Upticks: A Financial Planning & Investment Podcast
Episodes
How to Invest in Stocks with Cory Bittner (Ep 192)
20 Apr 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. The two discuss how they invest in stocks, in b...
Real Client Questions with Cory Bittner (Ep 191)
13 Apr 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They received some client questions and went th...
Real Estate Investing with Joe Nelson (Ep. 190)
07 Apr 2022
Contributed by Lukas
Joe Nelson, a Kansas City realtor, recently joined Jake on Upticks. On this episode, Jake and Joe discuss the current real estate market, who should c...
Market Update with Cory Bittner, CRPC® (Ep. 189)
31 Mar 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO, Cory Bittner. They discuss the stock market's performance so ...
Perfect Putt with Jared Doerfler (Ep. 188)
24 Mar 2022
Contributed by Lukas
Jared Doerfler, the author of Perfect Putt, a weekly FREE newsletter, which focuses on golf and business, recently joined Jake on Upticks. On this ep...
Love Your Retirement with Samantha Lane (Ep. 187)
17 Mar 2022
Contributed by Lukas
When people think about retirement, they often first think of the financial element. But there's much more to retirement than just the money. On this ...
Roth IRAs with Jake Cross (Ep. 186)
10 Mar 2022
Contributed by Lukas
Jake Cross, a member of the Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss Roth IRAs, which are relati...
March Market Update (Ep. 185)
03 Mar 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by Falcon Wealth Advisors co-founder and COO, Cory Bittner. They discuss the stock market performance for 2...
Kansas City Real Estate with Linda Hammer (Ep. 184)
24 Feb 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by local real estate agent Linda Hammer. After more than three decades working in corporate America, Linda ...
Pro Golfer Andy Spencer (Ep. 183)
17 Feb 2022
Contributed by Lukas
Many listeners of Upticks know that Jake is an avid golfer, and a number of Falcon Wealth Advisors clients play as well. Our firm sponsors a few golfe...
Beating Inflation with Matthew Navickas (Ep. 182)
10 Feb 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by Matthew Navickas, AAMS® who serves on the Research & Trading Group at Falcon Wealth Advisors. After Mat...
Tax Planning with Jake Cross (Ep. 181)
03 Feb 2022
Contributed by Lukas
Tax planning is always a hot topic at Falcon Wealth Advisors. On this episode of Upticks, Jake is joined by one of the team's financial planners, Jake...
Understanding Market Risk (Ep. 180)
27 Jan 2022
Contributed by Lukas
In recent years, the stock market has been on a strong and resilient run, which we think this has led to investors to become a bit overconfident. As w...
Client Operations with Samantha Waters (Ep. 179)
20 Jan 2022
Contributed by Lukas
On this episode of Upticks, Jake is joined by Samantha Waters to discuss how we serve our clients. This is not only a helpful episode for current clie...
2022 Market Outlook (Ep. 178)
13 Jan 2022
Contributed by Lukas
Many Falcon Wealth Advisors clients have recently asked what our outlook for the stock market is as 2022 gets underway. On this episode of Upticks, Ja...
How to Spend Your Money (Ep. 177)
06 Jan 2022
Contributed by Lukas
So many wealth advisors talk about how to save your money, but they don't often discuss how to spend your money. Falcon Wealth Advisors Co-Founder and...
Managing Your Company Stock (Ep. 176)
30 Dec 2021
Contributed by Lukas
While most people understand company stock is a terrific benefit of working at a publicly traded company, they often get busy with life and their care...
What To Do When Your Company Gets Acquired (Ep. 175)
23 Dec 2021
Contributed by Lukas
There's been a lot of merger and acquisition activity in Kansas City over the years, from Sprint and T-Mobile merging, to KCP&L merging with Westar to...
Overcoming Inflation (Ep. 174)
16 Dec 2021
Contributed by Lukas
"What are we doing about inflation?" We've been asked this in many recent client meetings at Falcon Wealth Advisors, as we've all heard a lot about in...
How We Fix Your Financial Problems (Ep. 173)
09 Dec 2021
Contributed by Lukas
Many financial advisors use terms like "comprehensive wealth management," or "financial roadmap," and yet many people aren't sure what language like t...
2021 Year-End Tax Planning (Ep. 172)
02 Dec 2021
Contributed by Lukas
If you missed our recent webinar about year-end tax planning, this week's episode of Upticks is for you. Falcon Wealth Advisors co-founder Cory Bittne...
