Upticks: A Financial Planning & Investment Podcast

With the recent hike in interest rates reaching levels not seen in 22 years, Jake and Cory go over important investing opportunities individuals should not ignore. As always, please feel free to share our content with people who you think could benefit from our perspective. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics...

We want to ensure our Upticks episodes are as relevant and timely as possible, and there are few hotter topics than artificial intelligence (AI). This week, Jake and Cory discuss how to invest in AI and how we're approaching investing opportunities for clients.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including...

This week on Upticks, Jake and Cory discuss the ins and outs of inflation and what we are doing in the current economic environment. As always, please feel free to like and share our content so that more individuals can gain access to our education series! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirem...

This week on Upticks, Cory and Jake discuss 5 important items to consider when working with your wealth advisor. If you know someone who may benefit from our services, this may be a good episode to pass along. 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...

This week on Upticks, Jake and Cory go over key considerations high income earnings must make when dealing with their financial plan. If you or someone you know needs advice beyond retirement planning, please feel free to schedule a time to meet with us. We are here to help!     Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC ® as he discusses financial planning...

This week Matthew Tomlin, CFP® joins me to discuss an advanced tax planning strategy. If you have an IRA or 401k with pre-tax dollars in it, please be sure to watch this 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...

This week on Upticks, Jake Cross, CFP® joins Cory to discuss the key components and often overlooked areas of a financial plan, what it means for a client to understand their plan, how we approach the social security decision and how that fits into the plan, and they shared a few real client stories where a well-designed and well-understood financial plan made a positive impact on someone's financ...

This week on Upticks, Cory and I discuss 5 important factors to understand when tracking your performance. It was great to be back on the show! If you or someone you know want to better understand what this means in YOUR financial plan, please don't hesitate to reach out to Falcon Wealth Advisors today. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discu...

This week on Upticks, Falcon Wealth Advisors Portfolio Manager Conner Hanlon, CFA® , joins Cory to discuss how we plan and invest for our clients. If you're working with a wealth advisor, it's important to understand how they look at the big picture and how that affects their long-term investment strategy. If you or someone you know want to better understand what this means in YOUR financial plan,...

This week on Upticks, Joe Ibarra, CPA joins Cory to discuss an important topic for every financial plan: Liquidation Strategy. In Plain English, this is the approach for converting assets into cash when needed in retirement and takes timing, tax implications, liquidity needs, and risk management into consideration. If you or someone you know want to better understand what this means in YOUR financ...

This week on Upticks, Conner Hanlon, CFA®, our Portfolio Manager at Falcon Wealth Advisors, joins Cory to discuss ways people can earn more interest on their idle cash. If you or someone you know needs help figuring out how to maximize the interest you're earning, please contact us at Falcon Wealth Advisors!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as h...

This week, Cory and I discuss one of the most jarring fears retirees face - Will I run out of money? If you or someone you know needs help crunching the numbers, don't hesitate to let me know.   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,...

This week, Cory and Conner join me to discuss the recent market rally and what investors should think. Don't hesitate to send me an email with any questions you may have.   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 i...

This week on Upticks, Cory is joined by Samantha Shepherd to talk about trusts, estate planning, and the important responsibilities of a trustee. If you have a trust, you're considering establishing one, or if you're simply interested in learning more about estate planning, this episode is for you!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusse...

This week, Billy Knabe joins us to discuss property and casualty insurance. It's an important topic and a show you don't want to skip.   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 explains stocks, bond...

This week, Matthew Tomlin, CFP®, joins me to discuss five common pitfalls we help people avoid. If you or someone you know needs help with their financial plan, please feel free to share my contact information.     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, Brooks Kelly joins Cory and I to discuss the current interest rate environment and what home shoppers should do.   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 explains stocks, bonds, options,...

This week, Jake Cross, CFP® joins Cory to talk about what clients should pay attention to when filing their taxes, the tax planning process at Falcon Wealth Advisors and considerations for the rest of 2023. Whether you're still working or retired, this week's show is for you!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning to...

This week, Caprice joins Cory and I to discuss the ins and outs of health insurance, both before Medicare and during. This show is geared for anyone at or near retirement.   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...

This week, Conner and Cory join me to discuss the fallout of Silicon Valley Bank and what it could mean for investors. A dditionally, we discuss what's going on in the market and, most importantly, what we're doing about it.     Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, cha...

This week on Upticks, Cory and I share "Good Money Habits" that a member from our audience sent us. What are some of your good money habits? Feel free to email me your thoughts.     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 de...

This week, Pro Golfer Chase Hanna joins Cory and I on Upticks to share what it's like playing golf all over the world. We are proud supporters of Chase and look forward to cheering him on from KC!   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 additi...

This week on Upticks, Joe Ibarra, CPA from the Financial Planning team at Falcon Wealth Advisors joins Cory to talk about how we find tax planning opportunities for clients on their tax returns and what to watch for when you file your 2022 return.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, ta...

This week, Cory joins me to discuss the potential mistakes you could be making in your 401(k), and steps to avoid them. We are also excited to roll-out a new offering where our team can directly manage your 401(k) investments! Please email me with questions.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including ret...

On this week's episode of Upticks, Cory and I share good money habits that we've learned from having literally thousands of client meetings. Do you have a good money habit? Send me an email! I'd love to hear about how it's helped you and your family.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement,...