Join Jake and Cory on this week's episode of Upticks as they dive into the world of personal finance! Discover money moves in a world of lower interest rates and unravel the alarming credit card debt among retiree millionaires. Find out which generation is gearing up for financial resolutions in 2024 and how you could benefit from the current interest rate landscape.

But that's not all! Explore why boomers are turning into bond buyers, get valuable insights from the lessons the stock market taught us this year, and stay in the loop with Apple's latest security changes to the iPhone.

Don't miss out on this dynamic conversation that goes beyond the headlines. Subscribe to Upticks for a front-row seat to discussions that help enhance your financial literacy and help you to make informed decisions.

0:00 – Intro
1:12 – What to do if Rates Drop
4:23 – Who Has the Most Debt?
8:55 – New Year’s Resolutions
13:39 – Interest Rates Higher
17:37 – Credit to the Boomers
19:35 – Don’t Bet Against America
24:09 – Apple Security

Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!        
   
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 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 middleman, 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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Credit Card Debt, Investing Traps, and New Year’s Resolutions (Ep. 276)

Upticks: A Financial Planning & Investment Podcast

Credit Card Debt, Investing Traps, and New Year’s Resolutions (Ep. 276)