This week on Upticks, tune in as Jake and Cory discuss the new term ‘young-old’ adult, how your beliefs could evolve as you age, and what to do with your money if you’re worried.

Jake and Cory talk more about the idea of politics impacting your spending. What is an expense ratio? Learn about this and more on this engaging episode of Upticks!

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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 company 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, ensuring transparency, control, and minimizing fees.

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65: Young-Old Adult, Evolving Beliefs, Worried Money, and Political Spending Blame (Ep. 314)

Upticks: A Financial Planning & Investment Podcast