Upticks: A Financial Planning & Investment Podcast: Recent Episodes
Jake Falcon
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics.
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www.falconwealthadvisors.com
Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
What happens when leverage, confidence, and speculation collide? Jake and Cory begin this episode by discussing a highly leveraged hedge fund and the risks of investing with borrowed money. They also explain how options strategies may help executives manage concentrated company stock before turning to a deeper question: Is retiring as early as possible really the right goal?
The conversation explores the difference between financial independence and leaving work, why purpose remains important in retirement, and why a complete retirement plan should address what you are retiring to—not only whether you can afford to stop working. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM
Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com
Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4
Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en https://www.instagram.com/corybittnerkc/
#retirementplanning #financialindependence #investing #stockoptions #uptickspodcast
What separates a successful retirement plan from one that's simply invested?
In this solo episode of Upticks, Jake shares five practical lessons he's learned from more than 20 years of helping clients prepare for retirement. He explains why financial organization, tax planning, flexibility, and aligning your investments with your personal goals often matter more than chasing market performance.
Whether you're approaching retirement or simply looking to improve your financial plan, this episode offers practical ideas you can apply today. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM
Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com
Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4
Follow Jake https://www.instagram.com/jake_falcon_crpc/?hl=en #retirementplanning #financialplanning #retirement #investing #uptickspodcast
In this episode, Jake and Cory begin by revisiting the growing conversation around private investments inside 401(k) plans and why they remain skeptical of the trend. They also discuss the rise of index investing and understanding what you own.
They debate whether high earners should own vacation homes, when renting may make more sense than buying, and ways lifestyle decisions can have a bigger impact than financial projections alone.
Finally, at what point does money stop changing your life? Drawing from years of client experience, they discuss the differences between financial security, purpose, cash flow, and happiness. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM
Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com
Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4
Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en https://www.instagram.com/corybittnerkc/
#retirementplanning #networth #401k #financialindependence #wealthmanagement
In this episode, Jake and Cory react to a listener-submitted article about proposed 401(k) changes that could make private equity and other alternative investments more accessible. They explain why they believe retirement plans should stay simple and discuss the risks of adding complexity to long-term investing.
The conversation then turns to retirement planning, including a debate on the biggest risks retirees face, the challenge of "golden handcuffs," and why decisions about retirement can often involve more than just money. They wrap up with a discussion on mega backdoor Roth contributions and when they may—or may not—make sense. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM
Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com
Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4
Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en https://www.instagram.com/corybittnerkc/ #retirementplanning #goldenhandcuffs #401k #rothira #financialfreedom
In this episode, Jake and Cory dig into reasons smart, successful people still make bad investment decisions. Pointing to recency bias, overconfidence, and financial media that markets fear and greed instead of sound strategy.
They break down their belief of compound interest (not stock picking) being a better path to retirement, and ways "save first, spend second" can solve more money problems than people realize.
The conversation wraps with a candid look at money in relationships. Reasons joint vs. separate accounts matter less than actually talking about finances, and ways couples can get aligned instead of avoiding the conversation altogether. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM
Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com
Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4
Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en https://www.instagram.com/corybittnerkc/
#investingwisely #wealthbuilding #financialfreedom #retiresooner #smartmoneymoves
What does financial freedom really look like? Are we chasing wealth or just the appearance of it?
In this episode, Jake and Cory dive into the psychology behind money decisions, from homeownership and lifestyle inflation to raising financially independent children and resisting the urge to keep up with the Joneses.
The conversation also tackles a question many parents wrestle with: when does helping your children become enabling them? Jake and Cory share perspectives on teaching financial responsibility, setting healthy boundaries, and preparing the next generation for independence.
Plus, they examine why some multimillionaires still feel broke, how consumer culture influences spending habits, and reasons your most valuable asset may not be your money but your time. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #retirementplanning #personalfinance #wealthbuilding #financialfreedom #moneymindset #investing #financialeducation #moneymanagement #uptickspodcast
Are Roth conversions a smart tax strategy or one of the most overhyped ideas in retirement planning? Should retirees stay invested aggressively? Do most people really need an annuity? And when is the right time to claim Social Security?
In this episode of Upticks, Jake and Cory tackle some of the biggest debates in retirement and financial planning. Drawing from decades of combined experience working with retirees, they break down popular financial strategies and explain reasons the right answer often depends on your personal goals, cash flow needs, and long-term plan.
The discussion covers the pros and cons of Roth conversions, the myth that age should determine your investment allocation, reasons annuities remain controversial, and key factors to consider when deciding when to start Social Security benefits. Jake and Cory also explore a topic that affects nearly every retiree: spending habits. They discuss why retirement spending doesn't always decrease as expected
Whether you're preparing for retirement, already retired, or simply looking to make more intentional financial decisions, this episode offers practical insights designed to help you think differently about your money. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialplanning #rothconversions #socialsecurity #investmentstrategy #wealthmanagement #taxplanning #retirementincome #personalfinance #falconwealthadvisors
In this milestone 400th episode of Upticks, Jake and Cory celebrate how far the show has come and dive straight into what matters most: answering listener-driven questions shaping today's financial landscape.
This episode is packed with sharp insights on one of the biggest themes in investing right now: the surge of AI-related IPOs. With companies like SpaceX, OpenAI, and Anthropic dominating headlines, Jake and Cory go beyond the hype to help investors explore whether these record-breaking debuts could actually move the market or simply fuel speculation.
They tackle the growing "democratization" of IPO investing, questioning whether easier access is empowering investors or exposing them to unnecessary risk. From market concentration and index inclusion to the realities of profitability versus excitement, this discussion is grounded in experience-based perspective. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com
Teach a man to fish… or give him everything?
In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions.
We break down the real trade-offs behind major financial decisions, including: • Is real estate better than stocks—or just more work? • How much international exposure could your portfolio need? • Are "boring bonds" still worth owning in today's market? • Should you retire the moment you can… or wait? • And one of the biggest debates of all: Do you spend your money… or leave it behind?
From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation challenges many investor questions. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #investing #retirementplanning #wealthbuilding #realestateinvesting #stockmarket #personalfinance #financialliteracy #wealthmanagement #upticks
Most people follow "common sense" financial advice…
But what if some of those rules are actually costing you money?
In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and strategies—and challenge whether they make sense. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialadvice #wealthmanagement #investingstrategy #moneymistakes #mortgagetips #indexfunds #financialfreedom #retirementtips #moneyeducation
Are smart, successful professionals unknowingly making retirement planning mistakes?
In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan.
They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or accessible as it sounds. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialliteracy #retirementmyths #wealthmanagement #financialstrategy #personalfinance #retirementincome #investingsmart #moneydecisions #falconwealthadvisors
Are you a corporate executive or high earner wondering if your nest egg is truly enough for retirement? In this episode of Upticks, Jake and Cory dive deep into the "$2 Million Retirement Gap"
The hidden risks and blind spots that can derail even the most well-funded retirement plans. Discover reasons net worth isn't the whole story, ways income structure and tax efficiency shape your financial future, and the critical mistakes to avoid with employer stock and withdrawal sequencing. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialliteracy #wealthadvisors #corporateexecutives #taxstrategy #incomeplanning #stockmarketrisk #falconwealth #financialconfidence #uptickspodcast
Caring for aging parents can be overwhelming—especially when families are forced to make big decisions during moments of crisis. In this episode of Upticks, Jake and Cory sit down with Don and Elaine Minter of Senior Care Authority to unpack the real challenges families face when navigating senior care, assisted living, memory care, and long-term planning.
👉 Want help or resources for your family? Email luke@falconwealthadvisors.com and we'll connect you with the right people. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#agingparents #sandwichgeneration #seniorcareplanning #retirementplanning #familyfinance #memorycare #assistedliving #financialplanning #eldercare #longtermcare
What if learning to build wealth didn't start with perfect decisions—but with real mistakes?
In this episode of Upticks, Jake and Cory pull back the curtain and share the biggest personal financial mistakes they've made—from early career missteps to hard‑earned lessons about investing, debt, and money mindset. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialmistakes #personalfinance #moneylessons #financialplanning #wealthmanagement #investingmistakes #retirementplanning #financialliteracy #moneyhabits #fiduciary
Most people chase net worth—but few stop to ask whether it might actually pay them in retirement.
In this episode of Upticks, Jake and Cory break down a mistake they see all the time: confusing a big balance sheet with sustainable retirement income. Using real‑world examples (and an unexpected stroller analogy), they explain why a high net worth might not automatically mean financial freedom—and how it could create a false sense of security as retirement approaches. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #retirementincome #financialliteracy #networth #wealthstrategy #taxplanning #socialsecurity #financialindependence #retirementready #moneyeducation
Many people assume that once you're financially secure, retirement should feel easy.
In reality, some of the most financially prepared people struggle the most with the decision to retire.
In this episode of Upticks, Jake and Cory break down the real psychological reasons financially secure individuals might be afraid to retire—even when the numbers say they're ready. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialindependence #wealthmindset #retirementfear #financialsecurity #retirementpsychology #financialliteracy #investmentplanning #falconwealthadvisors #uptickspodcast
Market drops feel very different once you retire—and that fear is real.
If you're no longer contributing to your portfolio and instead relying on it for income, volatility doesn't just feel uncomfortable… it feels threatening. In this episode of Upticks, Jake and Cory break down reasons market swings hit harder in retirement and what can help retirees regain confidence during uncertain markets. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #marketvolatility #retirementincome #financialplanning #investorpsychology #cashflowplanning #wealthmanagement #bondstrategy #financialeducation #uptickspodcast
Most retirees focus on how much they've saved but overlook the hidden tax bill that can quietly drain their income for decades.
In this episode of Upticks, Jake and Cory break down reasons two people with the same net worth can have wildly different retirements, all because of how, and when, they pay taxes. From required minimum distributions (RMDs) and Social Security taxation to Medicare IRMAA surcharges, they explain ways poor tax planning can turn the IRS into your biggest retirement expense.
Checkout Upticks 379: https://youtu.be/i6IqYOMt1Zg --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #taxplanning #financialplanning #retirementtaxes #wealthmanagement #rmds #rothconversion #socialsecuritytaxes #medicareirmaa #falconwealthadvisors
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. 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 believe the market will fall again (someday) — the real question is whether your plan is built to survive it.
In this episode of Upticks, Jake and Cory break down reasons trying to predict market crashes is a losing game and what can truly separate investors who panic from those who stay standing.
They discuss reasons timing the market doesn't work, ways portfolio construction and cash flow planning matter more than predictions and understanding what you own and why you own it can be critical when volatility hits. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #investingwisdom #marketvolatility #financialconfidence #wealthmanagement #downsideprotection #financialliteracy #retirementincome #longterminvesting #smartinvesting
Why would two advisors walk away from big firms, turn down large offers, and start over from scratch?
In this episode of Upticks, Jake and Cory share the real story behind Falcon Wealth Advisors — where they came from, why they built the firm the way they did, and how their philosophy puts long‑term client relationships first. This conversation goes beyond credentials and performance. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #wealthmanagement #retirementplanning #financialeducation #independentadvisors #longtermplanning #taxplanning #investingwisely #uptickspodcast #falconwealthadvisors
High performers don't break under pressure—they adapt.
In this episode of Upticks, Jake and Cory sit down with former NFL athlete Jon McGraw to unpack what it really takes to perform when the stakes are highest. From elite sports to investing, Jon shares how the brain and body respond under pressure—and why mindset alone isn't enough. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#performancemindset #investormindset #highperformance #resilience #mentalstrength #leadershipdevelopment #financialpsychology #decisionmaking #pressureperformance #uptickspodcast
The stock market is near all‑time highs—but consumer confidence is near historic lows. So, what's really going on?
In this episode of Upticks, Jake and Cory break down the growing disconnect between Wall Street and Main Street—and reasons booming markets don't necessarily mean households feel financially secure.
If you've ever wondered why the market is up but your confidence feels down, this episode will help you understand the mechanics—and more importantly, how to think about your own financial structure in today's environment. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialliteracy #stockmarket #investing #economy #wealthmanagement #personalfinance #financialplanning #markets #inflation #investorpsychology
What if one of your biggest retirement risks isn't the market… but how you take income from your portfolio? In this episode of Upticks, Jake and Cory break down the retirement paycheck stress test—a smarter way to turn your nest egg into a reliable income stream without relying on guesswork, outdated rules, or flashy products. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #retirementincome #financialplanning #socialsecurity #investingforretirement #annuities #wealthmanagement #financialeducation #retirementsavings #falconwealthadvisors
Most people focus on retiring as soon as possible — but what if waiting could improve your life and your financial plan? In this episode of Upticks, Jake and Cory break down the often-overlooked benefits and drawbacks of delaying retirement. From compounding returns and higher Social Security benefits to burnout, health uncertainty, and lost "go‑go" years. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialindependence #workoptional #socialsecurityplanning #retirementsavings #financialliteracy #wealthmanagement #retiringright #personalfinance #uptickspodcast
Bitcoin has crashed. Gold and silver are surging. Headlines are loud—but what actually matters for long-term investors? Jake and Cory break down what's happening with Bitcoin, gold, and silver—and why chasing hype can quietly derail a solid financial plan.
We talk about: • Why Bitcoin has no intrinsic value (and why that matters) • What's really driving the surge in gold and silver prices • The difference between speculation and smart diversification • How professional investors think about "insurance assets" • Why singles and doubles beat home runs in real-world investing
This conversation isn't about predictions or quick wins. It's about cutting through noise, understanding risk, and building a portfolio that can better withstand multiple economic cycles. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#bitcoin #goldinvesting #silverinvesting #financialplanning #investingeducation #portfolio diversification #wealthmanagement #marketvolatility #financialliteracy
We believe hot tips fade, but rules can endure. In this episode, Jake and Cory share principles that can actually drive results: how our analysts read earnings, how we construct portfolios (and ways diversification wins), what can really put markets at risk, and how policy headlines fit into the plan. If you want a durable, rules‑based way to invest, start here. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#investing #portfolio #diversification #financialliteracy #retirementplanning #wealthmanagement #earnings #marketrisk #federalreserve #falconwealthadvisors
Most people in today's housing market are asking the wrong question and it could be costing them thousands. Jake and Cory break down the real math behind mortgages, refinancing, downsizing, renting out homes, and reasons your cash flow—not interest rates—should drive big housing decisions.
If you've ever wondered: • Should I wait for mortgage rates to fall? • Does refinancing actually save me money? • Should I keep my low rate and rent my home instead of selling it? • Is downsizing in retirement even worth it anymore? • How do I know if a housing decision truly improves my financial plan? …this episode gives you a clear, simple framework—without guessing, without relying on headlines, and without getting trapped by emotional or "rule of thumb" thinking. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#mortgagerates #refinance #housingmarket #retirementplanning #cashflow #financialplanning #downsizing #realestate2026 #wealthbuilding #upticks
In this episode, Jake and Cory discuss the concept of financial nihilism, particularly among Gen Z, who feel disillusioned with traditional economic systems. They explore the psychology behind gambling behaviors in younger generations, the impact of student debt, and the importance of investing versus gambling. The conversation emphasizes the need for financial literacy and the power of compounding in building wealth, while also addressing the cultural shift towards gambling as a perceived solution to financial instability. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to Jake's blog: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Discover the 5 major tax changes hitting in 2025/2026—and what they could mean for your money. Todd Laytham, CPA joins us to break down new deductions, side‑hustle rules, retirement updates, and important IRS changes. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. 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.
Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity.
