Falcon Wealth Advisors - The Fountain Of Wealth

This week, Cory and I jump on our soap boxes to explain three types of investment products. If you or someone you know is invested in advisor sold investment products, we should talk. Please feel free to share this episode and my contact information.   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.                 In addition to help