Retirement Cycles (Ep. 171)
24 Nov 2021
Contributed by Lukas
At Falcon Wealth Advisors, we've found clients typically go through three distinct retirement cycles during post-working years. On this episode of Upt...
Riding the Market Waves (Ep. 170)
18 Nov 2021
Contributed by Lukas
Being comfortable riding the stock market's waves is a prerequisite for any successful investor. Recently, the stock market experienced some volatilit...
Falcon Wealth Advisors New Team Structure (Ep. 169)
11 Nov 2021
Contributed by Lukas
As many listeners know, Falcon Wealth Advisors is growing rapidly. With all these new clients and the desire to provide everyone with excellent servic...
Net Unrealized Appreciation (Ep. 168)
04 Nov 2021
Contributed by Lukas
On this episode of Upticks, Jake highlights a topic that is not widely talked about by CPAs and financial advisors, much less everyday investors. The ...
4th Quarter Market Update (Ep. 167)
28 Oct 2021
Contributed by Lukas
It's hard to believe we are already in Q4. On this episode of Upticks, Jake highlights the first three quarters of the year, and provides a market out...
Taxes in Retirement (Ep. 166)
21 Oct 2021
Contributed by Lukas
Many people work decades before finding out the IRS still wants their due in retirement. On this episode of Upticks, Cory joins Jake to discuss how wo...
Retirement Income (Ep. 165)
13 Oct 2021
Contributed by Lukas
Not surprisingly, one of the most frequent questions we receive at Falcon Wealth Advisors is this: "How am I going to get money in retirement?" On thi...
Buying a Second Home (Ep. 164)
08 Oct 2021
Contributed by Lukas
Many clients have a second home or are exploring buying one. But people have varying motivations for why they want a second (or third) home. On this e...
Restricted Stock Units (Ep. 163)
30 Sep 2021
Contributed by Lukas
On this episode of Upticks, Jake explains Restricted Stock Units or RSUs. If you're not familiar, it's probably for one of two reasons - the first is ...
Three Health Insurance Tips (Ep. 162)
23 Sep 2021
Contributed by Lukas
Health insurance is one of the most common and important topics we discuss with clients. On this episode of Upticks, Jake discusses three tips to ensu...
Financial Planning with Scott Sturgeon, JD, MBA, CFP® (Ep. 161)
17 Sep 2021
Contributed by Lukas
Scott Sturgeon, JD, MBA, CFP®, joined the team at Falcon Wealth Advisors earlier this year. On this episode of Upticks, Scott joins Jake to discuss f...
Net Unrealized Appreciation (Ep. 160)
09 Sep 2021
Contributed by Lukas
If you don't work in financial services, you're likely not familiar with the term Net Unrealized Appreciation, often referred to as NUA. On this episo...
Big Time Tax Planning (Ep. 159)
02 Sep 2021
Contributed by Lukas
It's hard to believe, but we are already nearing the 4th quarter. On this episode of Upticks, Jake digs into some big-time tax strategies to consider ...
10 Retirement Mistakes to Avoid (Ep. 158)
27 Aug 2021
Contributed by Lukas
There isn't a one-size-fits-all solution to financial planning, but there are some key things to steer clear of. On this week's episode of Upticks,...
Retiring In Your 50s (Ep.157)
19 Aug 2021
Contributed by Lukas
Retiring in your 50s might sound young, but at Falcon Wealth Advisors we have helped numerous clients achieve this goal. On this episode of Upticks, J...
Four Ways to Not Lose Money (Ep.156)
12 Aug 2021
Contributed by Lukas
With the market at all-time highs, clients have been worried about a market pull back and losing what they've made. On this week's episode of upticks,...
Inflation and You (Ep. 155)
06 Aug 2021
Contributed by Lukas
Inflation is the decline of purchasing power of a given currency over time. With inflation creeping up, clients have been asking more about it and if ...
Getting the Most from Your 401(k) (Ep. 154)
29 Jul 2021
Contributed by Lukas
One of the main goals of Falcon Wealth Advisors and the purpose for this show is to improve financial literacy. One big myth is that all 401(k) plans ...
How to Give More to Charity (Ep. 153)
26 Jul 2021
Contributed by Lukas
As America slowly recovers from the strife of Covid, many people are looking for ways to give back to their communities without risking illness. On th...
