How do you know whether you have enough money to retire? And what questions should you be asking your financial advisor?

In this episode of Upticks, Jake Falcon is joined by Jake Cross, CFP®, Director of Financial Planning and Partner at Falcon Wealth Advisors, to answer common financial planning questions.

They discuss why comparing your savings with others can be misleading, how to determine retirement readiness using spending and cash flow, and why a financial plan should guide investment decisions rather than simply chasing returns.

They also explore long-term care insurance, healthcare costs, tax planning, artificial intelligence, speculative investments, and why regular financial planning meetings remain important even when life seems unchanged.
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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

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

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

📱Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/
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#retirementplanning #financialplanning #retirementincome #wealthmanagement #uptickspodcast

How do investment professionals evaluate individual stocks, and what matters most when deciding whether a company belongs in a portfolio?

In this episode of Upticks, Jake Falcon is joined by Falcon Wealth Advisors' Chief Investment Officer, Conner Hanlon, CFA®, for a conversation about the financial markets and the research behind investment decisions.

They discuss corporate earnings, AI infrastructure spending, inflation, higher interest rates, geopolitical developments, and the risks associated with concentrated market exposure. Conner also walks through how the investment team evaluates potential holdings, including diversification, financial performance, debt, management, and long-term business prospects.

The discussion concludes with their outlook for 2027 and how AI-driven productivity could influence companies across different industries.
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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

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

📰 Get Jake's weekly blog

https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake

📱Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/
https://www.instagram.com/corybittnerkc/

#stockmarket #fundamentalanalysis #investing #artificialintelligence #uptickspodcast

Should you begin collecting Social Security at 62 because you're concerned about future benefit cuts?

In this episode of Upticks, Jake and Cory examine the projected Social Security funding shortfall and what it could mean for people approaching retirement. They discuss the trade-offs between claiming early and delaying benefits, why a future funding issue does not necessarily make early claiming the right decision, and how financial plans can account for uncertainty.

The conversation also explores hypothetical benefit reductions, the importance of maintaining spending flexibility, potential changes to Social Security funding, and why predicting what Congress will do is not a substitute for financial preparation.
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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

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

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

📱Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/
https://www.instagram.com/corybittnerkc/

#socialsecurity #retirementincome #financialplanning #retirementplanning #uptickspodcast