Falcon Wealth Advisors - The Fountain Of Wealth

Financial Advisor Warnings, Layoffs, and Healthcare in Retirement (Ep. 284)

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Synopsis

Join Jake and Cory’s conversation this week on Upticks! Gain insights into warnings from financial advisors and what you can do if you’re unexpectedly laid off. Retiring before or after 65? Healthcare needs to be a consideration for you either way. This episode gets into tax talk and how new IRS features could benefit you. Jake and Cory finish out by debating a few charts and how they analyze historic presidential elections from an economic perspective. We can’t thank you enough for joining us in our mission to help spread financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way. If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html 0:00 – Intro 3:43 – Hearsay 6:28 – Layoff Checklist 10:03 – Healthcare is How Much? 12:49 – Retiring before 65 17:33 – IRS Behaving  21:17 – Delaying RMDs  25:26 – Biden Election Moves Upticks is a show abou