In The Money Insight: Recent Episodes
Cory Bittner, CRPC
In The Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Look for new episodes weekly. http://www.falconwealthadvisors.com Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
This week on In The Money Insight, Jake Falcon, CRPC®, joins me to talk important milestone ages that are relevant for retirement and tax planning. We covered penalty-free access for different types of retirement accounts, Social Security, Medicare, Required Minimum Distributions and more. If you are near or in retirement, this week's episode is for you.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 15 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#retirementplanning #taxplanning #socialsecurity #medicare #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Jake Falcon, CRPC®, joins me to talk important milestone ages that are relevant for retirement and tax planning. We covered penalty-free access for different types of retirement accounts, Social Security, Medicare, Required Minimum Distributions and more. If you are near or in retirement, this week's episode is for you.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 15 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#retirementplanning #taxplanning #socialsecurity #medicare #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Denise Fast, an Independent Agent with Pack Happy Travel, joins me to talk about tips for people traveling in 2022 and beyond. We covered who should and shouldn’t work with a travel agent, costs involved, the most popular destinations, how to plan accordingly and everything else you need to know for domestic and international travel!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 15 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#travel #retirement #financialplanning #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Denise Fast, an Independent Agent with Pack Happy Travel, joins me to talk about tips for people traveling in 2022 and beyond. We covered who should and shouldn’t work with a travel agent, costs involved, the most popular destinations, how to plan accordingly and everything else you need to know for domestic and international travel!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 15 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#travel #retirement #financialplanning #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Abby Stockman, AAMS®, from the Investment Management Team at Falcon Wealth Advisors joins me to review what happened in the markets in Q3, what we are watching in Q4 and beyond (including midterm elections), the steps we are taking for clients at Falcon Wealth Advisors, and the steps clients should take in these turbulent markets.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#stockmarket #volatility #midtermelections #reviewandpreview #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Abby Stockman, AAMS®, from the Investment Management Team at Falcon Wealth Advisors joins me to review what happened in the markets in Q3, what we are watching in Q4 and beyond (including midterm elections), the steps we are taking for clients at Falcon Wealth Advisors, and the steps clients should take in these turbulent markets.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#stockmarket #volatility #midtermelections #reviewandpreview #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Caprice Black joins me to discuss healthcare for retirees in 2023. We covered the relevant open enrollment deadlines retirees need to be aware of, expectations for costs in this inflationary environment, and the impact of the Inflation Reduction Act on healthcare costs for retirees on the Marketplace and on Medicare. Tune in to learn what you need to know for next year!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#healthcare #retirement #inflation #inflationreductionact #medicare #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Caprice Black joins me to discuss healthcare for retirees in 2023. We covered the relevant open enrollment deadlines retirees need to be aware of, expectations for costs in this inflationary environment, and the impact of the Inflation Reduction Act on healthcare costs for retirees on the Marketplace and on Medicare. Tune in to learn what you need to know for next year!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#healthcare #retirement #inflation #inflationreductionact #medicare #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Dennis Cooper with The Federal Savings Bank joins me to talk about reverse mortgages. We talked about how they work, how they can fit into a retirees financial plan, considerations for anyone contemplating a reverse mortgage, and we debunked some of the common misconceptions people have about them.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#mortgages #housing #retirees #reversemortgages #inthemoneyinsight #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Dennis Cooper with The Federal Savings Bank joins me to talk about reverse mortgages. We talked about how they work, how they can fit into a retirees financial plan, considerations for anyone contemplating a reverse mortgage, and we debunked some of the common misconceptions people have about them.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#mortgages #housing #retirees #reversemortgages #inthemoneyinsight #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Jake Falcon, CRPC®, joins me to discuss what you should consider and what you should do if your company has been acquired. We talked about the perspective to maintain, setting personal expectations for how things will be different, how to assess if you should stay or go, and of course the financial impact and benefits you’ll want to understand.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#cerner #oracle #cerneroracle #mergersandacquisitions #employment #benefitss #inthemoneyinsight #retirement #kansascity
This week on In The Money Insight, Jake Falcon, CRPC®, joins me to discuss what you should consider and what you should do if your company has been acquired. We talked about the perspective to maintain, setting personal expectations for how things will be different, how to assess if you should stay or go, and of course the financial impact and benefits you’ll want to understand.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#cerner #oracle #cerneroracle #mergersandacquisitions #employment #benefitss #inthemoneyinsight #retirement #kansascity
