Falcon Wealth Advisors - The Fountain Of Wealth

This week, Cory and I take a deep dive in the various types of company benefits that many of our clients are offered. It's not only important to fully understand what is available to you, it's equally important to understand how these benefits align with your financial plan.    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 15 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.