Falcon Wealth Advisors - The Fountain Of Wealth

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

Explore the unknown future of the market with Jake and Cory on this special episode of Upticks! Join the conversation as they break down the 2024 market outlook, focusing on crucial factors such as the Federal Reserve's impact, corporate earnings, geo-political influences, and the unpredictable "unknown unknowns." Dive into the discussion on how elections pose potential implications and the delicate balance between public trust and political elitism. There's more! Don't miss out on this insightful exploration that goes beyond the surface. Subscribe to Upticks for a front-row seat to discussions that can increase your knowledge in the ever-changing world of finance. 0:00 – Happy New Year! 1:57 – Nobody Knows! 5:51 – What We Watch 6:31 – The Fed  9:35 – Corporate Earnings 12:39 – Geo-Political Factors 15:06 – Unknown Unknowns  16:04 – The Election  22:08 – Curve Ball! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retiremen

Join Jake and Cory on this week's episode of Upticks as they dive into the world of personal finance! Discover money moves in a world of lower interest rates and unravel the alarming credit card debt among retiree millionaires. Find out which generation is gearing up for financial resolutions in 2024 and how you could benefit from the current interest rate landscape. But that's not all! Explore why boomers are turning into bond buyers, get valuable insights from the lessons the stock market taught us this year, and stay in the loop with Apple's latest security changes to the iPhone. Don't miss out on this dynamic conversation that goes beyond the headlines. Subscribe to Upticks for a front-row seat to discussions that help enhance your financial literacy and help you to make informed decisions.  0:00 – Intro 1:12 – What to do if Rates Drop 4:23 – Who Has the Most Debt? 8:55 – New Year’s Resolutions 13:39 – Interest Rates Higher 17:37 – Credit to the Boomers 19:35 – Don’t Bet Against America 24:09 – Apple Secu

Dive into the world of personal finance with Jake and Cory on this week's episode of Upticks! Join the conversation as they dissect the recent failure of SPACs, unravel potentially overlooked tax considerations, and explore the dynamics of equal weight versus the cap-weighted S&P 500. Feeling dissatisfied at work? Get insights on what might be the cause and discover a potential surprise IRS bill. But that's not all! Jake and Cory also share their thoughts on tipping in Europe, present unique holiday gift ideas, and deliver a hot take on Elon Musk. Don't miss out on this diverse and engaging discussion that goes beyond the numbers. Subscribe to Upticks for a front-row seat to conversations that could help you enhance your financial literacy. 0:00 – Thank you! 1:40 – Failure of SPACs 4:13 – Taxes! 7:49 – Equal vs. Cap Weighted 12:12 – Unhappy at Work? 16:47 – Surprise IRS Bill 19:05 – Tipping in Europe 21:48 – Gift Ideas! 24:31 – Elon Musk: Hot Take Upticks is a show about financial planning and investments

This week on Upticks, Jake and Cory explore financial topics with insights that could impact your goals. Stick around for a compelling call to action. Discover why money-saving apps struggle, the unconventional use of retirement accounts as emergency funds, and America's high real estate commissions. Explore three reasons to consider taking Social Security early, the potential root cause of money conflicts, and the belief in a 50% pay raise for happiness. Don't just watch, engage with the conversation! Subscribe to our channel for a front-row seat to discussions on navigating the world of personal finance. Upticks is your source for helping improve your financial literacy. 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

This week on Upticks, join Jake and Cory as they discuss topics such as the 60/40 portfolio, changes in tax brackets, finding purpose in retirement, the 4% rule, ESG trends, and the age-old debate of buying versus leasing a car! Don't miss out—subscribe to our channel to receive updates whenever we release a new episode. 0:00 – Intro 1:46 – 60/40 Portfolio 6:42 – Taxes! 9:26 – Purpose in Retirement 12:35 – 4% Rule 16:27 – ESG is Out 20:18 – Buy or Lease 25:17 – Small Caps Trailing 27:23 – Call to Action 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 pro

This week on Upticks, join Jake and Cory as they discuss important year-end financial planning, earnings updates, tipping, and much more. Be sure to subscribe on your favorite podcast player so you don't miss an episode. 0:00 – Intro 2:29 – Sell Loser Stocks  4:39 – Year-End Moves 5:24 – Mini-Millionaires 7:18 – Q3 Earnings  8:48 – Thanks Inflation? 12:59 – 401(k) Updates 15:26 – 401(k) Falling Behind?  18:58 – Ouch! 20:45 – Take Action 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 h

This week, Jake and Cory discuss unrealized losses on banks' books, the recent real estate broker lawsuit, stocks during election years, and much more. Be sure to subscribe so you don't miss an episode! 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 retireme

This week, join Jake and Cory as they discuss a different approach to retirement, why Americans say one thing and do another, and how much is too much when buying stocks. 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

Join Jake and Cory this week on Upticks as they discuss the IRS, Work From Home vs Returning to Office, Social Security, Corporate Earnings, and much more. 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

Our signature plan is the cornerstone of our financial planning process. Discover the details of our approach in this recorded webinar. Feel free to reach out to us anytime with your questions or for personalized guidance.       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 enh

Please join Jake and Cory this week as they discuss Social Security, home prices, un-retiring, and much more. Be sure to subscribe so you don't miss an episode. As always, please feel free to share our content with your friends and family. 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 c

This week, Jake and Cory discuss important topics to help you prepare for retirement, including how much cash to keep at home and whether intentionally switching jobs is worth it. Plus, they cover many more insightful financial insights. Please be sure to like and share our content if you know someone who is looking to enhance their financial literacy. 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, healt

This week, Jake and Cory discuss loans, pensions, fees, inflation, and much more. Be sure to subscribe on your favorite content platform so you don't miss an episode! 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 sol

This week, Jake and Cory discuss overpaying on your home insurance, advisor fees, property taxes, and much, much more! As always, if you think someone can benefit from our show, please encourage them to subscribe. 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 successf

This week on Upticks, join Jake and Cory as they discuss the 50/30/20 rule, working in your 80s, the money date, and much more. As always, if you think someone can benefit from our show, please encourage them to subscribe. 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