Tune in to this week's episode of Upticks, "How to Retire", where Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss 3 things to consider when planning for retirement. Everyone wants to retire, but not everyone knows how to actually get there. Jake and Cory discuss 3 things they think everyone should consider. First, they discuss getting your financial plan in order. Second, they talk about how you should consider what you'll do every day once you're retired. Lastly, Jake and Cory discuss not letting fear and greed impact your decisions. Listen to this episode to learn more about each of these things to consider!

This week's episode of Upticks, "4th Quarter Tax Planning", Jake Falcon, CRPC® and Matt Johnson talk about tips for lowering your taxes. As we approach the end of the year, it's time to start thinking about end of year tax planning! In this episode of Upticks, Jake and Jesse cover 5 tax planning strategies to help lower your taxes. They cover retirement plan contributions, bunching, health savings accounts, required minimum distribution, and 529 Plan. Tune in to this week's episode to take a deep dive into these 5 strategies!

On this week's episode of Upticks, "The Truth behind Mutual Funds", Jake Falcon, CRPC® and Jesse Wilkens have a candid conversation about mutual funds. During their conversation, Jake and Jesse define what a mutual fund is and discuss their thoughts on mutual funds. During their discussion, Jake and Jesse discuss why we choose not to use them. Tune in to this week's episode to learn more about mutual funds!

Check out the latest episode of Upticks "Prepping for a Marketing Crash" where Jake Falcon, CRPC and Jesse Wilkens reflect on last year's 4th quarter, what happened during the 3rd quarter, and our expectations as we finish out 2019. Jake and Jesse begin by recapping some big topics that have occurred recently; including why the fed has lowered rates, the potential impact of the lowered rates, the possible trump impeachment and much more! They then transition into talking about our expectations in the 4th quarter and the prep we take to prepare for it. Jesse talks about specifically what he will keep an eye on during the fourth quarter. Tune in to this episode to learn more about what happened in the 3rd quarter and our thoughts on the 4th quarter.

Check out the latest episode of Upticks "Understanding Your Options" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss the various options you have involving your 401(k) and various investment options. Jake and Cory discuss leaving your funds in your 401(k), cashing it out and putting it in your checking account, rollover your 401(k) to an IRA, or convert it to a Roth IRA. After discussing ways to handle your 401(k), Jake and Cory begin discussing the various ways you can invest your money. Lastly, Jake and Cory end the episode discussing Cory's upcoming wedding! They reference a past blog post by Matt Johnson, you can read that blog here: https://www.falconwealthadvisors.com/blogandpodcasts/blogpost/blog/wedding-planning-tax-planning. Check out this weeks episode to learn more!

In episode 60 of "Upticks" Jake and Cory take a deep dive into why certain clients work with advisors and why advisors work with certain clients. Jake and Cory begin this episode by discussing what clients should consider when looking for an advisor. They discuss what questions you should ask your advisor, BrockerCheck, and much more. Jake and Cory then move into discussing what they look for when meeting with a new client. Tune in to learn more about what they're looking for in a client and for a recap of our 5 Tax Lowering Strategies for Retirement Presentation.

In episode 59 of "Upticks" Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt's most recent blog series about relocating and the taxes involved. Matt's blogs cover property tax planning, income taxes, and much more! Jake and Matt also discuss the idea of using Roth IRAs as a barbell strategy to help with tax planning.

In episode 58 of "Upticks" Jake and Cory discuss company benefits and how they help their clients understand them as they approach retirement. Tune in as Jake and Cory take a deep dive into a wide range of company benefits including 401(k) plans, employee stock purchase plans, health savings accounts, and much more! Jake and Cory discuss each one individually as to what they are and how they can be beneficial to employees.

In episode 57 of "Upticks" Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework.

Be sure to tune in to Episode 56 of Upticks "Important Wealth Management Updates" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth management and market update. This week they discuss how taxes are seen as a pain point and how we are helping our clients lower their taxes. The two also discuss the added value of offering tax planning to their clients, bond trades, and defensive stocks. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!