Can the economics of socialism be discussed without becoming partisan? Should the Federal Reserve hold interest rates steady? And does residential real estate offer the returns many investors assume?

In this episode of Upticks, Jake and Cory discuss why affordability has made simple political promises more appealing, how monetary policy and consumer behavior interact, and why real estate returns should be evaluated after accounting for leverage, expenses, taxes, concentration, and limited liquidity.
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Get your complimentary guide to retirement
https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook

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Question for Jake and Cory?
Email Luke → luke@falconwealthadvisors.com

Watch clips of this episode on YouTube
https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4

Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://www.instagram.com/corybittnerkc/

#economics #interestrates #realestateinvesting #financialliteracy #uptickspodcast

What should you do with a 401(k) after leaving an employer? Should private equity be included in workplace retirement plans? And when does a Roth conversion deserve consideration?

In this episode of Upticks, Jake and Cory discuss three financial decisions that are often treated as automatic answers. They explain why each choice should instead be evaluated within the context of an individual financial plan, including investment strategy, access to retirement funds, taxes, liquidity, and long-term goals.
---------------
Get your complimentary guide to retirement
https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook

Get Jake's weekly blog
https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake

Question for Jake and Cory?
Email Luke → luke@falconwealthadvisors.com

Watch clips of this episode on YouTube
https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4

Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://www.instagram.com/corybittnerkc/

#401k #retirementplanning #rothconversion #privateequity #uptickspodcast

What happens when leverage, confidence, and speculation collide? Jake and Cory begin this episode by discussing a highly leveraged hedge fund and the risks of investing with borrowed money. They also explain how options strategies may help executives manage concentrated company stock before turning to a deeper question: Is retiring as early as possible really the right goal?

The conversation explores the difference between financial independence and leaving work, why purpose remains important in retirement, and why a complete retirement plan should address what you are retiring to—not only whether you can afford to stop working.
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Get your complimentary guide to retirement
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook

Get Jake's weekly blog
https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM

Question for Jake and Cory?
Email Luke → luke@falconwealthadvisors.com

Watch clips of this episode on YouTube
https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4

Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://www.instagram.com/corybittnerkc/

#retirementplanning #financialindependence #investing #stockoptions #uptickspodcast