Unconventional Financial Advice (Ep. 90)

Falcon Wealth Advisors Financial Planner Joe Ibarra, CPA, recently made his first appearance on In The Money Insight. Joe plays a critical role in our tax planning efforts for clients and on this episode, Joe & Cory discuss unconventional financial advice that people in all life stages should consider.

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.       

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