This week on Upticks, Join hosts Jake and Cory as they explore capital gains, discuss long-term investments, and the battle over tax reform.

Whether you’re a homeowner, investor, or simply curious about finance, this podcast delivers essential insights. Tune in now! 🏠📈💡

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!

To subscribe to our newsletter, please email luke@falconwealthadvisors.com

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

0:00 – Intro

1:07 – Retiring Right!

6:06 – Capital Gains Tax Hits Home Sellers

9:42 – Buy Something Boring!

12:54 – Retirees: Here’s How to Be Smart About Bonds

17:12 – With The US Election Just 5 Months Away, America’s Next Tax Plan is Shaping Up!

23:30 – The Rules for RMDs are Complicated. They Have Changed Yet Again!

28:12 – Outro

Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy

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‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!

Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.

In addition to retirement planning, we offer tailored investment solutions. What we believe sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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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Navigating Capital Gains, Investment Behavior, and America’s Tax Showdown (Ep. 301)

Upticks: A Financial Planning & Investment Podcast

Navigating Capital Gains, Investment Behavior, and America’s Tax Showdown (Ep. 301)