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Retirement Planning Myths Some Smart People Still Believe

Upticks: A Financial Planning & Investment Podcast

Release Date: 05/21/2026

Retirement Planning Myths Some Smart People Still Believe show art Retirement Planning Myths Some Smart People Still Believe

Upticks: A Financial Planning & Investment Podcast

Are smart, successful professionals unknowingly making retirement planning mistakes? In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan. They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or...

info_outline The $2M Retirement Gap for Corporate Executives show art The $2M Retirement Gap for Corporate Executives

Upticks: A Financial Planning & Investment Podcast

Are you a corporate executive or high earner wondering if your nest egg is truly enough for retirement? In this episode of Upticks, Jake and Cory dive deep into the “$2 Million Retirement Gap” The hidden risks and blind spots that can derail even the most well-funded retirement plans. Discover reasons net worth isn’t the whole story, ways income structure and tax efficiency shape your financial future, and the critical mistakes to avoid with employer stock and withdrawal sequencing. --------------- 📘 Get Jake’s bestselling book — Retiring Right...

info_outline Caring for Aging Parents with Don and Elaine Minter show art Caring for Aging Parents with Don and Elaine Minter

Upticks: A Financial Planning & Investment Podcast

Caring for aging parents can be overwhelming—especially when families are forced to make big decisions during moments of crisis. In this episode of Upticks, Jake and Cory sit down with Don and Elaine Minter of Senior Care Authority to unpack the real challenges families face when navigating senior care, assisted living, memory care, and long-term planning. 👉 Want help or resources for your family? Email luke@falconwealthadvisors.com and we’ll connect you with the right people. --------------- 📘 Get Jake’s bestselling book — Retiring Right...

info_outline Our Biggest Money Mistakes show art Our Biggest Money Mistakes

Upticks: A Financial Planning & Investment Podcast

What if learning to build wealth didn’t start with perfect decisions—but with real mistakes? In this episode of Upticks, Jake and Cory pull back the curtain and share the biggest personal financial mistakes they’ve made—from early career missteps to hard‑earned lessons about investing, debt, and money mindset. --------------- 📘 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 directly →...

info_outline Could a $10M Net Worth Leave You Broke in Retirement? show art Could a $10M Net Worth Leave You Broke in Retirement?

Upticks: A Financial Planning & Investment Podcast

Most people chase net worth—but few stop to ask whether it might actually pay them in retirement. In this episode of Upticks, Jake and Cory break down a mistake they see all the time: confusing a big balance sheet with sustainable retirement income. Using real‑world examples (and an unexpected stroller analogy), they explain why a high net worth might not automatically mean financial freedom—and how it could create a false sense of security as retirement approaches. --------------- 📘 Get Jake’s bestselling book — Retiring Right...

info_outline Reasons Financially Secure People May Be Afraid to Retire Anyway show art Reasons Financially Secure People May Be Afraid to Retire Anyway

Upticks: A Financial Planning & Investment Podcast

Many people assume that once you’re financially secure, retirement should feel easy. In reality, some of the most financially prepared people struggle the most with the decision to retire. In this episode of Upticks, Jake and Cory break down the real psychological reasons financially secure individuals might be afraid to retire—even when the numbers say they’re ready. --------------- 📘 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...

info_outline Reasons Volatility Feels Different Once Withdrawals Begin show art Reasons Volatility Feels Different Once Withdrawals Begin

Upticks: A Financial Planning & Investment Podcast

Market drops feel very different once you retire—and that fear is real. If you’re no longer contributing to your portfolio and instead relying on it for income, volatility doesn’t just feel uncomfortable… it feels threatening. In this episode of Upticks, Jake and Cory break down reasons market swings hit harder in retirement and what can help retirees regain confidence during uncertain markets. --------------- 📘 Get Jake’s bestselling book — Retiring Right...

info_outline The Hidden Tax Bill No One Plans For show art The Hidden Tax Bill No One Plans For

Upticks: A Financial Planning & Investment Podcast

Most retirees focus on how much they’ve saved but overlook the hidden tax bill that can quietly drain their income for decades. In this episode of Upticks, Jake and Cory break down reasons two people with the same net worth can have wildly different retirements, all because of how, and when, they pay taxes. From required minimum distributions (RMDs) and Social Security taxation to Medicare IRMAA surcharges, they explain ways poor tax planning can turn the IRS into your biggest retirement expense. Checkout Upticks 379: https://youtu.be/i6IqYOMt1Zg --------------- 📘 Get Jake’s bestselling...

info_outline When (Not if) the Market Falls—Ways Smart Investors Stay Standing show art When (Not if) the Market Falls—Ways Smart Investors Stay Standing

Upticks: A Financial Planning & Investment Podcast

We believe the market will fall again (someday) — the real question is whether your plan is built to survive it. In this episode of Upticks, Jake and Cory break down reasons trying to predict market crashes is a losing game and what can truly separate investors who panic from those who stay standing. They discuss reasons timing the market doesn’t work, ways portfolio construction and cash flow planning matter more than predictions and understanding what you own and why you own it can be critical when volatility hits. --------------- 📘 Get Jake’s bestselling book — Retiring Right...

info_outline Why We Built Falcon Wealth Advisors (And What Makes Us Different) show art Why We Built Falcon Wealth Advisors (And What Makes Us Different)

Upticks: A Financial Planning & Investment Podcast

Why would two advisors walk away from big firms, turn down large offers, and start over from scratch? In this episode of Upticks, Jake and Cory share the real story behind Falcon Wealth Advisors — where they came from, why they built the firm the way they did, and how their philosophy puts long‑term client relationships first. This conversation goes beyond credentials and performance. --------------- Complimentary ‘Retiring Right’ ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to...

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More Episodes

Are smart, successful professionals unknowingly making retirement planning mistakes?

In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan.

They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or accessible as it sounds.
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📘 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 directly → luke@falconwealthadvisors.com
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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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