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.
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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
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Download our whitepaper, "The Phases of Retirement — Knowing is Power"
https://falconwealthadvisors.com/resources/the-phases-of-retirement.pdf
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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™
https://www.facebook.com/jake.falcon.524
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https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
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