On this episode of Upticks, Jake and Cory discuss the benefits and potential pitfalls of charitable giving, including the concept of a "helper's high." They review individuals to consult before retiring and debate the necessity of them.

Jake and Cory also explore the potential advantages of buying used cars versus new ones and share their personal experiences. Finally, they discuss the current state of the housing market and the historically increased equity held by some homeowners.

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!

Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensure transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

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Charitable Giving, Retirement Conversations, Buying Used Cars, and Home Equity Insights (Ep. 324)

Upticks: A Financial Planning & Investment Podcast