Are you saving too much for retirement? Jake and Cory break down four signs that your financial habits might be costing you more than you think. From working longer than necessary to missing out on meaningful experiences, they explore how to bring more balance to your plan. With real-life stories and practical insights, this episode helps you rethink how your money supports your life—now and in the future.
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Order ‘Retiring Right’
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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 #financialwellness #oversaving #moneygoals #financialfreedom #lifebalance #personalfinance #smartspending #financialliteracy #livefully

Your 401(k) might be working—but is it working for you? Jake and Cory explore five thoughtful strategies to help you get more out of your 401(k). They cover tax diversification, employer matches, common misconceptions, the risks of borrowing from your 401(k), and more. Whether you're just starting or refining your approach, this episode offers practical insights to help you make more informed, confident decisions.
---------------
Subscribe to our newsletter
https://bit.ly/43RcVve

Contact us
https://bit.ly/43wksOJ

Order ‘Retiring Right’
https://bit.ly/4mD2EKw
---------------
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    

#401k #retirementplanning #financialliteracy #investsmart #taxdiversification #employermatch #personalfinance #wealthbuilding #financialgoals #moneytips

Retirement might be the goal—but what happens after you get there? Jake and Cory unpack six surprising truths that often surface in the first six months of retirement. From emotional curveballs to unexpected spending and shifting routines, they cover what most don’t tell you about life after the paycheck. Whether you're nearing retirement or already there, this episode can help you prepare for what’s next—and make the most of it.
---------------
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

Think tax-free retirement sounds too good to be true? Think again. Jake and Cory break down the most powerful tools that could help you keep more of your money—legally and strategically. From the mysterious-sounding Mega Backdoor Roth to the triple-tax-advantaged HSA, they’re covering the heavy hitters. Ever heard of tax-free municipal bonds? What about using life insurance to offset taxes for your heirs? And yes, they even talk about donor-advised funds (don’t worry, it’s more interesting than it sounds). If you’re planning for retirement—or just looking to learn more about your money—this one’s for you.
---------------
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     

#taxfreeretirement #financialplanning #rothira #megabackdoorroth #healthsavingsaccount #hsa #municipalbonds #retirementplanningtips #wealthbuilding #taxstrategies

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
---------------
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 #financialplanning #healthinvestment #homeofficesetup #professionalrelationships #majorpurchases #mortgage #spendingwisely #retirementtips #lifeafterwork

When should you turn on Social Security? There may be more variables at play than you think. Jake and Cory discuss the complexities of Social Security, discussing strategies to help optimize your benefits and the impact of longevity, health, and working longer. Curious about how your financial plan and tax situation play into this decision? Tune in for insights to help you make more informed choices.

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

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    

#socialsecurityplanning #retirementstrategies #financialplanningtips #socialsecuritybenefits #retirementdecisions #taxplanning #longevityandhealth #workinglonger #optimizingretirement #financialplanning

Ever wondered why some retirement plans just don't work out? Jake and Cory are here to break down some reasons behind these failures. From underestimating expenses to dealing with market ups and downs, they share practical tips to help keep your retirement on track. Curious about how to avoid common pitfalls and make the most of your savings? Tune in for insights to help you avoid some retirement mistakes.

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

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 #financialliteracy #retirementgoals #investmentstrategies #marketvolatility #financialadvisor #retirementtips #emergencyfund #lifestylecreep #purposeinretirement

In our experience, it takes some retirees over a year to get comfortable spending their retirement savings. These four retirement income strategies can help change your thinking around spending money in retirement. By aligning your spending with specific goals, you can feel better about using your hard-earned savings. Understanding how your savings continue to work for you in retirement is important. Jake and Cory provide some guidance on ways to manage your retirement income and make more informed decisions.

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

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 #financialliteracy #retirementincome #investmentstrategies #financialfreedom #retirementtips #wealthmanagement #financialadvisor #retirementgoals #moneytips #retirementplanningtips #financialsecurity #retirementstrategy #personalfinance