In The Money Insight

This week on In The Money Insight, Jake Falcon, CRPC®, joins me to talk important milestone ages that are relevant for retirement and tax planning. We covered penalty-free access for different types of retirement accounts, Social Security, Medicare, Required Minimum Distributions and more. If you are near or in retirement, this week's episode is for you.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 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 middleman, which we believe increases control and transparency and decreases fees.                Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #retirementplanning #taxplanning #socialsecurity #medicare #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Denise Fast, an Independent Agent with Pack Happy Travel, joins me to talk about tips for people traveling in 2022 and beyond. We covered who should and shouldn't work with a travel agent, costs involved, the most popular destinations, how to plan accordingly and everything else you need to know for domestic and international travel!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 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 middleman, which we believe increases control and transparency and decreases fees.                Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #travel #retirement #financialplanning #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Abby Stockman, AAMS®, from the Investment Management Team at Falcon Wealth Advisors joins me to review what happened in the markets in Q3, what we are watching in Q4 and beyond (including midterm elections), the steps we are taking for clients at Falcon Wealth Advisors, and the steps clients should take in these turbulent markets.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #stockmarket #volatility #midtermelections #reviewandpreview #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Caprice Black joins me to discuss healthcare for retirees in 2023. We covered the relevant open enrollment deadlines retirees need to be aware of, expectations for costs in this inflationary environment, and the impact of the Inflation Reduction Act on healthcare costs for retirees on the Marketplace and on Medicare. Tune in to learn what you need to know for next year!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #healthcare #retirement #inflation #inflationreductionact #medicare #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Dennis Cooper with The Federal Savings Bank joins me to talk about reverse mortgages. We talked about how they work, how they can fit into a retirees financial plan, considerations for anyone contemplating a reverse mortgage, and we debunked some of the common misconceptions people have about them.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #mortgages #housing #retirees #reversemortgages #inthemoneyinsight #inthemoneyinsight #retirement #kansascity

This week on In The Money Insight, Jake Falcon, CRPC®, joins me to discuss what you should consider and what you should do if your company has been acquired. We talked about the perspective to maintain, setting personal expectations for how things will be different, how to assess if you should stay or go, and of course the financial impact and benefits you'll want to understand.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #cerner #oracle #cerneroracle #mergersandacquisitions #employment #benefitss #inthemoneyinsight #retirement #kansascity

I was recently joined on In The Money Insight by Matthew Navickas, AAMS®, an investment analyst here at Falcon Wealth Advisors. We discussed an investment several clients have asked me about in recent months: I-Bonds. Tune in to hear our discussion!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #ibonds #inflation #interestrates #inthemoneyinsight #retirement #kansascity

This week on In the Money Insight, Joe Ibarra, CPA, joins me to discuss tax planning for 2022, a year in which we've seen a lot of market volatility. At FWA, we engage with all our clients on an individual basis to do short- and long-term tax planning, as we work to optimize their tax situation. Tune in to hear the show!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #TaxPlanning #RothConversion #Strategize #InTheMoneyInsight #Retirement #KansasCity

This week on In the Money Insight, Jake Cross joined me to discuss the retirement basics everyone needs to know, what a financial plan should look like, and much more. Tune in to hear the show!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #retirementplanning #fiduciaryadvisor #wealthmanagement #inthemoneyinsight #retirement #kansascity

I was recently joined on In The Money Insight by Bethany Shelton, a partner at Heritage Law, which is an estate planning law firm based here in Kansas City. On this week's episode, Bethany and I discuss estate planning and some of the common myths around it. Tune in to hear the show!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #estateplanning #assetprotection #probate #inthemoneyinsight #retirement #kansascity

On this week's episode, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined me to discuss “The Upside of Downside for Retirees.” While declines in the value of stocks aren't typically welcomed by retirees, there is upside to this current market situation. Tune in to hear the show!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/          Source: https://compoundadvisors.com/2022/the-upside-of-downside           #marketvolatility #inflation #interestrates #inthemoneyinsight #retirement #kansascity

On this week's episode of In The Money Insight, Samantha Shepherd, the founder of Shepherd Elder Law and Assured Trust Company, recently joined Cory to discuss some of the reasons people should plan for their estate—even if they're not the reasons that typically come to mind when we think of estate planning. Tune in to hear their conversation!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 14 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 middleman, which we believe increases control and transparency and decreases fees.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #estateplanning #powerofattorney #assetprotection #inthemoneyinsight #retirement #kansascity  

On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, to chat about predicting the future in the stock and bond market. They discuss what expectations people should have for their investments, approaches they can take, and more   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #MarketPerformance #LongTermInvesting #RiskPremium #inthemoneyinsight #retirement #kansascity  