Market Outlook 2021 (Ep. 152)
16 Jul 2021
Contributed by Lukas
If you watch the news, chances are you've seen doom and gloom headlines. However, no one truly knows when and if the market will crash. On this week's...
How We Pick Stocks (Ep.151)
08 Jul 2021
Contributed by Lukas
Falcon Wealth Advisors believes in semi-active management. It's why we select individual stocks and bonds to invest in on behalf of our clients. On th...
Preventing Cybercrime & Fraud (Ep. 150)
01 Jul 2021
Contributed by Lukas
Cybercrime comes in many forms including identity theft, financial fraud, hacking, and more. Unfortunately, thousands and thousands of people are affe...
Navigating an Unplanned Career Change (Ep. 149)
24 Jun 2021
Contributed by Lukas
Unplanned career changes are understandably difficult. However, when one door closes another door opens. On this week's episode of Upticks, Jake explo...
Five Retirement Secrets (Ep.148)
16 Jun 2021
Contributed by Lukas
On this week's episode of Upticks, Cory joins Jake to reveal five retirement secrets retirees – and especially people preparing for retirement – s...
Managing Debt (Ep. 147)
09 Jun 2021
Contributed by Lukas
Lots of people think debt is a horrible four-letter word that should be avoided at all costs. However, that is not always the case. On this week's epi...
Fear and Greed (Ep. 146)
03 Jun 2021
Contributed by Lukas
Fear and greed are two emotions most people want to avoid experiencing, but it is only human to encounter them. On this week's episode of Upticks, Jak...
Earnings Season with Brandon Reed, CFA® (Ep. 145)
26 May 2021
Contributed by Lukas
When evaluating a company's stock, earnings are one of the most important factors. Earnings show a company's real profitability, historical performanc...
Taxes on Investments (Ep. 144)
20 May 2021
Contributed by Lukas
The tax treatment of investments depends on the type of investment account. Depending on the account type, investment earnings can be taxable, tax-def...
Preferred Stocks (Ep. 143)
13 May 2021
Contributed by Lukas
Many investors know quite a bit about common stock, however, few know about the preferred variety. On this week's episode of Upticks, Jake explains wh...
Investing Fundamentals (Ep. 142)
05 May 2021
Contributed by Lukas
Investment advisors and investment brokers may sound similar; however, they are not governed by the same standards. On this week's episode of Upticks,...
Roth IRAs (Ep. 141)
29 Apr 2021
Contributed by Lukas
Established as part of the Taxpayer Relief Act of 1997, Roth IRAs are a relatively new investment vehicle with unique rules, eligibility requirements,...
Market Update with Brandon Reed, CFA® (Ep. 140)
23 Apr 2021
Contributed by Lukas
We pleased to introduce Brandon Reed, CFA®, a new member of our team at Falcon Wealth Advisors. Brandon has worked in asset management for seven yea...
Three Ways to Lower Taxes (Ep. 139)
16 Apr 2021
Contributed by Lukas
At Falcon Wealth Advisors, we are not tax advisors, but tax planning is one of the key services we offer clients. On this episode of Upticks, Jake hig...
Choosing Your Financial Advisor (Ep. 138)
09 Apr 2021
Contributed by Lukas
Before you being the process of choosing a financial advisor, it's important to know what they're offering and if that matches your style. On this epi...
Health Insurance with Caprice Black (Ep. 137)
01 Apr 2021
Contributed by Lukas
Picking a health insurance plan can confusing with all the available options. This confusion can cost you money and may prevent you from getting the c...
Five Common Retirement Mistakes (Ep. 136)
25 Mar 2021
Contributed by Lukas
At Falcon Wealth Advisors, we've helped hundreds of people reach their financial goals and retire the way they want. One way we do this is by helping ...
Retirement Withdrawal Strategies (Ep. 135)
19 Mar 2021
Contributed by Lukas
Our clients in their 50s and 60s are part of the first generation to have a 401(k) plan fund all or a significant portion of their retirement. They've...
Wills & Trusts with Jason Salinardi (Ep. 134)
12 Mar 2021
Contributed by Lukas
Estate planning can be a daunting process, and while it may sound morbid, it's something that we should all think about and plan for. On this episode ...
Inflation, Bitcoin, Taxes & More Webinar Audio
04 Mar 2021
Contributed by Lukas
Audio recording from the Inflation, Bitcoin, Taxes & More Webinar. Falcon Wealth Advisors is an independent-minded wealth management practice locat...
