Financial Philosophy

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Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.

James Lewis, CFP®

  • Jan 12, 2021 LATEST EPISODE
  • every other week NEW EPISODES
  • 11m AVG DURATION
  • 21 EPISODES


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Latest episodes from Financial Philosophy

401(k)s Continued (Ep. 21)

Play Episode Listen Later Jan 12, 2021 15:17


On this episode of Financial Philosophy, James continues his discussion about 401(k)s. He goes over the new responsibilities employees have with the Defined Contribution Plan.  Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

An Introduction to 401(k)s (Ep. 20)

Play Episode Listen Later Jan 6, 2021 11:39


On this episode of Financial Philosophy, James covers the most popular and common defined contribution plan, the 401(k). James goes over its history and the advantages and disadvantages of the 401(k) plan.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/  

Defined Contribution Plans (Ep. 19)

Play Episode Listen Later Dec 31, 2020 7:34


After regulation hit defined benefit plans in the 1970s and ‘80s, defined contribution plans started to become more popular. It quickly became the “go-to” retirement plan. On this episode of Financial Philosophy, James covers defined contribution plans, including its history and characteristics. He also touches on some of the individual plans within the defined contribution plans.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

5 Pension Mistakes to Avoid (Ep. 18)

Play Episode Listen Later Dec 16, 2020 9:02


Do you have a pension? If so, then you may have some decisions to make on the horizon. Before turning on your benefits, there’s a lot to consider and avoid. On this episode of Financial Philosophy, James goes through five of the most common Defined Benefit Pension mistakes and how to avoid them.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/  

The Fall of Pension Plans

Play Episode Listen Later Dec 9, 2020 9:02


Pension – A term and a retirement plan that is becoming extinct. From their height in the mid-1980s to becoming more of an “antique” in today’s world, James takes the time to explore the fall of pension plans and touch on what’s replacing them on this episode of Financial Philosophy.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/  

5 Pension Paperwork Mistakes to Avoid

Play Episode Listen Later Nov 30, 2020 11:49


Just received your pension paperwork? Pension paperwork can be very monotonous, which can lead to preventable mistakes. On this episode of Financial Philosophy, James goes through five of the most common pension paperwork mistakes and how to avoid them.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

Pension Paperwork (Ep. 15)

Play Episode Listen Later Nov 18, 2020 13:32


On this episode of Financial Philosophy, James goes over and through the pension paperwork. James dives into the paperwork itself, detailing what each form is and why it's a part of the paperwork.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

Impacts of Drawing Your Pension (Ep. 14)

Play Episode Listen Later Nov 10, 2020 15:27


Ever thought about the impacts drawing your pension has, above and beyond receiving more money? On this episode of Financial Philosophy, James goes through the impacts, both positively and negatively, of drawing your pension both pre-retirement and post-retirement.    Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

The Pension Formula (Ep. 13)

Play Episode Listen Later Nov 3, 2020 12:17


The return on pensions vary for each plan and person, so how do you know how much to expect? There is a specific pension formula that can predict what you will receive. On this episode of Financial Philosophy, James dives into the pension formula to explain how this all works, and what factors are impacting your potential return.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.

Advantages and Disadvantages of Collecting Pension Early (Ep. 12)

Play Episode Listen Later Oct 26, 2020 14:17


Pension withdrawals typically begin at age 65, but what if you need it sooner? What if you just want it sooner? On this episode of Financial Philosophy, James goes through the advantages and disadvantages of early withdrawals from a pension plan.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

The Rule of 55 and Pensions (Ep. 11)

Play Episode Listen Later Oct 16, 2020 10:43


The use of The Rule of 55 strategy may be beneficial to a retiree as they rollover their pension. On this episode of Financial Philosophy, James goes into detail of what the Rule of 55 entails and uses different scenarios to explain how it works.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

Other Payout Options (Ep. 10)

Play Episode Listen Later Oct 8, 2020 14:59


There are many choices that retirees face when it comes to pension plans. This week on Financial Philosophy, James walks us through other potential payout options of a defined benefit plan that may be available to you.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/  

Annuity v. Annuity (Ep. 9)

