This week on Upticks, Jake Cross, CFP® joins Cory to discuss the key components and often overlooked areas of a financial plan, what it means for a client to understand their plan, how we approach the social security decision and how that fits into the plan, and they shared a few real client stories where a well-designed and well-understood financial plan made a positive impact on someone's financial well-being. 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.       Link to Protecting Your Assets with Billy Knabe (Ep. 243) https://youtu.be/C20kIVVroXQ    Visit Our Website         https://www.falconwealthadvisors.com/         Listen to our Podcasts  https://www.falconwealthadvisors.com/content.html        We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/         Connect with Jake Falcon, CRPC         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors        #upticks #retirement #kansascity #financialplanning

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related