Understanding Cryptocurrencies (Ep. 133)
04 Mar 2021
Contributed by Lukas
Cryptocurrencies are digital currencies designed to be used for goods and services. Many of us have heard about Bitcoin, however there are over 6,700 ...
Retirement Saving vs. Retirement Spending (Ep. 132)
25 Feb 2021
Contributed by Lukas
Going from saving for retirement to spending your nest egg and sometimes be hard for those heading into retirement. On this week's episode of Upticks,...
Mortgages (Ep. 131)
18 Feb 2021
Contributed by Lukas
With interest rates near historic lows, mortgages rates have significantly declined. More and more clients have brought up mortgages in recent meeting...
How I Invest My Money (Ep. 130)
11 Feb 2021
Contributed by Lukas
When looking at how self-proclaimed "financial-gurus" manage their money, it's interesting that they don't seem to invest their funds the same way the...
Market Madness (Ep. 129)
04 Feb 2021
Contributed by Lukas
If you have been paying attention to the market over the past couple weeks, it may seem that the market has lost its mind. On this episode of Upticks,...
Our Financial Planning & Investment Process Explained (Ep. 128)
28 Jan 2021
Contributed by Lukas
Falcon Wealth Advisors has several qualities that make us different and we're often asked what separates us from other firms. On this episode of Uptic...
Financial Planning for Retirement (Ep. 127)
22 Jan 2021
Contributed by Lukas
Retirement planning looks different for everyone, especially as you progress through life and your goals change. However, regardless of where you are ...
When Will the Stock Market Crash? (Ep. 126)
14 Jan 2021
Contributed by Lukas
The S&P 500 rose steadily in both 2019 and 2020—of course some volatility was mixed in— and while no one can predict the future, there's been a nu...
Intentional Spending (Ep. 125)
07 Jan 2021
Contributed by Lukas
Intentional spending can be thought of spending with a purpose or guilt-free. Whether you are working or retired, intentional spending is about priori...
2021 Market Predictions (Ep. 124)
30 Dec 2020
Contributed by Lukas
2020 Was a year unlike any other, but everyone's wondering what lies ahead for 2021. While it's impossible to predict the future when it comes to the ...
Maximizing Your Checking & Savings Accounts (Ep. 123)
22 Dec 2020
Contributed by Lukas
In today's world, almost everyone has a checking and a savings account. In this episode of Upticks, Jake discusses ways to maximize your checking and ...
Credit Card Information (Ep. 122)
17 Dec 2020
Contributed by Lukas
Credit cards can be a great tool to build credit, earn rewards, and pay for both everyday items and emergency expenses. While they do have many benefi...
Investor Behavior (Ep. 121)
10 Dec 2020
Contributed by Lukas
One of the many benefits of working with Falcon Wealth Advisors is that we help our clients manage their investment behavior. While it may sound odd, ...
Four Tax Planning Tips for 2020 (Ep. 120)
04 Dec 2020
Contributed by Lukas
Taxes are a necessary evil but having a proactive tax strategy could potentially reduce your tax burden. While we're not Certified Public Accounts (CP...
Your Questions Answered (Ep. 119)
25 Nov 2020
Contributed by Lukas
The past few weeks, we have received a lot of interesting and similar questions regarding retirement, the election, taxes and more. On this episode of...
How Not to Run Out of Money (Ep. 118)
19 Nov 2020
Contributed by Lukas
Running out of money is a valid fear many people have, regardless of how much they have saved. Everyone wants to feel secure and know they will be ...
Making Money Post-Election (Ep. 117)
12 Nov 2020
Contributed by Lukas
With a democratic president and the potential of a divided congress on the horizon, you may ask, what now? At Falcon Wealth Advisors, we're going to s...
Buying Low and Selling High (Ep. 116)
05 Nov 2020
Contributed by Lukas
Falcon Wealth Advisors utilizes the strategy of buying low and selling high when working with stocks and bonds. This can be difficult to accomplish, d...
Building Wealth (Ep. 115)
29 Oct 2020
Contributed by Lukas
Wealth is something everyone strives for, but takes time and discipline to achieve. Building wealth is easier said than done, so on this episode of Up...
Bonds vs. Stocks (Ep. 114)
21 Oct 2020
Contributed by Lukas
Bonds and stocks are two different types of investments, yet both are important pieces of a well-diversified portfolio. On this episode of Upticks, Ja...
