Is Now a Good Time to Take out a Loan?

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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.

With interest rates near zero, many are asking if it is a good time to buy that house, refinance their mortgage or even get a private loan for their student debt. Jake Rivas and Kirk Barbera discuss times when this may be a good move for someone and times when it may not. Even though interest rates are low, it may not be a good idea for some. Tune in to learn the financial concept used by professionals to determine when it may be appropriate to take out that loan.

*“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 Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

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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

142 episodes