Index Fund Fumbles, Worrying about Money, and Investor Mental Health (Ep. 296)

On this episode of Upticks, join Jake and Cory as they discuss being overconfident in the market, spending too much time worrying about money, and a chart from Cory.
The discussion continues with a hot take on index funds, what it looks like when investing in bonds, and how the stock market affects investors' mental health.
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0:00 - Intro
2:30 - Overconfidence
6:11 - Money Worries
10:16 - Cory’s Chart!
12:45 - Index Fund Fumbles
15:56 - Market Insights
17:45 - Investing in Bonds
19:11 - Investor Mental Health
‘Upticks’ offers insightful discussions on financial planning and investments, hosted by Jake Falcon, CRPC®. Jake covers essential topics like retirement, tax planning, debt management, and charitable giving, along with insights into stocks, bonds, options, and cryptocurrency. Be sure to subscribe so you don't miss an episode!
Based in the heart of the Kansas City metro area, Falcon Wealth Advisors is a forward-thinking wealth management practice with a team of 20 professionals dedicated to personalized retirement planning. We help clients navigate retirement timing, social security optimization, health insurance choices, comprehensive tax planning, and more.
In addition to retirement planning, we offer tailored investment solutions. What sets us apart is our approach of bypassing conventional investment products in favor of individually selected stocks, bonds, and options. This enhances control and transparency while minimizing 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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