Falcon Wealth Advisors - The Fountain Of Wealth

Getting to Know Your Advisor - Jake Falcon, CRPC® (Ep. 200)

Informações:

Synopsis

As a celebration for the 200th episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, for an interview all about Jake and how Falcon Wealth Advisors came to be. A special thank you to everyone who has listened, watched or read Upticks over the past 200 podcasts!   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, tax planning, and many other fina