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 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
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
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.
On the 100th episode of Upticks, Jake and Cory give a mid-year market update.
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