On this episode of Upticks, Jake and Cory cover a range of topics, from the Kansas City Chiefs' playoff prospects to the introduction of a new team member, Catalina Florez. They also delve into the volatile world of Trump Coin, discuss the pitfalls of Wall Street's market predictions, debate the relevance of the traditional 60/40 portfolio, and share regrets from Americans over 80.

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 features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

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Chiefs' Playoff Hopes, Wall Street Myths, Portfolio Alternatives, and Budgeting Tips (Ep. 333)

Upticks: A Financial Planning & Investment Podcast