This week on Upticks, Jake and Cory are open and honest about investment products.

One of Falcon Wealth Advisors’ foundational elements is not believing in investment products like mutual funds and ETFs. To understand why, listen in to Jake and Cory’s conversation!

Thank you to our listeners for sending in questions. Jake and Cory discuss three in this episode of Upticks!

Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!

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If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy
Jake’s Podcast Appearance: https://youtu.be/-l32mtzaHf8

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 firm 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, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

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Helping People, Real Estate Commissions, and Say No to Products (Ep. 311)

Upticks: A Financial Planning & Investment Podcast

Helping People, Real Estate Commissions, and Say No to Products (Ep. 311)