This week on Upticks, join Jake and Cory as they discuss what sets Falcon Wealth Advisors apart, a so-called ‘Magic Retirement Number’, and more.

Tune in for a discussion on time being equal to money, insights on how long it will take to get your tax refund, good problems some investors have, and how age and time horizon can affect investing.

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!

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

0:00 – Intro
2:07 – FWA
11:14 – Magic Number
14:47 – Time = Money
16:41 – Refund Status
18:41 – Good Problems
22:10 – Age and Investing

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.       
   
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