Falcon Wealth Advisors - The Fountain Of Wealth

In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss The Coronavirus. Jake and Cory talk about how the market has been impacted, why it’s been impacted, how we’ve prepped for the volatility, and what we are doing now to handle the volatility. Stick around until the end of the video to hear Cory’s story about how he lost, and found, his wedding ring.

In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss some social security strategies. Jake and Cory take some time to discuss the benefits of taking social security at 62 and waiting until 70, what factors play into the decision to turn on social security, and making sure your plan to take social security aligns with your retirement plan. Make sure you watch until the end to hear about our latest Facebook poll! Jake and Cory have a lot to say about.

In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss and help better explain investments. Jake and Cory take a deep dive into why you need investments and what type of investments are out there. Make sure you stick around and watch the entire episode to hear about some recent polls we’ve run on Facebook. You won’t want to miss out!

In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to talk about 4 key considerations to make if your company were to offer you a buyout. Jake and Cory do a great job dive into each key consideration, elaborating on why they consider each one important. Make sure you watch this episode to the end to hear their thoughts on the STL Blackhawks and the XFL.

On this episode of Upticks, Cory Bittner, CRPC joins Jake Falcon, CRPC to discuss “3 Tips for a Successful Retirement”. Jake and Cory discuss the idea of retiring to something not from something, being wary of hidden fees, and spending money on things you enjoy, cutting out things that you don’t. Make sure you watch this episode to hear the great advice Jake and Cory have to offer.

This week on Upticks, Matt Johnson, CTS™ joins Jake Falcon, CRPC® to discuss “The SECURE Act 3.0”. Jake and Matt discuss two impacts of the SECURE Act that will impact a younger generation. They discuss how the SECURE Act impacts 529 Plans, which is a tax favorable way to save for education. They also discuss a recent poll we ran in regard to cruise ships. Make sure to watch until the end to hear the results, they may just shock you!

This week on Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss “Should I Save or Should I Spend?”. We recently ran a poll on Facebook asking people if they consider themselves a saver or a spender. Jake and Cory discuss the results of the poll, as well as some small tips for helping you become more of a saver! They also talked about Cory’s newest blog series Real Questions, Real Answers. Be sure to watch until the end to hear about Cory’s recent trip to New York City.

In this episode of Upticks, “SECURE Act Need to Knows”, Jake Falcon, CRPC® and Matt Johnson, CTS™ take a deeper look into a couple of the SECURE act rulings. Jake and Matt discuss how it may impact your plan and what we’re doing to compensate accordingly. They cover qualified charitable contributions, 401(k) options, and much more. If you’ve had some questions about the SECURE act, check out this episode!

In this episode of Upticks, “Market Outlook for 2020”, Jake Falcon, CRPC® and Jesse Wilkins talk about their thoughts on the market for the upcoming year. Jake and Jesse discuss rebalancing your portfolio, a possible asset to keep your eye on, and the conflict between the US and Iran. If you’re curious about what the outlook might be for 2020, make sure to check out this episode.

In this episode of Upticks, “The Secure Act and Your IRA”, Jake Falcon, CRPC® and Matt Johnson, CTS™ discuss the Secure Act and the impact it could have on your IRA. Jake and Matt cover required minimum distributions, IRA contributions, and beneficiary designations. If you’ve had questions about the Secure Act, you’ll want to check out this episode. Jake and Matt do a great job taking a deep dive into three aspects that are impacted.

In this episode of Upticks, “The New Year’s Episode, Jake Falcon, CRPC® and Cory Bittner, CRPC® cover major events that happened during the past decade. Jake and Cory talk about major electronical advances, natural disasters that have occurred, sports that have won, and much more! Tune in to this week’s episode to hear what Jake and Cory had to say about the past decade.

In this episode of Upticks, “2019 Year In Review”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk a look back over the past year and take about some of the most memorable points. Jake and Cory cover everything from what happened to our company this year to big events in the market to even sports! If you’re curious about what they have to say for a year in review, make sure to check out this episode.

This week’s episode of Upticks, “4 Planning Tips for 2019”, Jake Falcon, CRPC® and Cory Bittner, CRPC® break down 4 tips to help better set up your financial future. Jake and Cory discuss how it’s not too late in the year! Make sure to watch this episode to hear Jake and Cory go in-depth about the importance of scheduling time to speak with your accountant now rather than later, why you should make sure your 401(k) and health savings accounts are fully funded, rolling up a mortgage payment, and the benefit of revisiting your financial goals.

On this episode of Upticks, “3 Investment Facts for 2019”, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about three investment facts that they think are important to note for the year. They talk about not being fooled by your returns, rebalance, rebalance, rebalance, and don’t let taxes lead your investment decisions. Make sure to watch this episode to hear Jake and Cory go in-depth about these three important investment facts!

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!