Retire Without Losing Your Social Life
Upticks: A Financial Planning & Investment Podcast
Release Date: 12/05/2025
Will Your Retirement Paycheck Last…?
Upticks: A Financial Planning & Investment Podcast
What if one of your biggest retirement risks isn’t the market… but how you take income from your portfolio? In this episode of Upticks, Jake and Cory break down the retirement paycheck stress test—a smarter way to turn your nest egg into a reliable income stream without relying on guesswork, outdated rules, or flashy products. --------------- 📘 Get Jake’s bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for Jake and Cory? Email Luke...
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What Can Happen When You Delay Retirement?
Upticks: A Financial Planning & Investment Podcast
Most people focus on retiring as soon as possible — but what if waiting could improve your life and your financial plan? In this episode of Upticks, Jake and Cory break down the often-overlooked benefits and drawbacks of delaying retirement. From compounding returns and higher Social Security benefits to burnout, health uncertainty, and lost “go‑go” years. --------------- 📘 Get Jake’s bestselling book — Retiring Right 📩 Have a question for Jake and Cory? Email Luke directly → --------------- Upticks is your podcast for financial planning insights. Hosted by...
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How to Buy Bitcoin, Gold, and Silver
Upticks: A Financial Planning & Investment Podcast
Bitcoin has crashed. Gold and silver are surging. Headlines are loud—but what actually matters for long-term investors? Jake and Cory break down what’s happening with Bitcoin, gold, and silver—and why chasing hype can quietly derail a solid financial plan. We talk about: • Why Bitcoin has no intrinsic value (and why that matters) • What’s really driving the surge in gold and silver prices • The difference between speculation and smart diversification • How professional investors think about “insurance assets” • ...
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Beyond Hot Tips—The Rules We Use to Invest Your Money
Upticks: A Financial Planning & Investment Podcast
We believe hot tips fade, but rules can endure. In this episode, Jake and Cory share principles that can actually drive results: how our analysts read earnings, how we construct portfolios (and ways diversification wins), what can really put markets at risk, and how policy headlines fit into the plan. If you want a durable, rules‑based way to invest, start here. --------------- 📘 Get Jake’s bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook 📩 Have a question for...
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Mortgage Rates Aren’t the Problem—Indecision Is
Upticks: A Financial Planning & Investment Podcast
Most people in today’s housing market are asking the wrong question and it could be costing them thousands. Jake and Cory break down the real math behind mortgages, refinancing, downsizing, renting out homes, and reasons your cash flow—not interest rates—should drive big housing decisions. If you’ve ever wondered: • Should I wait for mortgage rates to fall? • Does refinancing actually save me money? • Should I keep my low rate and rent my home instead of selling it? • Is downsizing in retirement even worth it anymore? •...
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Is Gen Z Giving Up on Money?
Upticks: A Financial Planning & Investment Podcast
In this episode, Jake and Cory discuss the concept of financial nihilism, particularly among Gen Z, who feel disillusioned with traditional economic systems. They explore the psychology behind gambling behaviors in younger generations, the impact of student debt, and the importance of investing versus gambling. The conversation emphasizes the need for financial literacy and the power of compounding in building wealth, while also addressing the cultural shift towards gambling as a perceived solution to financial instability. --------------- Complimentary ‘Retiring Right’ ebook:...
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5 Important Tax Changes for 2025/2026 with Todd Laytham
Upticks: A Financial Planning & Investment Podcast
Discover the 5 major tax changes hitting in 2025/2026—and what they could mean for your money. Todd Laytham, CPA joins us to break down new deductions, side‑hustle rules, retirement updates, and important IRS changes. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management,...
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7 Habits of the Quietly Wealthy Retiree
Upticks: A Financial Planning & Investment Podcast
Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity. “Organize Your Retirement in 30 Days—Actionable Steps” --------------- Complimentary ‘Retiring Right’ ebook: Subscribe to our weekly newsletter: Contact our team: --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon,...
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Is Inflation Cooling? The Data, Caveats and Next Moves
Upticks: A Financial Planning & Investment Podcast
Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what “cooling” inflation really means—plus listener questions on future Fed leadership and more. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter:...
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5 Year Retirement Runway
Upticks: A Financial Planning & Investment Podcast
Ready for retirement in five years? Jake and Cory break down the essential steps for your “5 Year Retirement Runway”—from choosing the right advisor and planning major purchases to building your professional team and organizing your finances. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook Subscribe to our weekly newsletter:...
info_outlineDiscover tips to retire without losing your social life! Jake and Cory cover strategies to maintain purpose, connection, and community after leaving the workforce. Learn ways to build a balanced social portfolio, avoid isolation, and create a more fulfilling retirement lifestyle.
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Complimentary ‘Retiring Right’ ebook:
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
Complimentary Retirement Social Blueprint Template
luke@falconwealthadvisors.com
Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
Download our whitepaper, “The Phases of Retirement — Knowing is Power”
https://falconwealthadvisors.com/resources/the-phases-of-retirement.pdf
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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
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