"Organize Your Retirement in 30 Days—Actionable Steps" https://youtu.be/AaSQ6qITr0s --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #wealthmanagement #financialwellness #investing #healthyhabits #charitablegiving #longevityplanning #financialliteracy #quietwealth #falconwealthadvisors
Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what "cooling" inflation really means—plus listener questions on future Fed leadership and more. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#inflation #financialplanning #retirement #fedpolicy #markettrends #costofliving #assetallocation #wealthmanagement #economicupdate #falconwealthadvisors
Ready for retirement in five years? Jake and Cory break down the essential steps for your "5 Year Retirement Runway"—from choosing the right advisor and planning major purchases to building your professional team and organizing your finances. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Unlock a step-by-step plan to organize your retirement in just 30 days! Jake and Cory reveal actionable strategies for gathering documents, building your master list, consolidating accounts, and setting up systems that can keep you on track. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Download our complimentary short guide for retirement: https://falconwealthadvisors.com/resources/2025-guide-for-retirement-planning.pdf --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialorganization #falconwealthadvisors #uptickspodcast #retirementtips #financialwellness #wealthmanagement #retirementchecklist #financialliteracy #retirementgoals
Discover tips to retire without losing your social life! Jake and Cory cover strategies to maintain purpose, connection, and community after leaving the workforce. Learn ways to build a balanced social portfolio, avoid isolation, and create a more fulfilling retirement lifestyle. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Complimentary Retirement Social Blueprint Template luke@falconwealthadvisors.com Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri Download our whitepaper, "The Phases of Retirement — Knowing is Power" https://falconwealthadvisors.com/resources/the-phases-of-retirement.pdf
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #socialwellness #financialliteracy #falconwealthadvisors #uptickspodcast #retirementtips #communityconnection #purposefulretirement #healthyaging #lifebalance
Have you ever wondered how the business side of pro golf works? Explore honest financial realities, career transitions, and personal insights from a touring professional, Chase Hanna. Learn ways planning, discipline, and a strong support network help shape success on and off the course. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
Use code "Hanna25" for discounts at B Draddy and Zero Restriction
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. ---------------
Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#golfbusiness #sportsandmoney #progolfer #financialplanning #athletelife #falconwealthadvisors #retirementplanning #investinyourself #golftour #wealthmanagement
What are the real net worth benchmarks for Americans in their 50s and 60s? Learn why averages can be misleading, how lifestyle impacts financial health, and actionable steps to improve your retirement outlook. Explore key personas, planning tips, and the importance of liquidity in building lasting wealth. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#networth #retirementplanning #financialwellness #wealthmanagement #personalfinance #investing #financialliteracy #falconwealthadvisors #upticks #financialgoals
Discover the truth behind five common retirement myths with Jake and Cory. Learn why Social Security, Medicare, taxes, investment strategies, and estate planning may not be what you expect—and ways to plan for more clarity and confidence in retirement.
Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialliteracy #socialsecurity #medicare #taxplanning #investing #estateplanning #wealthmanagement #falconwealthadvisors #financialwellness
Explore the 2026 charitable giving changes with Jake and Cory: the new 0.5% AGI floor, the 35% deduction cap, the universal deduction for non itemizers, and when to use donor advised funds or QCDs. Learn smart 2025 moves—accelerate gifts, bunch with appreciated stock, and avoid common ROI mistakes—so your generosity can go further in retirement. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#charitablegiving #taxplanning #donoradvisedfund #qcd #retirementplanning #financialliteracy #agifloor #standarddeduction #wealthmanagement #falconwealthadvisors
Discover actionable retirement planning strategies and learn ways to overcome retirement fears with Jake and Cory from Falcon Wealth Advisors. They unpack the emotional and financial challenges of leaving the workforce, discuss retirement income planning, portfolio diversification, 401(k) catch-up contribution changes, and share tips for adapting along the way. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialliteracy #wealthadvisors #401k #adaptability #investing #financialwellness #moneytips #retirementfear #personalfinance
Mastering your finances starts with understanding the key accounts that help support your financial health. In this video, Jake breaks down 9 financial accounts—from checking and savings to retirement and investment accounts. Whether you're just starting out or refining your financial plan, this guide will help you build a strong foundation for long-term success. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Ever wondered how a wealth advisor invests their own money? In this episode, Jake Falcon pulls back the curtain on his personal investment strategies—covering financial planning, cash flow, retirement accounts, and more. ---------------
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Contact our team:
https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#wealthadvisor #investingstrategies #financialplanning #retirementaccounts #personalfinance #cashflowmanagement #highyieldsavings #brokerageaccount #charitablegiving #financialtips
Check out the latest insights on the One Big Beautiful Bill Act (OBBBA) and its impact on retirement planning, taxes, estate strategies, and market trends. Presented by Falcon Wealth Advisors, this educational event covers key provisions of OBBBA, including tax bracket changes, new deductions for seniors, Trump Accounts for children, estate planning updates, charitable giving opportunities, and industry implications.
--------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ------ --------------- #retirementplanning #obbba #taxupdates #estateplanning #financialliteracy #falconwealthadvisors #trumpaccounts #charitablegiving #markettrends #wealthmanagement
Jake and Cory break down surging home sales, Disney’s streaming price hike, the $100K H-1B visa debate, Amazon’s FTC battle, Pfizer’s obesity drug deal, and T-Mobile’s CEO shakeup. Discover ways these developments could impact your financial plan. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ------ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#markets #retirementplanning #investing #realestate #streaming #technology #biotech #leadership #personalfinance #financialliteracy
Explore the latest financial headlines with Jake and Cory as they break down Fed rate cuts, a mortgage refinancing boom, resilient retail sales, TikTok’s uncertain future, Apple’s U.S. manufacturing push, and a major shift in corporate reporting. What could these changes mean for your financial plan? --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#finance #investing #federalreserve #mortgage #refinance #retailsales #tiktok #apple #economicnews #wealthmanagement
Mortgage rate drops, the widening gender wage gap, a $50B mining merger, labor market surprises, tariff turmoil, and a major tech whistleblower case. Discover how these shifts could impact your investments, retirement, and financial plan. Don’t miss these insights and actionable takeaways for more clarity in today’s market. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#mortgagerates #housingmarket #genderwagegap #miningmerger #laborstatistics #tariffnews #cybersecurity #financialplanning #investmentstrategy #marketinsights
Explore the latest financial headlines with Jake and Cory as they unpack job market jitters, Google’s antitrust ruling, Kraft Heinz’s brand breakup, rising Treasury yields, Nestlé’s CEO scandal, and surging gold prices. Learn how these developments could impact your portfolio and retirement strategy. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#markets #economy #retirementplanning #financialliteracy #investing #jobmarket #google #gold #stocks #wealthmanagement
Explore how tariffs, tech volatility, and shifting job trends are reshaping financial plans. Jake and Cory break down the Magnificent Seven’s momentum loss, Cracker Barrel’s branding reversal, and Meta’s AR leap—plus what it could mean for your money. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#finance #investing #retirementplanning #tariffs #techstocks #magnificentseven #crackerbarrel #metaglasses #jobmarket #economictrends
Fed tensions, Ozempic’s price drop, and Target’s retail shakeup—what do they mean for your money? Jake and Cory unpack the latest headlines, including the U.S. credit rating outlook, Google’s AI-powered Pixel 10, and the CME–FanDuel betting partnership. Discover how these shifts could impact your financial plan. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#interestrates #fedwatch #ozempic #retailnews #targetceo #ulta #creditrating #aiupdate #pixel10 #financialplanning
Explore the latest financial headlines with Jake and Cory as they break down the U.S. debt surge, inflation trends, potential Fed rate cuts, and major shifts in streaming and EV markets. Learn how these developments could impact your retirement planning and investment strategy. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#FinanceNews #RetirementPlanning #Inflation2025 #InterestRates #NationalDebt #EVMarket #StreamingWars #UFCStreaming #EconomicUpdate #FalconWealthAdvisors
Thinking about retiring in your 50s? Jake and Cory break down ways it could be the best decision for you. From burnout and health risks to purpose-driven living, they share real stories, practical strategies, and a five-question framework to help you make your early retirement decision. ---------------
Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
--------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#earlyretirement #retireinyour50s #financialplanning #retirementplanning #wealthmanagement #falconwealthadvisors #uptickspodcast #retirementgoals #retirementtips
What should you sell before you retire—and why does it matter? From employer stock and rental properties to unused vehicles and old 401(k)s, Jake and Cory break down five key assets that could be dragging down your retirement plan. With practical examples, emotional insights, and a clear framework, they help you rethink what you’re holding onto and how selling strategically could simplify your retirement life. --------------- Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialfreedom #declutteryourlife #sellbeforeyouretire #retirementtips #personalfinance #retirewithclarity #investmentstrategy #simplifyretirement #wealthmanagement
What should you do with your 401(k) when you retire—and what should you avoid? From tax traps and Roth conversions to income planning and investment flexibility, they walk through a four-step framework to help you make smarter, more confident 401k retirement decisions. With real-world examples and practical insights, this episode helps you protect your hard-earned nest egg. --------------- Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#401k #retirementplanning #rothconversion #financialfreedom #taxstrategy #retirementsavings #investmentplanning #rollover401k #personalfinance #wealthmanagement
When should you tap into your Roth IRA—and when should you not? Jake and Cory discuss one of retirement’s most misunderstood questions: Roth IRA timing. From tax brackets and Medicare premiums to estate planning and emotional decision-making, they unpack the real-world impact of getting it right (or wrong). With practical examples and a three-phase framework, we hope this episode provides insights to help you make smarter, more confident choices with your retirement dollars. --------------- Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#rothira #retirementplanning #taxstrategy #financialfreedom #medicareplanning #wealthmanagement #rothconversion #estateplanning #personalfinance #financialadvisor
A sweeping new tax law is here—and it’s packed with changes that could reshape your financial plan. Jake and Cory break down the most impactful updates from the 870-page “One Big Beautiful Bill,” including tax bracket changes, new deductions, retirement perks, and even a government-funded account for newborns. They cover what matters most with practical insights, smart planning tips, and a few opinions, too.
All information sourced from Congress.gov as of July 10, 2025 --------------- Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#bigbeautifulbill taxlaw #2025taxchanges #financialplanning #retirementplanning #healthcarecosts #standarddeduction #taxbrackets #estateplanning #529plans #acaupdates
Think pensions are simple? Think again. Jake and Cory break down four important things to know before making your pension decision. They cover payout options, tax implications, survivorship benefits, and ways to align your pension with your overall financial plan. They break it all down with real stories, smart strategies, and a few laughs. --------------- Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #pensionoptions #financialfreedom #wealthmanagement #retirewithconfidence #moneytips #financialliteracy #lumpsumvsannuity #taxplanning #personalfinance
What can you learn from your wealth? Jake and Cory reveal how your financial decisions reflect your values, fears, and ambitions—and ways to help make sure your money is aligned with what matters most. Learn ways to identify blind spots, avoid emotional spending, and use a simple framework to help bring clarity to your financial life. Real stories, practical strategies, and a mindset shift to help you build a more intentional future. --------------- Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ Order Jake's Amazon best-selling book ‘Retiring Right’: https://bit.ly/4mD2EKw --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #wealthmanagement #moneyandvalues #retirementplanning #financialfreedom #purposefulwealth #moneymindset #financialliteracy #investingwisely #valuesbasedplanning
Think your taxes will drop in retirement? Not always. Jake and Cory reveal how Required Minimum Distributions, taxes on Social Security, and IRMAA can trigger a retirement tax time bomb. Help defuse it by learning about Roth conversions, smart withdrawals, and tax-efficient planning. Real stories, practical tips, and a clear framework to help you retire with more of your money. --------------- Complimentary tax guide and more: https://bit.ly/45pkE53 Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ Order Jake's Amazon best-selling book ‘Retiring Right’: https://bit.ly/4mD2EKw --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #taxstrategies #rothconversion #financialfreedom #requiredminimumdistributions #socialsecuritytax #medicareplanning #taxefficientinvesting #retirementtaxes #wealthmanagement
Sitting on a pile of company stock and not sure what to do with it? Jake and Cory unpack the four biggest pitfalls employees face with RSUs, ESPPs, and stock options—from tax confusion to emotional attachment—and share a simple framework to help you make more informed decisions. With real-life stories, practical strategies, and a dose of myth-busting, this episode will help you turn your equity compensation into a powerful part of your retirement plan. --------------- Subscribe to our weekly newsletter: https://bit.ly/43RcVve
Contact our team: https://bit.ly/43wksOJ
Order Jake's Amazon best selling book ‘Retiring Right’: https://bit.ly/4mD2EKw --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#rsus #stockoptions #equitycompensation #financialplanning #retirementplanning #wealthmanagement #employeestock #investingstrategy #taxplanning #uptickspodcast
Are you saving too much for retirement? Jake and Cory break down four signs that your financial habits might be costing you more than you think. From working longer than necessary to missing out on meaningful experiences, they explore how to bring more balance to your plan. With real-life stories and practical insights, this episode helps you rethink how your money supports your life—now and in the future. --------------- Subscribe to our newsletter https://bit.ly/43RcVve
Contact us https://bit.ly/43wksOJ
Order ‘Retiring Right’ https://bit.ly/4mD2EKw --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialwellness #oversaving #moneygoals #financialfreedom #lifebalance #personalfinance #smartspending #financialliteracy #livefully
Your 401(k) might be working—but is it working for you? Jake and Cory explore five thoughtful strategies to help you get more out of your 401(k). They cover tax diversification, employer matches, common misconceptions, the risks of borrowing from your 401(k), and more. Whether you're just starting or refining your approach, this episode offers practical insights to help you make more informed, confident decisions. --------------- Subscribe to our newsletter https://bit.ly/43RcVve
Contact us https://bit.ly/43wksOJ
Order ‘Retiring Right’ https://bit.ly/4mD2EKw --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#401k #retirementplanning #financialliteracy #investsmart #taxdiversification #employermatch #personalfinance #wealthbuilding #financialgoals #moneytips
Retirement might be the goal—but what happens after you get there? Jake and Cory unpack six surprising truths that often surface in the first six months of retirement. From emotional curveballs to unexpected spending and shifting routines, they cover what most don’t tell you about life after the paycheck. Whether you're nearing retirement or already there, this episode can help you prepare for what’s next—and make the most of it. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe
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Order ‘Retiring Right’ https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Think tax-free retirement sounds too good to be true? Think again. Jake and Cory break down the most powerful tools that could help you keep more of your money—legally and strategically. From the mysterious-sounding Mega Backdoor Roth to the triple-tax-advantaged HSA, they’re covering the heavy hitters. Ever heard of tax-free municipal bonds? What about using life insurance to offset taxes for your heirs? And yes, they even talk about donor-advised funds (don’t worry, it’s more interesting than it sounds). If you’re planning for retirement—or just looking to learn more about your money—this one’s for you. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe
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Order ‘Retiring Right’ https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#taxfreeretirement #financialplanning #rothira #megabackdoorroth #healthsavingsaccount #hsa #municipalbonds #retirementplanningtips #wealthbuilding #taxstrategies
They aren’t what you think. Well, at least some of them aren’t. Have you considered buying your health? You can’t really do that directly, but it’s important to think about before you retire! What about setting up a home office or hiring the right professionals to help you? Then there’s the most popular question, should you pay off your mortgage before you retire? Jake and Cory spend the next thirty minutes breaking all of this down for you. --------------- 0:00 – Introduction 1:31 – Professional relationships 5:14 – Invest in your health 7:56 – Why doesn’t Jake journal 9:26 – Home office in retirement? 11:06 – Don’t forget your email! 13:07 – Borrowing money 14:38 – Paying off your mortgage 18:45 – Busy in retirement 20:24 – Tip! How to say no 23:29 – Reliable fuel-efficient vehicle 29:01 – Personal updates --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe
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Order ‘Retiring Right’ https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialplanning #healthinvestment #homeofficesetup #professionalrelationships #majorpurchases #mortgage #spendingwisely #retirementtips #lifeafterwork
When should you turn on Social Security? There may be more variables at play than you think. Jake and Cory discuss the complexities of Social Security, discussing strategies to help optimize your benefits and the impact of longevity, health, and working longer. Curious about how your financial plan and tax situation play into this decision? Tune in for insights to help you make more informed choices.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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#socialsecurityplanning #retirementstrategies #financialplanningtips #socialsecuritybenefits #retirementdecisions #taxplanning #longevityandhealth #workinglonger #optimizingretirement #financialplanning
Ever wondered why some retirement plans just don't work out? Jake and Cory are here to break down some reasons behind these failures. From underestimating expenses to dealing with market ups and downs, they share practical tips to help keep your retirement on track. Curious about how to avoid common pitfalls and make the most of your savings? Tune in for insights to help you avoid some retirement mistakes.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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#retirementplanning #financialliteracy #retirementgoals #investmentstrategies #marketvolatility #financialadvisor #retirementtips #emergencyfund #lifestylecreep #purposeinretirement
In our experience, it takes some retirees over a year to get comfortable spending their retirement savings. These four retirement income strategies can help change your thinking around spending money in retirement. By aligning your spending with specific goals, you can feel better about using your hard-earned savings. Understanding how your savings continue to work for you in retirement is important. Jake and Cory provide some guidance on ways to manage your retirement income and make more informed decisions.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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#retirementplanning #financialliteracy #retirementincome #investmentstrategies #financialfreedom #retirementtips #wealthmanagement #financialadvisor #retirementgoals #moneytips #retirementplanningtips #financialsecurity #retirementstrategy #personalfinance
Tariffs have seemingly taken over every headline imaginable. Let’s take a step forward and try to understand the bigger picture of our emotional connection with money and what all of these headlines could mean for your retirement future. What can we control and what can we not control? What can history tell us? How are financial advisors feeling right now? Does this compare to previous market crises? Jake and Cory have a deep conversation about our relationship with money.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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#retirementplanning #tariffs #retirement #moneytips #investmentstrategies #marketvolatility #financialliteracy #wealthmanagement #retirementgoals #financialadvisor
You endlessly think your way out of retirement. You don’t want to regret your decision. You don’t want to run out of money. Sound about right? Retiring is a big life decision, but it doesn’t need to be a stressful one. Jake discusses a recent conversation he had with a client considering retirement and practical ideas to help you approach retirement from a fresh perspective.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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#retirementplanning #financialindependence #retirementdecisions #retirementadvice #retirementtips #retirementstrategies #retirementgoals #retirementlife #retirementjourney #retirementconfidence #retirementpurpose #retirementidentity #retirementcoach #retirementstories #retirementinsights
Can you retire with a million dollars? Yes! Kind of… While $1,000,000 isn’t what it used to be, it’s important to understand what it means to you. Jake and Cory discuss cash flow in retirement and how different income sources contribute to your financial plan. Honesty and self-reflection are arguably as important as the dollars in your accounts. Tune in for scenarios and client stories from Jake and Cory.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
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#retirementplanning #financialplanning #cashflow #milliondollarretirement #honestyinfinance #selfreflection #financialadvisor #inflationimpact #retirementgoals #personalfinance #retirementsuccess #financialstability #investinginretirement #retirementstrategies #purposeinretirement
Retirement goals change over time, and so does spending. Jake and Cory dive into the go-go, slow-go, and no-go years, revealing how spending evolves throughout retirement. Discover why many retirees underestimate their initial expenses and overestimate later ones. Learn how some manage spending through each phase of retirement. Understand the importance of investing in your health and relationships, not just your financial accounts. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe
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Order ‘Retiring Right’ https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementliving #gogoyears #slowgoyears #nogoyears #financialplanning #healthinvestment #relationshipinvestment #retirementexpenses #financialsecurity #financialliteracy #retirementgoals #retirementplanning #retirementtips #retirementadvice #affordableretirement
After retirement, investing may seem daunting. Especially if your account values start decreasing after years of increase. Jake and Cory explore simple ways to invest your money post-retirement by understanding the importance of risk tolerance, common pitfalls, and straightforward strategies. Learn the role of cash flow and how to weather market volatility. Investing in retirement might just be easier than you think! --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe
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✅ Order ‘Retiring Right’ ✅ https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #investingafterretirement #financialfreedom #wealthmanagement #retirementinvesting #financialplanning #diversification #riskmanagement #cashflow #marketvolatility #investmentstrategies #professional #financialadvisor #retirementgoals
Before you sell, watch this. Bearish and bullish investing are not strategies. Market downturns often trigger panic among investors. But if we know the market is volatile, why does this panic happen? Jake and Cory discuss ways to remedy this panic through market psychology, true stories from clients, and intelligent investing strategies. Stay tuned until the end for a quick tip from Jake.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
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#investing #stockmarket #marketvolatility #financialadvice #investmentstrategies #marketpsychology #financialplanning #tariffs #diversification #identitytheftprotection #cryptocurrency #inflation #economicoutlook #retirementplanning #wealthmanagement
Looking poor may be as bad as looking rich. Jake argues that both behaviors stem from a desire to impress others or avoid judgment. Jake and Cory talk about the psychology of money and share personal insights on authenticity and human emotions. Is it possible to align your spending with your values, avoid societal pressures, and build a healthy relationship with money?