I was recently joined on In The Money Insight by Matthew Navickas, AAMS®, an investment analyst here at Falcon Wealth Advisors. We discussed an investment several clients have asked me about in recent months: I-Bonds. Tune in to hear our discussion!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#ibonds #inflation #interestrates #inthemoneyinsight #retirement #kansascity
This week on In the Money Insight, Joe Ibarra, CPA, joins me to discuss tax planning for 2022, a year in which we’ve seen a lot of market volatility. At FWA, we engage with all our clients on an individual basis to do short- and long-term tax planning, as we work to optimize their tax situation. Tune in to hear the show!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#TaxPlanning #RothConversion #Strategize #InTheMoneyInsight #Retirement #KansasCity
This week on In the Money Insight, Joe Ibarra, CPA, joins me to discuss tax planning for 2022, a year in which we’ve seen a lot of market volatility. At FWA, we engage with all our clients on an individual basis to do short- and long-term tax planning, as we work to optimize their tax situation. Tune in to hear the show!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#TaxPlanning #RothConversion #Strategize #InTheMoneyInsight #Retirement #KansasCity
This week on In the Money Insight, Jake Cross joined me to discuss the retirement basics everyone needs to know, what a financial plan should look like, and much more. Tune in to hear the show!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#retirementplanning #fiduciaryadvisor #wealthmanagement #inthemoneyinsight #retirement #kansascity
I was recently joined on In The Money Insight by Bethany Shelton, a partner at Heritage Law, which is an estate planning law firm based here in Kansas City. On this week’s episode, Bethany and I discuss estate planning and some of the common myths around it. Tune in to hear the show!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#estateplanning #assetprotection #probate #inthemoneyinsight #retirement #kansascity
On this week’s episode, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined me to discuss “The Upside of Downside for Retirees.” While declines in the value of stocks aren’t typically welcomed by retirees, there is upside to this current market situation. Tune in to hear the show!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Source: https://compoundadvisors.com/2022/the-upside-of-downside
#marketvolatility #inflation #interestrates #inthemoneyinsight #retirement #kansascity
On this week’s episode of In The Money Insight, Samantha Shepherd, the founder of Shepherd Elder Law and Assured Trust Company, recently joined Cory to discuss some of the reasons people should plan for their estate—even if they’re not the reasons that typically come to mind when we think of estate planning. Tune in to hear their conversation!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#estateplanning #powerofattorney #assetprotection #inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, to chat about predicting the future in the stock and bond market. They discuss what expectations people should have for their investments, approaches they can take, and more
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#MarketPerformance #LongTermInvesting #RiskPremium #inthemoneyinsight #retirement #kansascity
On this week’s episode of In the Money Insight, Cory is joined Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®. They discussed what you need to know about your Wealth Advisor. Especially given the market volatility this year, this is a particularly timely topic for clients to be reminded of.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#financialadvisor #fiduciary #wealthmanagement #inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Cory is joined by Pat Doyle, a mortgage advisor with Guild Mortgage. They discuss the state of the housing market as interest rates and inflation continue to rise after an outrageous few years.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#realestate #housingmarket #interestrates #inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Cory is joined by Matthew Tomlin, CFP®, one of the Financial Planners at Falcon Wealth Advisors. They discuss Net Unrealized Appreciation, or NUA, which is a complex tax strategy some clients utilize in their 401(k)s.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#NUA #NetUnrealizedAppreciation #TaxPlanning #inthemoneyinsight #retirement #kansascity
This week on In the Money Insight, Matthew Navickas, AAMS®, a member of the Research & Trading Group at Falcon Wealth Advisors, joined Cory to discuss how the current inflationary environment is impacting bonds and their yields, why we’re still investing in bonds, and more.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inflation #bondyields #interestrates #inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Joe Ibarra, CPA, a financial planner at Falcon Wealth Advisors, joins Cory to discuss three winning moves investors can consider during times of market volatility. Especially with the current state of the market, you’ll want to tune in to this week’s episode!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#taxlossharvesting #marketvolatility #strategy #inthemoneyinsight #retirement #kansascity
At Falcon Wealth Advisors, we recently hosted a stock market Q&A webinar that featured a number of thoughtful and important questions from attendees. On this episode of In the Money Insight, Cory answers a few of the questions that were asked during the webinar, just in case those who didn’t attend the webinar had similar questions.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#MarketVolatility #BuyLow #FinancialPlanning #inthemoneyinsight #retirement #kansascity
It has not been an easy year for stock market investors. After three years of strong returns, many have felt caught off guard by this down cycle in the market. On this episode of In the Money Insight, Cory shares a few tips to survive stock market volatility.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity #stockmarket #volatility
Sources:
Peter Lazaroff: https://peterlazaroff.com/ep-48-are-we-headed-for-a-bear-market/
Strategas: https://www.strategasrp.com/Login?returnPath=%2FDocument%3FstrResearchProductID%3D6fQhtI9QqqNL75trIKxVqg%253D%253D
Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, recently joined Cory on In The Money Insight to discuss the relevant topic of buying low and selling high.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #kansascity #strategize #buyinglow #sellinghigh
