Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, join Jake and Cory as they discuss important year-end financial planning, earnings updates, tipping, and much more. Be sure to subscribe on your favorite podcast player so you don't miss an episode. 0:00 – Intro 2:29 – Sell Loser Stocks  4:39 – Year-End Moves 5:24 – Mini-Millionaires 7:18 – Q3 Earnings  8:48 – Thanks Inflation? 12:59 – 401(k) Updates 15:26 – 401(k) Falling Behind?  18:58 – Ouch! 20:45 – Take Action 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 h