This week on Upticks, Cory joins me to discuss several ways to potentially lower your taxes THIS YEAR. Now is the time to look at ways of reducing what you will owe come April.

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 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 middleman, 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/       

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      

#taxes #planning #wealthmanagement #upticks #retirement #kansascity

2022 has been a tough year across most markets. With nowhere to hide, what are investors to do? This week on Upticks, Cory and I share some helpful tips to consider TODAY.

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 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 middleman, 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/       

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      

#stockmarket #investing #wealthmanagement #upticks #retirement #kansascity

Approximately 70 million Americans are receiving Social Security benefits! Whether you're still working and paying into Social Security, awaiting to turn on your benefits, or already receiving, Social Security plays an important role in developing your financial plan. On this week’s episode, we discuss some important points to understand.

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 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 middleman, 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/        

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       

#SocialSecurity #RetirementPlanning #RetirementIncome #upticks #retirement #kansascity

This week, Matthew Tomlin, CFP®, joins me to discuss optimizing your retirement accounts. In this episode, we define the different types of retirement accounts, discuss where to save, what to own, and ultimately where to pull from in retirement. As always, don't hesitate to contact me or my team with any questions!

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 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 middleman, 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/       

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      

#retirementplanning #IRAs #RothIRAs #upticks #retirement #kansascity

This week on Upticks, Cory Bittner, CRPC® joins me to discuss - Why is money important to you? Whether you know this answer for yourself or not, this show is worth the time. We share common answers and provide topics to think about when you contemplate this important question.

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 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 middleman, 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/       

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      

#money #needswantswishes #wealthmanagement #upticks #retirement #kansascity

On this week's episode of Upticks, Matthew Tomlin, CFP® joins me to discuss how to establish an encore career. Whether you’re fast approaching retirement or already there, this week's show discusses important topics to consider as you think of what your next act will be.

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 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 middleman, 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/        

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       

#retirement #careeradvice #wealthmanagement #upticks #kansascity

This week on Upticks, I'm joined by Andy Greenstein to discuss the current interest rate environment and how it correlates with mortgages. If you or someone you know is interested in buying a home, please let us know. We can crunch the numbers for you!

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 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 middleman, 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/       

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      

#mortgages #interestrates #wealthmanagement #upticks #retirement #kansascity

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 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 middleman, 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/        

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       

#Wills #Trusts #EstatePlanning #Upticks #Retirement #KansasCity

This week, Cory joined me to discuss why retirement might not be all sunshine and rainbows.  We also discuss important questions everyone should consider whether they are planning for retirement or already there.

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 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 middleman, 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/        

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       

#retirementplanning #financialindependence #wealthmanagement #upticks #retirement #kansascity

On this week's episode, Jake Cross joins me to discuss 5 steps you can take to set yourself up to make WORK OPTIONAL. Helping clients become financially independent is one of the most satisfying things we do at Falcon Wealth Advisors. We hope you enjoy the show!

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 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 middleman, 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/        

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       

#savingmoney #financialfreedom #passiveincome #upticks #retirement #kansascity