Teach a man to fish… or give him everything?

In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions.

We break down the real trade-offs behind major financial decisions, including:
• Is real estate better than stocks—or just more work?
• How much international exposure could your portfolio need?
• Are "boring bonds" still worth owning in today's market?
• Should you retire the moment you can… or wait?
• And one of the biggest debates of all: Do you spend your money… or leave it behind?

From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation challenges many investor questions.
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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
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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™
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