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
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#authenticity #financialwellbeing #psychologyofmoney #moneytips #financialfreedom #personalfinance #wealthmanagement #moneyadvice #financialplanning #uptickspodca
Are you tired of cookie-cutter retirement advice that doesn't fit your life? Us too! Jake and Cory share real client stories to illustrate why retirement planning is a deeply personal process. Your portfolio, nest egg, retirement age, and more should never be compared to someone else's. You are your own person with your own goals and needs, and we believe your retirement planning should reflect that individuality.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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#retirementplanning #individuality #personalfinance #investmentstrategies #socialsecurity #wealthmanagement #financialadvisor #retirementgoals #financialplanning #lifestyle #spendingmoney #money #nestegg #retirementtips
Jake and Cory say it’s possible to retire at 50. Like most things, you’ll need to plan for it. What are you going to do every day? Are your savings enough to fund your potentially 40-year retirement? Learn about accessing your funds before the typical retirement age and why health insurance costs might not be as daunting as you think. Plus, discover why you might not need to pay off all your debt before retiring. Jake and Cory share real-life scenarios and practical considerations if you’re considering early retirement.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
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#retirementplanning #earlyretirement #retireat50 #wealthmanagement #personalfinance #investmentplanning #debtmanagement #healthinsurance #financialadvisor #retirementgoals #savings #investing #moneymanagement
In episode 335 of Upticks, Jake and Cory discuss engaging with a fiduciary wealth advisor, planning for health insurance, accurately estimating your financial needs, defining your retirement lifestyle, the importance of tax planning, and aligning your investment portfolio with your financial plan.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
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#retirement #taxplanning #taxes #fiduciary #financialplanning
In episode 334 of Upticks, Jake and Cory discuss four common mistakes that could derail your retirement plans. They discuss the importance of adapting your behavior, accurately estimating your financial needs, aligning your investment portfolio with your financial plan, and planning for taxes. These insights are important for retirees and those nearing retirement to consider when planning.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
Connect with Jake Falcon, CRPC™
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#retirementmistakes #financialbehavior #investmentalignment #taxplanningtips #retirementgoals
On this episode of Upticks, Jake and Cory cover a range of topics, from the Kansas City Chiefs' playoff prospects to the introduction of a new team member, Catalina Florez. They also delve into the volatile world of Trump Coin, discuss the pitfalls of Wall Street's market predictions, debate the relevance of the traditional 60/40 portfolio, and share regrets from Americans over 80.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
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Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
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#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory introduce the concept of a "spending cleanse" to promote financial mindfulness. They share a cautionary tale about annuities and a fraudulent investment scheme. The hosts debate the pros and cons of chasing the highest-yield savings accounts. They also discuss the implications of sustained higher inflation and the Federal Reserve's role. Finally, Jake shares his personal experience with private placements and the rise of private alternative asset ETFs.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
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Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
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#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory share listener suggestions on avoiding porch pirates and discuss Warren Buffett's biography, "Snowball." They dive into one man's quest for a perfect 850 credit score and explore tax avoidance strategies now accessible to the average investor. The conversation turns to the addictive nature of stock market trading apps and their impact on mental health. Stick around for ten surprising insights about retirement, emphasizing the importance of planning beyond just the financial aspects.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
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Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
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#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory look into lessons from young Warren Buffett's early investments, discuss the rising costs of homeownership due to insurance and taxes, and explore the U.S. retirement crisis with insights on how to save $4.5 million. They finish up with opinionated debate on guilt-free spending and ‘tightwads’.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory address a recent client question about planning for elder care, emphasizing the importance of communication and financial planning. They share insights on how WSJ readers are integrating AI into their daily lives, discussing both the potential benefits and pitfalls.
They explore potential untapped benefits of Health Savings Accounts (HSAs) for retirement savings, highlighting the triple tax benefits and the need for better education on their use. Finally, they address the importance of rebalancing investment portfolios, especially after significant market movements, to help maintain a well-diversified and balanced investment strategy.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors who continue to work past traditional retirement ages, discussing the personal fulfillment and health benefits they experience.
The duo explores the ambitious salary goals of Gen Z, revealing the high financial aspirations of young Americans. Finally, they address the frequency of retirement withdrawals and its potential impact on long-term portfolio sustainability.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates.
They discuss the positive aspects of retirement and explain the advantages and challenges of Roth IRA conversions for retirees in their 60s. Finally, they address the serious issue of sports gambling addiction and its impact on individuals and families.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory share their Thanksgiving reflections and favorite dishes before diving into the rest of the show.
They discuss important steps to simplify your estate for your heirs and explore tax planning ideas to potentially lower your 2024 tax bill. Cory presents Boldin’s 18 retirement rules, offering a modern perspective for financial planning.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. 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 #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss the benefits and potential pitfalls of charitable giving, including the concept of a "helper's high." They review individuals to consult before retiring and debate the necessity of them.
Jake and Cory also explore the potential advantages of buying used cars versus new ones and share their personal experiences. Finally, they discuss the current state of the housing market and the historically increased equity held by some homeowners.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensure transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss Vanguard's nearing settlement in a target-date fund case and what it means for investors. They also address the potential cancellation of Medicare Advantage plans and the importance of annual health plan reviews.
Jake and Cory delve into retirement spending strategies, sharing insights on legacy planning and flexible withdrawals. They explore what the Amish can teach us about economic mobility and discuss the psychological challenges of retirement.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs’ potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-Bonds from 2022 and provide thoughts on what to do with them now.
Jake and Cory also emphasize scrutinizing retirement expenses, reveal a surprising link between mood and stock prices, and offer essential tax tips for 2024. Finally, they explore the psychology behind rising lottery ticket prices.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Subscribe to our newsletter: https://falconwealthadvisors.com/ Contact us: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’: https://a.co/d/cSglWiC
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory share their Halloween plans and discuss a listener's suggestion about the "Terminator Roth". They recap Jake's experience at the 15 and the Mahomies charity event and highlight the 2025 tax brackets, emphasizing tax planning.
Cory talks about the impact of lower interest rates on savers, while Jake discusses lending money to friends and family. They also share 7 smart money moves to finish 2024 and debate the practice of signing credit-card receipts.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
Click here to subscribe to our newsletter!
Click here to contact us!
Click here to order ‘Retiring Right’!
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us:
https://www.falconwealthadvisors.com/
https://www.falconwealthadvisors.com/content.html
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/
https://www.instagram.com/falconwadvisors/
https://twitter.com/FalconWAdvisors
https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory begin by addressing a listener’s question about feeling guilty when spending money in retirement.
They discuss the undefeated Kansas City Chiefs, how some financial advisors don’t disclose their fees transparently, not feeling bad about going back to work in retirement, the psychology of risk takers, and travelling in retirement.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory take a new perspective on money and happiness. Do you think money can buy happiness?
They discuss income inequalities and the idea of hard work resulting in higher financial benefit. As well as a recent social security raise and potential impacts of insurance industry kickbacks on retirees.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A?
They explore test-driving retirement before you retire, becoming a millionaire the boring way, investments that can be too good to be true, retiring to rural America, aging while staying at home, and whether you are spending too much. All this and more in this week’s insight-filled episode!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory engage in meaningful conversation about politics, patriotism, and the state of the country.
What is ‘greed inflation’? What do you value higher, freedom or security? Unrealized gains, what about losses? Jake and Cory bring wise insight and stability to some highly divisive topics.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 3:03 – Greed Inflation 12:28 – Freedom vs. Security Poll 13:41 – Unrealized Gains 16:17 – Patriotic Discussion
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory spend time discussing listener suggestions on laughter yoga and buying or leasing your next car.
Should you be worried about a stock market crash? How much money do you need to retire? What is left to be ETF’d? What is the state of America’s wallet? Jake and Cory provide wise insight on why some of these questions don’t have one size fits all answers.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
On this episode of Upticks, Jake and Cory dive into a range of financial planning topics, from investment strategies and retirement planning to broader economic outlooks.
The discussion offers insights on how individuals can make more informed financial decisions and avoid common pitfalls, with a strong focus on personalized planning over generic approaches.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
This week on Upticks, tune in as Jake and Cory discuss the new term ‘young-old’ adult, how your beliefs could evolve as you age, and what to do with your money if you’re worried.
Jake and Cory talk more about the idea of politics impacting your spending. What is an expense ratio? Learn about this and more on this engaging episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
This week on Upticks, tune in as Jake and Cory discuss the American dream, Kansas City Chiefs season predictions, healthy retirement, and more.
Jake and Cory talk more about the Falcon Wealth Advisors team, hucksters springing up, and how it could benefit you to worry about your goals and your goals only. All this and more on this engaging episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management firm with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
This week on Upticks, tune in as Jake and Cory discuss credit cards, pets in estate planning, and what paying bi-weekly on your mortgage looks like.
How many credit cards should you have? Will the social security raise shrink for 2025? How many fees are too many? All this and more on this episode of Upticks
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management firm with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
This week on Upticks, Jake and Cory are open and honest about investment products.
One of Falcon Wealth Advisors’ foundational elements is not believing in investment products like mutual funds and ETFs. To understand why, listen in to Jake and Cory’s conversation!
Thank you to our listeners for sending in questions. Jake and Cory discuss three in this episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy Jake’s Podcast Appearance: https://youtu.be/-l32mtzaHf8
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management firm with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
This week on Upticks, join Jake and Cory for discussions on tax planning, 401(k) management, and more.
If you call the IRS, you might get ghosted. When you retire, you’ll have options for your 401(k). If you invested during the rally, you might be paying the price. Target date funds might be missing the mark. Tune-in for insight on these topics!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!
Falcon Wealth Advisors, based in Kansas City, is a wealth management firm with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
Connect with us: https://www.falconwealthadvisors.com/ https://www.falconwealthadvisors.com/content.html Follow us on social media: https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/ Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning
This week on Upticks, join Jake and Cory as they start by discussing a listener’s question about prescription drug costs and the Inflation Reduction Act of 2022.
Stay tuned for more about Olympic athletes, why investors are buying bond funds, the difference between pre-tax and post-tax savings, and recent retirement rule changes. All this on this episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 3:05 – Signature Planning Process 6:56 – Drug Costs 13:47 – Olympic Gold 19:05 – Hot Bond Funds 24:03 – Pre or Post Tax Savings? 28:33 – Retirement Rule Changes
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing fees.
We believe 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/ Connect with Jake Falcon, CRPC™. https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #bonds #drugcosts #olympics #upticks #retirement #fwa
This week on Upticks, join Jake and Cory for a transparent discussion on our business and our industry.
Don’t be fooled by someone promising returns, 6% is a new 401(k) standard, rollover mistakes costing billions, and how to get more dollars into Roth account. This and more in this episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing fees.
We believe 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/ Connect with Jake Falcon, CRPC™. https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #401k #billions #fooled #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they get candid with financial literacy and spreading awareness of it.
Do you know the interest your bank is paying you? How do I compare to other 401(k) savers? Is fast food becoming a luxury expense? All this and more!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site. ‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing fees. We believe 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/ Connect with Jake Falcon, CRPC™. https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #401k #luxury #scammers #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss an investor boom, diving into the details of private placements as well as backdoor Roth tactics.
What is a ‘cash trap’? How do I vet out the financials of a retirement community? How can I lower car insurance costs? All this and more!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode! Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more. In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing fees.
We believe 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/ Connect with Jake Falcon, CRPC™. https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #investing #cash #insurance #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss ‘boomer candy’, a so-called retirement crisis, and how past performance doesn’t even indicate past performance.
Could paying cash end up costing you extra? How aware are you as a buyer?
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC™. https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #candy #buyerbeware #crisis #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they go deep into relationships with money and the importance of understanding your values.
Is your 401(k)-match unfair? Do you know about this IRA tip for married couples? Do you plan to travel more with a stronger U.S. dollar? All this and more on Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 7:42 – 401(k) Match Unfair? 10:59 – Married Tax Break 12:34 – Traveling With a Strong Dollar 15:55 – Top 6% Get Richer 20:04 – Buying Happiness Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC® https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #401k #happiness #money #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss updates to our team structure, using 401(k) loans, and the good, bad, and ugly about annuities.
Inflation is easy to blame for financial hardships, but how is it affecting you? Know how to use your parachute before jumping out of a plane. Last but not least, create your own streaming bundles!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC® https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #annuities #streaming #inflation #upticks #retirement #fwa
This week on Upticks, join Jake and Cory for an information-packed episode! Jake and Cory discuss good social security and Medicare news, new Roth rules, and how money doesn’t always stay between the lines.
