In The Money Insight
In The Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Look for new episodes weekly. http://www.falconwealthadvisors.com Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
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Retirement Milestone Ages (Ep. 124)
10/27/2022
Retirement Milestone Ages (Ep. 124)
This week on In The Money Insight, Jake Falcon, CRPC®, joins me to talk important milestone ages that are relevant for retirement and tax planning. We covered penalty-free access for different types of retirement accounts, Social Security, Medicare, Required Minimum Distributions and more. If you are near or in retirement, this week's episode is for you. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. 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. 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/ #retirementplanning #taxplanning #socialsecurity #medicare #inthemoneyinsight #retirement #kansascity
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Traveling in a Post-COVID World with Denise Fast (Ep. 123)
10/20/2022
Traveling in a Post-COVID World with Denise Fast (Ep. 123)
This week on In The Money Insight, Denise Fast, an Independent Agent with Pack Happy Travel, joins me to talk about tips for people traveling in 2022 and beyond. We covered who should and shouldn’t work with a travel agent, costs involved, the most popular destinations, how to plan accordingly and everything else you need to know for domestic and international travel! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. 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. 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/ #travel #retirement #financialplanning #inthemoneyinsight #retirement #kansascity
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2022 Third Quarter Review & Fourth Quarter Preview (Ep. 122)
10/13/2022
2022 Third Quarter Review & Fourth Quarter Preview (Ep. 122)
This week on In The Money Insight, Abby Stockman, AAMS®, from the Investment Management Team at Falcon Wealth Advisors joins me to review what happened in the markets in Q3, what we are watching in Q4 and beyond (including midterm elections), the steps we are taking for clients at Falcon Wealth Advisors, and the steps clients should take in these turbulent markets. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #stockmarket #volatility #midtermelections #reviewandpreview #inthemoneyinsight #retirement #kansascity
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Retiree Healthcare with Caprice Black (Ep. 121)
10/06/2022
Retiree Healthcare with Caprice Black (Ep. 121)
This week on In The Money Insight, Caprice Black joins me to discuss healthcare for retirees in 2023. We covered the relevant open enrollment deadlines retirees need to be aware of, expectations for costs in this inflationary environment, and the impact of the Inflation Reduction Act on healthcare costs for retirees on the Marketplace and on Medicare. Tune in to learn what you need to know for next year! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #healthcare #retirement #inflation #inflationreductionact #medicare #inthemoneyinsight #retirement #kansascity
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Reverse Mortgages with Dennis Cooper (Ep. 120)
09/29/2022
Reverse Mortgages with Dennis Cooper (Ep. 120)
This week on In The Money Insight, Dennis Cooper with The Federal Savings Bank joins me to talk about reverse mortgages. We talked about how they work, how they can fit into a retirees financial plan, considerations for anyone contemplating a reverse mortgage, and we debunked some of the common misconceptions people have about them. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #mortgages #housing #retirees #reversemortgages #inthemoneyinsight #inthemoneyinsight #retirement #kansascity
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Your Company’s Been Acquired. Now What? (Ep. 119)
09/22/2022
Your Company’s Been Acquired. Now What? (Ep. 119)
This week on In The Money Insight, Jake Falcon, CRPC®, joins me to discuss what you should consider and what you should do if your company has been acquired. We talked about the perspective to maintain, setting personal expectations for how things will be different, how to assess if you should stay or go, and of course the financial impact and benefits you’ll want to understand. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #cerner #oracle #cerneroracle #mergersandacquisitions #employment #benefitss #inthemoneyinsight #retirement #kansascity
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Everything You Need to Know About I-Bonds (Ep. 118)
08/31/2022
Everything You Need to Know About I-Bonds (Ep. 118)
I was recently joined on In The Money Insight by Matthew Navickas, AAMS®, an investment analyst here at Falcon Wealth Advisors. We discussed an investment several clients have asked me about in recent months: I-Bonds. Tune in to hear our discussion! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #ibonds #inflation #interestrates #inthemoneyinsight #retirement #kansascity
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2022 Tax Planning with Joe Ibarra, CPA (Ep. 117)
08/25/2022
2022 Tax Planning with Joe Ibarra, CPA (Ep. 117)
This week on In the Money Insight, Joe Ibarra, CPA, joins me to discuss tax planning for 2022, a year in which we’ve seen a lot of market volatility. At FWA, we engage with all our clients on an individual basis to do short- and long-term tax planning, as we work to optimize their tax situation. Tune in to hear the show! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #TaxPlanning #RothConversion #Strategize #InTheMoneyInsight #Retirement #KansasCity
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Retirement 101 with Jake Cross (Ep. 116)
08/18/2022
Retirement 101 with Jake Cross (Ep. 116)
