Important Pension Decisions (Ep. 48)

<p>On this episode of In the Money Insight, James Lewis, CFP® joins Cory to discuss important decisions many pre-retirees and retirees need to make about their pension plans. One of the other advisors at Falcon Wealth Advisors, James understands the ins and outs of many pension plans offered by major companies here in the Kansas City area (and beyond).</p> <p> </p> <p>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.      </p> <p>     </p> <p>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.       </p> <p>      </p> <p>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 middleman which we believe increases control and transparency, and decreases fees.       </p> <p>     </p> <p> Clients choose to work with us to enhance their financial literacy and explain exactly what <strong><em>their</em></strong> financial plan means to <strong><em>them</em></strong>.     </p> <p>     </p> <p>Visit Our Website  </p> <p>https://www.falconwealthadvisors.com/  </p> <p>  </p> <p>Listen to our Podcasts   </p> <p>https://www.falconwealthadvisors.com/content.html  </p> <p>  </p> <p>We're Social!  </p> <p>https://www.facebook.com/FalconWAdvisors/  </p> <p>https://www.instagram.com/falconwadvisors/  </p> <p>https://twitter.com/FalconWAdvisors  </p> <p><a href= "https://www.linkedin.com/company/falcon-wealth-advisors/" target= "_blank" r