Financial planning isn’t all about the numbers and retirement isn’t, either. Learn how finding a purpose could help you in retirement.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode! Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC® https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #purpose #retiringright #rothira #upticks #retirement #fwa
This week on Upticks, Join hosts Jake and Cory as they explore capital gains, discuss long-term investments, and the battle over tax reform.
Whether you’re a homeowner, investor, or simply curious about finance, this podcast delivers essential insights. Tune in now! 🏠📈💡
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro
1:07 – Retiring Right!
6:06 – Capital Gains Tax Hits Home Sellers
9:42 – Buy Something Boring!
12:54 – Retirees: Here’s How to Be Smart About Bonds
17:12 – With The US Election Just 5 Months Away, America’s Next Tax Plan is Shaping Up!
23:30 – The Rules for RMDs are Complicated. They Have Changed Yet Again!
28:12 – Outro
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/
Connect with Jake Falcon, CRPC®
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#america #investments #taxes
#upticks #retirement #fwa
It’s our 300th episode! Thank you for supporting us on our financial literacy adventure. We work to continue improving our shows every week and we appreciate you tuning in!
This week on Upticks, join Jake and Cory as they discuss real-world experiences in prepping for retirement and big-ticket items people buy to later regret.
Do you agree with no-show fees and how has inflation affected different people? This an more on Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/
Connect with Jake Falcon, CRPC®
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#buyersremorse #fees #inflation
This week on Upticks, join Jake and Cory as they discuss Jake’s new book, Retiring Right, our ensemble practice, and how to go about considering gold in your portfolio.
Jake and Cory continue discussing six potential financial mistakes to avoid, driving your car until the wheels fall off, and the 4% retirement rule.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode! Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC® https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #money #cars #gold #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss things to think about financially during an election year.
Should you judge someone for how they spend their money? How much work does marriage take? Who is celebrating half-birthdays? Is the Dow a reliable index? All this and more in this episode of Upticks.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 - Intro 3:56 – My Money, Your Money 7:55 – Election Impact 12:53 – Marriage Takes Work 16:18 – Half Birthday Parties 17:40 – The Dow 23:00 – Mortgage Rates ‘Retiring Right’: https://a.co/d/geeSRDy
Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode! Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC® https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #money #election #mortgage #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss some insightful listener suggestions that could change the way you think about financial advice.
Are password managers worth it? Should you take advice from your brother-in-law? Is retiring at 62 more popular than retiring at 65? Stick around for six useful tools to give yourself a financial tune-up.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC® https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #kansas #AARP #passwords #upticks #retirement #fwa
On this episode of Upticks, join Jake and Cory as they discuss being overconfident in the market, spending too much time worrying about money, and a chart from Cory.
The discussion continues with a hot take on index funds, what it looks like when investing in bonds, and how the stock market affects investors' mental health.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode! Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxrefund #socialsecurity #money #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss what an ensemble practice is as well as address a listener's suggestion about how to get started in your go-go years.
Did you know Americans throw away $68 million per year? How long until the IRS finds you for your tax mistakes? When can you collect social security, and can you change your mind later? Jake and Cory round out their discussion addressing a new government rule built to protect investors and why you shouldn’t be happy about a tax refund.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxrefund #socialsecurity #money #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss earning 5% on your cash, the hidden and sometimes overlooked costs of homeownership, and more.
What happens if you file your taxes late? What is a tax-efficient portfolio? What are some advisor schemes to be aware of? Jake and Cory round out their conversation by discussing how you could best utilize your tax refund.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxrefund #homeowner #money #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss what sets Falcon Wealth Advisors apart, a so-called ‘Magic Retirement Number’, and more.
Tune in for a discussion on time being equal to money, insights on how long it will take to get your tax refund, good problems some investors have, and how age and time horizon can affect investing.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxrefund #happiness #money #time #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss assessing tax returns, using charitable donations to offset your income taxes, and more.
Tune in for updates on the newest home-buying puzzle, how a CD can go from a high-yield to a low-yield, where tax refunds are heading for some Americans, and why you may need a financial health day. Jake and Cory finish up by discussing changing values within America.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #financialhealth #taxes #cds #buyingahome #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they explore a multitude of topics that all could have an impact on your financial life.
Jake and Cory discuss Bernie Sanders' perspective on retirement readiness, the power of compound interest, and insights into long-term wealth accumulation. They share their opinions on prioritizing happiness over money, even if it means taking a lower-paying job.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they discuss listener questions, financial headlines, and more.
Jake and Cory dissect the unpredictability of economic forecasts and the risks of relying too heavily on them. Next, the reasons behind underperforming 401(k)s and the potential future of Social Security under different administrations. They look at the new rules of home buying and share humorous thoughts about billionaire tax strategies.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #fwa
This week on Upticks, join Jake and Cory as they engage in deeper conversations, starting with steps to help navigate the caregiver shortage and the costs associated with caring for loved ones.
Next up is Americans are still spending, ways to lock in yields above 5%, and some of your expenses could actually be investments. 401(k)s and ETFs could compromise the future of capitalism and things to consider before retiring early.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way!
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #fwa
On this episode of Upticks, join Jake and Cory as they thoroughly discuss a couple of listener suggestions before diving into the headlines of the show.
How much can your friends impact your finances? Probably more than you think. Jake and Cory touch on what you can do if you receive an unexpected tax bill or tax return, how you can handle wedding costs, and what investing in a bull market looks like.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #fwa
This week on Upticks, Jake and Cory discuss a multitude of topics, ranging from financial nudists to comparing the economies under Trump and Biden.
If that sounds far-fetched, don’t worry. Jake and Cory also delve into high-yield savings accounts, the considerations of upsizing or downsizing your home in retirement, and a couple of charts from Cory!
Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.
To subscribe to our newsletter, please email luke@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #fwa
Join us on Upticks this week for a jam-packed episode on multiple different topics! Jake and Cory discuss how much a financial advisor could help, the importance of staying sharp as we age, and looking for jobs in retirement.
It could help to be mindful of where you get your financial advice. What is the difference between risk and exposure? Jake talks about his new book, Retiring Right: Smart Steps for Exiting Corporate America. Jake and Cory wrap up by discussing high yields.
Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.
To subscribe to our newsletter, please email service@falconwealthadvisors.com
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxseason #socialsecurity #chiefs #upticks #retirement #fwa
Tune in to this week's episode of Upticks as Jake and Cory talk about the Chiefs Superbowl win, how the early bird may not get the worm when it comes to filing taxes, and what to do if you are worried about social security.
4.1 million Americans are turning 65 this year, and some parents are shutting down support for their adult children. What is the 4% rule and why do some advisors not believe in it? If you have equity in your home, a HELOC may work for you. Finally, with old age comes the hard decision to delegate your money management to someone else.
Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 2:42 – Go Chiefs! 6:45 – Early Bird Taxes 9:21 – Future of Social Security 13:10 – “85 is the new 65” 15:32 – Shoutout! 16:10 – Bank of Mom and Dad 20:09 – 4% Rule 22:52 – HELOC 25:14 – When to Hand Over the Keys
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxseason #socialsecurity #chiefs #upticks #retirement #fwa
Join Jake and Cory’s conversation this week on Upticks! Gain insights into warnings from financial advisors and what you can do if you’re unexpectedly laid off. Retiring before or after 65? Healthcare needs to be a consideration for you either way.
This episode gets into tax talk and how new IRS features could benefit you. Jake and Cory finish out by debating a few charts and how they analyze historic presidential elections from an economic perspective.
We can’t thank you enough for joining us in our mission to help spread financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 3:43 – Hearsay 6:28 – Layoff Checklist 10:03 – Healthcare is How Much? 12:49 – Retiring before 65 17:33 – IRS Behaving 21:17 – Delaying RMDs 25:26 – Biden Election Moves
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxseason #healthcare #future #upticks #retirement #fwa
Tune into Upticks this week to hear Jake and Cory discuss how fast financial advisors are retiring and what to look for when searching for a new one. Have you heard of loud budgeting? It might just work for you.
This episode gets interesting with “The Chart of the Century”, flying ring bearers, and best practices when it comes to supporting adult children. Jake and Cory finish out by explaining a new 401(k) option and extending calls to action.
We sincerely thank you for tuning into Upticks. Our goal is to help enhance your financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week!
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 3:11 – Advisors Retiring 9:26 – Loud Budgeting 12:41 – “The Chart of the Century” 16:13 – Flying Ring Bearers 19:31 – Supporting Adult Children 26:03 – New 401(k) Option 27:42 – Call to Action
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #parenting #401k #ringbearer #upticks #retirement #fwa
This week on Upticks, Jake and Cory discuss how some people don't pay taxes while most individuals do. They provide some hope by offering insights into efficient tax planning for those of us who do pay taxes.
A big thank you to a listener for sending an article suggestion! This episode also covers the state of insurance nationwide and lists 6 things one journalist wishes they knew before retirement.
Thanks for tuning into Upticks! Our goal is to help enhance your financial literacy through these videos, podcasts, and blog. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week!
Upticks 243: https://youtu.be/C20kIVVroXQ
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 3:32 – Listener Suggestion! 5:26 – Can You Pay $0 Taxes? 10:32 – Charitable Donation Deductions 14:47 – 6 Things I Wish I Knew Sooner 21:22 – Understanding Diversification 24:06 – Tax Deal
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxes #donating #list #upticks #retirement #fwa
On this week’s episode of Upticks Jake and Cory dig deep into subjects that hold significance for all of us. With an emphasis on educational viewpoints rather than charged opinions, Jake and Cory explore their visions for the future.
This episode features insightful discussions on key considerations when purchasing an electric car, the latest developments with Bitcoin's new ETF, an overview of the current political landscape in the United States, and addressing questions at the forefront of investors' minds as we progress further into 2024.
Thank you for tuning into Upticks. We trust that our perspectives contribute to enhancing your financial literacy and provide valuable insights into the viewpoints within our industry.
If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html
0:00 – Intro 2:21 – Your 401(k) 5:37 – New EV Tax Credit 8:45 – Bitcoin ETF 12:37 – Trump Wins Iowa 25:19 – Investor Questions
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #fwa
Join Jake and Cory in an engaging exploration as they discuss the concept of spending money to save time, treating it as an investment. Gain insights into Wall Street's missteps in 2023, unravel the complexities of tax brackets, and discover the December jobs data.
In this thought-provoking conversation, the duo sheds light on why DIY investors should consider collaborating with a financial advisor. Prepare for an eye-opening discussion that navigates the challenges of living solely on social security in an era where required retirement income has reached unprecedented heights.
Seize the opportunity to enhance your financial literacy! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the world of finance.
Contact us: https://falconwealthadvisors.com/contact.html
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #capital #future #income #upticks #retirement #fwa
Listen in on this discussion with Jake and Cory as they explore a comprehensive personal finance checklist, unravel the intriguing rotations in the stock market, and explore the phenomenon that more Americans than ever before are now proud stockholders.
Delve into the myth that inflation is to blame for overspending and confront the harsh reality of parents risking their retirement to care for their children. Join an empowering discussion that dismisses shame surrounding money control and concludes with compelling calls to action!
Don't miss the opportunity to broaden your financial knowledge! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the ever-evolving world of finance. Join the conversation and stay informed!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #overspending #lifestyle #market #upticks #retirement #fwa
Join this discussion with Jake and Cory as they explore listener-suggested topics like school spending records and their opinions on flat taxes. Uncover the IRS secrets as they discuss whether the IRS pays you interest and demystify the concept of tax credits. Don’t miss Cory’s big news!
But that's not all – catch up on the latest headlines, from navigating unpopular social security benefits to the homebuying landscape in 2024. Learn why retirees aren't exempt from taxes in this comprehensive discussion.
Don't miss the opportunity to broaden your financial knowledge! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the ever-evolving world of finance. Join the conversation and stay informed!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #socialsecurity #irs #homebuying #upticks #retirement #fwa
Explore the unknown future of the market with Jake and Cory on this special episode of Upticks! Join the conversation as they break down the 2024 market outlook, focusing on crucial factors such as the Federal Reserve's impact, corporate earnings, geo-political influences, and the unpredictable "unknown unknowns." Dive into the discussion on how elections pose potential implications and the delicate balance between public trust and political elitism.
There's more! Don't miss out on this insightful exploration that goes beyond the surface. Subscribe to Upticks for a front-row seat to discussions that can increase your knowledge in the ever-changing world of finance.
0:00 – Happy New Year! 1:57 – Nobody Knows! 5:51 – What We Watch 6:31 – The Fed 9:35 – Corporate Earnings 12:39 – Geo-Political Factors 15:06 – Unknown Unknowns 16:04 – The Election 22:08 – Curve Ball!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #thefed #stockmarket2024 #earnings #upticks #retirement
Join Jake and Cory on this week's episode of Upticks as they dive into the world of personal finance! Discover money moves in a world of lower interest rates and unravel the alarming credit card debt among retiree millionaires. Find out which generation is gearing up for financial resolutions in 2024 and how you could benefit from the current interest rate landscape.
But that's not all! Explore why boomers are turning into bond buyers, get valuable insights from the lessons the stock market taught us this year, and stay in the loop with Apple's latest security changes to the iPhone.
Don't miss out on this dynamic conversation that goes beyond the headlines. Subscribe to Upticks for a front-row seat to discussions that help enhance your financial literacy and help you to make informed decisions.
0:00 – Intro 1:12 – What to do if Rates Drop 4:23 – Who Has the Most Debt? 8:55 – New Year’s Resolutions 13:39 – Interest Rates Higher 17:37 – Credit to the Boomers 19:35 – Don’t Bet Against America 24:09 – Apple Security
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #newyearsresolution #creditcarddebt #apple #upticks #retirement #fwa
Dive into the world of personal finance with Jake and Cory on this week's episode of Upticks!
Join the conversation as they dissect the recent failure of SPACs, unravel potentially overlooked tax considerations, and explore the dynamics of equal weight versus the cap-weighted S&P 500. Feeling dissatisfied at work? Get insights on what might be the cause and discover a potential surprise IRS bill.
But that's not all! Jake and Cory also share their thoughts on tipping in Europe, present unique holiday gift ideas, and deliver a hot take on Elon Musk. Don't miss out on this diverse and engaging discussion that goes beyond the numbers. Subscribe to Upticks for a front-row seat to conversations that could help you enhance your financial literacy.
0:00 – Thank you! 1:40 – Failure of SPACs 4:13 – Taxes! 7:49 – Equal vs. Cap Weighted 12:12 – Unhappy at Work? 16:47 – Surprise IRS Bill 19:05 – Tipping in Europe 21:48 – Gift Ideas! 24:31 – Elon Musk: Hot Take
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #giftideas #elonmusk #taxes #upticks #retirement #fwa
This week on Upticks, Jake and Cory explore financial topics with insights that could impact your goals. Stick around for a compelling call to action. Discover why money-saving apps struggle, the unconventional use of retirement accounts as emergency funds, and America's high real estate commissions. Explore three reasons to consider taking Social Security early, the potential root cause of money conflicts, and the belief in a 50% pay raise for happiness.
Don't just watch, engage with the conversation! Subscribe to our channel for a front-row seat to discussions on navigating the world of personal finance. Upticks is your source for helping improve your financial literacy.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #emergencyfund #payraise #realestate #upticks #retirement
This week on Upticks, join Jake and Cory as they discuss topics such as the 60/40 portfolio, changes in tax brackets, finding purpose in retirement, the 4% rule, ESG trends, and the age-old debate of buying versus leasing a car! Don't miss out—subscribe to our channel to receive updates whenever we release a new episode.
0:00 – Intro 1:46 – 60/40 Portfolio 6:42 – Taxes! 9:26 – Purpose in Retirement 12:35 – 4% Rule 16:27 – ESG is Out 20:18 – Buy or Lease 25:17 – Small Caps Trailing 27:23 – Call to Action
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxplanning #ESG #purpose #upticks #retirement
This week on Upticks, join Jake and Cory as they discuss important year-end financial planning, earnings updates, tipping, and much more. Be sure to subscribe on your favorite podcast player so you don't miss an episode.
