Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326)

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates.

They discuss the positive aspects of retirement and explain the advantages and challenges of Roth IRA conversions for retirees in their 60s. Finally, they address the serious issue of sports gambling addiction and its impact on individuals and families.

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!

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0:00 – Intro
1:26 - Chiefs: Lucky?
7:56 - Porch Pirates
14:27 - Retirement Best
19:40 - Roth IRA Move
25:13 - Sports Betting

Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

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