Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, Joe Ibarra, CPA joins Cory to discuss an important topic for every financial plan: Liquidation Strategy. In Plain English, this is the approach for converting assets into cash when needed in retirement and takes timing, tax implications, liquidity needs, and risk management into consideration. If you or someone you know want to better understand what this means in YOUR financial plan, please don't hesitate to reach out to Falcon Wealth Advisors today.    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 15 professionals speci