On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A? They explore test-drivin

On this episode of Upticks, Jake and Cory engage in meaningful conversation about politics, patriotism, and the state of the country. What is greed inflation? What do you value higher, freedom or s

On this episode of Upticks, Jake and Cory spend time discussing listener suggestions on laughter yoga and buying or leasing your next car. Should you be worried about a stock market crash? How much m

On this episode of Upticks, Jake and Cory dive into a range of financial planning topics, from investment strategies and retirement planning to broader economic outlooks. The discussion offers insigh

This week on Upticks, tune in as Jake and Cory discuss the new term young-old adult, how your beliefs could evolve as you age, and what to do with your money if youre worried. Jake and Cory talk mo

This week on Upticks, tune in as Jake and Cory discuss the American dream, Kansas City Chiefs season predictions, healthy retirement, and more. Jake and Cory talk more about the Falcon Wealth Advisors

This week on Upticks, tune in as Jake and Cory discuss credit cards, pets in estate planning, and what paying bi-weekly on your mortgage looks like. How many credit cards should you have? Will the soc

This week on Upticks, Jake and Cory are open and honest about investment products. One of Falcon Wealth Advisors foundational elements is not believing in investment products like mutual funds and ET

This week on Upticks, join Jake and Cory for discussions on tax planning, 401(k) management, and more. If you call the IRS, you might get ghosted. When you retire, youll have options for your 401(k).

This week on Upticks, join Jake and Cory as they start by discussing a listeners question about prescription drug costs and the Inflation Reduction Act of 2022. Stay tuned for more about Olympic athl