On this episode of Upticks, Jake is joined by Matthew Navickas, AAMS® who serves on the Research & Trading Group at Falcon Wealth Advisors. After Matthew interned at Falcon Wealth Advisors in 2019, we knew we wanted to bring him aboard full time. On this episode, they chat about how the Research & Trading group operates, inflation and more.

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 11 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 middle man 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.       

Visit Our Website       

https://www.falconwealthadvisors.com/       

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Beating Inflation with Matthew Navickas (Ep. 182)

Upticks: A Financial Planning & Investment Podcast