EPISODE · Apr 24, 2026 · 44 MIN
Could a $10M Net Worth Leave You Broke in Retirement?
from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon
Most people chase net worth—but few stop to ask whether it might actually pay them in retirement. In this episode of Upticks, Jake and Cory break down a mistake they see all the time: confusing a big balance sheet with sustainable retirement income. Using real‑world examples (and an unexpected stroller analogy), they explain why a high net worth might not automatically mean financial freedom—and how it could create a false sense of security as retirement approaches. --------------- 📘 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 → [email protected] --------------- 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 #retirementincome #financialliteracy #networth #wealthstrategy #taxplanning #socialsecurity #financialindependence #retirementready #moneyeducation
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Could a $10M Net Worth Leave You Broke in Retirement?
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