Play Episode Listen Later Oct 1, 2020 12:58


On this episode of Financial Philosophy, James discusses the differences between a pension annuity and an insurance annuity. While they have many similarities, James walks us through what distinguishes them from one another and tells us why we, at Falcon Wealth Advisors, prefer one over the other.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

Taxation of a Defined Benefit Pension Plan (Ep. 8)

Play Episode Listen Later Sep 26, 2020 11:41


On top of all the other factors that contribute to a successful transition into retirement, taxes are certainly something you don’t want to keep on the back burner, or there may be more uncertainty than necessary as you enter retirement. On this episode of Financial Philosopher, James talks about the taxation of defined benefit pension plans and the importance of knowing where you stand.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

GATT Rate & Lump-Sum Pensions (Ep. 7)

Play Episode Listen Later Sep 18, 2020 8:17


Who gets to decide how much your lump sum will be for your defined benefit pension plan? The GATT rate is used to determine this while considering discount rate and life expectancy. On this episode of Financial Philosophy, James explains what the GATT rate is, how it is calculated, and what that can mean for the value of your lump sum pension.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

Pension Benefit Guaranty Corporation (Ep. 6)

Play Episode Listen Later Sep 11, 2020 8:12


This week on Financial Philosophy, we learn more about pension plans and how they could be a valuable part of your retirement plan. James discusses how the PBGC steps in when necessary, and ultimately, why it may be advantageous to have a pension plan so that you can make informed decisions as you prepare for retirement and consider what suits you and your finances.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/

Insurance Dilemma (Ep. 5)

Play Episode Listen Later Sep 3, 2020 12:08


An often-overwhelming task for a retiree is deciding which insurance option is the most beneficial for their financial plan while also considering their beneficiaries. In this episode, James educates us about the insurance options that are available to protect our spouses and/or other beneficiaries in the future.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/  

Comparing Annuity and Lump-Sum (Ep. 4)

Play Episode Listen Later Aug 31, 2020 13:21


We dive deeper into the topic of pension plans this week as James compares the options of annuity or lump-sum at a high level, so that you can know which option is the most suitable for your own retirement plan.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/   Listen to our Podcasts https://www.falconwealthadvisors.com/content.html   We're Social! https://www.facebook.com/FalconWAdvisors/ https://www.instagram.com/falconwadvisors/ https://twitter.com/FalconWAdvisors https://www.linkedin.com/company/falcon-wealth-advisors/   Falcon Wealth Advisors is a team of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, HighTower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through HighTower Securities, LLC and advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. HighTower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of HighTower Advisors, LLC or any of its affiliates. HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for any related questions.  

Other Deciding Factors (Ep. 3)

Play Episode Listen Later Aug 20, 2020 10:34


James continues his series on pension plans, as he discusses deciding factors involved when choosing which option is the most suitable for you and your financial plan. This episode gives in-depth scenarios and explanations to help you make a sound decision on which option you prefer.   Financial Philosophy is a show/podcast sponsored by Falcon Wealth Advisors and hosted by James Lewis, CFP® that is dedicated to the whole of financial planning. The goal is to breakdown the complicated financial industry and decisions into easily digestible segments for most anyone understand.   Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  What sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.   Visit Our Website https://www.falconwealthadvisors.com/    Listen to our Podcasts https://www.falconwealthadvisors.com/content.html    We're Social! https://www.facebook.com/FalconWAdvisors/  https://www.instagram.com/falconwadvisors/  https://twitter.com/FalconWAdvisors  https://www.linkedin.com/company/falcon-wealth-advisors/ 

Advantages and Disadvantages of Annuity and Lump-Sum (Ep. 2)

Play Episode Listen Later Aug 13, 2020 10:26


On this episode of Financial Philosophy, James dives deeper into pension plans and compares the benefits and disadvantages of the annuity and lump-sum options. Listen to find out what is the most suitable option for your financial plan.

The Pension Plan (Ep. 1)

Play Episode Listen Later Aug 7, 2020 10:19


James Lewis, CFP® spends his first episode of Financial Philosophy giving a run down of all things pension plans. From the history, the types, and a breakdown of your options, James provides an in depth look at how a pension plan can benefit you and your financial plan.

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