Podcasts about crpc

Most people focus on retiring as soon as possible — but what if waiting could improve your life and your financial plan? In this episode of Upticks, Jake and Cory break down the often-overlooked benefits and drawbacks of delaying retirement. From compounding returns and higher Social Security benefits to burnout, health uncertainty, and lost "go‑go" years. ---------------

“Personalization” has become one of the most overused words in wealth management and one of the hardest promises to actually deliver. Clients want portfolios that reflect their goals, values, tax realities, and life events. Firms want scale, efficiency, and fewer operational landmines. Too often, those two goals collide. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Joshua Allen, CEO of TCP Asset Management, to unpack what real portfolio personalization looks like inside a fast-growing RIA and why most firms underestimate the operational cost of getting it wrong. Josh shares how TCP moved beyond model-only workflows, where automation actually helps (and where it doesn't), and why saying no to most technology is critical to scaling personalization without creating an ops headache. Key takeaways: How hiring a director of advisory services strengthened tech integration Why deeper use of existing tech beats adding more tools to the stack How personalized portfolios are driving referrals across generations Why most “personalized portfolios” still feel identical to clients What's real vs hype when it comes to AI in portfolio management Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Joshua Allen: LinkedIn: TCP Asset Management Website: TCP Asset Management About Our Guest: As a founding Partner and  Chief Executive Officer of TCP Asset Management, Josh Allen is charged with leading a team of wealth advisors in practice management, business development, and innovative planning solutions. These solutions have provided our clients with the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic. Josh and his team have developed and refined a process that is comprehensive in nature and ties together: investment management, risk management, retirement income planning, estate planning, business and family legacy planning, and philanthropy. This exclusive process allows them to put together all the pieces of the financial puzzle for their clients as their lives unfold and be engaged when their needs evolve. Josh received a Bachelor of Science degree from The Ohio State University in Family Resource Management. He also received a certificate in Financial Planning from Boston University. Upon completion of the education, examination and experience requirements, Josh obtained the Certified Financial Planner, CRPC® and CRPS® designations. His securities licenses include the series 7,9,10 and 66 and State of Ohio insurance license. Josh is married to Branda, who is also one of his business partners. They together have three children, two dogs and two cats. As a family they love the outdoors, whether it is on the beach or in the mountains, they are always up for an adventure.

Bitcoin has crashed. Gold and silver are surging. Headlines are loud—but what actually matters for long-term investors? Jake and Cory break down what's happening with Bitcoin, gold, and silver—and why chasing hype can quietly derail a solid financial plan. We talk about: •    Why Bitcoin has no intrinsic value (and why that matters) •    What's really driving the surge in gold and silver prices •    The difference between speculation and smart diversification •    How professional investors think about "insurance assets" •    Why singles and doubles beat home runs in real-world investing This conversation isn't about predictions or quick wins. It's about cutting through noise, understanding risk, and building a portfolio that can better withstand multiple economic cycles. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #bitcoin #goldinvesting #silverinvesting #financialplanning #investingeducation #portfolio diversification #wealthmanagement #marketvolatility #financialliteracy

Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke, PhD, CFP® and Martha Shedden, CRPC®, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA), look at the myths surrounding Social Security as well as some foundational and advanced concepts for including it in your clients' retirement planning strategies. Want to learn more about Social Security planning? Visit TheAmericanCollege.edu/RSSA. Find all episodes at TheAmericanCollege.edu/Shares.

In this episode of The Impostor Syndrome Files, we talk about where confidence comes from. My guest this week is Jennifer Sahady, a personal finance expert, speaker and passionate advocate for financial literacy and gender equity. In a field that hasn't always welcomed women or fresh perspectives, Jennifer shares how she's charted her own path by focusing on service, curiosity and the quiet power of believing that her voice matters too.We talk about why so many of us wait to speak up until we feel like an “expert,” and how that silence can cost others the benefit of our unique insights. Jennifer shares how she's navigated self-doubt in male-dominated spaces, and why imperfect action is a courageous step toward change. We also explore the importance of mental space, daily reflection and surrounding yourself with people who energize rather than drain you.About My GuestJennifer is an accomplished public speaker and expert in personal finance. She delivers memorable and impactful presentations customizing her financial wellness message to a wide variety of audiences from high school students to executives. Jennifer has delivered presentations at Fortune 500 Companies including jetBlue, Barclays and Sony. Jennifer is a 2025 PLANADVISER Emerging Leader Winner, a 2025 NAPA Woman of Excellence Winner and has won the RAC Award with her clients in 2025 and 2024. Jennifer was a featured TEDx speaker on Money and Relationships. Jennifer has spoken at the Bryant Woman's Summit three times. Jennifer has spoken at the Providence and Worcester Chamber of Commerce. Jennifer is currently a Senior Financial Wellness Consultant on MMA's Retirement Services team and a small business owner. Jennifer graduated Summa Cum Laude from Bryant University and has an extensive background in financial education. Jennifer holds the FINRA Series 7, 63 and 66 licenses as well as the CFP, CPFA, CRPC and AIF. ~Connect with Jennifer:YouTube: https://youtu.be/CGttIHnfBbE?si=qfOIoFOWmFVkPwKz LinkedIn: https://www.linkedin.com/in/jennifer-sahady ~Connect with Kim and The Impostor Syndrome Files:Join the free Impostor Syndrome Challenge:https://www.kimmeninger.com/challengeLearn more about the Leading Humans discussion group:https://www.kimmeninger.com/leadinghumansgroupJoin the Slack channel to learn from, connect with and support other professionals: https://forms.gle/Ts4Vg4Nx4HDnTVUC6Join the Facebook group:https://www.facebook.com/groups/leadinghumansSchedule time to speak with Kim Meninger directly about your questions/challenges: https://bookme.name/ExecCareer/strategy-sessionConnect on LinkedIn:https://www.linkedin.com/in/kimmeninger/Website:https://kimmeninger.com

We believe hot tips fade, but rules can endure. In this episode, Jake and Cory share principles that can actually drive results: how our analysts read earnings, how we construct portfolios (and ways diversification wins), what can really put markets at risk, and how policy headlines fit into the plan. If you want a durable, rules‑based way to invest, start here. ---------------

Most people in today's housing market are asking the wrong question and it could be costing them thousands. Jake and Cory break down the real math behind mortgages, refinancing, downsizing, renting out homes, and reasons your cash flow—not interest rates—should drive big housing decisions. If you've ever wondered: •    Should I wait for mortgage rates to fall? •    Does refinancing actually save me money? •    Should I keep my low rate and rent my home instead of selling it? •    Is downsizing in retirement even worth it anymore? •    How do I know if a housing decision truly improves my financial plan? …this episode gives you a clear, simple framework—without guessing, without relying on headlines, and without getting trapped by emotional or "rule of thumb" thinking. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #mortgagerates #refinance #housingmarket #retirementplanning #cashflow #financialplanning #downsizing #realestate2026 #wealthbuilding #upticks

In this episode, Jake and Cory discuss the concept of financial nihilism, particularly among Gen Z, who feel disillusioned with traditional economic systems. They explore the psychology behind gambling behaviors in younger generations, the impact of student debt, and the importance of investing versus gambling. The conversation emphasizes the need for financial literacy and the power of compounding in building wealth, while also addressing the cultural shift towards gambling as a perceived solution to financial instability. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to Jake's blog: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors

Discover the 5 major tax changes hitting in 2025/2026—and what they could mean for your money. Todd Laytham, CPA joins us to break down new deductions, side‑hustle rules, retirement updates, and important IRS changes. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.

Big goals often feel out of reach when life throws setbacks your way. But what if the obstacles are actually shaping the path forward? In this episode, Bryan Sweet sits down with Randy Carver, CRPC®, CDFA®, President & CEO of Carver Financial Services, and author of Limitless, to talk about persistence, mindset, and defining personal meaning. Randy shares how early health challenges shaped his outlook, how failure can become fuel, and why clarity matters more than circumstances. The conversation explores vision setting, daily habits, leadership, and using purpose to create momentum in business and life. Key takeaways: How early adversity reshaped his mindset and influenced long-term motivation and persistence Why defining personal meaning matters more than tools, talent, or starting circumstances Practical habits that help maintain focus, discipline, and forward momentum each day Lessons on leadership, delegation, and building teams that scale beyond the individual How service, generosity, and purpose can guide decisions and future direction And more! Connect With Randy Carver: LinkedIn: Randy Carver Website: Carver Financial Services Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Randy Carver was born in New York City, grew up in Baltimore, Maryland, and spent his teen years in Toronto, Canada. As a teenager, Randy started and ran several successful businesses, including a catering firm and two home renovation companies. He attended Oberlin College where he earned his degree in economics. Upon graduating in 1987, Randy opened a branch office for a regional brokerage firm in Mentor, Ohio. The office became one of the company's most successful within three years. In 1990, Randy founded Carver Financial Services to provide Personal Vision Planning® by offering clients unbiased investment information and a wide range of financial products and services through an international firm. He has offered securities through Raymond James Financial Services since 1990. Randy is a General Securities Principal (Series 24 license), Municipal Securities Principal (Series 53 license), holds Series 7 and Series 63 securities licenses, in addition to a series 31 futures license. He also holds a life, health, and annuity insurance license. Randy has earned the Chartered Retirement Planning Counselors CRPC® designation from the College for Financial Planning and is a Certified Divorce Financial Analyst® practitioner, having completed the certification from the Institute for Divorce Financial Analysts earning the CDFA® designation. Randy has taught accountancy board-approved continuing education courses for certified public accountants, as well as Supreme Court Commission on Continuing Legal Education-approved courses for attorneys since 1989. Randy has appeared as a commentator on FOX Business, CNN, Yahoo Finance, Bankrate, Cheddar TV, Newsmax, and Fox News. He has been featured in the New York Times, Barron's, Forbes, Financial Times, The News-Herald, Crain's Cleveland Business, the Toledo Blade and The Wall Street Journal. Barron's has named Randy Carver one of the top 1200 advisors in the United States and one of the top 10 in Ohio every year since 2010. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Click here to see all the awards he has received from Barron's, Forbes, Financial Times, etc. Randy lives in Kirtland Hills, Ohio, with his significant other, Christine, and their three dogs, Brutus, Mongo, and Thor. His daughter Cid is living in Tel Aviv, Israel. Randy is a licensed private pilot, flying for both business and pleasure, and pursues other eclectic hobbies ranging from gourmet cooking to riding motorcycles. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Send us a textJoin Kevin Lyles, CRPC™ and myself as we discuss the merits of active management and passive investing. In this episode Kevin critiques my decision to engage an advisory firm to manage a portion of my assets and my reasons for this decision.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity. "Organize Your Retirement in 30 Days—Actionable Steps" https://youtu.be/AaSQ6qITr0s  --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #wealthmanagement #financialwellness #investing #healthyhabits #charitablegiving #longevityplanning #financialliteracy #quietwealth #falconwealthadvisors

Estate planning isn't just for the wealthy. It's a way to protect loved ones, avoid unnecessary conflict, and honor your wishes. In this episode of License to Spend, Tim Whisler unpacks the importance of having clear legal documents in place before life's unexpected events occur. From powers of attorney to trusts, Tim explains how these tools reduce stress, prevent family disputes, and keep your legacy intact.  With relatable stories and practical steps, he shows why starting the conversation now is one of the most loving things you can do for your family. Tim discusses: Why estate planning is about caring for loved ones, not just dividing assets The essential roles of financial and healthcare powers of attorney How wills, trusts, and up-to-date beneficiaries work together to honor your wishes Real-life examples of how planning (or lack of it) affects families Tips for finding and working with the right estate planning attorney And more! Connect with Tim:  (309) 291-0491 Email: Tim Whisler  LinkedIn: Tim Whisler, CRPC®, CLTC® The Whisler Agency LinkedIn: The Whisler Agency Book a Call with Tim: Schedule a call Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what "cooling" inflation really means—plus listener questions on future Fed leadership and more. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #inflation #financialplanning #retirement #fedpolicy #markettrends #costofliving #assetallocation #wealthmanagement #economicupdate #falconwealthadvisors

Ready for retirement in five years? Jake and Cory break down the essential steps for your "5 Year Retirement Runway"—from choosing the right advisor and planning major purchases to building your professional team and organizing your finances. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors 

Unlock a step-by-step plan to organize your retirement in just 30 days! Jake and Cory reveal actionable strategies for gathering documents, building your master list, consolidating accounts, and setting up systems that can keep you on track. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Download our complimentary short guide for retirement: https://falconwealthadvisors.com/resources/2025-guide-for-retirement-planning.pdf  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #financialorganization #falconwealthadvisors #uptickspodcast #retirementtips #financialwellness #wealthmanagement #retirementchecklist #financialliteracy #retirementgoals

Discover tips to retire without losing your social life! Jake and Cory cover strategies to maintain purpose, connection, and community after leaving the workforce. Learn ways to build a balanced social portfolio, avoid isolation, and create a more fulfilling retirement lifestyle. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Complimentary Retirement Social Blueprint Template luke@falconwealthadvisors.com   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM   Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri   Download our whitepaper, "The Phases of Retirement — Knowing is Power" https://falconwealthadvisors.com/resources/the-phases-of-retirement.pdf --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #socialwellness #financialliteracy #falconwealthadvisors #uptickspodcast #retirementtips #communityconnection #purposefulretirement #healthyaging #lifebalance

Have you ever wondered how the business side of pro golf works? Explore honest financial realities, career transitions, and personal insights from a touring professional, Chase Hanna. Learn ways planning, discipline, and a strong support network help shape success on and off the course. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri  Use code "Hanna25" for discounts at B Draddy and Zero Restriction --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #golfbusiness #sportsandmoney #progolfer #financialplanning #athletelife #falconwealthadvisors #retirementplanning #investinyourself #golftour #wealthmanagement

What are the real net worth benchmarks for Americans in their 50s and 60s? Learn why averages can be misleading, how lifestyle impacts financial health, and actionable steps to improve your retirement outlook. Explore key personas, planning tips, and the importance of liquidity in building lasting wealth. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #networth #retirementplanning #financialwellness #wealthmanagement #personalfinance #investing #financialliteracy #falconwealthadvisors #upticks #financialgoals

James Breaks down the 5 ways investment professionals get information before YOU, the retail investor, and how you can start getting information just as fast as them! That way, you can make informed decisions off the data, instead of off their headlines! 15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee! All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Discover the truth behind five common retirement myths with Jake and Cory. Learn why Social Security, Medicare, taxes, investment strategies, and estate planning may not be what you expect—and ways to plan for more clarity and confidence in retirement. Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM   Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #financialliteracy #socialsecurity #medicare #taxplanning #investing #estateplanning #wealthmanagement #falconwealthadvisors #financialwellness

Explore the 2026 charitable giving changes with Jake and Cory: the new 0.5% AGI floor, the 35% deduction cap, the universal deduction for non itemizers, and when to use donor advised funds or QCDs. Learn smart 2025 moves—accelerate gifts, bunch with appreciated stock, and avoid common ROI mistakes—so your generosity can go further in retirement. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #charitablegiving #taxplanning #donoradvisedfund #qcd #retirementplanning #financialliteracy #agifloor #standarddeduction #wealthmanagement #falconwealthadvisors

In a twist for the 100th episode of the Portfolio Intelligence podcast, the roles are reversed as Justin Clarke, CRPC, senior vice president, takes over duties to interview the series' regular host, John Bryson, head of investment consulting.Since the podcast's inception in 2020, John has been steering listeners through a myriad of market and investment views through insightful conversations with industry experts and investment veterans from across Manulife John Hancock's multimanager network.In this celebratory episode, John reflects on the podcast's beginnings during a volatile market period, its evolution, and the pivotal topics and guests that have shaped its growth into a vital resource for advisors.

Discover actionable retirement planning strategies and learn ways to overcome retirement fears with Jake and Cory from Falcon Wealth Advisors. They unpack the emotional and financial challenges of leaving the workforce, discuss retirement income planning, portfolio diversification, 401(k) catch-up contribution changes, and share tips for adapting along the way.  --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #financialliteracy #wealthadvisors #401k #adaptability #investing #financialwellness #moneytips #retirementfear #personalfinance

Send us a textJoin Kevin Lyles, CRPC™ and me as we provide a long form discussion about choosing where to live in retirement.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Dr. Geo speaks with cancer immunologist Matthew Halpert, PhD about Immunocine, a dendritic-cell platform that “double-loads” patient-specific tumor signals to trigger a strong, physiologic immune response. Discussion includes mechanism, prostate cancer cases, how it can complement ADT and focal radiation, eligibility, workflow, and access.Chapters00:00 How the Immune System Fights Prostate Cancer02:00 Why dendritic cells matter; generals vs NK/T “soldiers”07:00 The “double-loading” breakthrough and fail-safe concept14:00 Trials in difficult cancers; safety and early signals18:00 Prostate cases: CRPC responses; lesions regressing22:00 Combining with ADT and focal radiation; timing27:00 Critical need for viable tissue; preservation tips34:00 Patient journey: review → tissue + apheresis → 3 doses/6 weeks41:00 Peri-lymphatic delivery; what patients feel; follow-up/boosts49:00 Cost, access, insurance help; foundations; closing takeawaysKey TakeawaysDendritic cells orchestrate immunity; NK/T cells execute.Precision double-loading overcomes a built-in fail-safe to amplify activation.Tissue access and preservation are essential for a broad, personalized target set.Pragmatic combination care: ADT and selective radiation can create a therapeutic window and enhance antigen presentation.________________________

Mastering your finances starts with understanding the key accounts that help support your financial health. In this video, Jake breaks down 9 financial accounts—from checking and savings to retirement and investment accounts. Whether you're just starting out or refining your financial plan, this guide will help you build a strong foundation for long-term success. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM   Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors 

Podcast: The Jon Gordon Podcast (LS 57 · TOP 0.5% what is this?)Episode: Fully Invested | Chad WillardsonPub date: 2025-10-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOn this episode of The Jon Gordon Podcast, I sit down with Chad Willardson, entrepreneur, wealth advisor, and author of Fully Invested, for a heartfelt and lively conversation about what it truly means to win big at work and at home - without sacrificing one for the other. Chad shares the journey behind his “fully invested” philosophy: from the pivotal moment he chose family over chasing the Wall Street grind, to building successful businesses while making his marriage and five kids a top priority. Together, we unpack why “work-life balance” is a myth, and how true fulfillment comes from integrating your values into every part of your life, not compartmentalizing them. Key themes include learning to say no to good opportunities so you can say yes to great ones, cultivating championship teams in business and family, and establishing rituals and communication that keep loved ones connected even as life and careers evolve. Chad's candid stories and practical strategies illuminate how being present, whether at home or work, not only deepens relationships but powers greater professional success. Whether you're longing for more meaning at home while building your career, or questioning if you really have to choose between family and ambition, this episode is a powerful reminder that your richest life is possible when you invest fully in what truly matters.   About Chad, Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs. As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth. Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home. With over 20 years of experience in wealth management, Chad continues to inspire entrepreneurs to win in business and at home.   Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Order my new book 'The 7 Commitments of a Great Team' today! Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Join me for my Day of Development! You'll learn proven strategies to develop confidence, improve your leadership and build a connected and committed team. You'll leave with an action plan to supercharge your growth and results. It's time to Create your Positive Advantage. Get details and sign up here. Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare!The podcast and artwork embedded on this page are from Jon Gordon, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

On this episode of The Jon Gordon Podcast, I sit down with Chad Willardson, entrepreneur, wealth advisor, and author of Fully Invested, for a heartfelt and lively conversation about what it truly means to win big at work and at home - without sacrificing one for the other. Chad shares the journey behind his “fully invested” philosophy: from the pivotal moment he chose family over chasing the Wall Street grind, to building successful businesses while making his marriage and five kids a top priority. Together, we unpack why “work-life balance” is a myth, and how true fulfillment comes from integrating your values into every part of your life, not compartmentalizing them. Key themes include learning to say no to good opportunities so you can say yes to great ones, cultivating championship teams in business and family, and establishing rituals and communication that keep loved ones connected even as life and careers evolve. Chad's candid stories and practical strategies illuminate how being present, whether at home or work, not only deepens relationships but powers greater professional success. Whether you're longing for more meaning at home while building your career, or questioning if you really have to choose between family and ambition, this episode is a powerful reminder that your richest life is possible when you invest fully in what truly matters.   About Chad, Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs. As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth. Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home. With over 20 years of experience in wealth management, Chad continues to inspire entrepreneurs to win in business and at home.   Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Order my new book 'The 7 Commitments of a Great Team' today! Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Join me for my Day of Development! You'll learn proven strategies to develop confidence, improve your leadership and build a connected and committed team. You'll leave with an action plan to supercharge your growth and results. It's time to Create your Positive Advantage. Get details and sign up here. Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare!

Ever wondered how a wealth advisor invests their own money? In this episode, Jake Falcon pulls back the curtain on his personal investment strategies—covering financial planning, cash flow, retirement accounts, and more.  --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM   Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #wealthadvisor #investingstrategies #financialplanning #retirementaccounts #personalfinance #cashflowmanagement #highyieldsavings #brokerageaccount #charitablegiving #financialtips

Jake and Cory break down surging home sales, Disney's streaming price hike, the $100K H-1B visa debate, Amazon's FTC battle, Pfizer's obesity drug deal, and T-Mobile's CEO shakeup. Discover ways these developments could impact your financial plan. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ------ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #markets #retirementplanning #investing #realestate #streaming #technology #biotech #leadership #personalfinance #financialliteracy

Explore the latest financial headlines with Jake and Cory as they break down Fed rate cuts, a mortgage refinancing boom, resilient retail sales, TikTok's uncertain future, Apple's U.S. manufacturing push, and a major shift in corporate reporting. What could these changes mean for your financial plan? --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #finance #investing #federalreserve #mortgage #refinance #retailsales #tiktok #apple #economicnews #wealthmanagement

Pastors Patrick Hines (Bridwell Heights Presbyterian Church in Kingsport, TN), Jim Thornton (Reformed Faith Presbyterian Church in Clarksville, TN) and Henry Johnson (Trinity Presbyterian Church in Tazwell, VA) discuss chapter 13 of the Westminster Confession of Faith "Of Sanctification." CHAP. XIII.—Of Sanctification. I. THEY, who are effectually called, and regenerated, having a new heart, and a new spirit created in them, are further sanctified, really and personally, through the virtue of Christ's death and resurrection (1 Cor. 6:11; Acts 20:32; Phil. 3:10; Rom. 6:5-6), by His Word and Spirit dwelling in them (John 17:17; Eph. 5:26; 2 Thess. 2:13): the dominion of the whole body of sin is destroyed (Rom. 6:6, 14), and the several lusts thereof are more and more weakened and mortified (Gal. 4:24; Rom. 8:13); and they more and more quickened and strengthened in all saving graces (Col. 1:11; Eph. 3:16-19), to the practice of true holiness, without which no man shall see the Lord (2 Cor. 7:1; Heb. 12:14). II. This sanctification is throughout, in the whole man (1 Thess. 5:23); yet imperfect in this life, there abiding still some remnants of corruption in every part (1 John 1:10; Rom. 7:18, 23; Phil. 3:12); whence ariseth a continual and irreconcilable war, the flesh lusting against the Spirit, and the Spirit against the flesh (Gal. 5:17; 1 Peter 2:11). III. In which war, although the remaining corruption, for a time, may much prevail (Rom. 7:23); yet, through the continual supply of strength from the sanctifying Spirit of Christ, the regenerate part doth overcome (Rom. 6:14; 1 John 5:4; Eph. 4:15-16); and so, the saints grow in grace (2 Peter 3:18; 2 Cor. 3:18), perfecti

Mortgage rate drops, the widening gender wage gap, a $50B mining merger, labor market surprises, tariff turmoil, and a major tech whistleblower case. Discover how these shifts could impact your investments, retirement, and financial plan. Don't miss these insights and actionable takeaways for more clarity in today's market.  --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #mortgagerates #housingmarket #genderwagegap #miningmerger #laborstatistics #tariffnews #cybersecurity #financialplanning #investmentstrategy #marketinsights

On today's episode of The Coffee Break, Nate Johnson talks about the CRPC conference.  The Coffee Break is the daily Christian talk and local events program on Hope Radio KCMI 97.1FM serving the Scottsbluff, NE area. Tune in for interviews with authors, musicians, pastors, and others in the Christian community and our local area! Visit our website: www.kcmifm.com Like us on Facebook: www.facebook.com/kcmifm

Explore the latest financial headlines with Jake and Cory as they unpack job market jitters, Google's antitrust ruling, Kraft Heinz's brand breakup, rising Treasury yields, Nestlé's CEO scandal, and surging gold prices. Learn how these developments could impact your portfolio and retirement strategy. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #markets #economy #retirementplanning #financialliteracy #investing #jobmarket #google #gold #stocks #wealthmanagement

Explore how tariffs, tech volatility, and shifting job trends are reshaping financial plans. Jake and Cory break down the Magnificent Seven's momentum loss, Cracker Barrel's branding reversal, and Meta's AR leap—plus what it could mean for your money. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #finance #investing #retirementplanning #tariffs #techstocks #magnificentseven #crackerbarrel #metaglasses #jobmarket #economictrends

Fed tensions, Ozempic's price drop, and Target's retail shakeup—what do they mean for your money? Jake and Cory unpack the latest headlines, including the U.S. credit rating outlook, Google's AI-powered Pixel 10, and the CME–FanDuel betting partnership. Discover how these shifts could impact your financial plan. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #interestrates #fedwatch #ozempic #retailnews #targetceo #ulta #creditrating #aiupdate #pixel10 #financialplanning

Explore the latest financial headlines with Jake and Cory as they break down the U.S. debt surge, inflation trends, potential Fed rate cuts, and major shifts in streaming and EV markets. Learn how these developments could impact your retirement planning and investment strategy. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #FinanceNews #RetirementPlanning #Inflation2025 #InterestRates #NationalDebt #EVMarket #StreamingWars #UFCStreaming #EconomicUpdate #FalconWealthAdvisors

Thinking about retiring in your 50s? Jake and Cory break down ways it could be the best decision for you. From burnout and health risks to purpose-driven living, they share real stories, practical strategies, and a five-question framework to help you make your early retirement decision. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM   Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524          https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #earlyretirement #retireinyour50s #financialplanning #retirementplanning #wealthmanagement #falconwealthadvisors #uptickspodcast #retirementgoals #retirementtips

Understanding the nuances of private and public fixed-income portfolios is crucial for advisors to deliver effective outcomes for clients. Our Head of Investment Product Management Matthew C. Hammer, CRPC, discusses strategies for crafting resilient fixed-income portfolios.

What should you sell before you retire—and why does it matter? From employer stock and rental properties to unused vehicles and old 401(k)s, Jake and Cory break down five key assets that could be dragging down your retirement plan. With practical examples, emotional insights, and a clear framework, they help you rethink what you're holding onto and how selling strategically could simplify your retirement life. --------------- Complimentary ‘Retiring Right' ebook: https://bit.ly/3I7UwSF   Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524          https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #retirementplanning #financialfreedom #declutteryourlife #sellbeforeyouretire #retirementtips #personalfinance #retirewithclarity #investmentstrategy #simplifyretirement #wealthmanagement

Send us a textJoin Kevin Lyles, CRPC™ and me as we provide a long form discussion about inflation and its multiple effects on retirement.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

In this episode of Healthy Mind, Healthy Life, host Avik Chakraborty speaks with Jake Falcon, CRPC, founder and CEO of Falcon Wealth Advisors, about redefining retirement and personal development. Jake shares why financial freedom isn't just about numbers on a spreadsheet but about aligning money with purpose and values. He breaks down the importance of intentional living, how to design a retirement that's meaningful, and why clarity about personal values drives both financial confidence and life satisfaction. This conversation will help you think differently about success, personal growth, and how to plan for a life you love at any stage. About the Guest:Jake Falcon, CRPC, is the founder and CEO of Falcon Wealth Advisors, author of Retiring Right, and host of the popular Upticks newsletter and podcast. With over 20 years of experience guiding entrepreneurs, families, and retirees, Jake is known for blending financial planning with purpose-driven coaching to help clients live and retire with clarity and confidence. Key Takeaways (200 words): Retirement isn't a finish line—it's the freedom to choose how you spend your time without obligation. Personal development is crucial for financial confidence; clarity about values provides the foundation for purpose-driven decisions. Defining your purpose starts with identifying your core values and building daily intentions around them. People who transition well into retirement often fill their calendars intentionally, creating structure and avoiding isolation. Investing with intention goes beyond finances—focus on being fully present and aligned with your goals. Coaching is a powerful tool to build awareness, address blind spots, and find fulfillment in both life and work. Leadership requires self-awareness; supporting your team's goals alongside business objectives fosters alignment and growth. Without purpose, wealth alone can lead to unhappiness. Awareness and seeking guidance can break this cycle.   Connect with Jake Falcon:Instagram: https://instagram.com/falconwadvisorsWebsite: Falcon Wealth AdvisorsPodcast: Upticks Want to be a guest on Healthy Mind, Healthy Life?DM on PodMatch: Send Me a Message Here CHECK PODCAST SHOWS & BE A GUEST: Tune to all our 19 podcasts: Click Here Subscribe to our Newsletter: Click Here Join the Community: Click Here OUR SERVICES Business Podcast Management Individual Podcast Management Share Your Story With World FOLLOW US! Medium YouTube Instagram Facebook LinkedIn Page LinkedIn Twitter Pinterest SHARE YOUR REVIEW Google Review Video Testimonial #podmatch #healthymind #healthymindbyavik #wellness #HealthyMindByAvik #MentalHealthAwareness #StorytellingAsMedicine #PodcastLife #PersonalDevelopment #ConsciousLiving #GrowthMindset #MindfulnessMatters #VoicesOfUnity #InspirationDaily #podcast #podcasting #podcaster #podcastlife #podcastlove #podcastshow #podcastcommunity #newpodcast #podcastaddict #podcastepisode #podcastinglife #podrecommendation #wellnesspodcast #healthpodcast #mentalhealthpodcast #wellbeing #selfcare #mentalhealth #mindfulness #healthandwellness #wellnessjourney #mentalhealthmatters #mentalhealthawareness #healthandwellnesspodcast #fyp #foryou #foryoupage #viral #trending #tiktok #tiktokviral #explore #trendingvideo #youtube #motivation #inspiration #positivity #mindset #selflove #success

What should you do with your 401(k) when you retire—and what should you avoid? From tax traps and Roth conversions to income planning and investment flexibility, they walk through a four-step framework to help you make smarter, more confident 401k retirement decisions. With real-world examples and practical insights, this episode helps you protect your hard-earned nest egg. --------------- Complimentary ‘Retiring Right' ebook: https://bit.ly/3I7UwSF   Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524          https://www.instagram.com/jake_falcon_crpc/?hl=en            https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #401k #retirementplanning #rothconversion #financialfreedom #taxstrategy #retirementsavings #investmentplanning #rollover401k #personalfinance #wealthmanagement

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and current rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!This week, Dave and Paul are joined by Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon's wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:https://retirepilots.com/http://ibc4pilots.com/Episode Highlights:0:00 - Teaser1:12 - Episode beginning3:01 - Background on Ryan5:39 - How Ryan began Infinite Banking7:57 - Why promote IBC instead of bonds?10:22 - Expanding on the tax situation for IBC19:25 - Sequence of returns risk24:54 - Survivor benefit and approaching retirement as a pilot36:31 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

When should you tap into your Roth IRA—and when should you not? Jake and Cory discuss one of retirement's most misunderstood questions: Roth IRA timing. From tax brackets and Medicare premiums to estate planning and emotional decision-making, they unpack the real-world impact of getting it right (or wrong). With practical examples and a three-phase framework, we hope this episode provides insights to help you make smarter, more confident choices with your retirement dollars. --------------- Complimentary ‘Retiring Right' ebook: https://bit.ly/3I7UwSF   Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524           https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #rothira #retirementplanning #taxstrategy #financialfreedom #medicareplanning #wealthmanagement #rothconversion #estateplanning #personalfinance #financialadvisor

A sweeping new tax law is here—and it's packed with changes that could reshape your financial plan. Jake and Cory break down the most impactful updates from the 870-page “One Big Beautiful Bill,” including tax bracket changes, new deductions, retirement perks, and even a government-funded account for newborns. They cover what matters most with practical insights, smart planning tips, and a few opinions, too. All information sourced from Congress.gov as of July 10, 2025 --------------- Complimentary ‘Retiring Right' ebook: https://bit.ly/3I7UwSF  Subscribe to our weekly newsletter: https://bit.ly/43RcVve  Contact our team: https://bit.ly/43wksOJ  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #bigbeautifulbill taxlaw #2025taxchanges #financialplanning #retirementplanning #healthcarecosts #standarddeduction #taxbrackets #estateplanning #529plans #acaupdates