Falcon Wealth Advisors - The Fountain Of Wealth

On this episode of Upticks, Jake is joined by Joe Ibarra, CPA, one of the Financial Planners at Falcon Wealth Advisors to discuss how investors can seize opportunities during this market environment. Joe’s Certified Public Accountant credential is useful when helping our clients with tax planning, as well as retirement planning more broadly.   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 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance