Why Retirement Planning is NOT One-Size-Fits-All

Are you tired of cookie-cutter retirement advice that doesn't fit your life? Us too! Jake and Cory share real client stories to illustrate why retirement planning is a deeply personal process. Your portfolio, nest egg, retirement age, and more should never be compared to someone else's. You are your own person with your own goals and needs, and we believe your retirement planning should reflect that individuality.
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0:00 – Intro
1:37 – Retiring Right
2:43 – Let’s dive in
6:43 – Social Security differences
9:12 – Don’t be scared
11:56 – How much to retire?
13:31 – Retirement ages are outdated
14:21 – Your portfolio
19:31 – Products aren’t required
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⭐️ Popular Videos from Our Channel ⭐️
1️⃣    • Can You Really Retire at 50?  
2️⃣    • Retirement in 5 Years? How to Prepare  
3️⃣    • 4 Common Mistakes That Could Derail Your R...  
4️⃣    • 10 Things No One Tells You About Retirement  
5️⃣    • Would Warren Buffett's Strategy Still Work...  
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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™       
  / jake.falcon.524         
https://www.instagram.com/jake_falcon...
  / jakefalconcrpc         
  / jakefalconfalconwealthadvisors      

#retirementplanning #individuality #personalfinance #investmentstrategies #socialsecurity #wealthmanagement #financialadvisor #retirementgoals #financialplanning #lifestyle #spendingmoney #money #nestegg #retirementtips ‪@UpticksPodcast‬