This week on Upticks, join Jake and Cory as they discuss updates to our team structure, using 401(k) loans, and the good, bad, and ugly about annuities.

Inflation is easy to blame for financial hardships, but how is it affecting you? Know how to use your parachute before jumping out of a plane. Last but not least, create your own streaming bundles!

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.

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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Annuity Opinions, 401(k) Loans, and Streaming Bundles (Ep. 303)

Upticks: A Financial Planning & Investment Podcast