Falcon Wealth Advisors - The Fountain Of Wealth

In this episode we discuss: - Retirement Planning - Becoming an Empty Nester - Getting through a Divorce - Current Stock Market Volatility - Interest Rates - China - And much more!

Wealth Management 101 (Ep. 20) by Jake Falcon

Why Hire an Advisor Client Relationships Your Investment Performance Year-to-Date Chiefs

- Why Are You Retiring? - The Go-Go Years - Individual Stocks - World Cup 2018

- KCP&L and Westar Energy merger - Preparing for a merger as an employee - Federal Open Market Committee (FOMC) - What do higher interest rates mean? - World Cup 2018

In Episode 16, Jake and Cory discuss the following: -Barron's "Retirement Rethink" Cover Story -Rule of Thumb: 4% -Social Security -Annuities for Retirement Income -Reverse Mortgages -Adjusting for Good and Bad Markets -Historical Market Returns vs. Future Market Returns -Bucket Approach to Retirement Spending -NBA Finals

In Episode 15, Jake and Cory discuss the DST Systems and SS&C merger, new bond pricing disclosures for brokers, and legalized sports gambling. The blog post referenced in the show can be found here: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/two-ways-bonds-are-purchased

In this week's podcast, we discuss how we add value at Falcon Wealth Advisors, along with things we can't and won't do for our clients. We also discuss what clients should be looking at when comparing their performance to a benchmark.

Managing good debt vs. bad debt, and the state of the bond market.

In Episode 12, Jake and Cory discuss Social Security and its future, how to generate income off your stocks, and answer a listener question from Facebook.

Tune in to Episode 11 to hear Jake and Cory discuss two ways to manage your company stock, an appropriate amount of your portfolio that company stock should represent, and Eric Hosmer's departure to San Diego.

Tune into Episode 10 to listen to our discussion on applying Emotional Intelligence to your financial plan, buying low & selling high, and the 2018 Winter Olympics. For the chart referenced in this episode and more visit: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/the-fountain-of-wealth-podcast-episode-10

Tune in to Episode 9 to hear our take on why it is critical to stick to your financial plan in good times and bad, the return of volatility to the markets, and Jerome Powell, the new Chairman of the Federal Reserve.

Tune in to Episode 8 to hear our take on Long-Term Care Insurance and important considerations associated with it, Stocks vs. Products, and Super Bowl LII.

In Episode 7, we discuss the pros and cons of prepaid funeral arrangements, why our diversified stock portfolio doesn’t move in tandem with the Dow Jones Industrial Average, and Tiger Woods’ chances in the 2018 Farmers Insurance Open this weekend at Torrey Pines.

In Episode 6, we discuss the often-asked question of "How Much Do You Need to Retire?", where bonds belong in a diversified portfolio and the most efficient and effective way to purchase them, and our first selection for the Falcon Wealth Advisors Book Club in 2018.

In Episode 5, we discuss individual target rates of return, where gold belongs in a diversified portfolio, and Eric Hosmer's Free Agency.

In Episode 4, we discuss Social Security, hidden expenses associated with mutual funds, and our 2018 New Years Resolutions.

In Episode 3, we share tips on how to access your retirement funds before 59.5, give our take on the market for 2018, and discuss tax reform.

In Episode 2, we define asset allocation, discuss the difference between stocks and bonds, and give our two cents about bitcoin.