Falcon Wealth Advisors - The Fountain Of Wealth

Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285)

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Synopsis

Tune in to this week's episode of Upticks as Jake and Cory talk about the Chiefs Superbowl win, how the early bird may not get the worm when it comes to filing taxes, and what to do if you are worried about social security. 4.1 million Americans are turning 65 this year, and some parents are shutting down support for their adult children. What is the 4% rule and why do some advisors not believe in it? If you have equity in your home, a HELOC may work for you. Finally, with old age comes the hard decision to delegate your money management to someone else. Thank you for joining us this week! 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  2:42 – Go Chiefs!  6:45 – Early Bird Taxes 9:21 – Future of Social Security 13:10 – “85 is the new 65”  15:32 – Shoutout! 16:10 – Bank of Mom and