In episode 334 of Upticks, Jake and Cory discuss four common mistakes that could derail your retirement plans. They discuss the importance of adapting your behavior, accurately estimating your financial needs, aligning your investment portfolio with your financial plan, and planning for taxes. These insights are important for retirees and those nearing retirement to consider when planning.

Click here to subscribe to our newsletter!

Click here to contact us!

Click here to order ‘Retiring Right’!

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    

#retirementmistakes #financialbehavior #investmentalignment #taxplanningtips #retirementgoals

4 Common Mistakes That Could Derail Your Retirement

Upticks: A Financial Planning & Investment Podcast