Stay ConnectedWelcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy.
Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
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
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