Our clients in their 50s and 60s are part of the first generation to have a 401(k) plan fund all or a significant portion of their retirement. They’ve saved for decades in preparation of having an income stream to live off in retirement. On this week’s episode of Upticks, Jake explains how clients can turn their retirement nest egg into an income stream and how we help clients customize their retirement withdrawal strategy.

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.

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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Retirement Withdrawal Strategies (Ep. 135)

Upticks: A Financial Planning & Investment Podcast