Falcon Wealth Advisors - The Fountain Of Wealth

Living Without a Budget (Ep. 260)

Informações:

Synopsis

This week on Upticks, Cory and Jake discuss the reasons many clients don't work off a budget and the factors you should or shouldn't consider when having one. If you or someone you know wants to discuss budgets, please feel free to reach out to us. 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 topics.                   In addition to help