0:00 – Intro 2:29 – Sell Loser Stocks 4:39 – Year-End Moves 5:24 – Mini-Millionaires 7:18 – Q3 Earnings 8:48 – Thanks Inflation? 12:59 – 401(k) Updates 15:26 – 401(k) Falling Behind? 18:58 – Ouch! 20:45 – Take Action
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxplanning #stockearnings #tips #upticks #retirement
This week, Jake and Cory discuss unrealized losses on banks' books, the recent real estate broker lawsuit, stocks during election years, and much more. Be sure to subscribe so you don't miss an episode!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #bonds #realestateagent #stocks #upticks #retirement #kansascity
This week, join Jake and Cory as they discuss a different approach to retirement, why Americans say one thing and do another, and how much is too much when buying stocks.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #retirement #spending #stockpicking #upticks #retirement #kansascity
Join Jake and Cory this week on Upticks as they discuss the IRS, Work From Home vs Returning to Office, Social Security, Corporate Earnings, and much more.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #irs #wfh #stockearnings #upticks #retirement #kansascity
Our signature plan is the cornerstone of our financial planning process. Discover the details of our approach in this recorded webinar. Feel free to reach out to us anytime with your questions or for personalized guidance. 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Please join Jake and Cory this week as they discuss Social Security, home prices, un-retiring, and much more. Be sure to subscribe so you don't miss an episode. As always, please feel free to share our content with your friends and family.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #socialsecurity #taxes #homeprices #upticks #retirement #kansascity
This week, Jake and Cory discuss important topics to help you prepare for retirement, including how much cash to keep at home and whether intentionally switching jobs is worth it. Plus, they cover many more insightful financial insights. Please be sure to like and share our content if you know someone who is looking to enhance their financial literacy.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #retirement #cash #jobjumping #upticks #retirement #kansascity
This week, Jake and Cory discuss loans, pensions, fees, inflation, and much more. Be sure to subscribe on your favorite content platform so you don't miss an episode!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #loans #pensions #inflation #upticks #retirement #kansascity
This week, Jake and Cory discuss overpaying on your home insurance, advisor fees, property taxes, and much, much more! As always, if you think someone can benefit from our show, please encourage them to subscribe.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #taxes #fees #insurance #upticks #retirement #kansascity
This week on Upticks, join Jake and Cory as they discuss the 50/30/20 rule, working in your 80s, the money date, and much more. As always, if you think someone can benefit from our show, please encourage them to subscribe.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #personalfinance #workinginyour80s #moneydate #upticks #retirement #kansascity
Jake and Cory invite you to tune into this week's episode to listen to them discuss where to retire, where to save, charts, Trump vs Biden, and much more. Be sure to subscribe so you don't miss an episode!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #personalfinance #Trump #Biden #upticks #retirement #kansascity
NEW FORMAT ALERT! Join Jake and Cory this week as they discuss the latest headlines making rounds in American news outlets. Don't miss tuning in each week as they delve into the events that are impacting financial planning and investments.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #news #interestrates #mortgages #medicare #upticks #retirement #kansascity
This week, join Cory and Jake as they delve into the "go go," "slow go," and "no go" years! Stay tuned until the very end to catch updates about the show that you won't want to miss!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode! 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/ Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors #upticks #retirement #kansascity #retirement #gogoyears #wealthmanagement
This week on Upticks, Cory and Jake discuss the reasons many clients don't work off a budget and the factors you should or shouldn't consider when having one. If you or someone you know wants to discuss budgets, please feel free to reach out to us.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#budgets #wealthmanagement #moneymanagement
#upticks #retirement #kansascity
This week on Upticks, Jake and Cory discuss an intriguing topic: 5 considerations for those planning an early retirement. Tune in for insights that may help your retirement strategy. Feel free to share this episode with anyone who could benefit from our perspective.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retireearly #retiringinyour50s #retirementplanning
#upticks #retirement #kansascity
On this week's episode of Upticks, join Jake and Cory as they discuss an ever-popular topic: Women and Wealth. Spoiler alert! This episode is for men, too!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#womenandwealth #investing #financialliteracy
#upticks #retirement #kansascity
With the recent hike in interest rates reaching levels not seen in 22 years, Jake and Cory go over important investing opportunities individuals should not ignore. As always, please feel free to share our content with people who you think could benefit from our perspective.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#fed #interestrates #cds
#upticks #retirement #kansascity
We want to ensure our Upticks episodes are as relevant and timely as possible, and there are few hotter topics than artificial intelligence (AI). This week, Jake and Cory discuss how to invest in AI and how we’re approaching investing opportunities for clients.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#AI #artificialintelligence #technology
#upticks #retirement #kansascity
This week on Upticks, Jake and Cory discuss the ins and outs of inflation and what we are doing in the current economic environment. As always, please feel free to like and share our content so that more individuals can gain access to our education series!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#inflation #CPI #wealthmanagement
#upticks #retirement #kansascity
This week on Upticks, Cory and Jake discuss 5 important items to consider when working with your wealth advisor. If you know someone who may benefit from our services, this may be a good episode to pass along.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#wealthadvisor #financialplanning #investmentmanagement #fees
#upticks #retirement #kansascity
This week on Upticks, Jake and Cory go over key considerations high income earnings must make when dealing with their financial plan. If you or someone you know needs advice beyond retirement planning, please feel free to schedule a time to meet with us. We are here to help!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
#highincome #wealthmanagement #financialplanning
This week Matthew Tomlin, CFP® joins me to discuss an advanced tax planning strategy. If you have an IRA or 401k with pre-tax dollars in it, please be sure to watch this episode!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
#rothira #taxplanning #retirementplanning
This week on Upticks, Jake Cross, CFP® joins Cory to discuss the key components and often overlooked areas of a financial plan, what it means for a client to understand their plan, how we approach the social security decision and how that fits into the plan, and they shared a few real client stories where a well-designed and well-understood financial plan made a positive impact on someone's financial well-being.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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.
Link to Protecting Your Assets with Billy Knabe (Ep. 243) https://youtu.be/C20kIVVroXQ
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity #financialplanning
This week on Upticks, Cory and I discuss 5 important factors to understand when tracking your performance. It was great to be back on the show! If you or someone you know want to better understand what this means in YOUR financial plan, please don't hesitate to reach out to Falcon Wealth Advisors today.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#marketperformance #wealthmanagement #investorreturns #upticks #retirement #kansascity
This week on Upticks, Falcon Wealth Advisors Portfolio Manager Conner Hanlon, CFA®, joins Cory to discuss how we plan and invest for our clients. If you’re working with a wealth advisor, it’s important to understand how they look at the big picture and how that affects their long-term investment strategy. If you or someone you know want to better understand what this means in YOUR financial plan, please don't hesitate to reach out to Falcon Wealth Advisors today.
This week on Upticks, Joe Ibarra, CPA joins Cory to discuss an important topic for every financial plan: Liquidation Strategy. In Plain English, this is the approach for converting assets into cash when needed in retirement and takes timing, tax implications, liquidity needs, and risk management into consideration. If you or someone you know want to better understand what this means in YOUR financial plan, please don't hesitate to reach out to Falcon Wealth Advisors today.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity #financialplanning #taxes #cashingin
This week on Upticks, Conner Hanlon, CFA®, our Portfolio Manager at Falcon Wealth Advisors, joins Cory to discuss ways people can earn more interest on their idle cash. If you or someone you know needs help figuring out how to maximize the interest you're earning, please contact us at Falcon Wealth Advisors!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#interestrates #cash #moneyinthebank #upticks #retirement #kansascity
This week, Cory and I discuss one of the most jarring fears retirees face - Will I run out of money? If you or someone you know needs help crunching the numbers, don't hesitate to let me know.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #budgeting #finance #upticks #retirement #kansascity
This week, Cory and Conner join me to discuss the recent market rally and what investors should think. Don't hesitate to send me an email with any questions you may have.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#stockmarket #bondmarket #internationalmarket #upticks #retirement #kansascity
This week on Upticks, Cory is joined by Samantha Shepherd to talk about trusts, estate planning, and the important responsibilities of a trustee. If you have a trust, you're considering establishing one, or if you're simply interested in learning more about estate planning, this episode is for you!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#estateplanning #trusts #legacy #upticks #retirement #kansascity
This week, Billy Knabe joins us to discuss property and casualty insurance. It's an important topic and a show you don't want to skip.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#insurance #assetprotection #wealthmanagment #upticks #retirement #kansascity
This week, Matthew Tomlin, CFP®, joins me to discuss five common pitfalls we help people avoid. If you or someone you know needs help with their financial plan, please feel free to share my contact information.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #personalfinance #investing #upticks #retirement #kansascity
This week, Brooks Kelly joins Cory and I to discuss the current interest rate environment and what home shoppers should do.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#mortgages #homeshopping #wealthmanagement #upticks #retirement #kansascity
This week, Jake Cross, CFP® joins Cory to talk about what clients should pay attention to when filing their taxes, the tax planning process at Falcon Wealth Advisors and considerations for the rest of 2023. Whether you're still working or retired, this week's show is for you!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#kansascity #taxes #financialplanning #upticks #retirement #kansascity
This week, Caprice joins Cory and I to discuss the ins and outs of health insurance, both before Medicare and during. This show is geared for anyone at or near retirement.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#healthinsurance #medicare #retirementplanning #upticks #retirement #kansascity
This week, Conner and Cory join me to discuss the fallout of Silicon Valley Bank and what it could mean for investors. Additionally, we discuss what's going on in the market and, most importantly, what we're doing about it.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#svb #stockmarket #wealthmanagement #upticks #retirement #kansascity
This week on Upticks, Cory and I share “Good Money Habits” that a member from our audience sent us. What are some of your good money habits? Feel free to email me your thoughts.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#money #spending #financialplanning #upticks #retirement #kansascity
This week, Pro Golfer Chase Hanna joins Cory and I on Upticks to share what it's like playing golf all over the world. We are proud supporters of Chase and look forward to cheering him on from KC!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#golf #progolfer #dpworldtour #upticks #retirement #kansascity
This week on Upticks, Joe Ibarra, CPA from the Financial Planning team at Falcon Wealth Advisors joins Cory to talk about how we find tax planning opportunities for clients on their tax returns and what to watch for when you file your 2022 return.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#taxes #taxplanning #wealthmanagement #upticks #retirement #kansascity
This week, Cory joins me to discuss the potential mistakes you could be making in your 401(k), and steps to avoid them. We are also excited to roll-out a new offering where our team can directly manage your 401(k) investments! Please email me with questions.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#401k #retirementsavings #wealthmangement #upticks #retirement #kansascity
On this week's episode of Upticks, Cory and I share good money habits that we've learned from having literally thousands of client meetings. Do you have a good money habit? Send me an email! I'd love to hear about how it's helped you and your family.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#money #spending #saving #upticks #retirement #kansascity
On this week's episode of Upticks, Cory Bitter, CRPC®, and Conner Hanlon, CFA®, join me to discuss our February Market Outlook.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#stockmarket #fed #wealthmanagement #upticks #retirement #kansascity
This week, Cory and two of our Financial Planners joined me on Upticks to discuss retiring in your 50s. The main takeaway - DON'T WAIT to start planning.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retiringinyour50s #retirementplanning #wealthmanagement #upticks #retirement #kansascity
This week, Cory and I discuss what to look for when choosing to work with a Wealth Advisor. If you or someone you know wants to have an in-depth discussion about the wonderful world of wealth management, please let me know.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#wealthadvisor #financialadvisor #wealthmanagement #upticks #retirement #kansascity
This week on Upticks, Cory and I discuss what a Covered Call Writing Strategy entails. This is not something you should attempt on your own!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#options #incomeinvesting #wealthmanagement #upticks #retirement #kansascity
On this week's episode, Cory and I give a thorough explanation of bonds. If you or someone you know has bond questions, please don't hesitate to let me know.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#bonds #incomeinvesting #retirementplanning #upticks #retirement #kansascity
This week, Cory and I discuss the fundamentals of stocks and why we think they can make sense in a retirement portfolio. Please know, buying stocks does not come without risk and you should consult with a trained professional.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#stocks #stockmarket #retirementplanning #upticks #retirement #kansascity
One of the biggest concerns retirees face is running out of money. We get it! You've stopped working and now how are you supposed to live a comfortable life without earning a paycheck? This week, Cory and I breakdown ways we help clients succeed and retire with confidence.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirement #retirementplanning #cashflow #upticks #kansascity #financialplanning
This week on Upticks, Falcon Wealth Advisors Portfolio Manager, Conner Hanlon, CFA®, joins Cory to discuss the year that was 2022 in the markets, what we're doing for clients, and what we're watching as 2023 quickly approaches. If you would like us to review your investment strategy and financial plan, year-end is a great time to do so and we're here for you at Falcon Wealth Advisors.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#stockmarket #investmentstrategy #kansascity #upticks #retirement
This week on Upticks, Cory and I go over the many ways that we help clients generate income that will sustain their lifestyle throughout their retirement years. And no, you don't need an annuity to do it!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementincome #interest #dividends #upticks #retirement #kansascity
This week, Cory and I jump on our soap boxes to explain three types of investment products. If you or someone you know is invested in advisor sold investment products, we should talk. Please feel free to share this episode and my contact information.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#mutualfunds #etfs #annuities #upticks #retirement #kansascity
Many people don't know how to invest before or during retirement. Getting it wrong could potentially cost thousands, if not millions, of dollars. This week on Upticks, we discuss how we manage our clients' investments so they are properly aligned to set them up for success.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirement #investing #wealthmanagement #upticks #retirement #kansascity
This week, Cory and I take a deep dive in the various types of company benefits that many of our clients are offered. It's not only important to fully understand what is available to you, it's equally important to understand how these benefits align with your financial plan.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#companybenefits #401k #companyperks #upticks #retirement #kansascity
This week, Caprice Black joins us on Upticks to discuss Health Insurance for individuals both prior to and after turning 65. Caprice has a wealth of knowledge, and this show could have gone on for hours. If you or someone you know wants to learn more about Health Insurance, please let me know. I'm happy to make an introduction to Caprice.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#healthinsurance #medicare #retirementplanning #upticks #retirement #kansascity
This week, Cory and I discuss the steps we go through when assisting clients in planning for a major purchase. Please know, you don't have to go at these important decisions alone.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #secondhome #rv #upticks #retirement #kansascity
This week on Upticks, Doug Frost joins Cory to talk about the business of wine, parallels to draw to the world of financial planning, the truth around health benefits associated with wine consumption, and what Midwesterner wine drinkers need to know!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#wine #financialplanning #health #babyboomers #upticks #retirement #kansascity
This week on Upticks, Doug Frost joins Cory to talk about the business of wine, parallels to draw to the world of financial planning, the truth around health benefits associated with wine consumption, and what Midwesterner wine drinkers need to know!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#wine #financialplanning #health #babyboomers #upticks #retirement #kansascity
This week on Upticks, Jake Cross, CFP®, joins me to discuss a variety of insurance products. We discuss the pros and cons of each and the potential pitfalls to be aware of. If you would like us to review your insurance, don't hesitate to contact us to schedule a time to meet.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#riskmanagement #insurance #wealthmanagement #upticks #retirement #kansascity
This week on Upticks, Cory joins me to discuss several ways to potentially lower your taxes THIS YEAR. Now is the time to look at ways of reducing what you will owe come April.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#taxes #planning #wealthmanagement #upticks #retirement #kansascity
2022 has been a tough year across most markets. With nowhere to hide, what are investors to do? This week on Upticks, Cory and I share some helpful tips to consider TODAY.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#stockmarket #investing #wealthmanagement #upticks #retirement #kansascity
Approximately 70 million Americans are receiving Social Security benefits! Whether you're still working and paying into Social Security, awaiting to turn on your benefits, or already receiving, Social Security plays an important role in developing your financial plan. On this week’s episode, we discuss some important points to understand.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#SocialSecurity #RetirementPlanning #RetirementIncome #upticks #retirement #kansascity
Approximately 70 million Americans are receiving Social Security benefits! Whether you're still working and paying into Social Security, awaiting to turn on your benefits, or already receiving, Social Security plays an important role in developing your financial plan. On this week’s episode, we discuss some important points to understand.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#SocialSecurity #RetirementPlanning #RetirementIncome #upticks #retirement #kansascity
This week, Matthew Tomlin, CFP®, joins me to discuss optimizing your retirement accounts. In this episode, we define the different types of retirement accounts, discuss where to save, what to own, and ultimately where to pull from in retirement. As always, don't hesitate to contact me or my team with any questions!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #IRAs #RothIRAs #upticks #retirement #kansascity
This week, Matthew Tomlin, CFP®, joins me to discuss optimizing your retirement accounts. In this episode, we define the different types of retirement accounts, discuss where to save, what to own, and ultimately where to pull from in retirement. As always, don't hesitate to contact me or my team with any questions!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #IRAs #RothIRAs #upticks #retirement #kansascity
This week on Upticks, Cory Bittner, CRPC® joins me to discuss - Why is money important to you? Whether you know this answer for yourself or not, this show is worth the time. We share common answers and provide topics to think about when you contemplate this important question.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#money #needswantswishes #wealthmanagement #upticks #retirement #kansascity
This week on Upticks, Cory Bittner, CRPC® joins me to discuss - Why is money important to you? Whether you know this answer for yourself or not, this show is worth the time. We share common answers and provide topics to think about when you contemplate this important question.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#money #needswantswishes #wealthmanagement #upticks #retirement #kansascity
