This week on Upticks, join Jake and Cory for discussions on tax planning, 401(k) management, and more.

If you call the IRS, you might get ghosted. When you retire, you’ll have options for your 401(k). If you invested during the rally, you might be paying the price. Target date funds might be missing the mark. Tune-in for insight on these topics!

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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 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.

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Retiring a 401(k), IRS Ghosting, and Target Date Funds (Ep. 310)

Upticks: A Financial Planning & Investment Podcast

Retiring a 401(k), IRS Ghosting, and Target Date Funds (Ep. 310)