Upticks: A Financial Planning & Investment Podcast

Retiring in your 50s might sound young, but at Falcon Wealth Advisors we have helped numerous clients achieve this goal. On this episode of Upticks, Jake shares strategies and things you consider before retiring early.   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 fina...

With the market at all-time highs, clients have been worried about a market pull back and losing what they've made. On this week's episode of upticks, Jake covers four ways to protect yourself and your investments.   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 financia...

Inflation is the decline of purchasing power of a given currency over time. With inflation creeping up, clients have been asking more about it and if they should be concerned. On this episode of Upticks, Jake covers the inflation rate since the 1970s, how we protect you, and how we manage our portfolio.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC...

One of the main goals of Falcon Wealth Advisors and the purpose for this show is to improve financial literacy. One big myth is that all 401(k) plans are treated equally, however that is not the case. On this week's episode of Upticks, Jake breaks down 401(k) plans in order to shed more light on how they work and how you can make the most of yours.   Upticks is a show/podcast sponsored by Falcon W...

As America slowly recovers from the strife of Covid, many people are looking for ways to give back to their communities without risking illness. On this week's episode of Upticks, Jake discusses ways you can contribute more to 501(c)(3) charity organizations.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. ...

If you watch the news, chances are you've seen doom and gloom headlines. However, no one truly knows when and if the market will crash. On this week's episode of Upticks, Jake takes the time to share our market outlook, what causes inevitable market corrections, and how we help protect our clients.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® tha...

Falcon Wealth Advisors believes in semi-active management. It's why we select individual stocks and bonds to invest in on behalf of our clients. On this week's episode of Upticks, Jake dives into the stock selection process to answer some of the questions you may have about how we choose stocks.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that i...

Cybercrime comes in many forms including identity theft, financial fraud, hacking, and more. Unfortunately, thousands and thousands of people are affected yearly and there is no indication of it slowing down. On this week's episode of Upticks, Jake covers steps we can take to stay vigilant to protect our information and decrease the odds of becoming a victim of cybercrime & fraud.   Upticks is a s...

Unplanned career changes are understandably difficult. However, when one door closes another door opens. On this week's episode of Upticks, Jake explores an unplanned career change from both an emotional and financial perspective.   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 comp...

On this week's episode of Upticks, Cory joins Jake to reveal five retirement secrets retirees – and especially people preparing for retirement – should know!   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 investments into an understan...

Lots of people think debt is a horrible four-letter word that should be avoided at all costs. However, that is not always the case. On this week's episode of Upticks, Jake explains how to manage and use debt as a form of leverage in your financial plan.    Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our g...

Fear and greed are two emotions most people want to avoid experiencing, but it is only human to encounter them. On this week's episode of Upticks, Jake covers two emotions that have a negative connotation, how we should embrace them, and how they can influence your investments.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to ret...

When evaluating a company's stock, earnings are one of the most important factors. Earnings show a company's real profitability, historical performance, and performance against competitors and industry peers. On this episode of Upticks, Brandon Reed, CFA®, joins Jake to discuss earnings season and the current market environment.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and h...

The tax treatment of investments depends on the type of investment account. Depending on the account type, investment earnings can be taxable, tax-deferred, and in some cases avoided. On this week's episode of Upticks, Jake explains basic facts about taxes that every investor should know and how we help clients keep things in perspective.    Upticks is a show/podcast sponsored by Falcon Wealth Adv...

Many investors know quite a bit about common stock, however, few know about the preferred variety. On this week's episode of Upticks, Jake explains what preferred stocks are and how we use them as a fixed income alternative for our clients.   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 tran...

Investment advisors and investment brokers may sound similar; however, they are not governed by the same standards. On this week's episode of Upticks, Jake explains how we are legally obligated to act in our clients best interest and peels back the curtain on how we invest for our clients.    Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is ded...

Established as part of the Taxpayer Relief Act of 1997, Roth IRAs are a relatively new investment vehicle with unique rules, eligibility requirements, and contributions limits. On this episode of Upticks, Jake explains who might benefit from opening a Roth IRA depending on their stage of life and goals.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC...

We pleased to introduce Brandon Reed, CFA®, a new member of our team at Falcon Wealth Advisors. Brandon has worked in asset management for seven years and will serve both in our Research and Trading Group as well as an advisor. On this episode of Upticks, Brandon joins Jake for a market update to discuss the current environment and what they're keeping an eye on in the coming months.   Upticks is...

At Falcon Wealth Advisors, we are not tax advisors, but tax planning is one of the key services we offer clients. On this episode of Upticks, Jake highlights three tax planning strategies that could help lower your taxes.   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 f...

Before you being the process of choosing a financial advisor, it's important to know what they're offering and if that matches your style. On this episode of Upticks, Jake explains how Falcon Wealth Advisors differentiates from other financial advisors, and why clients choose to work with us.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is d...

Picking a health insurance plan can confusing with all the available options. This confusion can cost you money and may prevent you from getting the care you need. On this episode of Upticks, Caprice Black, a local health insurance broker, joins Jake to discuss all things insurance related, along with some helpful health insurance tips.   Upticks is a show/podcast sponsored by Falcon Wealth Adviso...

At Falcon Wealth Advisors, we've helped hundreds of people reach their financial goals and retire the way they want. One way we do this is by helping our clients avoid unforced errors. On this episode of Upticks, Jake discusses five common retirement mistakes, and some ways to avoid them.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedic...

Our clients in their 50s and 60s are part of the first generation to have a 401(k) plan fund all or a significant portion of their retirement. They've saved for decades in preparation of having an income stream to live off in retirement. On this week's episode of Upticks, Jake explains how clients can turn their retirement nest egg into an income stream and how we help clients customize their reti...

Estate planning can be a daunting process, and while it may sound morbid, it's something that we should all think about and plan for. On this episode of Upticks, Jason Salinardi, a local estate planning attorney, joins Jake to discuss the Wills & Trusts, along with some other estate planning tactics our clients may find useful.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and ho...

Audio recording from the Inflation, Bitcoin, Taxes & More Webinar.   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 financi...