Falcon Wealth Advisors - The Fountain Of Wealth

Rethink Your Refund, Social Security Gamble, and Throwing Away Money (Ep. 295)

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Synopsis

This week on Upticks, join Jake and Cory as they discuss what an ensemble practice is as well as address a listener's suggestion about how to get started in your go-go years. Did you know Americans throw away $68 million per year? How long until the IRS finds you for your tax mistakes? When can you collect social security, and can you change your mind later? Jake and Cory round out their discussion addressing a new government rule built to protect investors and why you shouldn’t be happy about a tax refund.  Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!   To subscribe to our newsletter, please email luke@falconwealthadvisors.com If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html   Upticks is a show about financial planning and investments. Join Jake F