Joe Ibarra, CPA, a member of the Financial Planning Group at Falcon Wealth Advisors, joined Cory on a recent episode of In The Money Insight to talk about how you or a loved one can save and invest with the goal of retiring early. They also discussed how to live off your money in retirement and what early retirement looks like for those who can make it happen.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors founder and CEO, Jake Falcon. They discuss the recent market volatility and the importance of being a disciplined investor during a bear market.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
With the S&P 500 down 10% year-to-date and the Nasdaq down 18% during the same period, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on In The Money Insight to discuss the market’s performance and how disciplined investors should approach this volatility.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Falcon Wealth Advisors Partner, Client Operations, Samantha Waters recently joined Cory for the 100th episode of In The Money Insight. They discussed how Falcon Wealth Advisors continually strives to serve their clients through efficient and evolving practices. A special thanks to everyone who has listened to the podcast and read these blog posts as Cory celebrates 100 episodes.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
With taxes top of mind in April, it’s an ideal time to discuss tax planning. On this week’s episode of In the Money Insight, Cory specifically talks about IRAs, which can be an effective vehicle to not only grow wealth but reduce tax liabilities.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Jake Cross, a financial planner on our team at Falcon Wealth Advisors, recently joined Cory on In the Money Insight to discuss the psychology of money. They talked about different personality types, how your values are intertwined with your money, and much more.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Samantha Shepherd, founder and CEO of Assured Trust Company recently joined Cory on In The Money Insight to talk about how everyone can benefit from estate planning. Assured Trust Company is the first and only female-owned trust company in the state of Kansas, and Samantha gives great insight on estate planning items everyone should think about.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
As investors know, taxes can take a bite out of your portfolio’s returns. That’s why Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to discuss strategies they use to lower the tax exposure of our clients—which is one way to help improve investment returns.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Cory was recently joined on In The Money Insight by Matthew Navickas, AAMS®, a member of the Research and Trading Group at Falcon Wealth Advisors. On this episode, Cory and Matthew discuss the recent market volatility we’ve seen since the end of 2021 and into this year.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Not yet three months into the year, and there are plenty of examples of why investors should diversify their assets. Volatility has picked up and equity markets have experienced wild swings and gyrations nearly every day. On this episode of In the Money Insight, Cory dives into the importance of a diverse portfolio.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC to discuss recent geopolitical events and their impact on the stock market and your portfolio.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Cory is joined by Joe Ibarra, CPA - one of the financial planners at Falcon Wealth Advisors. This week, they discuss saving, investing, and spending.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Interest rates, inflation and the Federal Reserve have all been in the news of late—and many of us have read about how decisions made by the latter can impact both interest rates and inflation. On this episode of In the Money Insight, Cory discusses the borderline obsession with the Federal Reserve, and how interest rates could potentially impact the market. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Falcon Wealth Advisors Financial Planner Joe Ibarra, CPA, recently made his first appearance on In The Money Insight. Joe plays a critical role in our tax planning efforts for clients and on this episode, Joe & Cory discuss unconventional financial advice that people in all life stages should consider.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, Jake joins Cory to discuss the four chapters of retirement – sharing some helpful information about how you can prepare for each chapter, and what you should do once you’re there.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
While sometimes unsettling, market declines are normal. On this episode of In the Money Insight, Falcon Wealth Advisors CEO joins me to discuss ways to deal with market declines, and how actions investors can take—or refrain from—could impact their financial plan in the months and years to come.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
On this episode of In the Money Insight, I was joined by FWA founder & CEO Jake Falcon, CRPC® to discussion about how workers should consider investing in their company’s 401(k) plan. It can seem overwhelming, but there are a few things to keep in mind when investing in and contributing to this type of retirement plan.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Accommodative policies from the Federal Reserve have allowed us to live in an era of easy money for more than a decade. In part because of their policies, equities have bounced back following both the financial crisis of 2008 and pandemic shocks of 2020. And that brings us to today. On this episode of In the Money Insight, Cory discusses where the market is heading, and how to help plan for it.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
Many clients who put money away for decades struggle with the idea of spending – and not saving – in retirement. It’s not as easy as flipping a switch. On this episode of In the Money Insight, Cory highlights some info to make clients more comfortable spending their nest egg, especially when running out of money is a top concern.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
#inthemoneyinsight #retirement #kansascity
People often view a new year as a fresh start. On this episode of In the Money Insight, Cory discusses some smart money moves that are worth considering for 2022.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
With mergers and acquisitions in the news, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on this episode of In The Money Insight to discuss how employees can put themselves in a strong position if their company is sold.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to look back at 2021 and preview 2022. Thank you to everyone who listened to the podcast and read these blog posts this year!
