What should you sell before you retire—and why does it matter? From employer stock and rental properties to unused vehicles and old 401(k)s, Jake and Cory break down five key assets that could be dragging down your retirement plan. With practical examples, emotional insights, and a clear framework, they help you rethink what you’re holding onto and how selling strategically could simplify your retirement life.
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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™
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