Falcon Wealth Advisors - The Fountain Of Wealth

Check out the latest episode of Upticks “Understanding Your Options” where Jake Falcon, CRPC and Cory Bittner, CRPC discuss the various options you have involving your 401(k) and various investment options. Jake and Cory discuss leaving your funds in your 401(k), cashing it out and putting it in your checking account, rollover your 401(k) to an IRA, or convert it to a Roth IRA. After discussing ways to handle your 401(k), Jake and Cory begin discussing the various ways you can invest your money. Lastly, Jake and Cory end the episode discussing Cory’s upcoming wedding! They reference a past blog post by Matt Johnson, you can read that blog here: https://www.falconwealthadvisors.com/blogandpodcasts/blogpost/blog/wedding-planning-tax-planning. Check out this weeks episode to learn more!

In episode 60 of “Upticks” Jake and Cory take a deep dive into why certain clients work with advisors and why advisors work with certain clients. Jake and Cory begin this episode by discussing what clients should consider when looking for an advisor. They discuss what questions you should ask your advisor, BrockerCheck, and much more. Jake and Cory then move into discussing what they look for when meeting with a new client. Tune in to learn more about what they’re looking for in a client and for a recap of our 5 Tax Lowering Strategies for Retirement Presentation.

In episode 59 of “Upticks” Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt’s most recent blog series about relocating and the taxes involved. Matt’s blogs cover property tax planning, income taxes, and much more! Jake and Matt also discuss the idea of using Roth IRAs as a barbell strategy to help with tax planning.

In episode 58 of “Upticks” Jake and Cory discuss company benefits and how they help their clients understand them as they approach retirement. Tune in as Jake and Cory take a deep dive into a wide range of company benefits including 401(k) plans, employee stock purchase plans, health savings accounts, and much more! Jake and Cory discuss each one individually as to what they are and how they can be beneficial to employees.

In episode 57 of “Upticks” Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework.

Be sure to tune in to Episode 56 of Upticks “Important Wealth Management Updates” where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth management and market update. This week they discuss how taxes are seen as a pain point and how we are helping our clients lower their taxes. The two also discuss the added value of offering tax planning to their clients, bond trades, and defensive stocks. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!

Be sure to tune in to Episode 55 of Upticks “The Fed Lowers Rates” where Jake Falcon, CRPC and Jesse Wilkins discuss timely market events. This week they defined what the Federal Reserve is and what role it plays on the economy. The two also discuss potential impacts the Fed's recent decision to lower rates could have on investment portfolios. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!

In this episode, we talk about - Lowering Taxes - Bunching - Matt’s Summer - And much more!

In this episode, we talk about - Advanced Planning - Matt’s New Blog - Birds of Prey Lightning Round - And much more!

In this episode, we talk about - Fear & Greed - Growth Stocks - Questions Worth Asking - And much more!

In this episode, we talk about - Mid-year update - Where the stock market has been - Where we think the stock market is going - And much more!

In this episode we discuss: - Wills & Trusts - Estate Tax - Bird of Prey Lightning Round - And much more!

In this episode we discuss: - Team Structures - Tax Free Investments - Questions worth asking - And much more!

In this episode we discuss: - The SECURE Act - The current market - Questions worth asking - And much more!

In this episode we discuss: - Layering - Gold - Questions worth asking - And much more!

In this episode, we discuss: -Why you shouldn’t hire a financial advisor -Emerging market stocks -Questions worth asking -And much more!

In this episode, we discuss: -Why plan? -Mutual Funds -Questions worth asking -And much more!

In this episode, we discuss: -What sets us apart -Risky investments -Questions worth asking -And much more!

In this episode, we discuss: -Matt Johnson -Questions worth asking -Game of Thrones -And much more!

In this episode, we discuss: -Margin -The S&P 500 -Questions worth asking -And much more!