This week on Upticks, join Jake and Cory as they discuss topics such as the 60/40 portfolio, changes in tax brackets, finding purpose in retirement, the 4% rule, ESG trends, and the age-old debate of buying versus leasing a car! Don't miss out—subscribe to our channel to receive updates whenever we release a new episode.

0:00 – Intro
1:46 – 60/40 Portfolio
6:42 – Taxes!
9:26 – Purpose in Retirement
12:35 – 4% Rule
16:27 – ESG is Out
20:18 – Buy or Lease
25:17 – Small Caps Trailing
27:23 – Call to Action

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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#taxplanning #ESG #purpose
#upticks #retirement

Tax Bracket Changes, ESG Fading, Lease vs. Loan Dilemma (Ep. 273)

Upticks: A Financial Planning & Investment Podcast