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
On this Episode of In the Money Insight, Samantha Shepherd, CEO of Assured Trust Company, joins Cory to discuss the importance of special needs trusts, who can benefit from them, and estate planning.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
We are proud to have recently celebrated our five-year anniversary at Falcon Wealth Advisors. We’re excited about our future, as more than 200 new clients have come aboard since the start of 2020. On this episode of In the Money Insight, Cory shares more about our team makeup as we head into 2022.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Who doesn’t love the idea of retiring early? One of the biggest challenges for people who want to retire before age 59.5 – that “magic age” when the IRS allows you to access money in 401(k) and traditional IRA accounts without paying a penalty – is ensuring you have penalty-free access to the money you’ve saved. On this episode of In the Money Insight, Cory shares two strategies that could help you retire before age 59.5.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
As retirement approaches, people contemplate whether they should pay off their mortgage. This can be quite the conundrum in this era of low interest rates. While there isn’t one perfect answer, on this episode of In the Money Insight, Cory highlights some items to consider.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
As many Americans continue to live longer than ever before, there are regular conversations with clients about the costs their parents encounter as they age. On this episode of In the Money Insight, Cory discusses some proactive planning options to help combat the stress associated with saving for their own retirement and helping their aging parents.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
“When should I start collecting Social Security?” It’s one of the most frequent questions we are asked at Falcon Wealth Advisors. On this episode of In the Money Insight, Cory highlights five reasons to draw Social Security benefits before the age of 62.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Annually, year-end tax planning is a priority for nearly all our clients. Roth IRA planning ties into tax planning, and it’s an important topic every year, and especially this year. On this episode of In the Money Insight, Cory discusses some proposed changes being debated in Congress, and how that could impact Roth planning and contributions.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Many people may be unfamiliar with 401(k) in-service withdrawals, but they’re an important strategy to have knowledge about. On this episode of In the Money Insight, Cory outlines what this type of withdrawal is, who is eligible and how to utilize them.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
At Falcon Wealth Advisors, we’re receiving lots of questions about the debt ceiling and how it can impact the stock market. We’ve heard much about the debt ceiling in the news, and on this episode of In the Money Insight, Cory provides highlights some facts, so you are informed on this timely issue.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
It’s no secret that as Baby Boomers age, more people are retiring than ever before. And with retirement comes changes. People downsize, they declutter, and they make shifts so they can have a fresh start in retirement. On this episode of In the Money Insight, Cory shares one tip for simplifying retirement – consolidating retirement accounts.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
If you’re retired, retiring soon, or simply want to retire at some point in your life, it’s important to note the government has several different ways to tax retirees. The goal posts can move and have moved before. On this episode of In the Money Insight, Cory discusses three tax traps you should know about.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
With more retirees than ever living off income generated from their investment portfolios, many are wondering how to survive the volatility that the stock market can bring. On this episode of In the Money Insight, Cory discusses ways to weather the storm – especially as we’ve seen some stock market volatility in recent weeks.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
We receive questions all the time about what we think the future holds for Social Security. On this episode of In the Money Insight, Cory dives into the current status of the program, as well as a few other common misconceptions.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
A 401(k) plan is the most common investment vehicle used by people saving for retirement. However, there have been studies* that show workers don’t know how to invest the money in their 401(k) plans and don’t even know where to start. On this episode of In the Money Insight, Cory breaks down how to use a 401(k) to help reach your financial and retirement goals.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
*Source: https://www.cnbc.com/2019/03/07/63-percent-of-americans-are-confused-about-401k-retirement-plans.html
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
The housing market has been hot for a while now, and homeowners want to know what they can do to take advantage of it. On this episode of In the Money Insight, Cory outlines three ways to cash in on home prices.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
On this episode of In the Money Insight, Cory highlights the seven puzzle pieces that make up a complete financial plan. Understanding these pieces will help you have a thoughtful and complete financial plan.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
Retirement planning is always changing. On this episode of In the Money Insight, Cory highlights why it’s important to not only have a financial plan, but review it often to ensure you are saving in both a thoughtful and efficient manner.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Everyone should have at least some level of estate planning. Not everyone needs all the bells and whistles that come with advanced strategies, but some estate planning is critical for everyone. On this episode of In the Money Insight, Cory covers five essential documents needed to better carry out your wishes.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
