Money decisions are never just math. In this BizBlend episode, host Sana digs into the psychology behind financial success with Jake Falcon, CRPC—Founder & CEO of Falcon Wealth Advisors and author of Retiring Right: Smart Steps for Exiting Corporate America. We unpack how childhood “money stories” shape adult behavior, why purpose is the real driver of a satisfying retirement (early or otherwise), and how to build momentum when you feel financially stuck. Jake breaks down a practical, values-first system for “guilt-free spending,” explains why speculation is optional (and often unnecessary), and outlines small steps to improve literacy, reduce inertia, and align cash flow with what actually matters. Clear, actionable, and built for entrepreneurs and professionals who want decisions—not anxiety—to lead their money.
About the Guest
Jake Falcon, CRPC, is the Founder & CEO of Falcon Wealth Advisors. With two decades of advising individuals and families, Jake focuses on mindset, planning, and purpose. He’s the author of Retiring Right: Smart Steps for Exiting Corporate America (available on Amazon in print and audio).
Key Takeaways
Your first “money memories” (often from parents) program habits; surface them before you plan.
Start with awareness: identify inherited rules that no longer fit your current reality.
Retirement is a purpose reset; define values and write a simple personal mission to guide time and money.
Feeling stuck? Reduce inertia with consistent financial literacy inputs (books/podcasts), then talk to a qualified advisor.
Build the plan first: determine your target return, savings rate, and risk needed—then invest accordingly.
Treat speculation as optional and only with excess funds; most plans don’t need it.
Use a “pay-yourself-first” cash-flow system: automate retirement, HSA, emergency savings and fixed bills—then spend what’s left guilt-free.
Spend more on what you genuinely value; be deliberately frugal elsewhere.
Don’t manage money for optics; align choices with your values, not others’ expectations.
Connect with the Guest
Instagram: @jake_falcon_CRPC
Book: Retiring Right: Smart Steps for Exiting Corporate America — available on Amazon (hardcover, paperback, audiobook)
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Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer.
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