How do you know whether you have enough money to retire? And what questions should you be asking your financial advisor?

In this episode of Upticks, Jake Falcon is joined by Jake Cross, CFP®, Director of Financial Planning and Partner at Falcon Wealth Advisors, to answer common financial planning questions.

They discuss why comparing your savings with others can be misleading, how to determine retirement readiness using spending and cash flow, and why a financial plan should guide investment decisions rather than simply chasing returns.

They also explore long-term care insurance, healthcare costs, tax planning, artificial intelligence, speculative investments, and why regular financial planning meetings remain important even when life seems unchanged.
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