Falcon Wealth Advisors - The Fountain Of Wealth

This week on Upticks, join Jake and Cory as they discuss an investor boom, diving into the details of private placements as well as backdoor Roth tactics. What is a ‘cash trap’? How do I vet out the financials of a retirement community? How can I lower car insurance costs? All this and more! Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!   To subscribe to our newsletter, please email luke@falconwealthadvisors.com If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html ‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscrib