🎙️ Welcome to The Mike Litton Experience!
In this powerful episode, Mike sits down with Jake Falcon, founder & CEO of Falcon Wealth Advisors, to discuss retirement strategies, investment planning, and high-level tax optimization for corporate executives and business owners.
Jake shares his incredible journey—from Wall Street broker to independent fiduciary advisor—and reveals how his firm helps clients eliminate financial uncertainty and retire with confidence. He also discusses his new book, “Retiring Right: Smart Steps for Exiting Corporate America”, and how he created it using podcast content—an inspiring story for content creators and professionals alike!
🔍 What You’ll Learn in This Episode:
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✅ The difference between a broker and a fiduciary (and why it matters)
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✅ How to optimize RSUs, stock options, and equity compensation
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✅ When and how to turn on Social Security the smart way
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✅ The real-world impact of earning a CFP® or CFA® designation
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✅ How a Wharton executive program shaped Jake’s investing strategy
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✅ Pro tips on donor-advised funds, tax mitigation, and legacy planning
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✅ How to know if you need a financial advisor—or just a solid plan
💼 Whether you’re a corporate executive, a business owner, or someone looking to take control of your financial future, this episode will open your eyes to new possibilities.
📘 Grab Jake Falcon’s Book:
📖 Retiring Right: Smart Steps for Exiting Corporate America
➡️ Available on Amazon in eBook, hardcover, paperback, and audiobook formats (narrated by Jake himself!)
📌 Connect with Jake Falcon:
Instagram ➤ @jake_falcon_crpc
Email ➤ [email protected]
Website ➤ https://www.falconwealthadvisors.com/
👇 Want a free financial plan or second opinion?
Jake’s team offers a complimentary, confidential 2-meeting planning process to help you uncover financial blind spots and build your path forward. Details inside the episode!
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