This week on In the Money Insight, Jake Cross joined me to discuss the retirement basics everyone needs to know, what a financial plan should look like, and much more. Tune in to hear the show! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #retirementplanning #fiduciaryadvisor #wealthmanagement #inthemoneyinsight #retirement #kansascity
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Estate Planning Myths with Bethany Shelton (Ep. 115)
08/10/2022
Estate Planning Myths with Bethany Shelton (Ep. 115)
I was recently joined on In The Money Insight by Bethany Shelton, a partner at Heritage Law, which is an estate planning law firm based here in Kansas City. On this week’s episode, Bethany and I discuss estate planning and some of the common myths around it. Tune in to hear the show! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #estateplanning #assetprotection #probate #inthemoneyinsight #retirement #kansascity
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The Upside of Downside for Retirees (Ep. 114)
08/03/2022
The Upside of Downside for Retirees (Ep. 114)
On this week’s episode, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined me to discuss “The Upside of Downside for Retirees.” While declines in the value of stocks aren’t typically welcomed by retirees, there is upside to this current market situation. Tune in to hear the show! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ Source: https://compoundadvisors.com/2022/the-upside-of-downside #marketvolatility #inflation #interestrates #inthemoneyinsight #retirement #kansascity
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Unconventional Estate Planning with Samantha Shepherd (Ep. 113)
07/28/2022
Unconventional Estate Planning with Samantha Shepherd (Ep. 113)
On this week’s episode of In The Money Insight, Samantha Shepherd, the founder of Shepherd Elder Law and Assured Trust Company, recently joined Cory to discuss some of the reasons people should plan for their estate—even if they’re not the reasons that typically come to mind when we think of estate planning. Tune in to hear their conversation! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 14 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. 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/ #estateplanning #powerofattorney #assetprotection #inthemoneyinsight #retirement #kansascity
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Predicting the Future (Ep. 112)
07/21/2022
Predicting the Future (Ep. 112)
On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, to chat about predicting the future in the stock and bond market. They discuss what expectations people should have for their investments, approaches they can take, and more In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #MarketPerformance #LongTermInvesting #RiskPremium #inthemoneyinsight #retirement #kansascity
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What You Need to Know about Your Advisor (Ep. 111)
07/14/2022
What You Need to Know about Your Advisor (Ep. 111)
On this week’s episode of In the Money Insight, Cory is joined Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®. They discussed what you need to know about your Wealth Advisor. Especially given the market volatility this year, this is a particularly timely topic for clients to be reminded of. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #financialadvisor #fiduciary #wealthmanagement #inthemoneyinsight #retirement #kansascity
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The Housing Market with Pat Doyle (Ep. 110)
07/07/2022
The Housing Market with Pat Doyle (Ep. 110)
On this episode of In the Money Insight, Cory is joined by Pat Doyle, a mortgage advisor with Guild Mortgage. They discuss the state of the housing market as interest rates and inflation continue to rise after an outrageous few years. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #realestate #housingmarket #interestrates #inthemoneyinsight #retirement #kansascity
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Net Unrealized Appreciation (Ep. 109)
06/30/2022
Net Unrealized Appreciation (Ep. 109)
On this episode of In the Money Insight, Cory is joined by Matthew Tomlin, CFP®, one of the Financial Planners at Falcon Wealth Advisors. They discuss Net Unrealized Appreciation, or NUA, which is a complex tax strategy some clients utilize in their 401(k)s. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #NUA #NetUnrealizedAppreciation #TaxPlanning #inthemoneyinsight #retirement #kansascity
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Bonds, Yields and Inflation (Ep. 108)
06/23/2022
Bonds, Yields and Inflation (Ep. 108)
This week on In the Money Insight, Matthew Navickas, AAMS®, a member of the Research & Trading Group at Falcon Wealth Advisors, joined Cory to discuss how the current inflationary environment is impacting bonds and their yields, why we’re still investing in bonds, and more. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inflation #bondyields #interestrates #inthemoneyinsight #retirement #kansascity
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Three Winning Moves in a Volatile Market (Ep. 107)
06/16/2022
Three Winning Moves in a Volatile Market (Ep. 107)
On this episode of In the Money Insight, Joe Ibarra, CPA, a financial planner at Falcon Wealth Advisors, joins Cory to discuss three winning moves investors can consider during times of market volatility. Especially with the current state of the market, you’ll want to tune in to this week’s episode! In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #taxlossharvesting #marketvolatility #strategy #inthemoneyinsight #retirement #kansascity
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Your Questions Answered (Ep. 106)
06/09/2022
Your Questions Answered (Ep. 106)
