Upticks: A Financial Planning & Investment Podcast

On this episode of Upticks , Jake and Cory share listener suggestions on avoiding porch pirates and discuss Warren Buffett's biography, "Snowball." They dive into one man's quest for a perfect 850 credit score and explore tax avoidance strategies now accessible to the average investor. The conversation turns to the addictive nature of stock market trading apps and their impact on mental health. St...

On this episode of Upticks , Jake and Cory look into lessons from young Warren Buffett's early investments, discuss the rising costs of homeownership due to insurance and taxes, and explore the U.S. retirement crisis with insights on how to save $4.5 million. They finish up with opinionated debate on guilt-free spending and 'tightwads'. Thank you for joining us this week! If you have a topic that...

On this episode of Upticks , Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Uptic...

On this episode of Upticks , Jake and Cory address a recent client question about planning for elder care, emphasizing the importance of communication and financial planning. They share insights on how WSJ readers are integrating AI into their daily lives, discussing both the potential benefits and pitfalls. They explore potential untapped benefits of Health Savings Accounts (HSAs) for retirement...

On this episode of Upticks , Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors who continue to work past traditional retirement ages, discussing the personal fulfillment and health benefits they experience. The duo explores the ambitious salary goals of Gen Z, revealing the high...

On this episode of Upticks , Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates. They discuss the positive aspects of retirement and explain the advantages and challenges of Roth IRA conversions for retirees in their 60s. Finally, they address the serious issue of sports gambling addiction and its impact...

On this episode of Upticks , Jake and Cory share their Thanksgiving reflections and favorite dishes before diving into the rest of the show. They discuss important steps to simplify your estate for your heirs and explore tax planning ideas to potentially lower your 2024 tax bill. Cory presents Boldin's 18 retirement rules, offering a modern perspective for financial planning. Thank you for joining...

On this episode of Upticks , Jake and Cory discuss the benefits and potential pitfalls of charitable giving, including the concept of a "helper's high." They review individuals to consult before retiring and debate the necessity of them.  Jake and Cory also explore the potential advantages of buying used cars versus new ones and share their personal experiences. Finally, they discuss the current s...

On this episode of Upticks , Jake and Cory discuss Vanguard's nearing settlement in a target-date fund case and what it means for investors. They also address the potential cancellation of Medicare Advantage plans and the importance of annual health plan reviews. Jake and Cory delve into retirement spending strategies, sharing insights on legacy planning and flexible withdrawals. They explore what...

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-Bonds from 2022 and provide thoughts on what to do with them now. Jake and Cory also emphasize scrutinizing retirement expenses, reveal a surprising link between mood and stock prices, and offer essen...

On this episode of Upticks , Jake and Cory share their Halloween plans and discuss a listener's suggestion about the "Terminator Roth". They recap Jake's experience at the 15 and the Mahomies charity event and highlight the 2025 tax brackets, emphasizing tax planning. Cory talks about the impact of lower interest rates on savers, while Jake discusses lending money to friends and family. They also...

On this episode of Upticks, Jake and Cory begin by addressing a listener's question about feeling guilty when spending money in retirement. They discuss the undefeated Kansas City Chiefs, how some financial advisors don't disclose their fees transparently, not feeling bad about going back to work in retirement, the psychology of risk takers, and travelling in retirement.  Thank you for joining us...

On this episode of Upticks, Jake and Cory take a new perspective on money and happiness. Do you think money can buy happiness? They discuss income inequalities and the idea of hard work resulting in higher financial benefit. As well as a recent social security raise and potential impacts of insurance industry kickbacks on retirees. Thank you for joining us this week! If you have a topic that you w...

On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A? They explore test-driving retirement before you retire, becoming a millionaire the boring way, investments that can be too good to be true, retiring to rural America, aging while staying at home, and whether you are spending...

On this episode of Upticks, Jake and Cory engage in meaningful conversation about politics, patriotism, and the state of the country.  What is 'greed inflation'? What do you value higher, freedom or security? Unrealized gains, what about losses? Jake and Cory bring wise insight and stability to some highly divisive topics. Thank you for joining us this week! If you have a topic that you would like...

On this episode of Upticks, Jake and Cory spend time discussing listener suggestions on laughter yoga and buying or leasing your next car.  Should you be worried about a stock market crash? How much money do you need to retire? What is left to be ETF'd? What is the state of America's wallet? Jake and Cory provide wise insight on why some of these questions don't have one size fits all answers. Tha...

On this episode of Upticks, Jake and Cory dive into a range of financial planning topics, from investment strategies and retirement planning to broader economic outlooks.  The discussion offers insights on how individuals can make more informed financial decisions and avoid common pitfalls, with a strong focus on personalized planning over generic approaches. Thank you for joining us this week! If...

This week on Upticks, tune in as Jake and Cory discuss the new term 'young-old' adult, how your beliefs could evolve as you age, and what to do with your money if you're worried. Jake and Cory talk more about the idea of politics impacting your spending. What is an expense ratio? Learn about this and more on this engaging episode of Upticks! Thank you for joining us this week! If you have a topic...

This week on Upticks, tune in as Jake and Cory discuss the American dream, Kansas City Chiefs season predictions, healthy retirement, and more. Jake and Cory talk more about the Falcon Wealth Advisors team, hucksters springing up, and how it could benefit you to worry about your goals and your goals only. All this and more on this engaging episode of Upticks! Thank you for joining us this week! If...

This week on Upticks, tune in as Jake and Cory discuss credit cards, pets in estate planning, and what paying bi-weekly on your mortgage looks like. How many credit cards should you have? Will the social security raise shrink for 2025? How many fees are too many? All this and more on this episode of Upticks Thank you for joining us this week! If you have a topic that you would like Jake and Cory t...

This week on Upticks, Jake and Cory are open and honest about investment products. One of Falcon Wealth Advisors' foundational elements is not believing in investment products like mutual funds and ETFs. To understand why, listen in to Jake and Cory's conversation! Thank you to our listeners for sending in questions. Jake and Cory discuss three in this episode of Upticks! Thank you for joining us...

This week on Upticks, join Jake and Cory for discussions on tax planning, 401(k) management, and more. If you call the IRS, you might get ghosted. When you retire, you'll have options for your 401(k). If you invested during the rally, you might be paying the price. Target date funds might be missing the mark. Tune-in for insight on these topics! Thank you for joining us this week! If you have a to...

This week on Upticks, join Jake and Cory as they start by discussing a listener's question about prescription drug costs and the Inflation Reduction Act of 2022. Stay tuned for more about Olympic athletes, why investors are buying bond funds, the difference between pre-tax and post-tax savings, and recent retirement rule changes. All this on this episode of Upticks! Thank you for joining us this w...

This week on Upticks, join Jake and Cory for a transparent discussion on our business and our industry. Don't be fooled by someone promising returns, 6% is a new 401(k) standard, rollover mistakes costing billions, and how to get more dollars into Roth account. This and more in this episode of Upticks! Thank you for joining us this week! If you have a topic that you would like Jake and Cory to dis...

This week on Upticks, join Jake and Cory as they get candid with financial literacy and spreading awareness of it. Do you know the interest your bank is paying you? How do I compare to other 401(k) savers? Is fast food becoming a luxury expense? All this and more! Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please...