When it is time to retire, many have a hard time accepting the 180 flip that your mindset regarding finances must make. Once you have become so used to putting money into savings to prepare for retirement, it is hard to just start spending it instead. While many retirees worry about running out of money, Jake spends this episode of Upticks discussing how to avoid that mistake, while still being able to use the money that you have worked so hard to save.
Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.
Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.
In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.
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