Falcon Wealth Advisors - The Fountain Of Wealth

Zero Taxes, Donating, 6 Tips You May Wish You Knew Sooner (Ep. 282)

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Synopsis

This week on Upticks, Jake and Cory discuss how some people don't pay taxes while most individuals do. They provide some hope by offering insights into efficient tax planning for those of us who do pay taxes. A big thank you to a listener for sending an article suggestion! This episode also covers the state of insurance nationwide and lists 6 things one journalist wishes they knew before retirement. Thanks for tuning into Upticks! Our goal is to help enhance your financial literacy through these videos, podcasts, and blog. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week! Upticks 243: https://youtu.be/C20kIVVroXQ If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro 3:32 – Listener Suggestion! 5:26 – Can You Pay $0 Taxes? 10:32 – Charitable Donation Deductions 14:47 – 6 Things I Wish I Knew Sooner  21:22 – Understanding Diversification 24:06 – Tax Deal Upticks is a show about financial pl