On this week's episode of Upticks, Matthew Tomlin, CFP® joins me to discuss how to establish an encore career. Whether you’re fast approaching retirement or already there, this week's show discusses important topics to consider as you think of what your next act will be.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirement #careeradvice #wealthmanagement #upticks #kansascity
On this week's episode of Upticks, Matthew Tomlin, CFP® joins me to discuss how to establish an encore career. Whether you’re fast approaching retirement or already there, this week's show discusses important topics to consider as you think of what your next act will be.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirement #careeradvice #wealthmanagement #upticks #kansascity
This week on Upticks, I'm joined by Andy Greenstein to discuss the current interest rate environment and how it correlates with mortgages. If you or someone you know is interested in buying a home, please let us know. We can crunch the numbers for you!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#mortgages #interestrates #wealthmanagement #upticks #retirement #kansascity
This week on Upticks, I'm joined by Andy Greenstein to discuss the current interest rate environment and how it correlates with mortgages. If you or someone you know is interested in buying a home, please let us know. We can crunch the numbers for you!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#mortgages #interestrates #wealthmanagement #upticks #retirement #kansascity
On this week's episode, Emily Sullivan joins me to breakdown the difference between Wills & Trusts. We discuss important considerations to make when reviewing your family dynamic and your assets. This is a show for everyone!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#Wills #Trusts #EstatePlanning #Upticks #Retirement #KansasCity
On this week's episode, Emily Sullivan joins me to breakdown the difference between Wills & Trusts. We discuss important considerations to make when reviewing your family dynamic and your assets. This is a show for everyone!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#Wills #Trusts #EstatePlanning #Upticks #Retirement #KansasCity
This week, Cory joined me to discuss why retirement might not be all sunshine and rainbows. We also discuss important questions everyone should consider whether they are planning for retirement or already there.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialindependence #wealthmanagement #upticks #retirement #kansascity
On this week's episode, Jake Cross joins me to discuss 5 steps you can take to set yourself up to make WORK OPTIONAL. Helping clients become financially independent is one of the most satisfying things we do at Falcon Wealth Advisors. We hope you enjoy the show!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#savingmoney #financialfreedom #passiveincome #upticks #retirement #kansascity
On this week’s episode of Upticks, Jake is joined by Matthew Tomlin, CFP®, to discuss why everyone should have a financial plan. Matthew is a CERTIFIED FINANCIAL PLANNER™ and at Falcon Wealth Advisors, our financial planners serve as extensions of our two advisors—Jake Falcon CRPC®, and Cory Bittner, CRPC®. Tune in to hear their conversation!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #personalfinance #taxplanning #upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, to discuss how our team can help solve some of the challenges corporate employees face as they plan for retirement. Many clients have worked at large public corporations, and serving this type of client is one of our specialties.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#RetirementPurpose #StockAwards #NetUnrealizedAppreciation #upticks #retirement #kansascity
On this week’s episode of Upticks, Jake is joined by associate director of Research & Trading, Matthew Navickas, AAMS®. They discuss four things every investor should know during this period of market volatility. Because Matthew is a member of our Research & Trading Group and plays a role in determining which stocks we buy and sell for our clients, Jake thought it would be interesting to have him on the show during this time.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#investmentreturns #marketperformance #diversifiedportfolio #upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®. They discuss what Falcon Wealth Advisors does for clients and how costs are applied to make sure clients and potential clients fully understand everything Falcon Wealth Advisors has to offer.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialplanning #taxplanning #investmentstrategy #upticks #retirement #kansascity
With the stock market declining into bear market territory, clients ask if they should become more aggressive with their investments. Others ask if they should sell before things get any worse. And then some assume you should hold and not take any action during a time like this. On this episode of Upticks, Jake is joined by Cory Bittner, CRPC® to discuss our strategy and what we’re doing at Falcon Wealth Advisors during this market correction.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#marketcorrection #bearmarket #financialplanning #upticks #retirement #kansascity
On this week's episode of Upticks, Jared Doefler, the author of a newsletter called Perfect Putt that covers the intersection of golf and business, joined Jake for the second time this year. Tune in to hear Jared's thoughts on the launch of the LIV tour and how it impacts the sport.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#golf #LIVtour #perfectputt #upticks #retirement #kansascity
As a celebration for the 200th episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, for an interview all about Jake and how Falcon Wealth Advisors came to be. A special thank you to everyone who has listened, watched or read Upticks over the past 200 podcasts!
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#financialadvisor #fiduciary #CRPC #upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Joe Ibarra, CPA, one of the Financial Planners at Falcon Wealth Advisors to discuss how investors can seize opportunities during this market environment. Joe’s Certified Public Accountant credential is useful when helping our clients with tax planning, as well as retirement planning more broadly.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#Investing #RothIRA #Inflation #upticks #retirement #kansascity
As the world continues to reopen and many Falcon Wealth Advisors clients express interest in traveling, Jake is joined by Liane Lance, the co-owner of Picture This Travel. After 30 years in Corporate America, Liane founded Picture This Travel, where she is able to combine her love of travel and helping others travel.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#travel #travelagent #upticks #retirement #kansascity
Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, recently joined Jake on Upticks to discuss retiring during uncertain times, which is top of mind for many people who recently retired or are planning to soon. And if you’re a golf fan, make sure to tune into the episode to hear about their trip to Tulsa, Oklahoma, for the 104th PGA Championship.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #kansascity #planningforretirement #marketvolatility #navigatinguncertainty
Jake Cross, a member of our Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss myths around taxes. While we don’t offer tax advice at Falcon Wealth Advisors, we do offer tax planning for clients and strategize with them on how to limit their lifetime tax burden.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Matthew Navickas from Falcon Wealth Advisors’ Research & Trading team for a market update. They discuss the stock market’s recent performance, how decisions from Federal Reserve impact that performance, where the market could be headed, and actions we’re taking for our clients.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Bonds are an important piece of a diversified portfolio, particularly for retirees and pre-retirees. Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, joined Jake on a recent episode of Upticks to discuss bonds, how the two aim to use them to their advantage in different economic environments, why they prefer individual bonds and much more.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Matthew Tomlin, CFP®, Associate Director of Financial Planning at Falcon Wealth Advisors, joins Jake to discuss asset consolidation on this week’s episode of Upticks. In their discussion, Jake and Matthew dive into how working with a single wealth advisor has the potential to improve your portfolio’s performance, lead to effective tax planning, and simplify your life.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
#inthemoneyinsight #retirement #kansascity
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. The two discuss how they invest in stocks, in both good times and bad, and what truly makes a portfolio diversified.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They received some client questions and went through a Q&A highlighting topics ranging from retirement income to investing in a second home.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Joe Nelson, a Kansas City realtor, recently joined Jake on Upticks. On this episode, Jake and Joe discuss the current real estate market, who should consider diversifying their portfolio through real estate investment, and more.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They discuss the stock market’s performance so far in 2022, their expectations for the rest of the year, the bond market and more.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Jared Doerfler, the author of Perfect Putt, a weekly FREE newsletter, which focuses on golf and business, recently joined Jake on Upticks. On this episode they discuss passion projects, which may spark some ideas for our clients who are retired or are nearing retirement.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
When people think about retirement, they often first think of the financial element. But there’s much more to retirement than just the money. On this episode of Upticks, Samantha Lane, a retirement coach and the founder of Lumina Coaching joined Jake to discuss finding purpose in retirement.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Jake Cross, a member of the Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss Roth IRAs, which are relatively new to the financial planning arena. Despite what you may have heard, they can be useful for both young and older people, as well as wealthy people or people who want to build wealth.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors co-founder and COO, Cory Bittner. They discuss the stock market performance for 2022, with much of the discussion centering around the horrible events in Ukraine.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by local real estate agent Linda Hammer. After more than three decades working in corporate America, Linda shifted careers to become a real estate agent, and joins Jake to discuss the Kansas City housing market. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Many listeners of Upticks know that Jake is an avid golfer, and a number of Falcon Wealth Advisors clients play as well. Our firm sponsors a few golfers and one of them, Andy Spencer, joined Jake on this episode of Upticks.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Matthew Navickas, AAMS® who serves on the Research & Trading Group at Falcon Wealth Advisors. After Matthew interned at Falcon Wealth Advisors in 2019, we knew we wanted to bring him aboard full time. On this episode, they chat about how the Research & Trading group operates, inflation and more.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Tax planning is always a hot topic at Falcon Wealth Advisors. On this episode of Upticks, Jake is joined by one of the team’s financial planners, Jake Cross to discuss the tax planning strategies we deploy for our clients.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
In recent years, the stock market has been on a strong and resilient run, which we think this has led to investors to become a bit overconfident. As we’ve seen recently, the market may be entering correction territory. This also means that risk has re-entered the conversation. On this episode of Upticks, Cory joins Jake to discuss market risk.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
On this episode of Upticks, Jake is joined by Samantha Waters to discuss how we serve our clients. This is not only a helpful episode for current clients, but for potential clients as well, we suspect our operations and focus on service differentiates us from other wealth advisors.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
Many Falcon Wealth Advisors clients have recently asked what our outlook for the stock market is as 2022 gets underway. On this episode of Upticks, Jake takes a look back on 2021 and looks ahead to what 2022 might bring.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#upticks #retirement #kansascity
So many wealth advisors talk about how to save your money, but they don’t often discuss how to spend your money. Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC, recently joined Jake on Upticks to discuss how both retired people and people who are still working should think about spending money.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
While most people understand company stock is a terrific benefit of working at a publicly traded company, they often get busy with life and their careers and aren’t sure how to properly manage that stock. On this episode of Upticks, Jake discusses some things to consider when company stock is included in your compensation plan.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
There’s been a lot of merger and acquisition activity in Kansas City over the years, from Sprint and T-Mobile merging, to KCP&L merging with Westar to form Evergy, and now the news that Oracle plans to buy Cerner. News like this can be overwhelming for employees of these companies, so on this episode of Upticks, Jake highlights key actions you should take if your company is acquired.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
“What are we doing about inflation?” We’ve been asked this in many recent client meetings at Falcon Wealth Advisors, as we’ve all heard a lot about inflation in the media. On this episode of Upticks, Jake discusses steps to protect your finances against inflation.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Many financial advisors use terms like “comprehensive wealth management,” or “financial roadmap,” and yet many people aren’t sure what language like that even means. I recently listened to a podcast on which the hosts noted this, and they also discussed how people who, say, visit an attorney about a trust are there because they have an estate problem they want that attorney to fix. Financial advisors, on the other hand, talk about things like “holistic financial planning” but don’t advertise what problems they can solve for you. On this episode of Upticks, Jake does just that.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
If you missed our recent webinar about year-end tax planning, this week’s episode of Upticks is for you. Falcon Wealth Advisors co-founder Cory Bittner, CRPC, joined Jake to discuss year-end tax planning.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
At Falcon Wealth Advisors, we’ve found clients typically go through three distinct retirement cycles during post-working years. On this episode of Upticks, Jake highlights those three cycles, categorized as the Go-Go Years; the Slow-Go Years; and the No-Go Years.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Being comfortable riding the stock market’s waves is a prerequisite for any successful investor. Recently, the stock market experienced some volatility – waves – due to inflation. On this episode of Upticks, Jake discusses that volatility, and helpful ways to “ride the waves.”
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
As many listeners know, Falcon Wealth Advisors is growing rapidly. With all these new clients and the desire to provide everyone with excellent service, we’ve been busy hiring new team members and growing the roster. On this episode of Upticks, Jake highlights the team, and shares details about their roles, so clients know who’s helping manage their financial plan and achieve their goals.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
On this episode of Upticks, Jake highlights a topic that is not widely talked about by CPAs and financial advisors, much less everyday investors. The concept is called Net Unrealized Appreciation (NUA) and is relevant for people who are still working, participate in a 401(k) plan through their employer, and own stock of the company they work for in that plan.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
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https://www.linkedin.com/company/falcon-wealth-advisors/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
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https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
It’s hard to believe we are already in Q4. On this episode of Upticks, Jake highlights the first three quarters of the year, and provides a market outlook as we close out 2021.
Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Many people work decades before finding out the IRS still wants their due in retirement. On this episode of Upticks, Cory joins Jake to discuss how workers and retirees can minimize the impact of taxes in retirement.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Not surprisingly, one of the most frequent questions we receive at Falcon Wealth Advisors is this: “How am I going to get money in retirement?” On this episode of Upticks, Jake explains how to generate income in retirement. It may sound simple to some, but for others it can be complex.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Many clients have a second home or are exploring buying one. But people have varying motivations for why they want a second (or third) home. On this episode of Upticks, Jake highlights three things to consider before making a big real estate decision.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
On this episode of Upticks, Jake explains Restricted Stock Units or RSUs. If you’re not familiar, it’s probably for one of two reasons - the first is that you’re retired or don’t have them available at your place of work. If you’re fortunate enough to have access to RSUs, this video is especially relevant for you.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Health insurance is one of the most common and important topics we discuss with clients. On this episode of Upticks, Jake discusses three tips to ensure people have the health coverage they need in retirement.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Scott Sturgeon, JD, MBA, CFP®, joined the team at Falcon Wealth Advisors earlier this year. On this episode of Upticks, Scott joins Jake to discuss financial planning and more.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
If you don’t work in financial services, you’re likely not familiar with the term Net Unrealized Appreciation, often referred to as NUA. On this episode of Upticks, Jake breaks down this strategy – which is for people who have employee stock plans through their employer and have publicly-traded stocks in their 401(k) plans.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
It’s hard to believe, but we are already nearing the 4th quarter. On this episode of Upticks, Jake digs into some big-time tax strategies to consider as the year comes to a close.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
There isn’t a one-size-fits-all solution to financial planning, but there are some key things to steer clear of. On this week’s episode of Upticks, Cory joins Jake to discus ten things to avoid when planning your retirement.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Retiring in your 50s might sound young, but at Falcon Wealth Advisors we have helped numerous clients achieve this goal. On this episode of Upticks, Jake shares strategies and things you consider before retiring early.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
With the market at all-time highs, clients have been worried about a market pull back and losing what they’ve made. On this week’s episode of upticks, Jake covers four ways to protect yourself and your investments.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Inflation is the decline of purchasing power of a given currency over time. With inflation creeping up, clients have been asking more about it and if they should be concerned. On this episode of Upticks, Jake covers the inflation rate since the 1970s, how we protect you, and how we manage our portfolio.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
One of the main goals of Falcon Wealth Advisors and the purpose for this show is to improve financial literacy. One big myth is that all 401(k) plans are treated equally, however that is not the case. On this week’s episode of Upticks, Jake breaks down 401(k) plans in order to shed more light on how they work and how you can make the most of yours.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
As America slowly recovers from the strife of Covid, many people are looking for ways to give back to their communities without risking illness. On this week's episode of Upticks, Jake discusses ways you can contribute more to 501(c)(3) charity organizations.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
If you watch the news, chances are you’ve seen doom and gloom headlines. However, no one truly knows when and if the market will crash. On this week’s episode of Upticks, Jake takes the time to share our market outlook, what causes inevitable market corrections, and how we help protect our clients.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Falcon Wealth Advisors believes in semi-active management. It’s why we select individual stocks and bonds to invest in on behalf of our clients. On this week’s episode of Upticks, Jake dives into the stock selection process to answer some of the questions you may have about how we choose stocks.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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.
Source for Mutual Funds Performance: https://www.forbes.com/sites/lcarrel/2020/04/20/passive-beats-active-large-cap-funds-10-years-in-a-row/?sh=1459e87e47b0
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Cybercrime comes in many forms including identity theft, financial fraud, hacking, and more. Unfortunately, thousands and thousands of people are affected yearly and there is no indication of it slowing down. On this week’s episode of Upticks, Jake covers steps we can take to stay vigilant to protect our information and decrease the odds of becoming a victim of cybercrime & fraud.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Unplanned career changes are understandably difficult. However, when one door closes another door opens. On this week’s episode of Upticks, Jake explores an unplanned career change from both an emotional and financial perspective.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
On this week’s episode of Upticks, Cory joins Jake to reveal five retirement secrets retirees – and especially people preparing for retirement – should know!