With low interest rates, we have an obvious downside – there is little interest to earn. If you are retired - or plan to retire in the future - it is important to understand how to generate an income stream from your portfolio when the paychecks stop coming in. On this week’s episode of In the Money Insights Cory covers three ways we generate income for retirees.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Medicare is a national health insurance program that provides hospital insurance, medical insurance, and a voluntary prescription drug benefit for those over 65, and some younger people with disabilities. While the coverage is good and does what it is designed to do, it does not cover everything. On this episode of In the Money Insight, Cory covers five expenses that are typically relevant for our clients that are not covered by Medicare.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Most people know about diversification from an investment standpoint. However, many don’t realize that tax diversification is just as important. On this episode of In the Money Insights, Cory explains what tax diversification is, how to diversify from a tax standpoint, and why it is so important.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
There are a lot of myths around borrowing against your investments. On this week’s episode of In the Money Insight, Cory highlights four tactics that are relevant for a lot of people.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
As the market continues to make its way out of the coronavirus crisis, markets continue to hit all-time record highs. Where do we go from here? On this week’s episode of In the Money Insight, Brandon Reed, CFA®, joins Cory to discuss the quarter ahead and their predictions.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The Affordable Care Act provides health insurance to millions of Americans. Due to the recent changes from The American Rescue Plan Act of 2021, there has been significant changes to healthcare costs. On this week’s episode of In the Money Insight, Cory is joined by Jake Falcon to discuss the changes and who may benefit from them.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Diversification is the process of allocating capital in a way that reduces the exposure to any one particular asset or risk. One may think that they need hundreds of different investments to be properly diversified, however that may not be the case. On this week’s episode of In the Money Insights, Cory discusses investment risk and our process to reduce both systematic & non-systematic risk.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Depending on your income, a Roth IRA may seem to be off limits due to the strict income cap. However, a backdoor Roth IRA provides a way for people with high incomes to sidestep those limits. On this week’s episode of In the Money Insight, Cory explains what it is, who it is for, and the complicated rules that accompany it.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Recently left your employer and don’t know what to do with your 401(k)? On this week’s episode of In the Money Insight, Cory explains your options, what to consider, and how there is no-size-fits-all advice.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
A couple years ago, I couldn't have predicted I would record an episode of In The Money Insight called “Meme Stocks,” but here we are. So what is a meme stock? There’s more to it than a silly name.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
One of our newest team members, Brandon Reed, CFA®, recently joined me on my podcast In The Money Insight. Brandon serves in a hybrid role, working with our research and trading team, and he is also a fully licensed financial advisor. To learn more about Brandon’s background, what he and I have in common, and some bold predictions we have for the bond market, make sure to listen to this week’s episode. Here are some highlights of our conversation about the bond market and interest rates.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
For years, people have asked, “Is the stock market a bubble? Could it burst?” The reality is no one really knows. In this episode of In the Money Insight, Cory focuses on some of the most speculative segments of the market that have captured the zeitgeist of the last year (or longer): cryptocurrencies, space travel companies, special purpose acquisition companies (SPAC’s), and others.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
A client and listener recently asked if there will be consequences — mainly inflation — for all the government spending in the past year. On this episode of In the Money Insight, Cory explores how inflation could impact client portfolios with recent market volatility, even though we haven’t seen significant inflation in quite some time.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Cory recently sat down with Andy Greenstein, Senior Vice President at Guaranteed Rate right here in KC. Andy has his finger on the pulse of the housing market in KC and beyond, and on this episode of In the Money Insight they discuss mortgage questions for retirees and pre-retirees alike.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Long-term care (LTC) insurance can be a difficult topic to navigate, but we’re to help. On this episode of In the Money Insight, Cory discusses what LTC insurance is, what payment options look like, and who should (and perhaps shouldn’t) have it.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
On this episode of In the Money Insight, James Lewis, CFP® joins Cory to discuss important decisions many pre-retirees and retirees need to make about their pension plans. One of the other advisors at Falcon Wealth Advisors, James understands the ins and outs of many pension plans offered by major companies here in the Kansas City area (and beyond).
