It’s hard to believe, but we are already nearing the 4th quarter. On this episode of Upticks, Jake digs into some big-time tax strategies to consider as the year comes to a close.

Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.

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.

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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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Big Time Tax Planning (Ep. 159)

Upticks: A Financial Planning & Investment Podcast