On this episode of Upticks, Jake and Cory dive into a range of financial planning topics, from investment strategies and retirement planning to broader economic outlooks.

The discussion offers insights on how individuals can make more informed financial decisions and avoid common pitfalls, with a strong focus on personalized planning over generic approaches.

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

This week on Upticks, tune in as Jake and Cory discuss the new term ‘young-old’ adult, how your beliefs could evolve as you age, and what to do with your money if you’re worried.

Jake and Cory talk more about the idea of politics impacting your spending. What is an expense ratio? Learn about this and more on this engaging episode of Upticks!

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

This week on Upticks, tune in as Jake and Cory discuss the American dream, Kansas City Chiefs season predictions, healthy retirement, and more.

Jake and Cory talk more about the Falcon Wealth Advisors team, hucksters springing up, and how it could benefit you to worry about your goals and your goals only. All this and more on this engaging episode of Upticks!

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 firm 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