At Falcon Wealth Advisors, we recently hosted a stock market Q&A webinar that featured a number of thoughtful and important questions from attendees. On this episode of In the Money Insight, Cory answers a few of the questions that were asked during the webinar, just in case those who didn’t attend the webinar had similar questions. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #MarketVolatility #BuyLow #FinancialPlanning #inthemoneyinsight #retirement #kansascity
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2022 Stock Market Survival Guide (Ep. 105)
06/02/2022
2022 Stock Market Survival Guide (Ep. 105)
It has not been an easy year for stock market investors. After three years of strong returns, many have felt caught off guard by this down cycle in the market. On this episode of In the Money Insight, Cory shares a few tips to survive stock market volatility. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity #stockmarket #volatility Sources: Peter Lazaroff: Strategas:
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Buying Low and Selling High (Ep 104)
05/26/2022
Buying Low and Selling High (Ep 104)
Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, recently joined Cory on In The Money Insight to discuss the relevant topic of buying low and selling high. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #kansascity #strategize #buyinglow #sellinghigh
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Early Retirement with Joe Ibarra, CPA (Ep 103)
05/19/2022
Early Retirement with Joe Ibarra, CPA (Ep 103)
Joe Ibarra, CPA, a member of the Financial Planning Group at Falcon Wealth Advisors, joined Cory on a recent episode of In The Money Insight to talk about how you or a loved one can save and invest with the goal of retiring early. They also discussed how to live off your money in retirement and what early retirement looks like for those who can make it happen. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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Investing in Bear Markets (Ep. 102)
05/12/2022
Investing in Bear Markets (Ep. 102)
On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors founder and CEO, Jake Falcon. They discuss the recent market volatility and the importance of being a disciplined investor during a bear market. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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April 2022 Market Update (Ep 101)
05/05/2022
April 2022 Market Update (Ep 101)
With the S&P 500 down 10% year-to-date and the Nasdaq down 18% during the same period, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on In The Money Insight to discuss the market’s performance and how disciplined investors should approach this volatility. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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Transforming Operations with Samantha Waters (Ep 100)
04/28/2022
Transforming Operations with Samantha Waters (Ep 100)
Falcon Wealth Advisors Partner, Client Operations, Samantha Waters recently joined Cory for the 100th episode of In The Money Insight. They discussed how Falcon Wealth Advisors continually strives to serve their clients through efficient and evolving practices. A special thanks to everyone who has listened to the podcast and read these blog posts as Cory celebrates 100 episodes. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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Extraordinary IRA Planning (Ep 99)
04/20/2022
Extraordinary IRA Planning (Ep 99)
With taxes top of mind in April, it’s an ideal time to discuss tax planning. On this week’s episode of In the Money Insight, Cory specifically talks about IRAs, which can be an effective vehicle to not only grow wealth but reduce tax liabilities. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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The Psychology of Money (Ep 98)
04/13/2022
The Psychology of Money (Ep 98)
Jake Cross, a financial planner on our team at Falcon Wealth Advisors, recently joined Cory on In the Money Insight to discuss the psychology of money. They talked about different personality types, how your values are intertwined with your money, and much more. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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Estate Planning is for Everyone (Ep. 97)
04/07/2022
Estate Planning is for Everyone (Ep. 97)
Samantha Shepherd, founder and CEO of Assured Trust Company recently joined Cory on In The Money Insight to talk about how everyone can benefit from estate planning. Assured Trust Company is the first and only female-owned trust company in the state of Kansas, and Samantha gives great insight on estate planning items everyone should think about. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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Reducing Taxes & Improving Returns (Ep. 96)
03/31/2022
Reducing Taxes & Improving Returns (Ep. 96)
As investors know, taxes can take a bite out of your portfolio’s returns. That’s why Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to discuss strategies they use to lower the tax exposure of our clients—which is one way to help improve investment returns. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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Market Volatility with Matthew Navickas (Ep. 95)
03/24/2022
Market Volatility with Matthew Navickas (Ep. 95)
Cory was recently joined on In The Money Insight by Matthew Navickas, AAMS®, a member of the Research and Trading Group at Falcon Wealth Advisors. On this episode, Cory and Matthew discuss the recent market volatility we’ve seen since the end of 2021 and into this year. In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 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 middle man 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. 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/ #inthemoneyinsight #retirement #kansascity
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