5 Things to Sell Before You Retire episode artwork

EPISODE · Aug 7, 2025 · 30 MIN

5 Things to Sell Before You Retire

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

What should you sell before you retire—and why does it matter? From employer stock and rental properties to unused vehicles and old 401(k)s, Jake and Cory break down five key assets that could be dragging down your retirement plan. With practical examples, emotional insights, and a clear framework, they help you rethink what you're holding onto and how selling strategically could simplify your retirement life. --------------- Complimentary 'Retiring Right' ebook: https://bit.ly/3I7UwSF   Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ   --------------- 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 #financialfreedom #declutteryourlife #sellbeforeyouretire #retirementtips #personalfinance #retirewithclarity #investmentstrategy #simplifyretirement #wealthmanagement

Episode metadata supplied by the publisher feed · Published Aug 7, 2025

Embed this episode

NOW PLAYING

5 Things to Sell Before You Retire

0:00 30:01

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Upticks: A Financial Planning & Investment Podcast?

This episode is 30 minutes long.

When was this Upticks: A Financial Planning & Investment Podcast episode published?

This episode was published on August 7, 2025.

Can I download this Upticks: A Financial Planning & Investment Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!