Apr 26, 2024
This week on Upticks, join Jake and Cory as they discuss what an ensemble practice is as well as address a listener's suggestion about how to get started in your go-go years.
Did you know Americans throw away $68 million per year? How long
until the IRS finds you for your tax mistakes? When can you collect
social...
Apr 19, 2024
This week on Upticks, join Jake and Cory as they discuss earning 5% on your cash, the hidden and sometimes overlooked costs of homeownership, and more.
What happens if you file your taxes late? What is a tax-efficient
portfolio? What are some advisor schemes to be aware of? Jake and
Cory round out their conversation by...
Apr 11, 2024
This week on Upticks, join Jake and Cory as they discuss what sets Falcon Wealth Advisors apart, a so-called ‘Magic Retirement Number’, and more.
Tune in for a discussion on time being equal to money, insights on
how long it will take to get your tax refund, good problems some
investors have, and how age and time...
Apr 5, 2024
This week on Upticks, join Jake and Cory as they discuss assessing tax returns, using charitable donations to offset your income taxes, and more.
Tune in for updates on the newest home-buying puzzle, how a CD can
go from a high-yield to a low-yield, where tax refunds are heading
for some Americans, and why you may need...
Apr 1, 2024
This week on Upticks, join Jake and Cory as they explore a multitude of topics that all could have an impact on your financial life.
Jake and Cory discuss Bernie Sanders' perspective on retirement readiness, the power of compound interest, and insights into long-term wealth accumulation. They share their opinions...