGrowth started, the difference between AMFI registered mutual fund distributor and a SEBI registered RIA and the common mistakes people make while planning their finance. Don’t miss th…
 
Now that the pandemic is (mostly) over, people are ready to go out and spend money again! On this episode, Jake and Kirk share some thrifty ways to spend your money. While it is true you get the quality you pay for, it is also true that there are a ton of money wasters out there. If you are purchasing anything from a small home appliance to a car, …
 
Ben Rains discusses some reasons for the recent market pullback amid a strong start to the second quarter earnings season. The episode then explores three ‘Strong Buy’ stocks—Chewy (CHWY), Tempur Sealy (TPX), and Nike (NKE)—for investors to consider adding as stocks fall from their records in the early weeks of Q3. (0:45) - Stock Market Update: Eve…
 
This week on #PaisaVaisa, Anupam Gupta talks to Vishal Ranjan, Founder and CEO, vCard about the digitization of payments in India, the various improvement in the payment methods such as UPI, credit cards and loans in the Indian market. They also discuss what vCard has to offer on this episode of #PaisaVaisa brought to you by CRED - The Most Rewardi…
 
Pop Star Britney Spears has been in the news once again, not for making another album, but for a desire to gain her independence back. The 39 year old pop star has what is called a “conservatorship” applied by law on her life. This law, reserved for the very elderly or the mentally ill, allows a guardian control over a person's finances, and in som…
 
Ben Rains dives into the market’s continued strength to start the third quarter. The episode then looks at Netflix (NFLX) and Snap (SNAP) ahead of their upcoming second quarter earnings releases to see if investors might want to buy either of the stocks for long-term growth within technology. (0:45) - Stock Market Update: Everything You Need To Kno…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Prateek Singh, Founder and CEO of LearnApp.com. LearnApp is an online education platform that provides video lessons on investing, trading, and business. Anupam and Prateek talk about the mediums of financial education in India. They discuss the story behind LearnApp, book recommen…
 
We tend to think that when dealing with money and investments we should completely shut off our emotional valve. And, often, this can be good advice—especially if you are making an “emotional” decision rather than an “intelligent” one. However, your emotions are important pieces of your financial puzzle, and without them you may find yourself going…
 
Ben Rains dives into the market’s strong run to end the second quarter. The episode then explores why investors might want to consider adding two Zacks Rank #1 (Strong Buy) stocks, Zoom Video (ZM) and ServiceNow (NOW), as long-term buys for the second half of 2021 and beyond. (0:45) - Stock Market Update: Everything You Need To Know (7:20) - Will Z…
 
This week on #PaisaVaisa, Host Anupam Gupta is in conversation with Sachin Ravi and Raghav Chakravarthy, Co-founders at QShala. QShala works with children of all ages to help them acquire a mindset of financial learning. They will talk about the importance of 'financial literacy amongst children'. In the first half, they talk about the background o…
 
Numbers are rational and humans are irrational. Right? In this episode Jake and Kirk talk about how using a numbers only approach to your finances can be just as bad as using an emotions only approach to your finances. So how do you navigate through this maze? Tune into the show to hear Jake and Kirk give you some tips and advice. *“Tax preparation…
 
Ben Rains explores surging Zacks Ranks #1 (Strong Buy) stocks Target (TGT) and Intuit (INTU) to see why investors might want to consider them as long-term holds even as they trade at new records. (0:30) - Stock Market Update: Everything You Need To Know (2:20) - Does Target’s Strong Performance Signal A Buy? (9:00) - Is Intuit A Good Buy After Stro…
 
On this bonus episode of #PaisaVaisa, Host Anupam Gupta is in conversation with Ratna Mehta, EVP, Wadhwani Catalyst Fund at Wadhwani Foundation. The episode is all about investing in entrepreneurs. Anupam and Ratna discuss the background of the Wadhwani Foundation, Wadhawani Catalyst Fund, and what is the assessment criteria for entrepreneurs and t…
 
This week on #PaisaVaisa, host Anupam Gupta is in conversation with Ujjwal Jain, CEO & Founder of WealthDesk. In the first half, they discuss Ujjwal's article about why mutual funds and passive investments are not the best vehicles for investors and why RIA offers better returns. In the second half, they talk about what WealthDesk has to offer and …
 
Jake and Kirk discuss the new trends in Texas Real Estate, with a focus on San Antonio. You may have heard about the outrageous bids on houses, many times over the asking price. What is causing this? How long can it last? And what long-term effects might it have on the market? *“Tax preparation, planning, IRS representation, and business valuation …
 
Ben Rains takes a look at Nike (NKE) and FedEx (FDX) ahead of their upcoming fourth quarter fiscal 2021 earnings releases on Thursday, June 24 to see if ether stock might be worth buying. Both the apparel giant and the shipping power boast strong growth outlooks and are trading below their highs. (0:35) - Stock Market Update: Everything You Need To…
 
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