On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A?

They explore test-driving retirement before you retire, becoming a millionaire the boring way, investments that can be too good to be true, retiring to rural America, aging while staying at home, and whether you are spending too much. All this and more in this week’s insight-filled episode!

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Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

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No Plan B, The Boring Millionaire, Rural Retirement, and Are You Spending Too Much (Ep. 318)

Upticks: A Financial Planning & Investment Podcast

No Plan B, The Boring Millionaire, Rural Retirement, and Are You Spending Too Much (Ep. 318)