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Lots of people think debt is a horrible four-letter word that should be avoided at all costs. However, that is not always the case. On this week’s episode of Upticks, Jake explains how to manage and use debt as a form of leverage in your financial plan.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Fear and greed are two emotions most people want to avoid experiencing, but it is only human to encounter them. On this week’s episode of Upticks, Jake covers two emotions that have a negative connotation, how we should embrace them, and how they can influence your investments.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
When evaluating a company’s stock, earnings are one of the most important factors. Earnings show a company’s real profitability, historical performance, and performance against competitors and industry peers. On this episode of Upticks, Brandon Reed, CFA®, joins Jake to discuss earnings season and the current market environment.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
The tax treatment of investments depends on the type of investment account. Depending on the account type, investment earnings can be taxable, tax-deferred, and in some cases avoided. On this week’s episode of Upticks, Jake explains basic facts about taxes that every investor should know and how we help clients keep things in perspective.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Many investors know quite a bit about common stock, however, few know about the preferred variety. On this week’s episode of Upticks, Jake explains what preferred stocks are and how we use them as a fixed income alternative for our clients.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Investment advisors and investment brokers may sound similar; however, they are not governed by the same standards. On this week’s episode of Upticks, Jake explains how we are legally obligated to act in our clients best interest and peels back the curtain on how we invest for our clients.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Established as part of the Taxpayer Relief Act of 1997, Roth IRAs are a relatively new investment vehicle with unique rules, eligibility requirements, and contributions limits. On this episode of Upticks, Jake explains who might benefit from opening a Roth IRA depending on their stage of life and goals.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
We pleased to introduce Brandon Reed, CFA®, a new member of our team at Falcon Wealth Advisors. Brandon has worked in asset management for seven years and will serve both in our Research and Trading Group as well as an advisor. On this episode of Upticks, Brandon joins Jake for a market update to discuss the current environment and what they’re keeping an eye on in the coming months.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
At Falcon Wealth Advisors, we are not tax advisors, but tax planning is one of the key services we offer clients. On this episode of Upticks, Jake highlights three tax planning strategies that could help lower your taxes.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
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.
Before you being the process of choosing a financial advisor, it’s important to know what they’re offering and if that matches your style. On this episode of Upticks, Jake explains how Falcon Wealth Advisors differentiates from other financial advisors, and why clients choose to work with us.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Picking a health insurance plan can confusing with all the available options. This confusion can cost you money and may prevent you from getting the care you need. On this episode of Upticks, Caprice Black, a local health insurance broker, joins Jake to discuss all things insurance related, along with some helpful health insurance tips.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
At Falcon Wealth Advisors, we’ve helped hundreds of people reach their financial goals and retire the way they want. One way we do this is by helping our clients avoid unforced errors. On this episode of Upticks, Jake discusses five common retirement mistakes, and some ways to avoid them.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Our clients in their 50s and 60s are part of the first generation to have a 401(k) plan fund all or a significant portion of their retirement. They’ve saved for decades in preparation of having an income stream to live off in retirement. On this week’s episode of Upticks, Jake explains how clients can turn their retirement nest egg into an income stream and how we help clients customize their retirement withdrawal strategy.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Estate planning can be a daunting process, and while it may sound morbid, it’s something that we should all think about and plan for. On this episode of Upticks, Jason Salinardi, a local estate planning attorney, joins Jake to discuss the Wills & Trusts, along with some other estate planning tactics our clients may find useful.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
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/
Cryptocurrencies are digital currencies designed to be used for goods and services. Many of us have heard about Bitcoin, however there are over 6,700 different cryptocurrencies available for use. On this week’s episode of Upticks, Jake explains what cryptocurrencies are and shares his feelings on Bitcoin and other cryptocurrencies.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Going from saving for retirement to spending your nest egg and sometimes be hard for those heading into retirement. On this week’s episode of Upticks, Jake discusses the psychological shift our clients go through, and how to prepare both mentally and financially for a happy retirement
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
With interest rates near historic lows, mortgages rates have significantly declined. More and more clients have brought up mortgages in recent meetings, and not surprisingly, mortgages are an important consideration in the customized financial plans we develop for our clients. On this episode of Upticks, Jake talks about several important factors to keep in mind before refinancing or getting a home.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
When looking at how self-proclaimed “financial-gurus” manage their money, it’s interesting that they don’t seem to invest their funds the same way they invest their clients’. On this episode of Upticks, Jake walks through our investing philosophy, and how unlike other advisors, we “eat what we cook.”
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
If you have been paying attention to the market over the past couple weeks, it may seem that the market has lost its mind. On this episode of Upticks, Jake and Cory discuss current market events surrounding hedge funds, market manipulation, and our response in light of recent events.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Falcon Wealth Advisors has several qualities that make us different and we’re often asked what separates us from other firms. On this episode of Upticks, Jake highlights what sets Falcon Wealth Advisors apart, especially when it comes to investments and financial planning.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Retirement planning looks different for everyone, especially as you progress through life and your goals change. However, regardless of where you are in your stage of life, the importance of a financial plan does not change. On this episode of Upticks, Jake gives retirement tips for early & mid-career investors, pre-retirees, and those who are already retired.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
The S&P 500 rose steadily in both 2019 and 2020—of course some volatility was mixed in— and while no one can predict the future, there’s been a number of questions from clients about when the market could crash, thus ending this bull run. On this episode of Upticks, Jake answers a few of these questions, and goes over ways to best preserve capital in the event of a downturn.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Intentional spending can be thought of spending with a purpose or guilt-free. Whether you are working or retired, intentional spending is about prioritizing the things you enjoy and that are important to you. In this episode of Upticks, Jake discusses ways to spend your money intentionally, no matter if you are saving up for or enjoying your retirement.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
2020 Was a year unlike any other, but everyone’s wondering what lies ahead for 2021. While it’s impossible to predict the future when it comes to the market, this week on Upticks, Cory joins Jake to discuss some possible expectations for the coming year.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
In today’s world, almost everyone has a checking and a savings account. In this episode of Upticks, Jake discusses ways to maximize your checking and savings accounts – including ways to lower costs and increase returns.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Credit cards can be a great tool to build credit, earn rewards, and pay for both everyday items and emergency expenses. While they do have many benefits, credit cards can also be a burden if they aren’t used correctly. In this episode of Upticks, Jake discusses the upsides and downsides of credit cards, and ways to pay down their balances.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
One of the many benefits of working with Falcon Wealth Advisors is that we help our clients manage their investment behavior. While it may sound odd, many clients describe it as one of the top reasons to work with us. On this episode of Upticks, Jake highlights some ways that we help manage our clients’ investor behavior.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Taxes are a necessary evil but having a proactive tax strategy could potentially reduce your tax burden. While we’re not Certified Public Accounts (CPAs), and we don’t give tax advice, we do assist clients with tax planning. In this episode of Upticks, Jake highlights four tips for tax planning in 2020.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
The past few weeks, we have received a lot of interesting and similar questions regarding retirement, the election, taxes and more. On this episode of Upticks, Cory joins Jake for a Q&A session highlighting some recent client questions.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Running out of money is a valid fear many people have, regardless of how much they have saved. Everyone wants to feel secure and know they will be taken care of in the long run. On this episode of Upticks, Jake outlines four important ideas to help people plan for the future and ensure they won’t run out of money.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
With a democratic president and the potential of a divided congress on the horizon, you may ask, what now? At Falcon Wealth Advisors, we’re going to stick with our diversified portfolio and rotate stocks based on which companies we feel have the best chance to thrive in these conditions. On this episode of Upticks, Jake explains this plus more ways we at Falcon Wealth Advisors will use this as an opportunity to make money in the market.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Falcon Wealth Advisors utilizes the strategy of buying low and selling high when working with stocks and bonds. This can be difficult to accomplish, due to uncertainty that comes with the stock market. On this episode of Upticks, Jake explains how we at Falcon Wealth Advisors strategize in order to buy low and sell high for our clients’ portfolios.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Wealth is something everyone strives for, but takes time and discipline to achieve. Building wealth is easier said than done, so on this episode of Upticks, Jake walks us through four steps to take that will help you in working toward your financial goals of building wealth.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Bonds and stocks are two different types of investments, yet both are important pieces of a well-diversified portfolio. On this episode of Upticks, Jake explains the difference between the two investments and discusses how bonds are used to diversify a portfolio in order to limit risk.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
The presidential election is just around the corner and the outcome could have an impact on your portfolio, regardless of the outcome. On this episode of Upticks, Jake goes over how to protect yourself from potential market volatility that may come with the election. He also goes over how Falcon Wealth Advisors is planning for the event and the implications it may provide.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Donor Advised Funds are a great way to receive a tax advantage, while also being able to give to your favorite charities. On this episode of Upticks, Jake tells us how Donor Advised Funds work, who should use Donor Advised Funds, and how Falcon Wealth Advisors helps our clients take advantage of this opportunity.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Retirement is something that is looked forward to by many, but for others, uncertainty may ruin the excitement. On this episode of Upticks, Jake goes over 5 retirement pitfalls you will want to avoid to have a happy and successful transition into retirement.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Restricted Stock Units, or RSU’s, are a unique benefit of working at publicly traded companies and can vary, employer to employer, based on their vesting schedule. In this episode of Upticks, Jake goes into detail to explain what RSU’s are, how they work, and how they could benefit your portfolio if you are employed by a publicly traded company.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
This week on Upticks, Jake goes back to the basics to fill us in on pertinent information that we may have skipped over. He explains what stocks are, what they are used for, and why they may be a good option for your portfolio. This episode is a great starting point to learn about finances and a helpful refresher for those with more advanced knowledge on the topic.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
When it is time to retire, many have a hard time accepting the 180 flip that your mindset regarding finances must make. Once you have become so used to putting money into savings to prepare for retirement, it is hard to just start spending it instead. While many retirees worry about running out of money, Jake spends this episode of Upticks discussing how to avoid that mistake, while still being able to use the money that you have worked so hard to save.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Net Unrealized Appreciation is a unique tax planning strategy that we believe is the most effective for a specific type of client but may not be suitable for everyone. In this episode of Upticks, Jake educates us on NUA and what benefits it may provide.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Many pre-retirees worry whether they have enough money saved to sustain their lifestyle throughout retirement. On this episode of Upticks, Jake talks us through the four things Falcon Wealth Advisors looks at when determining your income and planning for your retirement.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
Options trading isn't for every investor to try themselves. There is a lot of risk that comes with this type of stock management, so it is best to have a trained professional assist with, or take on this strategy. On this episode of Upticks, Jake talks about options trading in an educational way to share the risks, benefits, and different options an investor has.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC®
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
It is no secret that every four years, the presidential election takes place and has the opportunity to shift the dynamic of our country. This decision made by Americans can affect many aspects of life, including the economy. In this episode, Jake talks about potential scenarios he thinks could play out this November and how Falcon Wealth Advisors plans to react.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
This week on Upticks, Jake continues the conversation of retirement planning by discussing retirement housing. What makes sense for you and your financial plan? What type of environment would you like to live in? Jake discusses some things you should keep in mind as retirement grows near.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/...
We're Social!
https://www.facebook.com/FalconWAdvis... https://www.instagram.com/falconwadvi... https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falc...
Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon... https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalco...
Retirement is something to look forward to, but for some people, they get there and realize it isn't all sunshine and rainbows like they expected. Planning for retirement ahead of time is an important factor in preparing for a happy and comfortable transition. In this episode, Jake goes through five common retirement mistakes you want to avoid.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
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/
Connect with Jake Falcon, CRPC https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
As the saying goes, the only constant in life is change. That is true for the stock market and financial circumstances as well. In this episode, Jake discusses reviewing your financial plan. How often should you review your plan? What considerations should be made? Why should you review it? These are all questions answered by Jake Falcon, Founder and CEO of Falcon Wealth Advisors, on this episode of Upticks.
This week Jake discusses Donor Advised Funds as a strategy to potentially lower your taxes. He breaks down what a Donor Advised Fund is and who should be using one.
Cory is back this week to join Jake in a discussion about financial advisors. They talk about who should work with an advisor, who shouldn’t, and why. They also identify red flags to be aware of if you’re currently working with an advisor.
On this week’s episode, Jake discusses what concentrated stock is, who has it, and how we manage it. Jake’s fun topic this week is his dog Einstein’s 1st birthday.
Cory is back this week to discuss maximizing social security. Jake and Cory dive into how social security works, ways to collect it, and how to maximize it. If you have had questions about social security, make sure to check out this episode. Jake and Cory also discuss Cory’s 31st birthday and shows they’ve been watching recently.
In this episode of Upticks, Jake breaks down dividend paying stocks. He defines what a dividend paying stock is and explains how they work. Jake provides an example to help the listener better understand. He also discusses our opinion for the most efficient way to get into dividend paying stocks and how to know what stocks to get into. Stick around for the whole episode to hear Jake talk about a new show he and Rachel are watching!
In this episode of Upticks, Jake discusses the what, why, how, and when of stocks. Jake defines what a stock is, why he believes they’re beneficial and much more! Stick around for Jake’s fun topic, The Last Dance. Jake talks about his thoughts on Michael Jordan’s new documentary.
In this episode of Upticks, Cory Bittner is back this week to join Jake in discussing 5 Healthy Tips for COVID-19. Their 5 tips include nutrition, exercise, meditate, social distance, and pick up a new activity or hobby. Make sure to check this episode out to hear how Jake and Cory have been taking care of themselves during this pandemic.
In this episode of Upticks, Jake takes some time to explain the what, why, how, and when of bonds. Jake covers the definition of bonds, why he believes they’re beneficial and much more! Stick around for Jake’s fun topic, his anniversary! Jake discusses how long he and Rachel have been together as well as their possible gift ideas.
In this episode of Upticks, Jake Falcon, CRPC® discusses ways to plan during a pandemic. Jake covers health related, financial plan related, and investment related ways to plan. He covers some ways he’s been planning and how our company has been planning. Stick around for Jake’s fun topic, Einstein! You won’t want to miss this adorable pooch.
In this episode of Upticks, Jake Falcon, CRPC® continues to respect social distancing guidelines by recording this episode solo. This week Jake discusses finances before, during, and after a pandemic. He talks about ways to prepare for a pandemic beforehand, ways to evaluate your situation during, and lessons that can be learned after.
In this episode of Upticks, Jake Falcon, CRPC® discusses the hot topic of active vs passive investment. Jake talks about products that fall in the two groups, positive and negatives, as well as what we do at Falcon Wealth Advisors. Jake’s fun topic this week includes talking about the new ESPN documentary and our latest poll results!
In this episode of Upticks, Jake Falcon, CRPC® discusses different tips for embracing uncertainty. Jake covers several tips and tricks for embracing uncertainty in your day to day life, as well as within your portfolio. Stick around to the end of the video to hear Jake’s fun topic of the week. It’s one you won’t want to miss!
In this episode of Upticks, Jake Falcon, CRPC® talks about different types of dangerous investment products. He discusses the hazards of exchange traded portfolios and bond mutual funds, as well as discusses what we use instead of products. Stick around to the end of the video to hear Jake’s fun topic of the week. It’s one you won’t want to miss!
In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss questions you may be thinking about but haven’t asked anyone yet. They discuss questions related to your financial plan or investments. Stick around through the whole video to listen to Jake talk about the 3 phases of retirement and his thoughts for people in each phase.
In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about investor psychology. Jake and Cory discuss the idea of understanding and recognizing your emotions. They discuss embracing your emotions during the good and the bad. If you’ve been curious about the psychology behind investments during the good and the bad, this is a great episode to watch.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss how to handle volatility. Jake and Cory talk about how to handle volatility from two different points of few, one as a retiree and another as a younger clientele. They wrap up this episode talking about a recent Facebook poll we ran. Make sure to watch until the end to see what the poll was and how the results ended.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss The Coronavirus. Jake and Cory talk about how the market has been impacted, why it’s been impacted, how we’ve prepped for the volatility, and what we are doing now to handle the volatility. Stick around until the end of the video to hear Cory’s story about how he lost, and found, his wedding ring.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss some social security strategies. Jake and Cory take some time to discuss the benefits of taking social security at 62 and waiting until 70, what factors play into the decision to turn on social security, and making sure your plan to take social security aligns with your retirement plan. Make sure you watch until the end to hear about our latest Facebook poll! Jake and Cory have a lot to say about.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss and help better explain investments. Jake and Cory take a deep dive into why you need investments and what type of investments are out there. Make sure you stick around and watch the entire episode to hear about some recent polls we’ve run on Facebook. You won’t want to miss out!
