Upticks: A Financial Planning & Investment Podcast

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 [email protected] and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email [email protected]

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, CRPCTM. 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, CRPCTM https://www.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 [email protected] and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email [email protected]

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, CRPCTM. 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, CRPCTM https://www.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 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 [email protected] 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, CRPCTM. 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, CRPCTM

https://www.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 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 [email protected] and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email [email protected]

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, CRPCTM. 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, CRPCTM. https://www.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 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 [email protected] and I’ll be sure to ask them to bring it up on the show! To subscribe to our newsletter, please email [email protected]

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