Tune in to this week's episode of Upticks as Jake and Cory talk about the Chiefs Superbowl win, how the early bird may not get the worm when it comes to filing taxes, and what to do if you are worried about social security.

4.1 million Americans are turning 65 this year, and some parents are shutting down support for their adult children. What is the 4% rule and why do some advisors not believe in it? If you have equity in your home, a HELOC may work for you. Finally, with old age comes the hard decision to delegate your money management to someone else.

Thank you for joining us this week! If you have an article suggestion, please send it to service@falconwealthadvisors.com. Jake and Cory would love to discuss (or debate) articles sent their way.

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

0:00 – Intro
2:42 – Go Chiefs!
6:45 – Early Bird Taxes
9:21 – Future of Social Security
13:10 – “85 is the new 65”
15:32 – Shoutout!
16:10 – Bank of Mom and Dad
20:09 – 4% Rule
22:52 – HELOC
25:14 – When to Hand Over the Keys

Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!        
   
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.            
   
In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases 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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Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285)

Upticks: A Financial Planning & Investment Podcast