In this episode, Jake and Cory begin by revisiting the growing conversation around private investments inside 401(k) plans and why they remain skeptical of the trend. They also discuss the rise of index investing and understanding what you own.

They debate whether high earners should own vacation homes, when renting may make more sense than buying, and ways lifestyle decisions can have a bigger impact than financial projections alone.

Finally, at what point does money stop changing your life? Drawing from years of client experience, they discuss the differences between financial security, purpose, cash flow, and happiness.
---------------
Get your complimentary guide to retirement
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook

Get Jake's weekly blog
https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM

Question for Jake and Cory?
Email Luke → luke@falconwealthadvisors.com

Watch clips of this episode on YouTube
https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4

Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://www.instagram.com/corybittnerkc/

#retirementplanning #networth #401k #financialindependence #wealthmanagement