Upticks: A Financial Planning & Investment Podcast

On this week's episode of Upticks Jake and Cory dig deep into subjects that hold significance for all of us. With an emphasis on educational viewpoints rather than charged opinions, Jake and Cory explore their visions for the future. This episode features insightful discussions on key considerations when purchasing an electric car, the latest developments with Bitcoin's new ETF, an overview of the...

Join Jake and Cory in an engaging exploration as they discuss the concept of spending money to save time, treating it as an investment. Gain insights into Wall Street's missteps in 2023, unravel the complexities of tax brackets, and discover the December jobs data. In this thought-provoking conversation, the duo sheds light on why DIY investors should consider collaborating with a financial adviso...

Listen in on this discussion with Jake and Cory as they explore a comprehensive personal finance checklist, unravel the intriguing rotations in the stock market, and explore the phenomenon that more Americans than ever before are now proud stockholders. Delve into the myth that inflation is to blame for overspending and confront the harsh reality of parents risking their retirement to care for the...

Join this discussion with Jake and Cory as they explore listener-suggested topics like school spending records and their opinions on flat taxes. Uncover the IRS secrets as they discuss whether the IRS pays you interest and demystify the concept of tax credits. Don't miss Cory's big news! But that's not all – catch up on the latest headlines, from navigating unpopular social security benefits to th...

Explore the unknown future of the market with Jake and Cory on this special episode of Upticks! Join the conversation as they break down the 2024 market outlook, focusing on crucial factors such as the Federal Reserve's impact, corporate earnings, geo-political influences, and the unpredictable "unknown unknowns." Dive into the discussion on how elections pose potential implications and the delica...

Join Jake and Cory on this week's episode of Upticks as they dive into the world of personal finance! Discover money moves in a world of lower interest rates and unravel the alarming credit card debt among retiree millionaires. Find out which generation is gearing up for financial resolutions in 2024 and how you could benefit from the current interest rate landscape. But that's not all! Explore wh...

Dive into the world of personal finance with Jake and Cory on this week's episode of Upticks! Join the conversation as they dissect the recent failure of SPACs, unravel potentially overlooked tax considerations, and explore the dynamics of equal weight versus the cap-weighted S&P 500. Feeling dissatisfied at work? Get insights on what might be the cause and discover a potential surprise IRS bill....

This week on Upticks, Jake and Cory explore financial topics with insights that could impact your goals. Stick around for a compelling call to action. Discover why money-saving apps struggle, the unconventional use of retirement accounts as emergency funds, and America's high real estate commissions. Explore three reasons to consider taking Social Security early, the potential root cause of money...

This week on Upticks, join Jake and Cory as they discuss topics such as the 60/40 portfolio, changes in tax brackets, finding purpose in retirement, the 4% rule, ESG trends, and the age-old debate of buying versus leasing a car! Don't miss out—subscribe to our channel to receive updates whenever we release a new episode. 0:00 – Intro 1:46 – 60/40 Portfolio 6:42 – Taxes! 9:26 – Purpose in Retiremen...

This week on Upticks, join Jake and Cory as they discuss important year-end financial planning, earnings updates, tipping, and much more. Be sure to subscribe on your favorite podcast player so you don't miss an episode. 0:00 – Intro 2:29 – Sell Loser Stocks  4:39 – Year-End Moves 5:24 – Mini-Millionaires 7:18 – Q3 Earnings  8:48 – Thanks Inflation? 12:59 – 401(k) Updates 15:26 – 401(k) Falling Be...

This week, Jake and Cory discuss unrealized losses on banks' books, the recent real estate broker lawsuit, stocks during election years, and much more. Be sure to subscribe so you don't miss an episode! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In ad...

This week, join Jake and Cory as they discuss a different approach to retirement, why Americans say one thing and do another, and how much is too much when buying stocks. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into inv...

Join Jake and Cory this week on Upticks as they discuss the IRS, Work From Home vs Returning to Office, Social Security, Corporate Earnings, and much more. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and ex...

Our signature plan is the cornerstone of our financial planning process. Discover the details of our approach in this recorded webinar. Feel free to reach out to us anytime with your questions or for personalized guidance.       Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planni...

Please join Jake and Cory this week as they discuss Social Security, home prices, un-retiring, and much more. Be sure to subscribe so you don't miss an episode. As always, please feel free to share our content with your friends and family. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning...

This week, Jake and Cory discuss important topics to help you prepare for retirement, including how much cash to keep at home and whether intentionally switching jobs is worth it. Plus, they cover many more insightful financial insights. Please be sure to like and share our content if you know someone who is looking to enhance their financial literacy. Upticks is a show about financial planning an...

This week, Jake and Cory discuss loans, pensions, fees, inflation, and much more. Be sure to subscribe on your favorite content platform so you don't miss an episode! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investm...

This week, Jake and Cory discuss overpaying on your home insurance, advisor fees, property taxes, and much, much more! As always, if you think someone can benefit from our show, please encourage them to subscribe. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving,...

This week on Upticks, join Jake and Cory as they discuss the 50/30/20 rule, working in your 80s, the money date, and much more. As always, if you think someone can benefit from our show, please encourage them to subscribe. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitabl...

Jake and Cory invite you to tune into this week's episode to listen to them discuss where to retire, where to save, charts, Trump vs Biden, and much more. Be sure to subscribe so you don't miss an episode! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In...

NEW FORMAT ALERT! Join Jake and Cory this week as they discuss the latest headlines making rounds in American news outlets. Don't miss tuning in each week as they delve into the events that are impacting financial planning and investments. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning...

This week, join Cory and Jake as they delve into the "go go," "slow go," and "no go" years! Stay tuned until the very end to catch updates about the show that you won't want to miss! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives d...

This week on Upticks, Cory and Jake discuss the reasons many clients don't work off a budget and the factors you should or shouldn't consider when having one. If you or someone you know wants to discuss budgets, please feel free to reach out to us. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax...

This week on Upticks, Jake and Cory discuss an intriguing topic: 5 considerations for those planning an early retirement. Tune in for insights that may help your retirement strategy. Feel free to share this episode with anyone who could benefit from our perspective. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics includi...

On this week's episode of Upticks, join Jake and Cory as they discuss an ever-popular topic: Women and Wealth. Spoiler alert! This episode is for men, too! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and ex...