This week on Upticks, join Jake and Cory for an information-packed episode! Jake and Cory discuss good social security and Medicare news, new Roth rules, and how money doesn’t always stay between the lines.

Financial planning isn’t all about the numbers and retirement isn’t, either. Learn how finding a purpose could help you in retirement.

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!

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

‘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.
   
Visit Our Website       
https://www.falconwealthadvisors.com/       
   
Listen to our Podcasts        
https://www.falconwealthadvisors.com/content.html      
   
We're Social!       
https://www.facebook.com/FalconWAdvisors/       
https://www.instagram.com/falconwadvisors/       
https://twitter.com/FalconWAdvisors       
https://www.linkedin.com/company/falcon-wealth-advisors/       
   
Connect with Jake Falcon, CRPC®      
https://www.facebook.com/jake.falcon.524       
https://www.instagram.com/jake_falcon_crpc/?hl=en       
https://twitter.com/jakefalconcrpc       
https://www.linkedin.com/in/jakefalconfalconwealthadvisors    
  
#purpose #retiringright #rothira
#upticks #retirement #fwa

Retire with Purpose, Roth Rules, Good Medicare News! (Ep. 302)

Upticks: A Financial Planning & Investment Podcast