The Retirement Lifecycles (Ep. 261)

On this episode of Upticks, join Jake and Cory as they thoroughly discuss a couple of listener suggestions before diving into the headlines of the show.

How much can your friends impact your finances? Probably more than you think. Jake and Cory touch on what you can do if you receive an unexpected tax bill or tax return, how you can handle wedding costs, and what investing in a bull market looks like.

Thank you for joining us this week! If you have an article suggestion, please send it to luke@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#upticks #retirement #fwa

This week on Upticks, Jake and Cory discuss a multitude of topics, ranging from financial nudists to comparing the economies under Trump and Biden.

If that sounds far-fetched, don’t worry. Jake and Cory also delve into high-yield savings accounts, the considerations of upsizing or downsizing your home in retirement, and a couple of charts from Cory!

Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

#upticks #retirement #fwa

Join us on Upticks this week for a jam-packed episode on multiple different topics! Jake and Cory discuss how much a financial advisor could help, the importance of staying sharp as we age, and looking for jobs in retirement.

It could help to be mindful of where you get your financial advice. What is the difference between risk and exposure? Jake talks about his new book, Retiring Right: Smart Steps for Exiting Corporate America. Jake and Cory wrap up by discussing high yields.

Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.

To subscribe to our newsletter, please email service@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#taxseason #socialsecurity #chiefs
#upticks #retirement #fwa

Tune in to this week's episode of Upticks as Jake and Cory talk about the Chiefs Superbowl win, how the early bird may not get the worm when it comes to filing taxes, and what to do if you are worried about social security.

4.1 million Americans are turning 65 this year, and some parents are shutting down support for their adult children. What is the 4% rule and why do some advisors not believe in it? If you have equity in your home, a HELOC may work for you. Finally, with old age comes the hard decision to delegate your money management to someone else.

Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

0:00 – Intro 
2:42 – Go Chiefs! 
6:45 – Early Bird Taxes
9:21 – Future of Social Security
13:10 – “85 is the new 65” 
15:32 – Shoutout!
16:10 – Bank of Mom and Dad
20:09 – 4% Rule
22:52 – HELOC
25:14 – When to Hand Over the Keys

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#taxseason #socialsecurity #chiefs
#upticks #retirement #fwa

Join Jake and Cory’s conversation this week on Upticks! Gain insights into warnings from financial advisors and what you can do if you’re unexpectedly laid off. Retiring before or after 65? Healthcare needs to be a consideration for you either way.

This episode gets into tax talk and how new IRS features could benefit you. Jake and Cory finish out by debating a few charts and how they analyze historic presidential elections from an economic perspective.

We can’t thank you enough for joining us in our mission to help spread financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

0:00 – Intro
3:43 – Hearsay
6:28 – Layoff Checklist
10:03 – Healthcare is How Much?
12:49 – Retiring before 65
17:33 – IRS Behaving 
21:17 – Delaying RMDs 
25:26 – Biden Election Moves

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#taxseason #healthcare #future
#upticks #retirement #fwa

Tune into Upticks this week to hear Jake and Cory discuss how fast financial advisors are retiring and what to look for when searching for a new one. Have you heard of loud budgeting? It might just work for you.

This episode gets interesting with “The Chart of the Century”, flying ring bearers, and best practices when it comes to supporting adult children. Jake and Cory finish out by explaining a new 401(k) option and extending calls to action. 

We sincerely thank you for tuning into Upticks. Our goal is to help enhance your financial literacy. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week!

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

0:00 – Intro
3:11 – Advisors Retiring
9:26 – Loud Budgeting
12:41 – “The Chart of the Century”
16:13 – Flying Ring Bearers 
19:31 – Supporting Adult Children
26:03 – New 401(k) Option
27:42 – Call to Action

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#parenting #401k #ringbearer
#upticks #retirement #fwa

This week on Upticks, Jake and Cory discuss how some people don't pay taxes while most individuals do. They provide some hope by offering insights into efficient tax planning for those of us who do pay taxes.

A big thank you to a listener for sending an article suggestion! This episode also covers the state of insurance nationwide and lists 6 things one journalist wishes they knew before retirement.

Thanks for tuning into Upticks! Our goal is to help enhance your financial literacy through these videos, podcasts, and blog. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week!

Upticks 243: https://youtu.be/C20kIVVroXQ

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

0:00 – Intro
3:32 – Listener Suggestion!
5:26 – Can You Pay $0 Taxes?
10:32 – Charitable Donation Deductions
14:47 – 6 Things I Wish I Knew Sooner 
21:22 – Understanding Diversification
24:06 – Tax Deal

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#taxes #donating #list
#upticks #retirement #fwa

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 current political landscape in the United States, and addressing questions at the forefront of investors' minds as we progress further into 2024.

Thank you for tuning into Upticks. We trust that our perspectives contribute to enhancing your financial literacy and provide valuable insights into the viewpoints within our industry.

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

0:00 – Intro
2:21 – Your 401(k)
5:37 – New EV Tax Credit
8:45 – Bitcoin ETF
12:37 – Trump Wins Iowa
25:19 – Investor Questions

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
  
#upticks #retirement #fwa

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 advisor. Prepare for an eye-opening discussion that navigates the challenges of living solely on social security in an era where required retirement income has reached unprecedented heights.

Seize the opportunity to enhance your financial literacy! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the world of finance.

Contact us: https://falconwealthadvisors.com/contact.html

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#capital #future #income
#upticks #retirement #fwa

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 their children. Join an empowering discussion that dismisses shame surrounding money control and concludes with compelling calls to action!

Don't miss the opportunity to broaden your financial knowledge! Subscribe to Upticks for a front-row seat to discussions that help elevate your understanding of the ever-evolving world of finance. Join the conversation and stay informed!

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, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!         
    
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/        
    
Connect with Jake Falcon, CRPC        
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en        
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
   
#overspending #lifestyle #market
#upticks #retirement #fwa