You endlessly think your way out of retirement. You don't want to regret your decision. You don't want to run out of money. Sound about right? Retiring is a big life decision, but it doesn't need to be a stressful one. Jake discusses a recent conversation he had with a client considering retirement and practical ideas to help you approach retirement from a fresh perspective.
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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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