Million Dollar Mistake, I Bonds, Lottery Thoughts, Mood Stocks, and Cutting 2024 Taxes (Ep. 322)

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs’ potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-Bonds from 2022 and provide thoughts on what to do with them now.

Jake and Cory also emphasize scrutinizing retirement expenses, reveal a surprising link between mood and stock prices, and discussing cutting taxes for 2024. Finally, they explore the psychology behind rising lottery ticket prices.

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
4:39 – Undefeated Chiefs!
5:30 - Million Dollar Mistake
9:00 – What to do with I-Bonds
11:10 - Cutting Retirement Costs
19:12 - Mood and Stock Prices
22:38 – 2024 Tax Tips
25:15 - Billion Dollar Lottery

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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 company 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, 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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