Retirement in 5 Years? How to Prepare

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

In episode 335 of Upticks, Jake and Cory discuss engaging with a fiduciary wealth advisor, planning for health insurance, accurately estimating your financial needs, defining your retirement lifestyle, the importance of tax planning, and aligning your investment portfolio with your financial plan. --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe 🌐 Contact us 🌐 https://falconwealthadvisors.com/contact.html ✅ Order 'Retiring Right' ✅ https://bit.ly/orderretiringright --------------- 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     #retirement #taxplanning #taxes #fiduciary #financialplanning

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This episode is 33 minutes long.

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This episode was published on February 6, 2025.

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