Upticks: A Financial Planning & Investment Podcast Jake Falcon

On this episode of Upticks, join Jake and Cory as they discuss being overconfident in the market, spending too much time worrying about money, and a chart from Cory.

The discussion continues with a hot take on index funds, what it looks like when investing in bonds, and how the stock market affects investors' mental health.   

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
 
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’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.

In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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    
   
#taxrefund #socialsecurity #money
#upticks #retirement #fwa

This week on Upticks, join Jake and Cory as they discuss what an ensemble practice is as well as address a listener's suggestion about how to get started in your go-go years.

Did you know Americans throw away $68 million per year? How long until the IRS finds you for your tax mistakes? When can you collect social security, and can you change your mind later? Jake and Cory round out their discussion addressing a new government rule built to protect investors and why you shouldn’t be happy about a tax refund. 

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
 
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    
   
#taxrefund #socialsecurity #money
#upticks #retirement #fwa
 

This week on Upticks, join Jake and Cory as they discuss earning 5% on your cash, the hidden and sometimes overlooked costs of homeownership, and more.

What happens if you file your taxes late? What is a tax-efficient portfolio? What are some advisor schemes to be aware of? Jake and Cory round out their conversation by discussing how you could best utilize your tax refund.

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
 
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    
   
#taxrefund #homeowner #money
#upticks #retirement #fwa
 

This week on Upticks, join Jake and Cory as they discuss what sets Falcon Wealth Advisors apart, a so-called ‘Magic Retirement Number’, and more.

Tune in for a discussion on time being equal to money, insights on how long it will take to get your tax refund, good problems some investors have, and how age and time horizon can affect investing. 

Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) 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    
   
#taxrefund #happiness #money #time
#upticks #retirement #fwa
 

This week on Upticks, join Jake and Cory as they discuss assessing tax returns, using charitable donations to offset your income taxes, and more.

Tune in for updates on the newest home-buying puzzle, how a CD can go from a high-yield to a low-yield, where tax refunds are heading for some Americans, and why you may need a financial health day. Jake and Cory finish up by discussing changing values within America. 

Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) 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    
   
#financialhealth #taxes #cds #buyingahome
#upticks #retirement #fwa
 

This week on Upticks, join Jake and Cory as they explore a multitude of topics that all could have an impact on your financial life.
Jake and Cory discuss Bernie Sanders' perspective on retirement readiness, the power of compound interest, and insights into long-term wealth accumulation. They share their opinions on prioritizing happiness over money, even if it means taking a lower-paying job.
Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles (or charts) 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