Upticks: A Financial Planning & Investment Podcast

Cryptocurrencies are digital currencies designed to be used for goods and services. Many of us have heard about Bitcoin, however there are over 6,700 different cryptocurrencies available for use. On this week's episode of Upticks, Jake explains what cryptocurrencies are and shares his feelings on Bitcoin and other cryptocurrencies.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors an...

Going from saving for retirement to spending your nest egg and sometimes be hard for those heading into retirement. On this week's episode of Upticks, Jake discusses the psychological shift our clients go through, and how to prepare both mentally and financially for a happy retirement   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated...

With interest rates near historic lows, mortgages rates have significantly declined. More and more clients have brought up mortgages in recent meetings, and not surprisingly, mortgages are an important consideration in the customized financial plans we develop for our clients. On this episode of Upticks, Jake talks about several important factors to keep in mind before refinancing or getting a hom...

When looking at how self-proclaimed "financial-gurus" manage their money, it's interesting that they don't seem to invest their funds the same way they invest their clients'. On this episode of Upticks, Jake walks through our investing philosophy, and how unlike other advisors, we "eat what we cook."   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® t...

If you have been paying attention to the market over the past couple weeks, it may seem that the market has lost its mind. On this episode of Upticks, Jake and Cory discuss current market events surrounding hedge funds, market manipulation, and our response in light of recent events.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated...

Falcon Wealth Advisors has several qualities that make us different and we're often asked what separates us from other firms. On this episode of Upticks, Jake highlights what sets Falcon Wealth Advisors apart, especially when it comes to investments and financial planning.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retireme...

Retirement planning looks different for everyone, especially as you progress through life and your goals change. However, regardless of where you are in your stage of life, the importance of a financial plan does not change. On this episode of Upticks, Jake gives retirement tips for early & mid-career investors, pre-retirees, and those who are already retired.   Upticks is a show/podcast sponsored...

The S&P 500 rose steadily in both 2019 and 2020—of course some volatility was mixed in— and while no one can predict the future, there's been a number of questions from clients about when the market could crash, thus ending this bull run. On this episode of Upticks, Jake answers a few of these questions, and goes over ways to best preserve capital in the event of a downturn.     Upticks is a show/...

Intentional spending can be thought of spending with a purpose or guilt-free. Whether you are working or retired, intentional spending is about prioritizing the things you enjoy and that are important to you. In this episode of Upticks, Jake discusses ways to spend your money intentionally, no matter if you are saving up for or enjoying your retirement.   Upticks is a show/podcast sponsored by Fal...

2020 Was a year unlike any other, but everyone's wondering what lies ahead for 2021. While it's impossible to predict the future when it comes to the market, this week on Upticks, Cory joins Jake to discuss some possible expectations for the coming year.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our g...

In today's world, almost everyone has a checking and a savings account. In this episode of Upticks, Jake discusses ways to maximize your checking and savings accounts – including ways to lower costs and increase returns.   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 fi...

Credit cards can be a great tool to build credit, earn rewards, and pay for both everyday items and emergency expenses. While they do have many benefits, credit cards can also be a burden if they aren't used correctly. In this episode of Upticks, Jake discusses the upsides and downsides of credit cards, and ways to pay down their balances.   Upticks is a show/podcast sponsored by Falcon Wealth Adv...

One of the many benefits of working with Falcon Wealth Advisors is that we help our clients manage their investment behavior. While it may sound odd, many clients describe it as one of the top reasons to work with us. On this episode of Upticks, Jake highlights some ways that we help manage our clients' investor behavior.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted b...

Taxes are a necessary evil but having a proactive tax strategy could potentially reduce your tax burden. While we're not Certified Public Accounts (CPAs), and we don't give tax advice, we do assist clients with tax planning. In this episode of Upticks, Jake highlights four tips for tax planning in 2020.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC...

The past few weeks, we have received a lot of interesting and similar questions regarding retirement, the election, taxes and more. On this episode of Upticks, Cory joins Jake for a Q&A session highlighting some recent client questions.   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 translat...

  Running out of money is a valid fear many people have, regardless of how much they have saved. Everyone wants to feel secure and know they will be taken care of in the long run. On this episode of Upticks, Jake outlines four important ideas to help people plan for the future and ensure they won't run out of money.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake...

With a democratic president and the potential of a divided congress on the horizon, you may ask, what now? At Falcon Wealth Advisors, we're going to stick with our diversified portfolio and rotate stocks based on which companies we feel have the best chance to thrive in these conditions. On this episode of Upticks, Jake explains this plus more ways we at Falcon Wealth Advisors will use this as an...

Falcon Wealth Advisors utilizes the strategy of buying low and selling high when working with stocks and bonds. This can be difficult to accomplish, due to uncertainty that comes with the stock market. On this episode of Upticks, Jake explains how we at Falcon Wealth Advisors strategize in order to buy low and sell high for our clients' portfolios.   Upticks is a show/podcast sponsored by Falcon W...

Wealth is something everyone strives for, but takes time and discipline to achieve. Building wealth is easier said than done, so on this episode of Upticks, Jake walks us through four steps to take that will help you in working toward your financial goals of building wealth.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirem...

Bonds and stocks are two different types of investments, yet both are important pieces of a well-diversified portfolio. On this episode of Upticks, Jake explains the difference between the two investments and discusses how bonds are used to diversify a portfolio in order to limit risk. Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated t...

The presidential election is just around the corner and the outcome could have an impact on your portfolio, regardless of the outcome. On this episode of Upticks, Jake goes over how to protect yourself from potential market volatility that may come with the election. He also goes over how Falcon Wealth Advisors is planning for the event and the implications it may provide.   Upticks is a show/podc...

Donor Advised Funds are a great way to receive a tax advantage, while also being able to give to your favorite charities. On this episode of Upticks, Jake tells us how Donor Advised Funds work, who should use Donor Advised Funds, and how Falcon Wealth Advisors helps our clients take advantage of this opportunity.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Fa...

Retirement is something that is looked forward to by many, but for others, uncertainty may ruin the excitement. On this episode of Upticks, Jake goes over 5 retirement pitfalls you will want to avoid to have a happy and successful transition into retirement.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning.  Ou...

Restricted Stock Units, or RSU's, are a unique benefit of working at publicly traded companies and can vary, employer to employer, based on their vesting schedule. In this episode of Upticks, Jake goes into detail to explain what RSU's are, how they work, and how they could benefit your portfolio if you are employed by a publicly traded company.   Upticks is a show/podcast sponsored by Falcon Weal...

This week on Upticks, Jake goes back to the basics to fill us in on pertinent information that we may have skipped over. He explains what stocks are, what they are used for, and why they may be a good option for your portfolio. This episode is a great starting point to learn about finances and a helpful refresher for those with more advanced knowledge on the topic.   Upticks is a show/podcast spon...