This week on Upticks, Jake and Cory discuss how some people don't pay taxes while most individuals do. They provide some hope by offering insights into efficient tax planning for those of us who do pay taxes.

A big thank you to a listener for sending an article suggestion! This episode also covers the state of insurance nationwide and lists 6 things one journalist wishes they knew before retirement.

Thanks for tuning into Upticks! Our goal is to help enhance your financial literacy through these videos, podcasts, and blog. If you have an article suggestion, please send it to service@falconwealthadvisors.com. See you next week!

Upticks 243: https://youtu.be/C20kIVVroXQ

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

0:00 – Intro
3:32 – Listener Suggestion!
5:26 – Can You Pay $0 Taxes?
10:32 – Charitable Donation Deductions
14:47 – 6 Things I Wish I Knew Sooner
21:22 – Understanding Diversification
24:06 – Tax Deal

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.        

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Zero Taxes, Donating, 6 Tips You May Wish You Knew Sooner (Ep. 282)

Upticks: A Financial Planning & Investment Podcast