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.

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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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