Upticks: A Financial Planning & Investment Podcast – Details, episodes & analysis

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Upticks: A Financial Planning & Investment Podcast

Jake Falcon

Business

Frequency: 1 episode/8d. Total Eps: 414

Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser

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https://www.falconwealthadvisors.com/
240 shares
https://www.falconwealthadvisors.com/content.html
235 shares
https://falconwealthadvisors.com/contact.html
114 shares

https://www.instagram.com/jake_falcon_crpc
332 shares

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Score global : 27%

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How Much Should Your Adult Kids Know About Your Money?

Episode 412

Wednesday, September 30, 2026 • Duration 36:50

How much information should parents share with their adult children about money, estate plans, accounts, and a possible inheritance?

In this episode of Upticks, Jake and Cory discuss how to prepare family members to step in without revealing every dollar or encouraging someone to depend on a future inheritance. They explore what a spouse or adult child should know, what may reasonably remain private, and why awareness of a financial plan is different from having legal authority to act.

The complete conversation also covers what younger adults may need when they begin investing, when professional financial guidance may become appropriate, how inheritance expectations can affect behavior, and how a family meeting can create greater clarity.

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📘 Get your complimentary guide to retirement

https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook

📩 Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com

📰 Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake

📱Follow Jake and Cory

https://www.instagram.com/jake_falcon_crpc/

Upticks: A Financial Planning & Investment Podcast – Details, episodes & analysis

Podcast details

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Upticks: A Financial Planning & Investment Podcast – Details, episodes & analysis

Podcast details

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Other17

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