On this week's episode of In the Money Insight, Cory is joined Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®. They discussed what you need to know about your Wealth Advisor. Especially given the market volatility this year, this is a particularly timely topic for clients to be reminded of.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #financialadvisor #fiduciary #wealthmanagement #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Pat Doyle, a mortgage advisor with Guild Mortgage. They discuss the state of the housing market as interest rates and inflation continue to rise after an outrageous few years.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #realestate #housingmarket #interestrates #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Matthew Tomlin, CFP®, one of the Financial Planners at Falcon Wealth Advisors. They discuss Net Unrealized Appreciation, or NUA, which is a complex tax strategy some clients utilize in their 401(k)s.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #NUA #NetUnrealizedAppreciation #TaxPlanning #inthemoneyinsight #retirement #kansascity

This week on In the Money Insight, Matthew Navickas, AAMS®, a member of the Research & Trading Group at Falcon Wealth Advisors, joined Cory to discuss how the current inflationary environment is impacting bonds and their yields, why we're still investing in bonds, and more.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inflation #bondyields #interestrates #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Joe Ibarra, CPA, a financial planner at Falcon Wealth Advisors, joins Cory to discuss three winning moves investors can consider during times of market volatility. Especially with the current state of the market, you'll want to tune in to this week's episode!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #taxlossharvesting #marketvolatility #strategy #inthemoneyinsight #retirement #kansascity

At Falcon Wealth Advisors, we recently hosted a stock market Q&A webinar that featured a number of thoughtful and important questions from attendees. On this episode of In the Money Insight, Cory answers a few of the questions that were asked during the webinar, just in case those who didn't attend the webinar had similar questions.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #MarketVolatility #BuyLow #FinancialPlanning #inthemoneyinsight #retirement #kansascity

It has not been an easy year for stock market investors. After three years of strong returns, many have felt caught off guard by this down cycle in the market. On this episode of In the Money Insight, Cory shares a few tips to survive stock market volatility.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity #stockmarket #volatility   Sources: Peter Lazaroff: https://peterlazaroff.com/ep-48-are-we-headed-for-a-bear-market/ Strategas: https://www.strategasrp.com/Login?returnPath=%2FDocument%3FstrResearchProductID%3D6fQhtI9QqqNL75trIKxVqg%253D%253D  

Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, recently joined Cory on In The Money Insight to discuss the relevant topic of buying low and selling high.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #kansascity #strategize #buyinglow #sellinghigh

Joe Ibarra, CPA, a member of the Financial Planning Group at Falcon Wealth Advisors, joined Cory on a recent episode of In The Money Insight to talk about how you or a loved one can save and invest with the goal of retiring early. They also discussed how to live off your money in retirement and what early retirement looks like for those who can make it happen.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors founder and CEO, Jake Falcon. They discuss the recent market volatility and the importance of being a disciplined investor during a bear market.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

With the S&P 500 down 10% year-to-date and the Nasdaq down 18% during the same period, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on In The Money Insight to discuss the market's performance and how disciplined investors should approach this volatility.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

Falcon Wealth Advisors Partner, Client Operations, Samantha Waters recently joined Cory for the 100th episode of In The Money Insight. They discussed how Falcon Wealth Advisors continually strives to serve their clients through efficient and evolving practices. A special thanks to everyone who has listened to the podcast and read these blog posts as Cory celebrates 100 episodes.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.               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.                 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              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/          #inthemoneyinsight #retirement #kansascity

With taxes top of mind in April, it's an ideal time to discuss tax planning. On this week's episode of In the Money Insight, Cory specifically talks about IRAs, which can be an effective vehicle to not only grow wealth but reduce tax liabilities.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

Jake Cross, a financial planner on our team at Falcon Wealth Advisors, recently joined Cory on In the Money Insight to discuss the psychology of money. They talked about different personality types, how your values are intertwined with your money, and much more.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

Samantha Shepherd, founder and CEO of Assured Trust Company recently joined Cory on In The Money Insight to talk about how everyone can benefit from estate planning. Assured Trust Company is the first and only female-owned trust company in the state of Kansas, and Samantha gives great insight on estate planning items everyone should think about.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

As investors know, taxes can take a bite out of your portfolio's returns. That's why Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to discuss strategies they use to lower the tax exposure of our clients⁠—which is one way to help improve investment returns.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

Cory was recently joined on In The Money Insight by Matthew Navickas, AAMS®, a member of the Research and Trading Group at Falcon Wealth Advisors. On this episode, Cory and Matthew discuss the recent market volatility we've seen since the end of 2021 and into this year.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

