On this episode of Upticks, Jake and Cory introduce the concept of a "spending cleanse" to promote financial mindfulness. They share a cautionary tale about annuities and a fraudulent investment scheme. The hosts debate the pros and cons of chasing the highest-yield savings accounts. They also discuss the implications of sustained higher inflation and the Federal Reserve's role. Finally, Jake shares his personal experience with private placements and the rise of private alternative asset ETFs.

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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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!

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Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332)

Upticks: A Financial Planning & Investment Podcast