There’s been a lot of merger and acquisition activity in Kansas City over the years, from Sprint and T-Mobile merging, to KCP&L merging with Westar to form Evergy, and now the news that Oracle plans to buy Cerner. News like this can be overwhelming for employees of these companies, so on this episode of Upticks, Jake highlights key actions you should take if your company is acquired.

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.       

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What To Do When Your Company Gets Acquired (Ep. 175)

Upticks: A Financial Planning & Investment Podcast