Upticks
397 FOLLOWERS
Upticks is a show about financial planning, investments, and global topics. Join Jake Falcon, CRPC, as he brings on guests to talk about what they're reading, writing, listening to, and watching.
Upticks
9h ago
On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs’ potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-Bonds from 2022 and provide thoughts on what to do with them now.
Jake and Cory also emphasize scrutinizing retirement expenses, reveal a surprising link between mood and stock prices, and offer essential tax tips for 2024. Finally, they explore the psychology behind rising lottery ticket prices.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss ..read more
2025 Tax Brackets, Lending to Loved Ones, Savers and Interest Rates, and Smart Money Moves (Ep. 321)
Upticks
1w ago
On this episode of Upticks, Jake and Cory share their Halloween plans and discuss a listener's suggestion about the "Terminator Roth". They recap Jake's experience at the 15 and the Mahomies charity event and highlight the 2025 tax brackets, emphasizing tax planning.
Cory talks about the impact of lower interest rates on savers, while Jake discusses lending money to friends and family. They also share 7 smart money moves to finish 2024 and debate the practice of signing credit-card receipts.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to disc ..read more
Upticks
2w ago
On this episode of Upticks, Jake and Cory begin by addressing a listener’s question about feeling guilty when spending money in retirement.
They discuss the undefeated Kansas City Chiefs, how some financial advisors don’t disclose their fees transparently, not feeling bad about going back to work in retirement, the psychology of risk takers, and travelling in retirement.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them ..read more
Upticks
3w ago
On this episode of Upticks, Jake and Cory take a new perspective on money and happiness. Do you think money can buy happiness?
They discuss income inequalities and the idea of hard work resulting in higher financial benefit. As well as a recent social security raise and potential impacts of insurance industry kickbacks on retirees.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
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Upticks
1M ago
On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A?
They explore test-driving retirement before you retire, becoming a millionaire the boring way, investments that can be too good to be true, retiring to rural America, aging while staying at home, and whether you are spending too much. All this and more in this week’s insight-filled episode!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, plea ..read more
Upticks
1M ago
On this episode of Upticks, Jake and Cory engage in meaningful conversation about politics, patriotism, and the state of the country.
What is ‘greed inflation’? What do you value higher, freedom or security? Unrealized gains, what about losses? Jake and Cory bring wise insight and stability to some highly divisive topics.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
To subscribe t ..read more
Upticks
1M ago
On this episode of Upticks, Jake and Cory spend time discussing listener suggestions on laughter yoga and buying or leasing your next car.
Should you be worried about a stock market crash? How much money do you need to retire? What is left to be ETF’d? What is the state of America’s wallet? Jake and Cory provide wise insight on why some of these questions don’t have one size fits all answers.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I ..read more
Upticks
1M ago
On this episode of Upticks, Jake and Cory dive into a range of financial planning topics, from investment strategies and retirement planning to broader economic outlooks.
The discussion offers insights on how individuals can make more informed financial decisions and avoid common pitfalls, with a strong focus on personalized planning over generic approaches.
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it ..read more
Upticks
2M ago
This week on Upticks, tune in as Jake and Cory discuss the new term ‘young-old’ adult, how your beliefs could evolve as you age, and what to do with your money if you’re worried.
Jake and Cory talk more about the idea of politics impacting your spending. What is an expense ratio? Learn about this and more on this engaging episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!
  ..read more
Upticks
2M ago
This week on Upticks, tune in as Jake and Cory discuss the American dream, Kansas City Chiefs season predictions, healthy retirement, and more.
Jake and Cory talk more about the Falcon Wealth Advisors team, hucksters springing up, and how it could benefit you to worry about your goals and your goals only. All this and more on this engaging episode of Upticks!
Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on ..read more