Dive into the world of personal finance with Jake and Cory on this week's episode of Upticks!

Join the conversation as they dissect the recent failure of SPACs, unravel potentially overlooked tax considerations, and explore the dynamics of equal weight versus the cap-weighted S&P 500. Feeling dissatisfied at work? Get insights on what might be the cause and discover a potential surprise IRS bill.

But that's not all! Jake and Cory also share their thoughts on tipping in Europe, present unique holiday gift ideas, and deliver a hot take on Elon Musk. Don't miss out on this diverse and engaging discussion that goes beyond the numbers. Subscribe to Upticks for a front-row seat to conversations that could help you enhance your financial literacy.

0:00 – Thank you!
1:40 – Failure of SPACs
4:13 – Taxes!
7:49 – Equal vs. Cap Weighted
12:12 – Unhappy at Work?
16:47 – Surprise IRS Bill
19:05 – Tipping in Europe
21:48 – Gift Ideas!
24:31 – Elon Musk: Hot Take

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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#giftideas #elonmusk #taxes
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Taxes, Unique Gift Ideas, and a Hot Take on Elon Musk (Ep. 275)

Upticks: A Financial Planning & Investment Podcast