In this episode of "Know Your Why Podcast," Dr. Jason Balara interviews Jake Falcon, a seasoned financial advisor with nearly 20 years of experience in the financial services industry. They discuss the importance of financial planning, strategies for navigating uncertain markets, and practical steps for preparing for retirement.

Key Highlights:

- Background: Jake shares his journey from aspiring golf pro to financial advisor, highlighting his passion for finance and client service.

- Financial Services Model: Jake discusses Falcon Wealth Advisors’ unique in-house investment management approach, emphasizing personalized strategies for clients without product-based sales.

- Market Strategies: The episode addresses adapting financial strategies during uncertain times, including aligning assets with goals, building cash reserves, and balancing stocks and bonds.

- Retirement Planning: Jake emphasizes the significance of having a financial plan and discusses his book, "Retiring Right," which serves as a guide for individuals at any stage of retirement planning.

- Core Values: Jake reveals his personal "why" and the mission of his firm—to inspire clients to live happy and healthy lives by enhancing their financial literacy and overall well-being.

- Client Relationships: The importance of understanding clients’ motivations and goals is highlighted, along with the need for regular check-ins to adjust financial plans as life circumstances change.

Conclusion:

This episode provides valuable insights for anyone looking to enhance their financial knowledge and prepare for the future. Tune in to learn from Jake Falcon’s years of experience and gain practical advice to help you navigate your financial journey!

Get in touch with Jake:

https://falconwealthadvisors.com/index.html

https://geni.us/RetiringRight

https://www.youtube.com/@UpticksPodcast

https://www.instagram.com/jake_falcon_crpc/

https://www.facebook.com/jake.falcon.524 https://www.linkedin.com/in/jakefalconfalconwealthadvisors/