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

EPISODE · Dec 6, 2024 · 36 MIN

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

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

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 [email protected] and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order 'Retiring Right'!   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. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              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     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.  #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

Episode metadata supplied by the publisher feed · Published Dec 6, 2024

Embed this episode

Ready to play

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

0:00 36:00

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Upticks: A Financial Planning & Investment Podcast?

This episode is 36 minutes long.

When was this Upticks: A Financial Planning & Investment Podcast episode published?

This episode was published on December 6, 2024.

Can I download this Upticks: A Financial Planning & Investment Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!