Falcon Wealth Advisors - The Fountain Of Wealth

On this week's episode, Emily Sullivan joins me to breakdown the difference between Wills & Trusts. We discuss important considerations to make when reviewing your family dynamic and your assets. This is a show for everyone!   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 insurance, tax planning, and many other financial planning topics.                   In addition to helping our clients pla