Falcon Wealth Advisors - The Fountain Of Wealth

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, to discuss how our team can help solve some of the challenges corporate employees face as they plan for retirement. Many clients have worked at large public corporations, and serving this type of client is one of our specialties.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax

On this week’s episode of Upticks, Jake is joined by associate director of Research & Trading, Matthew Navickas, AAMS®. They discuss four things every investor should know during this period of market volatility. Because Matthew is a member of our Research & Trading Group and plays a role in determining which stocks we buy and sell for our clients, Jake thought it would be interesting to have him on the show during this time.   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 11 professionals specializes in retirement planning for individuals.  We help

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®. They discuss what Falcon Wealth Advisors does for clients and how costs are applied to make sure clients and potential clients fully understand everything Falcon Wealth Advisors has to offer.   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 11 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 pl

With the stock market declining into bear market territory, clients ask if they should become more aggressive with their investments. Others ask if they should sell before things get any worse. And then some assume you should hold and not take any action during a time like this. On this episode of Upticks, Jake is joined by Cory Bittner, CRPC® to discuss our strategy and what we’re doing at Falcon Wealth Advisors during this market correction.   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 11 professionals specializes in retirement planning for individuals

On this week's episode of Upticks, Jared Doefler, the author of a newsletter called Perfect Putt that covers the intersection of golf and business, joined Jake for the second time this year. Tune in to hear Jared's thoughts on the launch of the LIV tour and how it impacts the sport.   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 11 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.   

As a celebration for the 200th episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, for an interview all about Jake and how Falcon Wealth Advisors came to be. A special thank you to everyone who has listened, watched or read Upticks over the past 200 podcasts!   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 11 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 fina

On this episode of Upticks, Jake is joined by Joe Ibarra, CPA, one of the Financial Planners at Falcon Wealth Advisors to discuss how investors can seize opportunities during this market environment. Joe’s Certified Public Accountant credential is useful when helping our clients with tax planning, as well as retirement planning more broadly.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance

As the world continues to reopen and many Falcon Wealth Advisors clients express interest in traveling, Jake is joined by Liane Lance, the co-owner of Picture This Travel. After 30 years in Corporate America, Liane founded Picture This Travel, where she is able to combine her love of travel and helping others travel.   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 11 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

Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, recently joined Jake on Upticks to discuss retiring during uncertain times, which is top of mind for many people who recently retired or are planning to soon. And if you’re a golf fan, make sure to tune into the episode to hear about their trip to Tulsa, Oklahoma, for the 104th PGA Championship.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security,

Jake Cross, a member of our Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss myths around taxes. While we don’t offer tax advice at Falcon Wealth Advisors, we do offer tax planning for clients and strategize with them on how to limit their lifetime tax burden.   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 11 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 financ

On this episode of Upticks, Jake is joined by Matthew Navickas from Falcon Wealth Advisors’ Research & Trading team for a market update. They discuss the stock market’s recent performance, how decisions from Federal Reserve impact that performance, where the market could be headed, and actions we’re taking for our clients.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning,

Bonds are an important piece of a diversified portfolio, particularly for retirees and pre-retirees. Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, joined Jake on a recent episode of Upticks to discuss bonds, how the two aim to use them to their advantage in different economic environments, why they prefer individual bonds 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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, heal

Matthew Tomlin, CFP®, Associate Director of Financial Planning at Falcon Wealth Advisors, joins Jake to discuss asset consolidation on this week’s episode of Upticks. In their discussion, Jake and Matthew dive into how working with a single wealth advisor has the potential to improve your portfolio’s performance, lead to effective tax planning, and simplify your life.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. The two discuss how they invest in stocks, in both good times and bad, and what truly makes a portfolio diversified.   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 11 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 su

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They received some client questions and went through a Q&A highlighting topics ranging from retirement income to investing in a second home.   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 11 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 helpi

Joe Nelson, a Kansas City realtor, recently joined Jake on Upticks. On this episode, Jake and Joe discuss the current real estate market, who should consider diversifying their portfolio through real estate investment, and 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 11 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

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They discuss the stock market’s performance so far in 2022, their expectations for the rest of the year, the bond market and 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 11 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

Jared Doerfler, the author of Perfect Putt, a weekly FREE newsletter, which focuses on golf and business, recently joined Jake on Upticks. On this episode they discuss passion projects, which may spark some ideas for our clients who are retired or are nearing retirement.   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 11 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.             

When people think about retirement, they often first think of the financial element. But there’s much more to retirement than just the money. On this episode of Upticks, Samantha Lane, a retirement coach and the founder of Lumina Coaching joined Jake to discuss finding purpose in retirement.   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 11 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 t

Jake Cross, a member of the Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss Roth IRAs, which are relatively new to the financial planning arena. Despite what you may have heard, they can be useful for both young and older people, as well as wealthy people or people who want to build wealth.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax