Are smart, successful professionals unknowingly making retirement planning mistakes?

In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan.

They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or accessible as it sounds.
---------------
📘 Get Jake's bestselling book — Retiring Right
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
📩 Have a question for Jake and Cory?
Email Luke directly → luke@falconwealthadvisors.com
---------------
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

#retirementplanning #financialliteracy #retirementmyths #wealthmanagement #financialstrategy #personalfinance #retirementincome #investingsmart #moneydecisions #falconwealthadvisors

Retirement Planning Myths Some Smart People Still Believe

Upticks: A Financial Planning & Investment Podcast

Retirement Planning Myths Some Smart People Still Believe