Upticks: A Financial Planning & Investment Podcast

On this week's episode, Jake Cross joins me to discuss 5 steps you can take to set yourself up to make WORK OPTIONAL. Helping clients become financially independent is one of the most satisfying things we do at Falcon Wealth Advisors. We hope you enjoy the show!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including...

On this week's episode of Upticks, Jake is joined by Matthew Tomlin, CFP®, to discuss why everyone should have a financial plan. Matthew is a CERTIFIED FINANCIAL PLANNER™ and at Falcon Wealth Advisors, our financial planners serve as extensions of our two advisors—Jake Falcon CRPC®, and Cory Bittner, CRPC®. Tune in to hear their conversation!   Upticks is a show about financial planning and invest...

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, to discuss how our team can help solve some of the challenges corporate employees face as they plan for retirement. Many clients have worked at large public corporations, and serving this type of client is one of our specialties.   Upticks is a show about financial planning and investments....

On this week's episode of Upticks, Jake is joined by associate director of Research & Trading, Matthew Navickas, AAMS®. They discuss four things every investor should know during this period of market volatility. Because Matthew is a member of our Research & Trading Group and plays a role in determining which stocks we buy and sell for our clients, Jake thought it would be interesting to have him...

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®. They discuss what Falcon Wealth Advisors does for clients and how costs are applied to make sure clients and potential clients fully understand everything Falcon Wealth Advisors has to offer.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusse...

With the stock market declining into bear market territory, clients ask if they should become more aggressive with their investments. Others ask if they should sell before things get any worse. And then some assume you should hold and not take any action during a time like this. On this episode of Upticks, Jake is joined by Cory Bittner, CRPC® to discuss our strategy and what we're doing at Falcon...

On this week's episode of Upticks, Jared Doerfler, the author of a newsletter called Perfect Putt that covers the intersection of golf and business, joined Jake for the second time this year. Tune in to hear Jared's thoughts on the launch of the LIV tour and how it impacts the sport.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial plan...

As a celebration for the 200th episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, for an interview all about Jake and how Falcon Wealth Advisors came to be. A special thank you to everyone who has listened, watched or read Upticks over the past 200 podcasts!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he...

On this episode of Upticks, Jake is joined by Joe Ibarra, CPA, one of the Financial Planners at Falcon Wealth Advisors to discuss how investors can seize opportunities during this market environment. Joe's Certified Public Accountant credential is useful when helping our clients with tax planning, as well as retirement planning more broadly.   Upticks is a show about financial planning and investm...

As the world continues to reopen and many Falcon Wealth Advisors clients express interest in traveling, Jake is joined by Liane Lance, the co-owner of Picture This Travel. After 30 years in Corporate America, Liane founded Picture This Travel, where she is able to combine her love of travel and helping others travel.   Upticks is a show about financial planning and investments. Join Jake Falcon, C...

Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, recently joined Jake on Upticks to discuss retiring during uncertain times, which is top of mind for many people who recently retired or are planning to soon. And if you're a golf fan, make sure to tune into the episode to hear about their trip to Tulsa, Oklahoma, for the 104th PGA Championship.   Upticks is a show about financial plan...

Jake Cross, a member of our Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss myths around taxes. While we don't offer tax advice at Falcon Wealth Advisors, we do offer tax planning for clients and strategize with them on how to limit their lifetime tax burden.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he di...

On this episode of Upticks, Jake is joined by Matthew Navickas from Falcon Wealth Advisors' Research & Trading team for a market update. They discuss the stock market's recent performance, how decisions from Federal Reserve impact that performance, where the market could be headed, and actions we're taking for our clients.   Upticks is a show about financial planning and investments. Join Jake Fal...

Bonds are an important piece of a diversified portfolio, particularly for retirees and pre-retirees. Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, joined Jake on a recent episode of Upticks to discuss bonds, how the two aim to use them to their advantage in different economic environments, why they prefer individual bonds and much more.   Upticks is a show about financial planning...

Matthew Tomlin, CFP®, Associate Director of Financial Planning at Falcon Wealth Advisors, joins Jake to discuss asset consolidation on this week's episode of Upticks. In their discussion, Jake and Matthew dive into how working with a single wealth advisor has the potential to improve your portfolio's performance, lead to effective tax planning, and simplify your life.   Upticks is a show about fin...

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. The two discuss how they invest in stocks, in both good times and bad, and what truly makes a portfolio diversified.   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...

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They received some client questions and went through a Q&A highlighting topics ranging from retirement income to investing in a second home.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax pla...

Joe Nelson, a Kansas City realtor, recently joined Jake on Upticks. On this episode, Jake and Joe discuss the current real estate market, who should consider diversifying their portfolio through real estate investment, and 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, ch...

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They discuss the stock market's performance so far in 2022, their expectations for the rest of the year, the bond market and more.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, deb...

Jared Doerfler, the author of Perfect Putt, a weekly FREE newsletter, which focuses on golf and business, recently joined Jake on Upticks . On this episode they discuss passion projects, which may spark some ideas for our clients who are retired or are nearing retirement.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics...

When people think about retirement, they often first think of the financial element. But there's much more to retirement than just the money. On this episode of Upticks, Samantha Lane, a retirement coach and the founder of Lumina Coaching joined Jake to discuss finding purpose in retirement.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financ...

Jake Cross, a member of the Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss Roth IRAs, which are relatively new to the financial planning arena. Despite what you may have heard, they can be useful for both young and older people, as well as wealthy people or people who want to build wealth.   Upticks is a show about financial planning and investments....

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors co-founder and COO, Cory Bittner. They discuss the stock market performance for 2022, with much of the discussion centering around the horrible events in Ukraine.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt,...

On this episode of Upticks, Jake is joined by local real estate agent Linda Hammer. After more than three decades working in corporate America, Linda shifted careers to become a real estate agent, and joins Jake to discuss the Kansas City housing market.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retireme...

Many listeners of Upticks know that Jake is an avid golfer, and a number of Falcon Wealth Advisors clients play as well. Our firm sponsors a few golfers and one of them, Andy Spencer, joined Jake on this episode of Upticks.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charita...