Many people may be unfamiliar with 401(k) in-service withdrawals, but they’re an important strategy to have knowledge about. On this episode of In the Money Insight, Cory outlines what this type of withdrawal is, who is eligible and how to utilize them.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.        

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.         

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

Visit Our Website        

https://www.falconwealthadvisors.com/        

Listen to our Podcasts         

https://www.falconwealthadvisors.com/content.html        

We're Social!        

https://www.facebook.com/FalconWAdvisors/        

https://www.instagram.com/falconwadvisors/        

https://twitter.com/FalconWAdvisors        

https://www.linkedin.com/company/falcon-wealth-advisors/       

At Falcon Wealth Advisors, we’re receiving lots of questions about the debt ceiling and how it can impact the stock market. We’ve heard much about the debt ceiling in the news, and on this episode of In the Money Insight, Cory provides highlights some facts, so you are informed on this timely issue.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.        

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.         

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

Visit Our Website        

https://www.falconwealthadvisors.com/        

Listen to our Podcasts         

https://www.falconwealthadvisors.com/content.html        

We're Social!        

https://www.facebook.com/FalconWAdvisors/        

https://www.instagram.com/falconwadvisors/        

https://twitter.com/FalconWAdvisors        

https://www.linkedin.com/company/falcon-wealth-advisors/       

It’s no secret that as Baby Boomers age, more people are retiring than ever before. And with retirement comes changes. People downsize, they declutter, and they make shifts so they can have a fresh start in retirement. On this episode of In the Money Insight, Cory shares one tip for simplifying retirement – consolidating retirement accounts. 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.        

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

Visit Our Website       

https://www.falconwealthadvisors.com/       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

If you’re retired, retiring soon, or simply want to retire at some point in your life, it’s important to note the government has several different ways to tax retirees. The goal posts can move and have moved before. On this episode of In the Money Insight, Cory discusses three tax traps you should know about.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.       

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.     

Visit Our Website      

https://www.falconwealthadvisors.com/      

Listen to our Podcasts       

https://www.falconwealthadvisors.com/content.html      

We're Social!      

https://www.facebook.com/FalconWAdvisors/      

https://www.instagram.com/falconwadvisors/      

https://twitter.com/FalconWAdvisors      

https://www.linkedin.com/company/falcon-wealth-advisors/     

With more retirees than ever living off income generated from their investment portfolios, many are wondering how to survive the volatility that the stock market can bring. On this episode of In the Money Insight, Cory discusses ways to weather the storm – especially as we’ve seen some stock market volatility in recent weeks.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.     

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.      

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.    

Visit Our Website     

https://www.falconwealthadvisors.com/     

Listen to our Podcasts      

https://www.falconwealthadvisors.com/content.html     

We're Social!     

https://www.facebook.com/FalconWAdvisors/     

https://www.instagram.com/falconwadvisors/     

https://twitter.com/FalconWAdvisors     

https://www.linkedin.com/company/falcon-wealth-advisors/    

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.   

We receive questions all the time about what we think the future holds for Social Security. On this episode of In the Money Insight, Cory dives into the current status of the program, as well as a few other common misconceptions.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.     

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.      

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.    

Visit Our Website     

https://www.falconwealthadvisors.com/     

Listen to our Podcasts      

https://www.falconwealthadvisors.com/content.html     

We're Social!     

https://www.facebook.com/FalconWAdvisors/     

https://www.instagram.com/falconwadvisors/     

https://twitter.com/FalconWAdvisors     

https://www.linkedin.com/company/falcon-wealth-advisors/    

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.   

A 401(k) plan is the most common investment vehicle used by people saving for retirement. However, there have been studies* that show workers don’t know how to invest the money in their 401(k) plans and don’t even know where to start. On this episode of In the Money Insight, Cory breaks down how to use a 401(k) to help reach your financial and retirement goals.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.    

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.     

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.   

Visit Our Website    

https://www.falconwealthadvisors.com/    

Listen to our Podcasts     

https://www.falconwealthadvisors.com/content.html    

We're Social!    

https://www.facebook.com/FalconWAdvisors/    

https://www.instagram.com/falconwadvisors/    

https://twitter.com/FalconWAdvisors    

https://www.linkedin.com/company/falcon-wealth-advisors/   

*Source: https://www.cnbc.com/2019/03/07/63-percent-of-americans-are-confused-about-401k-retirement-plans.html

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.  

The housing market has been hot for a while now, and homeowners want to know what they can do to take advantage of it. On this episode of In the Money Insight, Cory outlines three ways to cash in on home prices.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.   

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.    

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.  

Visit Our Website   

https://www.falconwealthadvisors.com/   

Listen to our Podcasts    

https://www.falconwealthadvisors.com/content.html   

We're Social!   

https://www.facebook.com/FalconWAdvisors/   

https://www.instagram.com/falconwadvisors/   

https://twitter.com/FalconWAdvisors   

https://www.linkedin.com/company/falcon-wealth-advisors/  

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions. 

On this episode of In the Money Insight, Cory highlights the seven puzzle pieces that make up a complete financial plan. Understanding these pieces will help you have a thoughtful and complete financial plan.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.  

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them. 

Visit Our Website  

https://www.falconwealthadvisors.com/  

Listen to our Podcasts   

https://www.falconwealthadvisors.com/content.html  

We're Social!  

https://www.facebook.com/FalconWAdvisors/  

https://www.instagram.com/falconwadvisors/  

https://twitter.com/FalconWAdvisors  

https://www.linkedin.com/company/falcon-wealth-advisors/ 

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.

Retirement planning is always changing. On this episode of In the Money Insight, Cory highlights why it’s important to not only have a financial plan, but review it often to ensure you are saving in both a thoughtful and efficient manner.

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 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 plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees. 

 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.

Visit Our Website

https://www.falconwealthadvisors.com/

Listen to our Podcasts 

https://www.falconwealthadvisors.com/content.html

We're Social!

https://www.facebook.com/FalconWAdvisors/

https://www.instagram.com/falconwadvisors/

https://twitter.com/FalconWAdvisors

https://www.linkedin.com/company/falcon-wealth-advisors/