This week on Upticks, join Jake and Cory as they discuss an investor boom, diving into the details of private placements as well as backdoor Roth tactics.

What is a ‘cash trap’? How do I vet out the financials of a retirement community? How can I lower car insurance costs? All this and more!

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’ 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.

We believe clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
   
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Investing Boom, Cash Traps, and Backdoor Roths (Ep. 306)

Upticks: A Financial Planning & Investment Podcast