Are you tired of cookie-cutter retirement advice that doesn't fit your life? Us too! Jake and Cory share real client stories to illustrate why retirement planning is a deeply personal process. Your portfolio, nest egg, retirement age, and more should never be compared to someone else's. You are your own person with your own goals and needs, and we believe your retirement planning should reflect that individuality.

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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.

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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    

#retirementplanning #individuality #personalfinance #investmentstrategies #socialsecurity #wealthmanagement #financialadvisor #retirementgoals #financialplanning #lifestyle #spendingmoney #money #nestegg #retirementtips

Jake and Cory say it’s possible to retire at 50. Like most things, you’ll need to plan for it. What are you going to do every day? Are your savings enough to fund your potentially 40-year retirement? Learn about accessing your funds before the typical retirement age and why health insurance costs might not be as daunting as you think. Plus, discover why you might not need to pay off all your debt before retiring. Jake and Cory share real-life scenarios and practical considerations if you’re considering early retirement.

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⭐️ Subscribe to our newsletter ⭐️

https://bit.ly/upticksubscribe

🌐 Contact us 🌐

https://falconwealthadvisors.com/contact.html

✅ Order ‘Retiring Right’ ✅

https://bit.ly/orderretiringright

---------------

Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.

---------------

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    

#retirementplanning #earlyretirement #retireat50 #wealthmanagement #personalfinance #investmentplanning #debtmanagement #healthinsurance #financialadvisor #retirementgoals #savings #investing #moneymanagement

In episode 335 of Upticks, Jake and Cory discuss engaging with a fiduciary wealth advisor, planning for health insurance, accurately estimating your financial needs, defining your retirement lifestyle, the importance of tax planning, and aligning your investment portfolio with your financial plan.

---------------

⭐️ Subscribe to our newsletter ⭐️

https://bit.ly/upticksubscribe

🌐 Contact us 🌐

https://falconwealthadvisors.com/contact.html

✅ Order ‘Retiring Right’ ✅

https://bit.ly/orderretiringright

---------------

Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.

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    

#retirement #taxplanning #taxes #fiduciary #financialplanning