Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330)
Upticks: A Financial Planning & Investment Podcast
Release Date: 01/03/2025
4 Things to Know If You're Retiring with a Pension
Upticks: A Financial Planning & Investment Podcast
Think pensions are simple? Think again. Jake and Cory break down four important things to know before making your pension decision. They cover payout options, tax implications, survivorship benefits, and ways to align your pension with your overall financial plan. They break it all down with real stories, smart strategies, and a few laughs. --------------- Complimentary ‘Retiring Right’ ebook: Subscribe to our weekly newsletter: Contact our team: --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™...
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What Your Wealth Might Say About You
Upticks: A Financial Planning & Investment Podcast
What can you learn from your wealth? Jake and Cory reveal how your financial decisions reflect your values, fears, and ambitions—and ways to help make sure your money is aligned with what matters most. Learn ways to identify blind spots, avoid emotional spending, and use a simple framework to help bring clarity to your financial life. Real stories, practical strategies, and a mindset shift to help you build a more intentional future. --------------- Subscribe to our weekly newsletter: https://bit.ly/43RcVve Contact our team: https://bit.ly/43wksOJ Order Jake's Amazon best-selling...
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What to Know About the Retirement Tax "Time Bomb"
Upticks: A Financial Planning & Investment Podcast
Think your taxes will drop in retirement? Not always. Jake and Cory reveal how Required Minimum Distributions, taxes on Social Security, and IRMAA can trigger a retirement tax time bomb. Help defuse it by learning about Roth conversions, smart withdrawals, and tax-efficient planning. Real stories, practical tips, and a clear framework to help you retire with more of your money. --------------- Complimentary tax guide and more: Subscribe to our weekly newsletter: Contact our team: Order Jake's Amazon best-selling book ‘Retiring Right’: ...
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RSUs, ESPPs & Options: Keep, Sell, or Convert?
Upticks: A Financial Planning & Investment Podcast
Sitting on a pile of company stock and not sure what to do with it? Jake and Cory unpack the four biggest pitfalls employees face with RSUs, ESPPs, and stock options—from tax confusion to emotional attachment—and share a simple framework to help you make more informed decisions. With real-life stories, practical strategies, and a dose of myth-busting, this episode will help you turn your equity compensation into a powerful part of your retirement plan. --------------- Subscribe to our weekly newsletter: Contact our team: Order Jake's Amazon best selling book...
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4 Signs You're Saving Too Much for Retirement
Upticks: A Financial Planning & Investment Podcast
Are you saving too much for retirement? Jake and Cory break down four signs that your financial habits might be costing you more than you think. From working longer than necessary to missing out on meaningful experiences, they explore how to bring more balance to your plan. With real-life stories and practical insights, this episode helps you rethink how your money supports your life—now and in the future. --------------- Subscribe to our newsletter Contact us Order ‘Retiring Right’ --------------- Upticks is your podcast for financial planning insights. Hosted by...
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Ways to Optimize Your 401(k)
Upticks: A Financial Planning & Investment Podcast
Your 401(k) might be working—but is it working for you? Jake and Cory explore five thoughtful strategies to help you get more out of your 401(k). They cover tax diversification, employer matches, common misconceptions, the risks of borrowing from your 401(k), and more. Whether you're just starting or refining your approach, this episode offers practical insights to help you make more informed, confident decisions. --------------- Subscribe to our newsletter Contact us Order ‘Retiring Right’ --------------- Upticks is your podcast for financial planning...
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6 Retirement Surprises After 6 Months
Upticks: A Financial Planning & Investment Podcast
Retirement might be the goal—but what happens after you get there? Jake and Cory unpack six surprising truths that often surface in the first six months of retirement. From emotional curveballs to unexpected spending and shifting routines, they cover what most don’t tell you about life after the paycheck. Whether you're nearing retirement or already there, this episode can help you prepare for what’s next—and make the most of it. --------------- Subscribe to our newsletter Contact us Order ‘Retiring Right’ --------------- Upticks is your podcast...
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Powerful Tax-Free Retirement Tools
Upticks: A Financial Planning & Investment Podcast
Think tax-free retirement sounds too good to be true? Think again. Jake and Cory break down the most powerful tools that could help you keep more of your money—legally and strategically. From the mysterious-sounding Mega Backdoor Roth to the triple-tax-advantaged HSA, they’re covering the heavy hitters. Ever heard of tax-free municipal bonds? What about using life insurance to offset taxes for your heirs? And yes, they even talk about donor-advised funds (don’t worry, it’s more interesting than it sounds). If you’re planning for retirement—or just looking to learn more about your...
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5 Things to Buy Before You Retire… Or Do You?
Upticks: A Financial Planning & Investment Podcast
They aren’t what you think. Well, at least some of them aren’t. Have you considered buying your health? You can’t really do that directly, but it’s important to think about before you retire! What about setting up a home office or hiring the right professionals to help you? Then there’s the most popular question, should you pay off your mortgage before you retire? Jake and Cory spend the next thirty minutes breaking all of this down for you. --------------- 0:00 – Introduction 1:31 – Professional relationships 5:14 – Invest in your health 7:56 – Why doesn’t Jake journal...
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Calculating the Age to Claim Social Security
Upticks: A Financial Planning & Investment Podcast
When should you turn on Social Security? There may be more variables at play than you think. Jake and Cory discuss the complexities of Social Security, discussing strategies to help optimize your benefits and the impact of longevity, health, and working longer. Curious about how your financial plan and tax situation play into this decision? Tune in for insights to help you make more informed choices. --------------- Subscribe to our newsletter Contact us Order ‘Retiring Right’ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon,...
info_outlineOn this episode of Upticks, Jake and Cory look into lessons from young Warren Buffett's early investments, discuss the rising costs of homeownership due to insurance and taxes, and explore the U.S. retirement crisis with insights on how to save $4.5 million. They finish up with opinionated debate on guilt-free spending and ‘tightwads’.
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 [email protected] and I’ll be sure to ask them to bring it up on the show!
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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 team 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, helping ensuring transparency, control, and minimizing fees.
Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.
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