Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, join Jake and Cory as they discuss some insightful listener suggestions that could change the way you think about financial advice. Are password managers worth it? Should you take advice from your brother-in-law? Is retiring at 62 more popular than retiring at 65? Stick around for six useful tools to give yourself a financial tune-up.  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 insig

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,

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 F

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

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, cryptocur

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 dive

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 a

This week on Upticks, join Jake and Cory as they discuss listener questions, financial headlines, and more. Jake and Cory dissect the unpredictability of economic forecasts and the risks of relying too heavily on them. Next, the reasons behind underperforming 401(k)s and the potential future of Social Security under different administrations. They look at the new rules of home buying and share humorous thoughts about billionaire tax strategies. 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 givi

This week on Upticks, join Jake and Cory as they engage in deeper conversations, starting with steps to help navigate the caregiver shortage and the costs associated with caring for loved ones. Next up is Americans are still spending, ways to lock in yields above 5%, and some of your expenses could actually be investments. 401(k)s and ETFs could compromise the future of capitalism and things to consider before retiring early. 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, J

On this episode of Upticks, join Jake and Cory as they thoroughly discuss a couple of listener suggestions before diving into the headlines of the show. How much can your friends impact your finances? Probably more than you think. Jake and Cory touch on what you can do if you receive an unexpected tax bill or tax return, how you can handle wedding costs, and what investing in a bull market looks like. 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 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 e

This week on Upticks, Jake and Cory discuss a multitude of topics, ranging from financial nudists to comparing the economies under Trump and Biden. If that sounds far-fetched, don’t worry. Jake and Cory also delve into high-yield savings accounts, the considerations of upsizing or downsizing your home in retirement, and a couple of charts from Cory! Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles 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

Join us on Upticks this week for a jam-packed episode on multiple different topics! Jake and Cory discuss how much a financial advisor could help, the importance of staying sharp as we age, and looking for jobs in retirement. It could help to be mindful of where you get your financial advice. What is the difference between risk and exposure? Jake talks about his new book, Retiring Right: Smart Steps for Exiting Corporate America. Jake and Cory wrap up by discussing high yields. Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way. To subscribe to our newsletter, please email service@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 plannin

Tune in to this week's episode of Upticks as Jake and Cory talk about the Chiefs Superbowl win, how the early bird may not get the worm when it comes to filing taxes, and what to do if you are worried about social security. 4.1 million Americans are turning 65 this year, and some parents are shutting down support for their adult children. What is the 4% rule and why do some advisors not believe in it? If you have equity in your home, a HELOC may work for you. Finally, with old age comes the hard decision to delegate your money management to someone else. Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way. If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro  2:42 – Go Chiefs!  6:45 – Early Bird Taxes 9:21 – Future of Social Security 13:10 – “85 is the new 65”  15:32 – Shoutout! 16:10 – Bank of Mom and

Join Jake and Cory’s conversation this week on Upticks! Gain insights into warnings from financial advisors and what you can do if you’re unexpectedly laid off. Retiring before or after 65? Healthcare needs to be a consideration for you either way. This episode gets into tax talk and how new IRS features could benefit you. Jake and Cory finish out by debating a few charts and how they analyze historic presidential elections from an economic perspective. We can’t thank you enough for joining us in our mission to help spread financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way. If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro 3:43 – Hearsay 6:28 – Layoff Checklist 10:03 – Healthcare is How Much? 12:49 – Retiring before 65 17:33 – IRS Behaving  21:17 – Delaying RMDs  25:26 – Biden Election Moves Upticks is a show abou

Tune into Upticks this week to hear Jake and Cory discuss how fast financial advisors are retiring and what to look for when searching for a new one. Have you heard of loud budgeting? It might just work for you. This episode gets interesting with “The Chart of the Century”, flying ring bearers, and best practices when it comes to supporting adult children. Jake and Cory finish out by explaining a new 401(k) option and extending calls to action.  We sincerely thank you for tuning into Upticks. Our goal is to help enhance your financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week! If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro 3:11 – Advisors Retiring 9:26 – Loud Budgeting 12:41 – “The Chart of the Century” 16:13 – Flying Ring Bearers  19:31 – Supporting Adult Children 26:03 – New 401(k) Option 27:42 – Call to Action Upticks is a show about financial planning and inves

This week on Upticks, Jake and Cory discuss how some people don't pay taxes while most individuals do. They provide some hope by offering insights into efficient tax planning for those of us who do pay taxes. A big thank you to a listener for sending an article suggestion! This episode also covers the state of insurance nationwide and lists 6 things one journalist wishes they knew before retirement. Thanks for tuning into Upticks! Our goal is to help enhance your financial literacy through these videos, podcasts, and blog. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week! Upticks 243: https://youtu.be/C20kIVVroXQ If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro 3:32 – Listener Suggestion! 5:26 – Can You Pay $0 Taxes? 10:32 – Charitable Donation Deductions 14:47 – 6 Things I Wish I Knew Sooner  21:22 – Understanding Diversification 24:06 – Tax Deal Upticks is a show about financial pl

On this week’s episode of Upticks Jake and Cory dig deep into subjects that hold significance for all of us. With an emphasis on educational viewpoints rather than charged opinions, Jake and Cory explore their visions for the future. This episode features insightful discussions on key considerations when purchasing an electric car, the latest developments with Bitcoin's new ETF, an overview of the current political landscape in the United States, and addressing questions at the forefront of investors' minds as we progress further into 2024. Thank you for tuning into Upticks. We trust that our perspectives contribute to enhancing your financial literacy and provide valuable insights into the viewpoints within our industry. If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro 2:21 – Your 401(k) 5:37 – New EV Tax Credit 8:45 – Bitcoin ETF 12:37 – Trump Wins Iowa 25:19 – Investor Questions Upticks is a show about financial planning and investment

Join Jake and Cory in an engaging exploration as they discuss the concept of spending money to save time, treating it as an investment. Gain insights into Wall Street's missteps in 2023, unravel the complexities of tax brackets, and discover the December jobs data. In this thought-provoking conversation, the duo sheds light on why DIY investors should consider collaborating with a financial advisor. Prepare for an eye-opening discussion that navigates the challenges of living solely on social security in an era where required retirement income has reached unprecedented heights. Seize the opportunity to enhance your financial literacy! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the world of finance. Contact us: 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,

Listen in on this discussion with Jake and Cory as they explore a comprehensive personal finance checklist, unravel the intriguing rotations in the stock market, and explore the phenomenon that more Americans than ever before are now proud stockholders. Delve into the myth that inflation is to blame for overspending and confront the harsh reality of parents risking their retirement to care for their children. Join an empowering discussion that dismisses shame surrounding money control and concludes with compelling calls to action! Don't miss the opportunity to broaden your financial knowledge! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the ever-evolving world of finance. Join the conversation and stay informed! 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 explain

Join this discussion with Jake and Cory as they explore listener-suggested topics like school spending records and their opinions on flat taxes. Uncover the IRS secrets as they discuss whether the IRS pays you interest and demystify the concept of tax credits. Don’t miss Cory’s big news! But that's not all – catch up on the latest headlines, from navigating unpopular social security benefits to the homebuying landscape in 2024. Learn why retirees aren't exempt from taxes in this comprehensive discussion. Don't miss the opportunity to broaden your financial knowledge! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the ever-evolving world of finance. Join the conversation and stay informed! 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, c