Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down the real trade-offs behind major financial decisions, including: • Is real estate better than stocks—or just more work? • How much international exposure could your portfolio need? • Are "boring bonds" still worth owning in today's market? • Should you retire the moment you can… or wait? • And one of the biggest debates of all: Do you spend your money… or leave it behind? From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation challenges many investor questions. --------------- 📘 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 #financialplanning #investing #retirementplanning #wealthbuilding #realestateinvesting #stockmarket #personalfinance #financialliteracy #wealthmanagement #upticks

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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