Monte Carlo Analysis, Stock Investing, Retirement Raises, Saving Tips and Macro Outlook (Ep. 315)

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 insights on how individuals can make more informed financial decisions and avoid common pitfalls, with a strong focus on personalized planning over generic approaches.

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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If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/cont...

0:00 – Intro
3:41 – Monte Carlo Analysis
8:35 – Stock Investing
11:41 – Retirees Get a Raise
14:12 – How to Save?
18:52 – Macro Policy
22:27 – 401(k) After Retirement

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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 company 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, 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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