In The Money Insight

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

On this week’s episode, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined me to discuss “The Upside of Downside for Retirees.” While declines in the value of stocks aren’t typically welcomed by retirees, there is upside to this current market 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/       

Source: https://compoundadvisors.com/2022/the-upside-of-downside      

#marketvolatility #inflation #interestrates #inthemoneyinsight #retirement #kansascity

On this week’s episode of In The Money Insight, Samantha Shepherd, the founder of Shepherd Elder Law and Assured Trust Company, recently joined Cory to discuss some of the reasons people should plan for their estate—even if they’re not the reasons that typically come to mind when we think of estate planning. Tune in to hear their conversation!

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 #powerofattorney #assetprotection #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, to chat about predicting the future in the stock and bond market. They discuss what expectations people should have for their investments, approaches they can take, and more

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 11 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 middle man 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/       

#MarketPerformance #LongTermInvesting #RiskPremium #inthemoneyinsight #retirement #kansascity

On this week’s episode of In the Money Insight, Cory is joined Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®. They discussed what you need to know about your Wealth Advisor. Especially given the market volatility this year, this is a particularly timely topic for clients to be reminded of.

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 11 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 middle man 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/       

#financialadvisor #fiduciary #wealthmanagement #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Pat Doyle, a mortgage advisor with Guild Mortgage. They discuss the state of the housing market as interest rates and inflation continue to rise after an outrageous few years.

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 11 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 middle man 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/       

#realestate #housingmarket #interestrates #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Matthew Tomlin, CFP®, one of the Financial Planners at Falcon Wealth Advisors. They discuss Net Unrealized Appreciation, or NUA, which is a complex tax strategy some clients utilize in their 401(k)s.

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 11 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 middle man 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/       

#NUA #NetUnrealizedAppreciation #TaxPlanning #inthemoneyinsight #retirement #kansascity

This week on In the Money Insight, Matthew Navickas, AAMS®, a member of the Research & Trading Group at Falcon Wealth Advisors, joined Cory to discuss how the current inflationary environment is impacting bonds and their yields, why we’re still investing in bonds, and more.

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 11 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 middle man 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/       

#inflation #bondyields #interestrates #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Joe Ibarra, CPA, a financial planner at Falcon Wealth Advisors, joins Cory to discuss three winning moves investors can consider during times of market volatility. Especially with the current state of the market, you’ll want to tune in to this week’s episode!

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 11 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 middle man 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/       

#taxlossharvesting #marketvolatility #strategy #inthemoneyinsight #retirement #kansascity

At Falcon Wealth Advisors, we recently hosted a stock market Q&A webinar that featured a number of thoughtful and important questions from attendees. On this episode of In the Money Insight, Cory answers a few of the questions that were asked during the webinar, just in case those who didn’t attend the webinar had similar questions.

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 11 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 middle man 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/       

#MarketVolatility #BuyLow #FinancialPlanning #inthemoneyinsight #retirement #kansascity

It has not been an easy year for stock market investors. After three years of strong returns, many have felt caught off guard by this down cycle in the market. On this episode of In the Money Insight, Cory shares a few tips to survive stock market volatility.

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 11 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 middle man 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/       

#inthemoneyinsight #retirement #kansascity #stockmarket #volatility

Sources:

Peter Lazaroff: https://peterlazaroff.com/ep-48-are-we-headed-for-a-bear-market/

Strategas: https://www.strategasrp.com/Login?returnPath=%2FDocument%3FstrResearchProductID%3D6fQhtI9QqqNL75trIKxVqg%253D%253D