On this episode of Upticks, Jake and Cory discuss the benefits and potential pitfalls of charitable giving, including the concept of a "helper's high." They review individuals to consult before retiring and debate the necessity of them.

Jake and Cory also explore the potential advantages of buying used cars versus new ones and share their personal experiences. Finally, they discuss the current state of the housing market and the historically increased equity held by some homeowners.

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

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Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensure transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

Connect with us:
https://www.falconwealthadvisors.com/       
https://www.falconwealthadvisors.com/content.html      
   
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC™       
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs’ potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-Bonds from 2022 and provide thoughts on what to do with them now.

Jake and Cory also emphasize scrutinizing retirement expenses, reveal a surprising link between mood and stock prices, and offer essential tax tips for 2024. Finally, they explore the psychology behind rising lottery ticket prices.

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

Subscribe to our newsletter: https://falconwealthadvisors.com/
Contact us: https://falconwealthadvisors.com/contact.html

Order ‘Retiring Right’: https://a.co/d/cSglWiC

Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

Connect with us:
https://www.falconwealthadvisors.com/       
https://www.falconwealthadvisors.com/content.html      
   
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC™       
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory begin by addressing a listener’s question about feeling guilty when spending money in retirement.

They discuss the undefeated Kansas City Chiefs, how some financial advisors don’t disclose their fees transparently, not feeling bad about going back to work in retirement, the psychology of risk takers, and travelling in retirement.

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy

Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

Connect with us:
https://www.falconwealthadvisors.com/       
https://www.falconwealthadvisors.com/content.html      
   
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC™       
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory take a new perspective on money and happiness. Do you think money can buy happiness?

They discuss income inequalities and the idea of hard work resulting in higher financial benefit. As well as a recent social security raise and potential impacts of insurance industry kickbacks on retirees.

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy

Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

Connect with us:
https://www.falconwealthadvisors.com/       
https://www.falconwealthadvisors.com/content.html      
   
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC™       
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A?

They explore test-driving retirement before you retire, becoming a millionaire the boring way, investments that can be too good to be true, retiring to rural America, aging while staying at home, and whether you are spending too much. All this and more in this week’s insight-filled episode!

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

Connect with us:
https://www.falconwealthadvisors.com/       
https://www.falconwealthadvisors.com/content.html      
   
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC™       
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory engage in meaningful conversation about politics, patriotism, and the state of the country.

What is ‘greed inflation’? What do you value higher, freedom or security? Unrealized gains, what about losses? Jake and Cory bring wise insight and stability to some highly divisive topics.

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

0:00 – Intro
3:03 – Greed Inflation
12:28 – Freedom vs. Security Poll
13:41 – Unrealized Gains
16:17 – Patriotic Discussion

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

Connect with us:
https://www.falconwealthadvisors.com/       
https://www.falconwealthadvisors.com/content.html      
   
Follow us on social media:
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC™       
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

#retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning