Upticks | A Financial Planning & Investment Podcast
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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 | A Financial Planning & Investment Podcast
6d 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
Upticks | A Financial Planning & Investment Podcast
2w 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
Upticks | A Financial Planning & Investment Podcast
3w 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
Upticks | A Financial Planning & Investment Podcast
1M 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
Upticks | A Financial Planning & Investment Podcast
1M 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
Upticks | A Financial Planning & Investment Podcast
1M 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
Upticks | A Financial Planning & Investment Podcast
2M ago
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@falconweal ..read more
Upticks | A Financial Planning & Investment Podcast
2M ago
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 ..read more
Upticks | A Financial Planning & Investment Podcast
2M ago
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 oppor ..read more
Upticks | A Financial Planning & Investment Podcast
3M ago
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 ..read more