They aren’t what you think. Well, at least some of them aren’t. Have you considered buying your health? You can’t really do that directly, but it’s important to think about before you retire! What about setting up a home office or hiring the right professionals to help you? Then there’s the most popular question, should you pay off your mortgage before you retire? Jake and Cory spend the next thirty minutes breaking all of this down for you.
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0:00 – Introduction
1:31 – Professional relationships
5:14 – Invest in your health
7:56 – Why doesn’t Jake journal
9:26 – Home office in retirement?
11:06 – Don’t forget your email!
13:07 – Borrowing money
14:38 – Paying off your mortgage
18:45 – Busy in retirement
20:24 – Tip! How to say no
23:29 – Reliable fuel-efficient vehicle
29:01 – Personal updates
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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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