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Retiring can be an exciting prospect, but some might feel overwhelmed about where they should begin, as there’s plenty of detail and nuance to consider. On this episode of In the Money Insight, Cory discusses five steps that will be helpful whether you’re already retired or preparing to retire within the decade
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middleman which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
We receive questions all the time from clients about if they should focus on investing or paying off debt - and we're sure this is something most Americans have to contemplate at some point in their lives. On this episode of In the Money Insight, Cory discusses things to consider when wanting to either invest excess funds or use them to pay off debt.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what theirfinancial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Whether you’re 25 or 65, credit scores are relevant, but some people are unsure about what goes into this number. On this episode of In the Money Insight, Cory sheds light on what makes up your credit score; what has the biggest impact on it; and what you can do to protect your credit score.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what theirfinancial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
March Madness returns this year, and although Cory isn’t the biggest college basketball fan, he’s confident in his bracket picks every year. On this episode of In the Money Insight, Cory discusses how some March Madness mindsets can relate to investing - and like March Madness, no one can predict the future when it comes to the market or basketball.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what theirfinancial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Clients often want to know what’s better, a Traditional IRA or a Roth IRA. However, one option is not better than the other. They’re just different. On this episode of In the Money Insight, Cory provides key differences between Roth and Traditional and highlights their benefits to help determine which option is right for your specific goals.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Social Security helps seniors retire more comfortably, but many are worried about the future of this benefit program. On this episode of In the Money Insight, Cory discusses come of the funding issues involving Social Security, and why he’s not necessarily worried that the benefit will disappear.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The stock market has been a terrific way to generate wealth for everyday investors, but it can be a wild ride. Historically speaking, 5-to-10 percent market corrections in any given year are normal. On this episode of In the Money Insight, Cory explains market risks and defines technical terms used to measure risk.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Audio recording from the Inflation, Bitcoin, Taxes & More Webinar.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Short term interest rates have risen in recent weeks and we’ve received a lot of questions from clients, especially as we’ve all lived in this era of incredibly low interest rates for quite a few years. On this episode of In the Money Insight, Cory discusses a few of these questions and offers some insight on the impact rising interest rates can have.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Chances are that you will likely have several different employers and even a few career changes before you finally retire. That means along the way you may contribute to several 401(k)s over the years. On this episode of In the Money Insight, Cory provides insight on your options regarding your retirement plan when you leave a job.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Here’s something you may not often hear from an investment advisor: there’s no correct way to invest. You could interview 10 wealth advisors and hear about 10 different strategies—and it’s possible more than one of these strategies could work well. There isn’t a one-size-fits-all approach to investing. On this episode of In the Money Insight, Cory provides some things that you can do to improve your financial picture.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
With life expectancies at all-time highs and retirement last longer than ever, many of us fear out living our nest egg. In this episode of In the Money Insights, Cory discusses four financial pitfalls you should avoid to help your financial future.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
On this week’s episode of In the Money Insight, Todd Laytham, a Kansas City-based CPA joins Cory to talk taxes. With more than three decades of experience, he was able to answer many of the questions about taxes we receive frequently from clients. Check out Todd’s answers to some common questions that just may be of assistance as many of us prepare to file our 2020 taxes.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Taxes are one of the very few certainties in life and as we enter into a new tax year, it has been top of mind for many. In this episode of In the Money Insight, Cory discusses taxes in retirement, the difference between marginal and effective tax, and how depending on which state you live in there may be different tax rules.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
With the stock market ending with a strong performance in 2020, I have received numerous questions from clients and friends about what lies ahead for the stock market in 2021. While no one can predict the future, market conditions are changing and there may be trouble ahead especially for those invested in index funds. On this episode of In the Money Insight, Cory talks about concerns in the market and how to better position yourself.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Sources:
https://fortunefinancialadvisors.com/blog/the-most-concentrated-market-in-40-years/
https://thebahnsengroup.com/the-dc-today/tuesday-jan-12-2021/
