loader from loading.io

Retire Without Losing Your Social Life

Upticks: A Financial Planning & Investment Podcast

Release Date: 12/05/2025

5 Important Tax Changes for 2025/2026 with Todd Laytham show art 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,...

info_outline
7 Habits of the Quietly Wealthy Retiree show art 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,...

info_outline
Is Inflation Cooling? The Data, Caveats and Next Moves show art 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:...

info_outline
5 Year Retirement Runway show art 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_outline
Organize Your Retirement in 30 Days—Actionable Steps show art Organize Your Retirement in 30 Days—Actionable Steps

Upticks: A Financial Planning & Investment Podcast

Unlock a step-by-step plan to organize your retirement in just 30 days! Jake and Cory reveal actionable strategies for gathering documents, building your master list, consolidating accounts, and setting up systems that can keep you on track. --------------- Complimentary ‘Retiring Right’ ebook: Download our complimentary short guide for retirement:   --------------- 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...

info_outline
Retire Without Losing Your Social Life show art Retire Without Losing Your Social Life

Upticks: A Financial Planning & Investment Podcast

Discover 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. --------------- Complimentary ‘Retiring Right’ ebook:    Complimentary Retirement Social Blueprint Template    Subscribe to our weekly newsletter:    Contact our team:    Download our whitepaper, “The Phases of Retirement — Knowing is Power” ---------------...

info_outline
Sports and Money with Chase Hanna show art Sports and Money with Chase Hanna

Upticks: A Financial Planning & Investment Podcast

Have you ever wondered how the business side of pro golf works? Explore honest financial realities, career transitions, and personal insights from a touring professional, Chase Hanna. Learn ways planning, discipline, and a strong support network help shape success on and off the course. --------------- 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_outline
The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand? show art The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand?

Upticks: A Financial Planning & Investment Podcast

What are the real net worth benchmarks for Americans in their 50s and 60s? Learn why averages can be misleading, how lifestyle impacts financial health, and actionable steps to improve your retirement outlook. Explore key personas, planning tips, and the importance of liquidity in building lasting wealth. --------------- 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_outline
5 Retirement Myths That Could Be Costing You Clarity show art 5 Retirement Myths That Could Be Costing You Clarity

Upticks: A Financial Planning & Investment Podcast

Discover the truth behind five common retirement myths with Jake and Cory. Learn why Social Security, Medicare, taxes, investment strategies, and estate planning may not be what you expect—and ways to plan for more clarity and confidence in retirement. Complimentary ‘Retiring Right’ ebook:    Subscribe to our weekly newsletter:    Contact our team: 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...

info_outline
Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End) show art Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)

Upticks: A Financial Planning & Investment Podcast

Explore the 2026 charitable giving changes with Jake and Cory: the new 0.5% AGI floor, the 35% deduction cap, the universal deduction for non itemizers, and when to use donor advised funds or QCDs. Learn smart 2025 moves—accelerate gifts, bunch with appreciated stock, and avoid common ROI mistakes—so your generosity can go further in retirement. --------------- 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_outline
 
More Episodes

Discover 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.
---------------
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

---------------
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 #socialwellness #financialliteracy #falconwealthadvisors #uptickspodcast #retirementtips #communityconnection #purposefulretirement #healthyaging #lifebalance