On this episode of Upticks, Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors.

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Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.

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Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329)

Upticks: A Financial Planning & Investment Podcast

Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329)