Not yet three months into the year, and there are plenty of examples of why investors should diversify their assets. Volatility has picked up and equity markets have experienced wild swings and gyrations nearly every day. On this episode of In the Money Insight, Cory dives into the importance of a diverse portfolio.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity    

On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC to discuss recent geopolitical events and their impact on the stock market and your portfolio.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Joe Ibarra, CPA - one of the financial planners at Falcon Wealth Advisors. This week, they discuss saving, investing, and spending.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

Interest rates, inflation and the Federal Reserve have all been in the news of late—and many of us have read about how decisions made by the latter can impact both interest rates and inflation. On this episode of In the Money Insight, Cory discusses the borderline obsession with the Federal Reserve, and how interest rates could potentially impact the market.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

Falcon Wealth Advisors Financial Planner Joe Ibarra, CPA, recently made his first appearance on In The Money Insight. Joe plays a critical role in our tax planning efforts for clients and on this episode, Joe & Cory discuss unconventional financial advice that people in all life stages should consider.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

On this episode of In the Money Insight, Jake joins Cory to discuss the four chapters of retirement – sharing some helpful information about how you can prepare for each chapter, and what you should do once you're there.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity    

While sometimes unsettling, market declines are normal. On this episode of In the Money Insight, Falcon Wealth Advisors CEO joins me to discuss ways to deal with market declines, and how actions investors can take—or refrain from—could impact their financial plan in the months and years to come.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

On this episode of In the Money Insight, I was joined by FWA founder & CEO Jake Falcon, CRPC® to discussion about how workers should consider investing in their company's 401(k) plan. It can seem overwhelming, but there are a few things to keep in mind when investing in and contributing to this type of retirement plan.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity

Accommodative policies from the Federal Reserve have allowed us to live in an era of easy money for more than a decade. In part because of their policies, equities have bounced back following both the financial crisis of 2008 and pandemic shocks of 2020. And that brings us to today. On this episode of In the Money Insight, Cory discusses where the market is heading, and how to help plan for it.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/            #inthemoneyinsight #retirement #kansascity  

Many clients who put money away for decades struggle with the idea of spending – and not saving – in retirement. It's not as easy as flipping a switch. On this episode of In the Money Insight, Cory highlights some info to make clients more comfortable spending their nest egg, especially when running out of money is a top concern.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/           #inthemoneyinsight #retirement #kansascity

People often view a new year as a fresh start. On this episode of In the Money Insight, Cory discusses some smart money moves that are worth considering for 2022.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/             

With mergers and acquisitions in the news, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on this episode of In The Money Insight to discuss how employees can put themselves in a strong position if their company is sold.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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 Founder and CEO Jake Falcon, CRPC, recently joined Cory on In The Money Insight to look back at 2021 and preview 2022. Thank you to everyone who listened to the podcast and read these blog posts this year!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/           

On this Episode of In the Money Insight, Samantha Shepherd, CEO of Assured Trust Company, joins Cory to discuss the importance of special needs trusts, who can benefit from them, and estate planning.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/         

We are proud to have recently celebrated our five-year anniversary at Falcon Wealth Advisors. We're excited about our future, as more than 200 new clients have come aboard since the start of 2020. On this episode of In the Money Insight, Cory shares more about our team makeup as we head into 2022.     In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/           

Who doesn't love the idea of retiring early? One of the biggest challenges for people who want to retire before age 59.5 – that “magic age” when the IRS allows you to access money in 401(k) and traditional IRA accounts without paying a penalty – is ensuring you have penalty-free access to the money you've saved. On this episode of In the Money Insight, Cory shares two strategies that could help you retire before age 59.5.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/             

As retirement approaches, people contemplate whether they should pay off their mortgage. This can be quite the conundrum in this era of low interest rates. While there isn't one perfect answer, on this episode of In the Money Insight, Cory highlights some items to consider.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/             

As many Americans continue to live longer than ever before, there are regular conversations with clients about the costs their parents encounter as they age. On this episode of In the Money Insight, Cory discusses some proactive planning options to help combat the stress associated with saving for their own retirement and helping their aging parents.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/         

“When should I start collecting Social Security?” It's one of the most frequent questions we are asked at Falcon Wealth Advisors. On this episode of In the Money Insight, Cory highlights five reasons to draw Social Security benefits before the age of 62.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/           

Annually, year-end tax planning is a priority for nearly all our clients. Roth IRA planning ties into tax planning, and it's an important topic every year, and especially this year. On this episode of In the Money Insight, Cory discusses some proposed changes being debated in Congress, and how that could impact Roth planning and contributions.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/               

Many people may be unfamiliar with 401(k) in-service withdrawals, but they're an important strategy to have knowledge about. On this episode of In the Money Insight, Cory outlines what this type of withdrawal is, who is eligible and how to utilize them.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                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/