Falcon Wealth Advisors - The Fountain Of Wealth

Tracking Your Performance (Ep. 250)

Informações:

Synopsis

This week on Upticks, Cory and I discuss 5 important factors to understand when tracking your performance. It was great to be back on the show! 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 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 top