Respecting Risks (Ep. 41)

This week on In The Money Insight, Jake Falcon, CRPC®, joins me to talk important milestone ages that are relevant for retirement and tax planning. We covered penalty-free access for different types of retirement accounts, Social Security, Medicare, Required Minimum Distributions and more. If you are near or in retirement, this week's episode is for you.

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.        

       

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

      

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

      

Visit Our Website       

https://www.falconwealthadvisors.com/       

       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

  

#retirementplanning #taxplanning #socialsecurity #medicare #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Denise Fast, an Independent Agent with Pack Happy Travel, joins me to talk about tips for people traveling in 2022 and beyond. We covered who should and shouldn’t work with a travel agent, costs involved, the most popular destinations, how to plan accordingly and everything else you need to know for domestic and international travel!

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.        

       

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

      

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

      

Visit Our Website       

https://www.falconwealthadvisors.com/       

       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

  

#travel #retirement #financialplanning #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Abby Stockman, AAMS®, from the Investment Management Team at Falcon Wealth Advisors joins me to review what happened in the markets in Q3, what we are watching in Q4 and beyond (including midterm elections), the steps we are taking for clients at Falcon Wealth Advisors, and the steps clients should take in these turbulent markets.

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.        

       

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

      

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

      

Visit Our Website       

https://www.falconwealthadvisors.com/       

       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

  

#stockmarket #volatility #midtermelections #reviewandpreview #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Caprice Black joins me to discuss healthcare for retirees in 2023. We covered the relevant open enrollment deadlines retirees need to be aware of, expectations for costs in this inflationary environment, and the impact of the Inflation Reduction Act on healthcare costs for retirees on the Marketplace and on Medicare. Tune in to learn what you need to know for next year!

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.        

       

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

      

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

      

Visit Our Website       

https://www.falconwealthadvisors.com/       

       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

  

#healthcare #retirement #inflation #inflationreductionact #medicare #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Dennis Cooper with The Federal Savings Bank joins me to talk about reverse mortgages. We talked about how they work, how they can fit into a retirees financial plan, considerations for anyone contemplating a reverse mortgage, and we debunked some of the common misconceptions people have about them.

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.        

       

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

      

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

      

Visit Our Website       

https://www.falconwealthadvisors.com/       

       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

  

#mortgages #housing #retirees #reversemortgages #inthemoneyinsight #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Jake Falcon, CRPC®, joins me to discuss what you should consider and what you should do if your company has been acquired. We talked about the perspective to maintain, setting personal expectations for how things will be different, how to assess if you should stay or go, and of course the financial impact and benefits you’ll want to understand.

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.       

      

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.        

       

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

      

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.      

      

Visit Our Website       

https://www.falconwealthadvisors.com/       

       

Listen to our Podcasts        

https://www.falconwealthadvisors.com/content.html       

       

We're Social!       

https://www.facebook.com/FalconWAdvisors/       

https://www.instagram.com/falconwadvisors/       

https://twitter.com/FalconWAdvisors       

https://www.linkedin.com/company/falcon-wealth-advisors/      

  

#cerner #oracle #cerneroracle #mergersandacquisitions #employment #benefitss #inthemoneyinsight #retirement #kansascity

I was recently joined on In The Money Insight by Matthew Navickas, AAMS®, an investment analyst here at Falcon Wealth Advisors. We discussed an investment several clients have asked me about in recent months: I-Bonds. Tune in to hear our discussion!

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.        

       

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.         

        

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.         

       

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

       

Visit Our Website        

https://www.falconwealthadvisors.com/        

        

Listen to our Podcasts         

https://www.falconwealthadvisors.com/content.html        

        

We're Social!        

https://www.facebook.com/FalconWAdvisors/        

https://www.instagram.com/falconwadvisors/        

https://twitter.com/FalconWAdvisors        

https://www.linkedin.com/company/falcon-wealth-advisors/       

   

#ibonds #inflation #interestrates #inthemoneyinsight #retirement #kansascity

This week on In the Money Insight, Joe Ibarra, CPA, joins me to discuss tax planning for 2022, a year in which we’ve seen a lot of market volatility. At FWA, we engage with all our clients on an individual basis to do short- and long-term tax planning, as we work to optimize their tax situation. Tune in to hear the show!

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.        

       

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.         

        

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.         

       

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

       

Visit Our Website        

https://www.falconwealthadvisors.com/        

        

Listen to our Podcasts         

https://www.falconwealthadvisors.com/content.html        

        

We're Social!        

https://www.facebook.com/FalconWAdvisors/        

https://www.instagram.com/falconwadvisors/        

https://twitter.com/FalconWAdvisors        

https://www.linkedin.com/company/falcon-wealth-advisors/       

   

#TaxPlanning #RothConversion #Strategize #InTheMoneyInsight #Retirement #KansasCity

This week on In the Money Insight, Jake Cross joined me to discuss the retirement basics everyone needs to know, what a financial plan should look like, and much more. Tune in to hear the show!

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.        

       

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.         

        

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.         

       

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

       

Visit Our Website        

https://www.falconwealthadvisors.com/        

        

Listen to our Podcasts         

https://www.falconwealthadvisors.com/content.html        

        

We're Social!        

https://www.facebook.com/FalconWAdvisors/        

https://www.instagram.com/falconwadvisors/        

https://twitter.com/FalconWAdvisors        

https://www.linkedin.com/company/falcon-wealth-advisors/       

   

#retirementplanning #fiduciaryadvisor #wealthmanagement #inthemoneyinsight #retirement #kansascity

I was recently joined on In The Money Insight by Bethany Shelton, a partner at Heritage Law, which is an estate planning law firm based here in Kansas City. On this week’s episode, Bethany and I discuss estate planning and some of the common myths around it. Tune in to hear the show!

 

In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.        

       

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.         

        

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.         

       

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

       

Visit Our Website        

https://www.falconwealthadvisors.com/        

        

Listen to our Podcasts         

https://www.falconwealthadvisors.com/content.html        

        

We're Social!        

https://www.facebook.com/FalconWAdvisors/        

https://www.instagram.com/falconwadvisors/        

https://twitter.com/FalconWAdvisors        

https://www.linkedin.com/company/falcon-wealth-advisors/       

   

#estateplanning #assetprotection #probate #inthemoneyinsight #retirement #kansascity