Making Financial Decisions in the New America

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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.

Can we make future decisions based on the past? The advice given by financial advisors for decades has been to diversify your portfolio and have a long term time horizon for your investments. This advice is based on a glimpse into the past. But what if the future is dramatically different than the past? At what point can we say new financial advice needs to be construed? Jake and Kirk explore this idea and provide some philosophical frameworks for dealing with the uncertainties of our current dilemma.

*“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

141 episodes