In recent weeks and months, pundits have pontificated on the potential stock market implications for a Trump win or a Biden win, a split Congress or a Congress controlled by Democrats. On this episode of In the Money Insight, Cory discusses some potential implications brought forward by the democratic sweep now that the elections are over.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The turn of the calendar to a new year often invites us to set goals to improve our lives. Sometimes these resolutions stick, sometimes they don’t. In this episode of In the Money Insight, Cory discusses five straightforward, attainable money moves that we should all consider making in 2021.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
It’s fair to say that 2020 was a crazy year, and we all learned a lot about ourselves. This week on In the Money Insight, Jake joins Cory to discuss some of the investing lessons to take away from a difficult year.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
2020 Was a year unlike any other. Between a global pandemic and a presidential election, it’s been a rollercoaster. In this episode of In the Money Insight, Cory looks back on things that moved the market in 2020 and looks forward to some of the larger storylines that we could potentially see in 2021.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The Stock Market vs. The Economy Podcast Episode:
https://falconwealthadvisors.com/blogpost.html?url=https://teams.hightoweradvisors.com/Blogs/Falcon/blog&id=2977
Sources:
https://www.nytimes.com/2020/12/18/business/stock-market-forecasts-wall-street.html
https://www.investopedia.com/2020-stock-market-review-and-looking-forward-into-2021-5092161
https://www.forbes.com/advisor/investing/stock-market-year-in-review-2020/
Whether you’re planning to retire in 2021 or two decades from now, it’s important to be aware of risk factors that could negatively impact your retirement. Frankly, given the uncertain environment we’re living in, now is as good of time as any to highlight these risks. On this episode of In the Money Insight, Cory discusses the financial risks that are associated with Retirement.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
This year we learned that almost anything is possible. While a global pandemic caught nearly everyone off guard, 2020 highlights the importance of planning for uncertainty. In this episode of In the Money Insight, Cory shares five tips for anyone who thinks retirement might be a possibility in 2021.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Are you looking for ways to improve your investment returns? One tip to do just what – regardless of what’s going on in the stock market – is to lower your investing costs. It may sound counter-intuitive, but in this episode of In the Money Insight, Cory shares some ways you can trim your investing costs, and as a result, improve your returns.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Annuities. We’ve all heard of them, but do you really know how they work? It’s essentially a contract between a person and an insurance company that markets itself as a secure income stream. Sounds great, right? Not so fast. On this episode of In the Money Insight, Cory provides some insight about annuities and why at Falcon Wealth Advisors, we caution virtually any investor, regardless of their age, to avoid them.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Exchange-traded funds (ETFs) have received a lot of attention in the past decade. Because the costs of owning ETFs are relatively low, some consider them to be a superior way to invest. In this episode of In the Money Insight, Cory reveals some dangers lurking in the world of ETFs, and what investors need to watch out for.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
While taxes may be a necessary evil in today’s world, most people don’t want to pay a penny more than they need to. This time of year is a good opportunity to evaluate your tax situation and ensure you’re in a good position come Tax Day. In this episode of In the Money Insight, Cory talks through five proactive tax-smart tips you can use to lower your taxes and taxable income.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
In these unprecedented times, we have seen market volatility, but it is important to remember, life in the markets are always unprecedented. There is always uncertainty, as we cannot predict the future, but headlines reinforce anxious feelings that may be brewing as we watch the news and as the stock market fluctuates. Fear and greed drive the stock market, which is why we have to keep our emotions in check and make decisions on facts and data, not the way we feel. On this episode of In the Money Insight, Cory discusses how to embrace uncertainty instead of fearing it.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
We're nearing the end of another election cycle & the mania is as prevalent as ever. Now is a great time to slow down & assess the situation. In this episode of In The Money Insight, Cory discusses what political environments have been the most friendly for stocks historically, and gives his prediction of what he thinks will happen on Election Day and beyond.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
You've probably heard the phrase, “The best offense is a good defense." While it's often used in sports it's more important than ever in a completely different area of our lives: cybersecurity. Now that so much of our engagement with one another is virtual, it's critical to protect your sensitive information. On this episode of In the Money Insight, Cory discusses tips you can take to safeguard yourself and the proactive steps Falcon Wealth Advisors takes for its clients.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The presidential election is rapidly approaching & the rhetoric is reaching a fever pitch. Many investors are concerned with the potential outcomes and the impact on the economy and markets. The reality is we won't know until after November 3rd. On this episode of In the Money Insight, Cory reminds us of some other investing realities from previous election years, what we've learned, and what it may mean for the future.
