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 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.
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