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to talk about 4 key considerations to make if your company were to offer you a buyout. Jake and Cory do a great job dive into each key consideration, elaborating on why they consider each one important. Make sure you watch this episode to the end to hear their thoughts on the STL Blackhawks and the XFL.
On this episode of Upticks, Cory Bittner, CRPC joins Jake Falcon, CRPC to discuss “3 Tips for a Successful Retirement”. Jake and Cory discuss the idea of retiring to something not from something, being wary of hidden fees, and spending money on things you enjoy, cutting out things that you don’t. Make sure you watch this episode to hear the great advice Jake and Cory have to offer.
This week on Upticks, Matt Johnson, CTS™ joins Jake Falcon, CRPC® to discuss “The SECURE Act 3.0”. Jake and Matt discuss two impacts of the SECURE Act that will impact a younger generation. They discuss how the SECURE Act impacts 529 Plans, which is a tax favorable way to save for education. They also discuss a recent poll we ran in regard to cruise ships. Make sure to watch until the end to hear the results, they may just shock you!
This week on Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss “Should I Save or Should I Spend?”. We recently ran a poll on Facebook asking people if they consider themselves a saver or a spender. Jake and Cory discuss the results of the poll, as well as some small tips for helping you become more of a saver! They also talked about Cory’s newest blog series Real Questions, Real Answers. Be sure to watch until the end to hear about Cory’s recent trip to New York City.
In this episode of Upticks, “SECURE Act Need to Knows”, Jake Falcon, CRPC® and Matt Johnson, CTS™ take a deeper look into a couple of the SECURE act rulings. Jake and Matt discuss how it may impact your plan and what we’re doing to compensate accordingly. They cover qualified charitable contributions, 401(k) options, and much more. If you’ve had some questions about the SECURE act, check out this episode!
In this episode of Upticks, “Market Outlook for 2020”, Jake Falcon, CRPC® and Jesse Wilkins talk about their thoughts on the market for the upcoming year. Jake and Jesse discuss rebalancing your portfolio, a possible asset to keep your eye on, and the conflict between the US and Iran. If you’re curious about what the outlook might be for 2020, make sure to check out this episode.
In this episode of Upticks, “The Secure Act and Your IRA”, Jake Falcon, CRPC® and Matt Johnson, CTS™ discuss the Secure Act and the impact it could have on your IRA. Jake and Matt cover required minimum distributions, IRA contributions, and beneficiary designations. If you’ve had questions about the Secure Act, you’ll want to check out this episode. Jake and Matt do a great job taking a deep dive into three aspects that are impacted.
In this episode of Upticks, “The New Year’s Episode, Jake Falcon, CRPC® and Cory Bittner, CRPC® cover major events that happened during the past decade. Jake and Cory talk about major electronical advances, natural disasters that have occurred, sports that have won, and much more! Tune in to this week’s episode to hear what Jake and Cory had to say about the past decade.
In this episode of Upticks, “2019 Year In Review”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk a look back over the past year and take about some of the most memorable points. Jake and Cory cover everything from what happened to our company this year to big events in the market to even sports! If you’re curious about what they have to say for a year in review, make sure to check out this episode.
This week’s episode of Upticks, “4 Planning Tips for 2019”, Jake Falcon, CRPC® and Cory Bittner, CRPC® break down 4 tips to help better set up your financial future. Jake and Cory discuss how it’s not too late in the year! Make sure to watch this episode to hear Jake and Cory go in-depth about the importance of scheduling time to speak with your accountant now rather than later, why you should make sure your 401(k) and health savings accounts are fully funded, rolling up a mortgage payment, and the benefit of revisiting your financial goals.
On this episode of Upticks, “3 Investment Facts for 2019”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about three investment facts that they think are important to note for the year. They talk about not being fooled by your returns, rebalance, rebalance, rebalance, and don’t let taxes lead your investment decisions. Make sure to watch this episode to hear Jake and Cory go in-depth about these three important investment facts!
On this episode of Upticks, “Making Big Bets”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about what the average investor should do with their 401(k). Should they let it ride or should they double down? With the market roughly double it’s typical average, Jake and Cory tackle this question. Curious what they had to say? Tune in to learn more!
This week on Upticks, “Thanksgiving Tips", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about 4 Thanksgiving Day tips to help you survive the holidays. Their tips include being cautious when comparing investments with family members, try not to overeat, don’t neglect your year end planning, and be thankful. Make sure to check out this episode to hear Jake and Cory go into depth about each of these tips.
In this week’s episode of Upticks, “Solving Politics”, Jake Falcon, CRPC® and Cory Bittner, CRPC® address some topics that have been in a lot of headlines and go in depth about how these topics may or may not impact someone’s portfolio. They take the time to discuss the possible impeachment, what’s going on with the China trade war, and the upcoming election year. If you’ve had any questions about these headlines, this episode is worth tuning in for!
In this week’s episode of Upticks, “Working with a CFP® November ’19 Edition”, Jake Falcon, CRPC® and James Lewis, CFP® take a deeper dive into savings plans for children. They begin by discussing 529 Plans. They take an in-depth look at who can open a 529 Plan, who can be a beneficiary, how a 529 Plan works and much more. Next, they discuss Uniform Trust for Minors Account or UTMA. Jake and James define what a UTMA is, talk about the benefits, how it differs from a 529 Plan, and much more. Tune in to learn more about savings plans for children!
Tune in to this week’s episode of Upticks, “How to Retire”, where Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss 3 things to consider when planning for retirement. Everyone wants to retire, but not everyone knows how to actually get there. Jake and Cory discuss 3 things they think everyone should consider. First, they discuss getting your financial plan in order. Second, they talk about how you should consider what you’ll do every day once you’re retired. Lastly, Jake and Cory discuss not letting fear and greed impact your decisions. Listen to this episode to learn more about each of these things to consider!
This week’s episode of Upticks, “4th Quarter Tax Planning”, Jake Falcon, CRPC® and Matt Johnson talk about tips for lowering your taxes. As we approach the end of the year, it’s time to start thinking about end of year tax planning! In this episode of Upticks, Jake and Jesse cover 5 tax planning strategies to help lower your taxes. They cover retirement plan contributions, bunching, health savings accounts, required minimum distribution, and 529 Plan. Tune in to this week’s episode to take a deep dive into these 5 strategies!
On this week’s episode of Upticks, “The Truth behind Mutual Funds”, Jake Falcon, CRPC® and Jesse Wilkens have a candid conversation about mutual funds. During their conversation, Jake and Jesse define what a mutual fund is and discuss their thoughts on mutual funds. During their discussion, Jake and Jesse discuss why we choose not to use them. Tune in to this week’s episode to learn more about mutual funds!
Check out the latest episode of Upticks “Prepping for a Marketing Crash” where Jake Falcon, CRPC and Jesse Wilkens reflect on last year's 4th quarter, what happened during the 3rd quarter, and our expectations as we finish out 2019. Jake and Jesse begin by recapping some big topics that have occurred recently; including why the fed has lowered rates, the potential impact of the lowered rates, the possible trump impeachment and much more! They then transition into talking about our expectations in the 4th quarter and the prep we take to prepare for it. Jesse talks about specifically what he will keep an eye on during the fourth quarter. Tune in to this episode to learn more about what happened in the 3rd quarter and our thoughts on the 4th quarter.
Check out the latest episode of Upticks “Understanding Your Options” where Jake Falcon, CRPC and Cory Bittner, CRPC discuss the various options you have involving your 401(k) and various investment options. Jake and Cory discuss leaving your funds in your 401(k), cashing it out and putting it in your checking account, rollover your 401(k) to an IRA, or convert it to a Roth IRA. After discussing ways to handle your 401(k), Jake and Cory begin discussing the various ways you can invest your money. Lastly, Jake and Cory end the episode discussing Cory’s upcoming wedding! They reference a past blog post by Matt Johnson, you can read that blog here: https://www.falconwealthadvisors.com/blogandpodcasts/blogpost/blog/wedding-planning-tax-planning. Check out this weeks episode to learn more!
In episode 60 of “Upticks” Jake and Cory take a deep dive into why certain clients work with advisors and why advisors work with certain clients. Jake and Cory begin this episode by discussing what clients should consider when looking for an advisor. They discuss what questions you should ask your advisor, BrockerCheck, and much more. Jake and Cory then move into discussing what they look for when meeting with a new client. Tune in to learn more about what they’re looking for in a client and for a recap of our 5 Tax Lowering Strategies for Retirement Presentation.
In episode 59 of “Upticks” Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt’s most recent blog series about relocating and the taxes involved. Matt’s blogs cover property tax planning, income taxes, and much more! Jake and Matt also discuss the idea of using Roth IRAs as a barbell strategy to help with tax planning.
In episode 58 of “Upticks” Jake and Cory discuss company benefits and how they help their clients understand them as they approach retirement. Tune in as Jake and Cory take a deep dive into a wide range of company benefits including 401(k) plans, employee stock purchase plans, health savings accounts, and much more! Jake and Cory discuss each one individually as to what they are and how they can be beneficial to employees.
In episode 57 of “Upticks” Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework.
Be sure to tune in to Episode 56 of Upticks “Important Wealth Management Updates” where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth management and market update. This week they discuss how taxes are seen as a pain point and how we are helping our clients lower their taxes. The two also discuss the added value of offering tax planning to their clients, bond trades, and defensive stocks. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!
Be sure to tune in to Episode 55 of Upticks “The Fed Lowers Rates” where Jake Falcon, CRPC and Jesse Wilkins discuss timely market events. This week they defined what the Federal Reserve is and what role it plays on the economy. The two also discuss potential impacts the Fed's recent decision to lower rates could have on investment portfolios. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!
In this episode, we talk about - Lowering Taxes - Bunching - Matt’s Summer - And much more!
In this episode, we talk about - Advanced Planning - Matt’s New Blog - Birds of Prey Lightning Round - And much more!
In this episode, we talk about - Fear & Greed - Growth Stocks - Questions Worth Asking - And much more!
In this episode, we talk about - Mid-year update - Where the stock market has been - Where we think the stock market is going - And much more!
In this episode we discuss: - Wills & Trusts - Estate Tax - Bird of Prey Lightning Round - And much more!
In this episode we discuss: - Team Structures - Tax Free Investments - Questions worth asking - And much more!
In this episode we discuss: - The SECURE Act - The current market - Questions worth asking - And much more!
In this episode we discuss: - Layering - Gold - Questions worth asking - And much more!
In this episode, we discuss: -Why you shouldn’t hire a financial advisor -Emerging market stocks -Questions worth asking -And much more!
In this episode, we discuss: -Why plan? -Mutual Funds -Questions worth asking -And much more!
In this episode, we discuss: -What sets us apart -Risky investments -Questions worth asking -And much more!
In this episode, we discuss: -Matt Johnson -Questions worth asking -Game of Thrones -And much more!
In this episode, we discuss: -Margin -The S&P 500 -Questions worth asking -And much more!
In this episode, we discuss: -Mistakes to avoid -Dividend paying stocks -Questions worth asking -The masters -And much more!
In this episode, we discuss: -Retirement Tips -Hidden Fees -The Kansas City Royals -And much more!
In this episode, we discuss: -Client Conversations -The Federal Reserve and interest rates -Our busted brackets -And much more!
In this episode, we discuss: -Three tips for retirement -Questions worth asking -Things people say -And much more!
In this episode, we discuss: -What a financial plan is -Questions worth asking -Dividend paying stocks -And much more!
In this episode we discuss: -Tax refunds -Questions worth asking -REITs -And much more!
In this episode we discuss: -Advisor Myths -Questions worth asking -January market update -And much more!
In this episode, we discuss: -Red flags -Questions worth asking -The Callan Chart -And much more!
In this episode, we discuss: -Expanding your financial plan -Questions worth asking -Why the market is on fire -And much more!
In this episode we discuss: -2019 Goals and Steps to Take -Questions Worth Asking -Our new Robo-Advisor “Flight” -And much more!
In this episode we discuss: -A bad year for your financial plan -Questions worth asking -Income investments -And much more!
In this episode, we discuss: -Social security -Questions worth asking -How to generate more income for your portfolio -And much more!
In this episode, we discuss: -When is it an appropriate time to panic? -Current Market Update -And much more!
In this episode we discuss: -What to expect in your financial planning process -Active vs. Passive investment management -And much more!
In this episode we discuss: -Managing 401K decisions -DST & SS&C merger -Trade wars -Interest rates -And much more!
In this episode we discuss: -Managing Return Expectations -Planning for Year End Expenses -Tax Gain Harvesting -Understanding Emotions -And Much More!
In this episode we discuss: -Charitable Giving - Donor Advised Funds -Capital Gains -Tax Loss Harvesting -And Much More!
In this episode we discuss: - Stock Market Volatility - Revisiting Your Plan - Asset Allocation - Covered Calls - Halloween - And much more!
In this episode we discuss: - Retirement Planning - Becoming an Empty Nester - Getting through a Divorce - Current Stock Market Volatility - Interest Rates - China - And much more!
Why Hire an Advisor Client Relationships Your Investment Performance Year-to-Date Chiefs
- KCP&L and Westar Energy merger - Preparing for a merger as an employee - Federal Open Market Committee (FOMC) - What do higher interest rates mean? - World Cup 2018
In Episode 16, Jake and Cory discuss the following: -Barron's "Retirement Rethink" Cover Story -Rule of Thumb: 4% -Social Security -Annuities for Retirement Income -Reverse Mortgages -Adjusting for Good and Bad Markets -Historical Market Returns vs. Future Market Returns -Bucket Approach to Retirement Spending -NBA Finals
In Episode 15, Jake and Cory discuss the DST Systems and SS&C merger, new bond pricing disclosures for brokers, and legalized sports gambling. The blog post referenced in the show can be found here: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/two-ways-bonds-are-purchased
In this week's podcast, we discuss how we add value at Falcon Wealth Advisors, along with things we can't and won't do for our clients. We also discuss what clients should be looking at when comparing their performance to a benchmark.
In Episode 12, Jake and Cory discuss Social Security and its future, how to generate income off your stocks, and answer a listener question from Facebook.
Tune in to Episode 11 to hear Jake and Cory discuss two ways to manage your company stock, an appropriate amount of your portfolio that company stock should represent, and Eric Hosmer's departure to San Diego.
Tune into Episode 10 to listen to our discussion on applying Emotional Intelligence to your financial plan, buying low & selling high, and the 2018 Winter Olympics. For the chart referenced in this episode and more visit: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/the-fountain-of-wealth-podcast-episode-10
Tune in to Episode 9 to hear our take on why it is critical to stick to your financial plan in good times and bad, the return of volatility to the markets, and Jerome Powell, the new Chairman of the Federal Reserve.
Tune in to Episode 8 to hear our take on Long-Term Care Insurance and important considerations associated with it, Stocks vs. Products, and Super Bowl LII.
In Episode 7, we discuss the pros and cons of prepaid funeral arrangements, why our diversified stock portfolio doesn’t move in tandem with the Dow Jones Industrial Average, and Tiger Woods’ chances in the 2018 Farmers Insurance Open this weekend at Torrey Pines.
In Episode 6, we discuss the often-asked question of "How Much Do You Need to Retire?", where bonds belong in a diversified portfolio and the most efficient and effective way to purchase them, and our first selection for the Falcon Wealth Advisors Book Club in 2018.
In Episode 5, we discuss individual target rates of return, where gold belongs in a diversified portfolio, and Eric Hosmer's Free Agency.
In Episode 4, we discuss Social Security, hidden expenses associated with mutual funds, and our 2018 New Years Resolutions.
In Episode 3, we share tips on how to access your retirement funds before 59.5, give our take on the market for 2018, and discuss tax reform.
In Episode 2, we define asset allocation, discuss the difference between stocks and bonds, and give our two cents about bitcoin.
In Episode 1, we define what it means to work with a Fiduciary, what it means to be fully transparent with your fees, and how a relationship should work with your financial advisor.