This week on Upticks, tune in as Jake and Cory discuss credit cards, pets in estate planning, and what paying bi-weekly on your mortgage looks like.

How many credit cards should you have? Will the social security raise shrink for 2025? How many fees are too many? All this and more on this episode of Upticks

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 firm 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.

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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10 Credit Cards, Pet Inheritance, Social Security Raise Shrinking (Ep. 312)

Upticks: A Financial Planning & Investment Podcast