Jason Salinardi's guest appearances

Jason Salinardi

Upticks: A Financial Planning & Investment Podcast

Matt Johnson

Scrooge McDuck

Samantha Lane

Scott Sturgeon

Jake Falcon

Cory Bittner

Jared Doerfler

Andy Spencer

OwlTail

Estate planning can be a daunting process, and while it may sound morbid, it’s something that we should all think about and plan for. On this episode of Upticks, Jason Salinardi, a local estate planning attorney, joins Jake to discuss the Wills &amp; Trusts, along with some other estate planning tactics our clients may find useful.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.     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/  Connect with Jake Falcon, CRPC   https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc  https://www.linkedin.com/in/jakefalconfalconwealthadvisors  

Estate planning can be a daunting process, and while it may sound morbid, it’s something that we should all think about and plan for. On this episode of Upticks, Jason Salinardi, a local estate planning attorney, joins Jake to discuss the Wills &amp; Trusts, along with some other estate planning tactics our clients may find useful. Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.    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   <a href="https://www.falconwealthadvisors.com/" rel="nofollow" target="_blank">https://www.falconwealthadvisors.com/</a> Listen to our Podcasts    <a href="https://www.falconwealthadvisors.com/content.html" rel="nofollow" target="_blank">https://www.falconwealthadvisors.com/content.html</a> We're Social!   <a href="https://www.facebook.com/FalconWAdvisors/" rel="nofollow" target="_blank">https://www.facebook.com/FalconWAdvisors/</a> <a href="https://www.instagram.com/falconwadvisors/" rel="nofollow" target="_blank">https://www.instagram.com/falconwadvisors/</a> <a href="https://twitter.com/FalconWAdvisors" rel="nofollow" target="_blank">https://twitter.com/FalconWAdvisors</a> <a href="https://www.linkedin.com/company/falcon-wealth-advisors/" rel="nofollow" target="_blank">https://www.linkedin.com/company/falcon-wealth-advisors/</a> Connect with Jake Falcon, CRPC   <a href="https://www.facebook.com/jake.falcon.524" rel="nofollow" target="_blank">https://www.facebook.com/jake.falcon.524</a> <a href="https://www.instagram.com/jake_falcon_crpc/?hl=en" rel="nofollow" target="_blank">https://www.instagram.com/jake_falcon_crpc/?hl=en</a> <a href="https://twitter.com/jakefalconcrpc" rel="nofollow" target="_blank">https://twitter.com/jakefalconcrpc</a> <a href="https://www.linkedin.com/in/jakefalconfalconwealthadvisors" rel="nofollow" target="_blank">https://www.linkedin.com/in/jakefalconfalconwealthadvisors</a>

Wills & Trusts with Jason Salinardi (Ep. 134)

In this episode we discuss: - Wills &amp; Trusts - Estate Tax - Bird of Prey Lightning Round - And much more!

Estate Planning with Jason Salinardi (EP. 50)