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
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.
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