Falcon Wealth Advisors - The Fountain Of Wealth

On this week’s episode of Upticks, Jake is joined by Matthew Tomlin, CFP®, to discuss why everyone should have a financial plan. Matthew is a CERTIFIED FINANCIAL PLANNER™ and at Falcon Wealth Advisors, our financial planners serve as extensions of our two advisors—Jake Falcon CRPC®, and Cory Bittner, CRPC®. Tune in to hear their conversation!   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 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insuran