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: 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
---------------
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 

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:
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook

Download our complimentary short guide for retirement: https://falconwealthadvisors.com/resources/2025-guide-for-retirement-planning.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 #financialorganization #falconwealthadvisors #uptickspodcast #retirementtips #financialwellness #wealthmanagement #retirementchecklist #financialliteracy #retirementgoals

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

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: 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

Use code "Hanna25" for discounts at B Draddy and Zero Restriction

---------------
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    

#golfbusiness #sportsandmoney #progolfer #financialplanning #athletelife #falconwealthadvisors #retirementplanning #investinyourself #golftour #wealthmanagement

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: 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
---------------
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    

#networth #retirementplanning #financialwellness #wealthmanagement #personalfinance #investing #financialliteracy #falconwealthadvisors #upticks #financialgoals

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:
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
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

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 #financialliteracy #socialsecurity #medicare #taxplanning #investing #estateplanning #wealthmanagement #falconwealthadvisors #financialwellness

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: 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
---------------
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    

#charitablegiving #taxplanning #donoradvisedfund #qcd #retirementplanning #financialliteracy #agifloor #standarddeduction #wealthmanagement #falconwealthadvisors

Discover actionable retirement planning strategies and learn ways to overcome retirement fears with Jake and Cory from Falcon Wealth Advisors. They unpack the emotional and financial challenges of leaving the workforce, discuss retirement income planning, portfolio diversification, 401(k) catch-up contribution changes, and share tips for adapting along the way.
---------------
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: 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

---------------
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 #financialliteracy #wealthadvisors #401k #adaptability #investing #financialwellness #moneytips #retirementfear #personalfinance