https://www.invesco.com/us-rest/contentdetail?contentId=5991eabf45272710VgnVCM1000006e36b50aRCRD
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Retiring in your 50’s may sound like a fantasy, but it is not impossible for this dream to become your reality. With proper planning, you could have the financial security needed to be able to retire early. On this episode of In the Money Insight, Cory walks us through challenges that keep people from retiring early, how to confront them, and how he can help as a wealth advisor who focuses on early retirement planning.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
It's not clear to everyone the differences between active and passive. The debate has raged on for 10+ years now & both sides typically have strong opinions to validate their own approach & invalidate the other. The two different strategies have their own advantages & disadvantages & Cory spends this week's episode of In the Money Insight explaining how they stack up. He also covers the approach taken at Falcon Wealth Advisors & why that's what he believes in.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Overspending is not just a potential issue for retirees, but for everyone. What do you spend your money on? Health? Your social life? Car payments? Whatever it is, Falcon Wealth Advisors believes that your expenses are intertwined with your values, so it is important to make sure you are putting money where your values lie. In the episode of In the Money Insight, Cory gives us 5 tips on how to lower your spending (whether by choice or necessity), not only for retirement, but in all stages of life.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Misinformation, disinformation, alternative facts & fake news. It's all around us. Deciphering between fact & fiction is more important than ever. Especially as it pertains to our investments as we're still in a pandemic and and a presidential election is quickly approaching. On this episode of In the Money Insight, Cory talks about how Americans are perceiving intentionally misleading information and helps us understand what information is critical to pay attention to & red flags to avoid when making decisions regarding your financial portfolio.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Early retirement. How does that sound? Often times folks with enough money saved to retire comfortably hesitate to do so because they don't want to pay the IRS penalties for accessing retirement accounts early. On this episode of In The Money Insight Cory covers two useful strategies people utilize to retire early and access their funds without paying penalties to Uncle Sam.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Which 2020 presidential candidate is the most beneficial for your portfolio? In this episode of In The Money Insight, Cory continues the conversation around the looming election. We learned in 2016 that predictions are just that, and as the rhetoric ramps up again Cory shares some suggestions of things to consider and also ignore.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The 2020 Presidential Election will be here before we know it. Everyone wants to know who will win & what will be the impact on the markets. In this episode of In the Money Insight, Cory discusses the trends he's following, different possible outcomes for the elections & what they may mean for the markets.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. What sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
The pandemic led to a market crash in early 2020 and now it's flirting with pre-Covid all-time highs. How can this be? The current divergence between the stock market and the economy has people wondering when the gap will close. In this episode, Cory discusses contributors to the market's unexpected resilience during this unexpected time & shares some thoughts on where we're headed.
In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. What sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
Visit Our Website
https://www.falconwealthadvisors.com/
Listen to our Podcasts
https://www.falconwealthadvisors.com/content.html
We're Social!
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
What keeps you up at night? For a lot of current and soon-to-be retirees, the state of their finances keeps them from a good night’s rest. The transition into retirement can be a complete 180 from how one has lived and thought about money throughout their entire life up until that point and can cause worries and stress. In this episode, Cory dives in to address common retirement concerns so you can get your full eight hours of sleep.
COVID-19 has wreaked havoc on our country & the planet in 2020. It's created not only a public health crisis but also caused a surge in unemployment, economic devastation and market volatility. Millions of people have lost their jobs or have been informed they're going to lose their jobs. Countless others are facing greater uncertainty. On this episode, Cory talks about what steps you should take if your employment's been effected or if you're concerned about it in the future.
Financial advising firms tend to fall victim to complacency with the “If it’s not broken, don’t fix it” mindset. Innovation and changes need to be made consistently in this industry to avoid mediocrity. In this episode, Cory talks about how relationships between families or individuals and their wealth advisors should be, in order to see the value that your advisor has in your life.
We have already seen two recessions in the first 20 years of this century. History shows that when the economy seems to be doing well and as if it will remain that way forever, there is usually a decline on the horizon. When things seem like they will only get worse, improvement is around the corner. In this episode, Cory discusses four lessons we have learned so far this century to help us navigate the current crisis.
We've all heard the expression "you get what you pay for" & we understand there is a cost to do business. Is this the case in working with a Wealth Advisor? How do Advisors charge for their services & what's fair? Cory breaks down the different ways Advisors charge clients fees & shares his opinions on what's fair & equitable...and what's inappropriate. Ultimately, the cost for any service is rarely an issue so long as there is real value added. It should be no different in your relationship with your Advisor.
If there is one thing 2020 has taught us, it’s that anything can happen. The stock market is just a personification of human psychology and can always defy our expectations. Over the past few months during COVID-19, we have seen just that. Cory shares how the market was expected to react to the pandemic and what has actually happened as a reminder to never say never.
Buy low, sell high. Ever heard that one before? It’s tricky because it’s counterintuitive to what our instincts tell us. The best time to sell is when things are doing great which is the last time we want to think about selling. On this week’s episode, we discuss just that. Knowing when to trim a position or sell one completely is one of the most difficult parts of investing, and that’s precisely why it’s this week’s topic.
What a 90 day stretch it's been! From the fear that gripped the market as the COVID-19 pandemic spread to the FOMO people have experienced as the markets began to recover, it's been an emotional period for everyone. On this week's show, Cory covers the wild ride it's been and discusses where things may go from here.