This week on Upticks, join Jake and Cory as they start by discussing a listener’s question about prescription drug costs and the Inflation Reduction Act of 2022.

Stay tuned for more about Olympic athletes, why investors are buying bond funds, the difference between pre-tax and post-tax savings, and recent retirement rule changes. All this 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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0:00 – Intro
3:05 – Signature Planning Process
6:56 – Drug Costs
13:47 – Olympic Gold
19:05 – Hot Bond Funds
24:03 – Pre or Post Tax Savings?
28:33 – Retirement Rule Changes

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‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!

Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.

In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing fees.

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#bonds #drugcosts #olympics
#upticks #retirement #fwa

Drug Costs, Hot Bonds, and Olympic Gold (Ep. 309)

Upticks: A Financial Planning & Investment Podcast