The Election & Your Portfolio (Ep. 113)
15 Oct 2020
Contributed by Lukas
The presidential election is just around the corner and the outcome could have an impact on your portfolio, regardless of the outcome. On this episode...
Donor Advised Funds (Ep. 112)
08 Oct 2020
Contributed by Lukas
Donor Advised Funds are a great way to receive a tax advantage, while also being able to give to your favorite charities. On this episode of Upticks, ...
5 Retirement Pitfalls to Avoid (Ep. 111)
01 Oct 2020
Contributed by Lukas
Retirement is something that is looked forward to by many, but for others, uncertainty may ruin the excitement. On this episode of Upticks, Jake goes ...
Restricted Stock Units (Ep. 110)
24 Sep 2020
Contributed by Lukas
Restricted Stock Units, or RSU's, are a unique benefit of working at publicly traded companies and can vary, employer to employer, based on their vest...
Stocks for Beginners (Ep. 109)
18 Sep 2020
Contributed by Lukas
This week on Upticks, Jake goes back to the basics to fill us in on pertinent information that we may have skipped over. He explains what stocks are, ...
Retirement Withdrawal Strategy (Ep. 108)
11 Sep 2020
Contributed by Lukas
When it is time to retire, many have a hard time accepting the 180 flip that your mindset regarding finances must make. Once you have become so used t...
Net Unrealized Appreciation (Ep. 107)
03 Sep 2020
Contributed by Lukas
Net Unrealized Appreciation is a unique tax planning strategy that we believe is the most effective for a specific type of client but may not be suita...
Retirement Income Planning (Ep. 106)
27 Aug 2020
Contributed by Lukas
Many pre-retirees worry whether they have enough money saved to sustain their lifestyle throughout retirement. On this episode of Upticks, Jake talks ...
Options Trading 101 (Ep. 105)
20 Aug 2020
Contributed by Lukas
Options trading isn't for every investor to try themselves. There is a lot of risk that comes with this type of stock management, so it is best to hav...
Election 2020 Predictions (Ep. 104)
13 Aug 2020
Contributed by Lukas
It is no secret that every four years, the presidential election takes place and has the opportunity to shift the dynamic of our country. This decisio...
Retirement Housing (Ep. 103)
05 Aug 2020
Contributed by Lukas
This week on Upticks, Jake continues the conversation of retirement planning by discussing retirement housing. What makes sense for you and your finan...
5 Retirement Mistakes to Avoid (Ep. 102)
30 Jul 2020
Contributed by Lukas
Retirement is something to look forward to, but for some people, they get there and realize it isn't all sunshine and rainbows like they expected. Pla...
Reviewing Your Financial Plan (Ep. 101)
17 Jul 2020
Contributed by Lukas
As the saying goes, the only constant in life is change. That is true for the stock market and financial circumstances as well. In this episode, Jake ...
Mid-Year Market Update (Ep. 100)
10 Jul 2020
Contributed by Lukas
On the 100th episode of Upticks, Jake and Cory give a mid-year market update.
Lowering Your Taxes (Ep. 99)
06 Jul 2020
Contributed by Lukas
This week Jake discusses Donor Advised Funds as a strategy to potentially lower your taxes. He breaks down what a Donor Advised Fund is and who should...
Financial Advisors Explained (Ep. 98)
29 Jun 2020
Contributed by Lukas
Cory is back this week to join Jake in a discussion about financial advisors. They talk about who should work with an advisor, who shouldn't, and why....
Managing Concentrated Stock (Ep. 97)
22 Jun 2020
Contributed by Lukas
On this week's episode, Jake discusses what concentrated stock is, who has it, and how we manage it. Jake's fun topic this week is his dog Einstein's ...
Maximizing Social Security (Ep. 96)
16 Jun 2020
Contributed by Lukas
Cory is back this week to discuss maximizing social security. Jake and Cory dive into how social security works, ways to collect it, and how to maximi...
Dividend Paying Stocks (Ep. 95)
08 Jun 2020
Contributed by Lukas
In this episode of Upticks, Jake breaks down dividend paying stocks. He defines what a dividend paying stock is and explains how they work. Jake provi...
Buying Stocks (Ep. 93)
26 May 2020
Contributed by Lukas
In this episode of Upticks, Jake discusses the what, why, how, and when of stocks. Jake defines what a stock is, why he believes they're beneficial an...