Advertise on podcast: In The Money Insight

This week on In the Money Insight, Matthew Navickas, AAMS®, a member of the Research & Trading Group at Falcon Wealth Advisors, joined Cory to discuss how the current inflationary environment is impacting bonds and their yields, why we’re still investing in bonds, and more.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inflation #bondyields #interestrates #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Joe Ibarra, CPA, a financial planner at Falcon Wealth Advisors, joins Cory to discuss three winning moves investors can consider during times of market volatility. Especially with the current state of the market, you’ll want to tune in to this week’s episode!   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #taxlossharvesting #marketvolatility #strategy #inthemoneyinsight #retirement #kansascity

At Falcon Wealth Advisors, we recently hosted a stock market Q&A webinar that featured a number of thoughtful and important questions from attendees. On this episode of In the Money Insight, Cory answers a few of the questions that were asked during the webinar, just in case those who didn’t attend the webinar had similar questions.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #MarketVolatility #BuyLow #FinancialPlanning #inthemoneyinsight #retirement #kansascity

It has not been an easy year for stock market investors. After three years of strong returns, many have felt caught off guard by this down cycle in the market. On this episode of In the Money Insight, Cory shares a few tips to survive stock market volatility.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity #stockmarket #volatility   Sources: Peter Lazaroff: https://peterlazaroff.com/ep-48-are-we-headed-for-a-bear-market/ Strategas: https://www.strategasrp.com/Login?returnPath=%2FDocument%3FstrResearchProductID%3D6fQhtI9QqqNL75trIKxVqg%253D%253D  

Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, recently joined Cory on In The Money Insight to discuss the relevant topic of buying low and selling high.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #kansascity #strategize #buyinglow #sellinghigh

Joe Ibarra, CPA, a member of the Financial Planning Group at Falcon Wealth Advisors, joined Cory on a recent episode of In The Money Insight to talk about how you or a loved one can save and invest with the goal of retiring early. They also discussed how to live off your money in retirement and what early retirement looks like for those who can make it happen.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                  Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity

On this episode of In the Money Insight, Cory is joined by Falcon Wealth Advisors founder and CEO, Jake Falcon. They discuss the recent market volatility and the importance of being a disciplined investor during a bear market.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity  

With the S&P 500 down 10% year-to-date and the Nasdaq down 18% during the same period, Falcon Wealth Advisors Founder and CEO Jake Falcon, CRPC®, joined Cory on In The Money Insight to discuss the market’s performance and how disciplined investors should approach this volatility.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity

Falcon Wealth Advisors Partner, Client Operations, Samantha Waters recently joined Cory for the 100th episode of In The Money Insight. They discussed how Falcon Wealth Advisors continually strives to serve their clients through efficient and evolving practices. A special thanks to everyone who has listened to the podcast and read these blog posts as Cory celebrates 100 episodes.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.               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.                 Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              Visit Our Website        https://www.falconwealthadvisors.com/                Listen to our Podcasts         https://www.falconwealthadvisors.com/content.html                We're Social!        https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/          #inthemoneyinsight #retirement #kansascity

With taxes top of mind in April, it’s an ideal time to discuss tax planning. On this week’s episode of In the Money Insight, Cory specifically talks about IRAs, which can be an effective vehicle to not only grow wealth but reduce tax liabilities.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity

Jake Cross, a financial planner on our team at Falcon Wealth Advisors, recently joined Cory on In the Money Insight to discuss the psychology of money. They talked about different personality types, how your values are intertwined with your money, and much more.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity

Samantha Shepherd, founder and CEO of Assured Trust Company recently joined Cory on In The Money Insight to talk about how everyone can benefit from estate planning. Assured Trust Company is the first and only female-owned trust company in the state of Kansas, and Samantha gives great insight on estate planning items everyone should think about.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he’s paying attention to and what he’s reading and writing about.                 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.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #inthemoneyinsight #retirement #kansascity