This week on Upticks, join Jake and Cory as they discuss ‘boomer candy’, a so-called retirement crisis, and how past performance doesn’t even indicate past performance.

Could paying cash end up costing you extra? How aware are you as a buyer?

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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.

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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#candy #buyerbeware #crisis
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Buyer Beware, Boomer Candy, and Retirement Crisis (Ep. 305)

Upticks: A Financial Planning & Investment Podcast