Rethink Your Refund, Social Security Gamble, and Throwing Away Money (Ep. 295)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
10h ago
This week on Upticks, join Jake and Cory as they discuss what an ensemble practice is as well as address a listener's suggestion about how to get started in your go-go years. Did you know Americans throw away $68 million per year? How long until the IRS finds you for your tax mistakes? When can you collect social security, and can you change your mind later? Jake and Cory round out their discussion addressing a new government rule built to protect investors and why you shouldn’t be happy about a tax refund.  Thank you for joining us this week! If you have a topic that you would like ..read more
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Advisor Schemes, Homeownership Costs, and Using Your Tax Refund (Ep. 294)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
1w ago
This week on Upticks, join Jake and Cory as they discuss earning 5% on your cash, the hidden and sometimes overlooked costs of homeownership, and more. What happens if you file your taxes late? What is a tax-efficient portfolio? What are some advisor schemes to be aware of? Jake and Cory round out their conversation by discussing how you could best utilize your tax refund. 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 ..read more
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Don’t Set and Forget, Home Buying Puzzle, Financial Health Day (Ep. 292)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
3w ago
This week on Upticks, join Jake and Cory as they discuss assessing tax returns, using charitable donations to offset your income taxes, and more. Tune in for updates on the newest home-buying puzzle, how a CD can go from a high-yield to a low-yield, where tax refunds are heading for some Americans, and why you may need a financial health day. Jake and Cory finish up by discussing changing values within America.  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 (o ..read more
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Retirement Readiness, Compound Interest, and Career Happiness (Ep. 291)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
3w ago
This week on Upticks, join Jake and Cory as they explore a multitude of topics that all could have an impact on your financial life. Jake and Cory discuss Bernie Sanders' perspective on retirement readiness, the power of compound interest, and insights into long-term wealth accumulation. They share their opinions on prioritizing happiness over money, even if it means taking a lower-paying job. 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 (or charts) sent their way ..read more
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Failed Predictions, Shielding Social Security, Billionaire Tax Tactics (Ep. 290)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
1M ago
This week on Upticks, join Jake and Cory as they discuss listener questions, financial headlines, and more. Jake and Cory dissect the unpredictability of economic forecasts and the risks of relying too heavily on them. Next, the reasons behind underperforming 401(k)s and the potential future of Social Security under different administrations. They look at the new rules of home buying and share humorous thoughts about billionaire tax strategies. 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 dis ..read more
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Bull Market Investing, Friends and Finances, Tax Talk (Ep. 288)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
1M ago
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 ..read more
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Financial Nudists, Unveiling Scammers’ Shadows, Trump vs Biden Economy (Ep. 287)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
2M ago
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@fa ..read more
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Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
2M ago
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 ..read more
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Financial Advisor Warnings, Layoffs, and Healthcare in Retirement (Ep. 284)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
2M ago
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 t ..read more
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Supporting Adult Children, Loud Budgeting, and Flying Ring Bearers (Ep. 283)
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
3M ago
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 se ..read more
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