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
Why Hire an Advisor Client Relationships Your Investment Performance Year-to-Date Chiefs
- Why Are You Retiring? - The Go-Go Years - Individual Stocks - World Cup 2018
- KCP&L and Westar Energy merger - Preparing for a merger as an employee - Federal Open Market Committee (FOMC) - What do higher interest rates mean? - World Cup 2018
In Episode 16, Jake and Cory discuss the following: -Barron's "Retirement Rethink" Cover Story -Rule of Thumb: 4% -Social Security -Annuities for Retirement Income -Reverse Mortgages -Adjusting for Good and Bad Markets -Historical Market Returns vs. Future Market Returns -Bucket Approach to Retirement Spending -NBA Finals
In Episode 15, Jake and Cory discuss the DST Systems and SS&C merger, new bond pricing disclosures for brokers, and legalized sports gambling. The blog post referenced in the show can be found here: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/two-ways-bonds-are-purchased
In this week's podcast, we discuss how we add value at Falcon Wealth Advisors, along with things we can't and won't do for our clients. We also discuss what clients should be looking at when comparing their performance to a benchmark.
Managing good debt vs. bad debt, and the state of the bond market.
In Episode 12, Jake and Cory discuss Social Security and its future, how to generate income off your stocks, and answer a listener question from Facebook.
Tune in to Episode 11 to hear Jake and Cory discuss two ways to manage your company stock, an appropriate amount of your portfolio that company stock should represent, and Eric Hosmer's departure to San Diego.
Tune into Episode 10 to listen to our discussion on applying Emotional Intelligence to your financial plan, buying low & selling high, and the 2018 Winter Olympics. For the chart referenced in this episode and more visit: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/the-fountain-of-wealth-podcast-episode-10
Our TOPPODCAST Picks 
