Upticks: A Financial Planning & Investment Podcast

In this episode we discuss: -Advisor Myths -Questions worth asking -January market update -And much more!

In this episode, we discuss: -Red flags -Questions worth asking -The Callan Chart -And much more!

In this episode, we discuss: -Expanding your financial plan -Questions worth asking -Why the market is on fire -And much more!

In this episode we discuss: -2019 Goals and Steps to Take -Questions Worth Asking -Our new Robo-Advisor "Flight" -And much more!

In this episode we discuss: -A bad year for your financial plan -Questions worth asking -Income investments -And much more!

In this episode, we discuss: -Social security -Questions worth asking -How to generate more income for your portfolio -And much more!

In this episode, we discuss: -When is it an appropriate time to panic? -Current Market Update -And much more!

In this episode we discuss: -What to expect in your financial planning process -Active vs. Passive investment management -And much more!

In this episode we discuss: -Managing 401K decisions -DST & SS&C merger -Trade wars -Interest rates -And much more!

In this episode we discuss: -Managing Return Expectations -Planning for Year End Expenses -Tax Gain Harvesting -Understanding Emotions -And Much More!

In this episode we discuss: -Charitable Giving - Donor Advised Funds -Capital Gains -Tax Loss Harvesting -And Much More!

In this episode we discuss: - Stock Market Volatility - Revisiting Your Plan - Asset Allocation - Covered Calls - Halloween - And much more!

In this episode we discuss: - Retirement Planning - Becoming an Empty Nester - Getting through a Divorce - Current Stock Market Volatility - Interest Rates - China - And much more!

Wealth Management 101 (Ep. 20) by Jake Falcon

Why Hire an Advisor Client Relationships Your Investment Performance Year-to-Date Chiefs

- Why Are You Retiring? - The Go-Go Years - Individual Stocks - World Cup 2018

- KCP&L and Westar Energy merger - Preparing for a merger as an employee - Federal Open Market Committee (FOMC) - What do higher interest rates mean? - World Cup 2018

In Episode 16, Jake and Cory discuss the following: -Barron's "Retirement Rethink" Cover Story -Rule of Thumb: 4% -Social Security -Annuities for Retirement Income -Reverse Mortgages -Adjusting for Good and Bad Markets -Historical Market Returns vs. Future Market Returns -Bucket Approach to Retirement Spending -NBA Finals

In Episode 15, Jake and Cory discuss the DST Systems and SS&C merger, new bond pricing disclosures for brokers, and legalized sports gambling. The blog post referenced in the show can be found here: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/two-ways-bonds-are-purchased

In this week's podcast, we discuss how we add value at Falcon Wealth Advisors, along with things we can't and won't do for our clients. We also discuss what clients should be looking at when comparing their performance to a benchmark.

Managing good debt vs. bad debt, and the state of the bond market.

In Episode 12, Jake and Cory discuss Social Security and its future, how to generate income off your stocks, and answer a listener question from Facebook.

Tune in to Episode 11 to hear Jake and Cory discuss two ways to manage your company stock, an appropriate amount of your portfolio that company stock should represent, and Eric Hosmer's departure to San Diego.

Tune into Episode 10 to listen to our discussion on applying Emotional Intelligence to your financial plan, buying low & selling high, and the 2018 Winter Olympics. For the chart referenced in this episode and more visit: https://www.falconwealthadvisors.com/thefountainofwealth/blogpost/blog/the-fountain-of-wealth-podcast-episode-10

Tune in to Episode 9 to hear our take on why it is critical to stick to your financial plan in good times and bad, the return of volatility to the markets, and Jerome Powell, the new Chairman of the Federal Reserve.