Скачать или смотреть 4 Common Mistakes That Could Derail Your Retirement

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.

Subscribe to our newsletter: https://bit.ly/upticksubscribe
Contact us: https://falconwealthadvisors.com/cont...
Order ‘Retiring Right’: https://bit.ly/orderretiringright

2:22 – Refusal to Change
6:34 – Understand Your Goals
10:56 – Divorced Plan from Investments
14:59 – Most Significant Retirement Expense
21:36 – Listener’s Jerry Springer Connection
22:16 – Listener’s Question on Advisors and Fees
29:01 – Jake and Cory Get Personal

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™       
  / jake.falcon.524         
https://www.instagram.com/jake_falcon...
  / jakefalconcrpc         
  / jakefalconfalconwealthadvisors      

#retirementmistakes #financialbehavior #investmentalignment #taxplanningtips #retirementgoals