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 [email protected]. Jake and Cory would love to discuss (or debate) articles (or charts) sent their way!

To subscribe to our newsletter, please email [email protected]

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

0:00 – Intro
5:00 – 2023 Insurance Losses
9:24 – No-Brainer Returns
11:43 – 60/40 Rule
15:04 – Compound Interest
19:21 – Government Retirements
24:45 – Not Spending Enough
28:52 – Happier Making Less

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/...
   
We're Social!       
  /          
  /          
  / falconwadvisors         
  /          
   
Connect with Jake Falcon, CRPC       
  / jake.falcon.524         
https://www.instagram.com/jake_falcon...
  / jakefalconcrpc         
  / jakefalconfalconwealthadvisors      
  
#upticks #retirement #fwa