Falcon Wealth Advisors - The Fountain Of Wealth

Estate planning can be a daunting process, and while it may sound morbid, it’s something that we should all think about and plan for. On this episode of Upticks, Jason Salinardi, a local estate planning attorney, joins Jake to discuss the Wills & Trusts, along with some other estate planning tactics our clients may find useful.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.       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 pl

Audio recording from the Inflation, Bitcoin, Taxes & More Webinar.   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 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 middle man which we believe increases control and transparency, and decreases fees.      Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.   Visit Our Website  https://www.falconwealthadvisors.com/    Listen to our Podcas

Cryptocurrencies are digital currencies designed to be used for goods and services. Many of us have heard about Bitcoin, however there are over 6,700 different cryptocurrencies available for use. On this week’s episode of Upticks, Jake explains what cryptocurrencies are and shares his feelings on Bitcoin and other cryptocurrencies.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.     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 f

Going from saving for retirement to spending your nest egg and sometimes be hard for those heading into retirement. On this week’s episode of Upticks, Jake discusses the psychological shift our clients go through, and how to prepare both mentally and financially for a happy retirement   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.     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 successful retirement we also implement inv

With interest rates near historic lows, mortgages rates have significantly declined. More and more clients have brought up mortgages in recent meetings, and not surprisingly, mortgages are an important consideration in the customized financial plans we develop for our clients. On this episode of Upticks, Jake talks about several important factors to keep in mind before refinancing or getting a home.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 finan

When looking at how self-proclaimed “financial-gurus” manage their money, it’s interesting that they don’t seem to invest their funds the same way they invest their clients’. On this episode of Upticks, Jake walks through our investing philosophy, and how unlike other advisors, we “eat what we cook.”   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we also i

If you have been paying attention to the market over the past couple weeks, it may seem that the market has lost its mind. On this episode of Upticks, Jake and Cory discuss current market events surrounding hedge funds, market manipulation, and our response in light of recent events.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we also implement investme

Falcon Wealth Advisors has several qualities that make us different and we’re often asked what separates us from other firms. On this episode of Upticks, Jake highlights what sets Falcon Wealth Advisors apart, especially when it comes to investments and financial planning.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we also implement investments solutio

Retirement planning looks different for everyone, especially as you progress through life and your goals change. However, regardless of where you are in your stage of life, the importance of a financial plan does not change. On this episode of Upticks, Jake gives retirement tips for early & mid-career investors, pre-retirees, and those who are already retired.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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

The S&P 500 rose steadily in both 2019 and 2020—of course some volatility was mixed in— and while no one can predict the future, there’s been a number of questions from clients about when the market could crash, thus ending this bull run. On this episode of Upticks, Jake answers a few of these questions, and goes over ways to best preserve capital in the event of a downturn.     Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 topic

Intentional spending can be thought of spending with a purpose or guilt-free. Whether you are working or retired, intentional spending is about prioritizing the things you enjoy and that are important to you. In this episode of Upticks, Jake discusses ways to spend your money intentionally, no matter if you are saving up for or enjoying your retirement.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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

2020 Was a year unlike any other, but everyone’s wondering what lies ahead for 2021. While it’s impossible to predict the future when it comes to the market, this week on Upticks, Cory joins Jake to discuss some possible expectations for the coming year.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we also implement investments solutions.  We believe tha

In today’s world, almost everyone has a checking and a savings account. In this episode of Upticks, Jake discusses ways to maximize your checking and savings accounts – including ways to lower costs and increase returns.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we also implement investments solutions.  We believe that what sets us apart is our philos

Credit cards can be a great tool to build credit, earn rewards, and pay for both everyday items and emergency expenses. While they do have many benefits, credit cards can also be a burden if they aren’t used correctly. In this episode of Upticks, Jake discusses the upsides and downsides of credit cards, and ways to pay down their balances.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 pl

One of the many benefits of working with Falcon Wealth Advisors is that we help our clients manage their investment behavior. While it may sound odd, many clients describe it as one of the top reasons to work with us. On this episode of Upticks, Jake highlights some ways that we help manage our clients’ investor behavior.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successfu

Taxes are a necessary evil but having a proactive tax strategy could potentially reduce your tax burden. While we’re not Certified Public Accounts (CPAs), and we don’t give tax advice, we do assist clients with tax planning. In this episode of Upticks, Jake highlights four tips for tax planning in 2020.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we als

The past few weeks, we have received a lot of interesting and similar questions regarding retirement, the election, taxes and more. On this episode of Upticks, Cory joins Jake for a Q&A session highlighting some recent client questions.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful retirement we also implement investments solutions.  We believe that what sets us

  Running out of money is a valid fear many people have, regardless of how much they have saved. Everyone wants to feel secure and know they will be taken care of in the long run. On this episode of Upticks, Jake outlines four important ideas to help people plan for the future and ensure they won’t run out of money.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 successful reti

With a democratic president and the potential of a divided congress on the horizon, you may ask, what now? At Falcon Wealth Advisors, we’re going to stick with our diversified portfolio and rotate stocks based on which companies we feel have the best chance to thrive in these conditions. On this episode of Upticks, Jake explains this plus more ways we at Falcon Wealth Advisors will use this as an opportunity to make money in the market.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand. 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,

Falcon Wealth Advisors utilizes the strategy of buying low and selling high when working with stocks and bonds. This can be difficult to accomplish, due to uncertainty that comes with the stock market. On this episode of Upticks, Jake explains how we at Falcon Wealth Advisors strategize in order to buy low and sell high for our clients’ portfolios.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   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 cl