Upticks: A Financial Planning & Investment Podcast

On this episode of Upticks, Jake is joined by Matthew Navickas, AAMS® who serves on the Research & Trading Group at Falcon Wealth Advisors . After Matthew interned at Falcon Wealth Advisors in 2019, we knew we wanted to bring him aboard full time. On this episode, they chat about how the Research & Trading group operates, inflation and more.   Upticks is a show about financial planning and investm...

Tax planning is always a hot topic at Falcon Wealth Advisors. On this episode of Upticks, Jake is joined by one of the team's financial planners, Jake Cross to discuss the tax planning strategies we deploy for our clients.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitab...

In recent years, the stock market has been on a strong and resilient run, which we think this has led to investors to become a bit overconfident. As we've seen recently, the market may be entering correction territory. This also means that risk has re-entered the conversation. On this episode of Upticks, Cory joins Jake to discuss market risk.   Upticks is a show about financial planning and inves...

On this episode of Upticks, Jake is joined by Samantha Waters to discuss how we serve our clients. This is not only a helpful episode for current clients, but for potential clients as well, we suspect our operations and focus on service differentiates us from other wealth advisors.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planni...

Many Falcon Wealth Advisors clients have recently asked what our outlook for the stock market is as 2022 gets underway. On this episode of Upticks, Jake takes a look back on 2021 and looks ahead to what 2022 might bring.   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...

So many wealth advisors talk about how to save your money, but they don't often discuss how to spend your money. Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC, recently joined Jake on Upticks to discuss how both retired people and people who are still working should think about spending money.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he...

While most people understand company stock is a terrific benefit of working at a publicly traded company, they often get busy with life and their careers and aren't sure how to properly manage that stock. On this episode of Upticks, Jake discusses some things to consider when company stock is included in your compensation plan.   Upticks is a show about financial planning and investments. Join Jak...

There's been a lot of merger and acquisition activity in Kansas City over the years, from Sprint and T-Mobile merging, to KCP&L merging with Westar to form Evergy, and now the news that Oracle plans to buy Cerner. News like this can be overwhelming for employees of these companies, so on this episode of Upticks, Jake highlights key actions you should take if your company is acquired.   Upticks is...

"What are we doing about inflation?" We've been asked this in many recent client meetings at Falcon Wealth Advisors, as we've all heard a lot about inflation in the media. On this episode of Upticks, Jake discusses steps to protect your finances against inflation.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics includin...

Many financial advisors use terms like "comprehensive wealth management," or "financial roadmap," and yet many people aren't sure what language like that even means. I recently listened to a podcast on which the hosts noted this, and they also discussed how people who, say, visit an attorney about a trust are there because they have an estate problem they want that attorney to fix. Financial advis...

If you missed our recent webinar about year-end tax planning, this week's episode of Upticks is for you. Falcon Wealth Advisors co-founder Cory Bittner, CRPC, joined Jake to discuss year-end tax planning.   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...

At Falcon Wealth Advisors, we've found clients typically go through three distinct retirement cycles during post-working years. On this episode of Upticks, Jake highlights those three cycles, categorized as the Go-Go Years; the Slow-Go Years; and the No-Go Years.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including...

Being comfortable riding the stock market's waves is a prerequisite for any successful investor. Recently, the stock market experienced some volatility – waves – due to inflation. On this episode of Upticks, Jake discusses that volatility, and helpful ways to "ride the waves."   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning to...

As many listeners know, Falcon Wealth Advisors is growing rapidly. With all these new clients and the desire to provide everyone with excellent service, we've been busy hiring new team members and growing the roster. On this episode of Upticks, Jake highlights the team, and shares details about their roles, so clients know who's helping manage their financial plan and achieve their goals.     Upti...

On this episode of Upticks, Jake highlights a topic that is not widely talked about by CPAs and financial advisors, much less everyday investors. The concept is called Net Unrealized Appreciation (NUA) and is relevant for people who are still working, participate in a 401(k) plan through their employer, and own stock of the company they work for in that plan.   Upticks is a show about financial pl...

It's hard to believe we are already in Q4. On this episode of Upticks, Jake highlights the first three quarters of the year, and provides a market outlook as we close out 2021.   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 in...

Many people work decades before finding out the IRS still wants their due in retirement. On this episode of Upticks, Cory joins Jake to discuss how workers and retirees can minimize the impact of taxes in retirement.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financ...

Not surprisingly, one of the most frequent questions we receive at Falcon Wealth Advisors is this: "How am I going to get money in retirement?" On this episode of Upticks, Jake explains how to generate income in retirement. It may sound simple to some, but for others it can be complex.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicate...

Many clients have a second home or are exploring buying one. But people have varying motivations for why they want a second (or third) home. On this episode of Upticks, Jake highlights three things to consider before making a big real estate decision.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal...

On this episode of Upticks, Jake explains Restricted Stock Units or RSUs. If you're not familiar, it's probably for one of two reasons - the first is that you're retired or don't have them available at your place of work. If you're fortunate enough to have access to RSUs, this video is especially relevant for you.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake F...

Health insurance is one of the most common and important topics we discuss with clients. On this episode of Upticks, Jake discusses three tips to ensure people have the health coverage they need in retirement.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jar...

Scott Sturgeon, JD, MBA, CFP®, joined the team at Falcon Wealth Advisors earlier this year. On this episode of Upticks, Scott joins Jake to discuss financial planning and more.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investment...

If you don't work in financial services, you're likely not familiar with the term Net Unrealized Appreciation, often referred to as NUA. On this episode of Upticks, Jake breaks down this strategy – which is for people who have employee stock plans through their employer and have publicly-traded stocks in their 401(k) plans.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted...

It's hard to believe, but we are already nearing the 4th quarter. On this episode of Upticks, Jake digs into some big-time tax strategies to consider as the year comes to a close.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investm...

  There isn't a one-size-fits-all solution to financial planning, but there are some key things to steer clear of. On this week's episode of Upticks, Cory joins Jake to discus ten things to avoid when planning your retirement.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complica...