Can you retire with a million dollars? Yes! Kind of… While $1,000,000 isn't what it used to be, it's important to understand what it means to you. Jake and Cory discuss cash flow in retirement and how different income sources contribute to your financial plan. Honesty and self-reflection are arguably as important as the dollars in your accounts. Tune in for scenarios and client stories from Jake and Cory.
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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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