On this week’s episode of Upticks Jake and Cory dig deep into subjects that hold significance for all of us. With an emphasis on educational viewpoints rather than charged opinions, Jake and Cory explore their visions for the future.

This episode features insightful discussions on key considerations when purchasing an electric car, the latest developments with Bitcoin's new ETF, an overview of the current political landscape in the United States, and addressing questions at the forefront of investors' minds as we progress further into 2024.

Thank you for tuning into Upticks. We trust that our perspectives contribute to enhancing your financial literacy and provide valuable insights into the viewpoints within our industry.

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

0:00 – Intro
2:21 – Your 401(k)
5:37 – New EV Tax Credit
8:45 – Bitcoin ETF
12:37 – Trump Wins Iowa
25:19 – Investor Questions

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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Bitcoin is Back, Trump Wins Iowa, Taylor Swift for President? (Ep. 281)

Upticks: A Financial Planning & Investment Podcast