Upticks: A Financial Planning & Investment Podcast

Tune in to Episode 8 to hear our take on Long-Term Care Insurance and important considerations associated with it, Stocks vs. Products, and Super Bowl LII.

In Episode 7, we discuss the pros and cons of prepaid funeral arrangements, why our diversified stock portfolio doesn't move in tandem with the Dow Jones Industrial Average, and Tiger Woods' chances in the 2018 Farmers Insurance Open this weekend at Torrey Pines.

In Episode 6, we discuss the often-asked question of "How Much Do You Need to Retire?", where bonds belong in a diversified portfolio and the most efficient and effective way to purchase them, and our first selection for the Falcon Wealth Advisors Book Club in 2018.

In Episode 5, we discuss individual target rates of return, where gold belongs in a diversified portfolio, and Eric Hosmer's Free Agency.

In Episode 4, we discuss Social Security, hidden expenses associated with mutual funds, and our 2018 New Years Resolutions.

In Episode 3, we share tips on how to access your retirement funds before 59.5, give our take on the market for 2018, and discuss tax reform.

In Episode 2, we define asset allocation, discuss the difference between stocks and bonds, and give our two cents about bitcoin.

In Episode 1, we define what it means to work with a Fiduciary, what it means to be fully transparent with your fees, and how a relationship should work with your financial advisor.