Retiring Right: Aligning Purpose, Values, and Financial Freedom with Jake Falcon

Retiring Right: Aligning Purpose, Values, and Financial Freedom with Jake Falcon

In this episode of Healthy Mind, Healthy Life, host Avik Chakraborty speaks with Jake Falcon, CRPC, founder and CEO of Falcon Wealth Advisors, about redefining retirement and personal development. Jake shares why financial freedom isn’t just about numbers on a spreadsheet but about aligning money with purpose and values. He breaks down the importance of intentional living, how to design a retirement that’s meaningful, and why clarity about personal values drives both financial confidence and life satisfaction. This conversation will help you think differently about success, personal growth, and how to plan for a life you love at any stage.

About the Guest:Jake Falcon, CRPC, is the founder and CEO of Falcon Wealth Advisors, author of Retiring Right, and host of the popular Upticks newsletter and podcast. With over 20 years of experience guiding entrepreneurs, families, and retirees, Jake is known for blending financial planning with purpose-driven coaching to help clients live and retire with clarity and confidence.

Key Takeaways (200 words):

  • Retirement isn’t a finish line—it’s the freedom to choose how you spend your time without obligation.

  • Personal development is crucial for financial confidence; clarity about values provides the foundation for purpose-driven decisions.

  • Defining your purpose starts with identifying your core values and building daily intentions around them.

  • People who transition well into retirement often fill their calendars intentionally, creating structure and avoiding isolation.

  • Investing with intention goes beyond finances—focus on being fully present and aligned with your goals.

  • Coaching is a powerful tool to build awareness, address blind spots, and find fulfillment in both life and work.

  • Leadership requires self-awareness; supporting your team’s goals alongside business objectives fosters alignment and growth.

  • Without purpose, wealth alone can lead to unhappiness. Awareness and seeking guidance can break this cycle.

Connect with Jake Falcon:Instagram: https://instagram.com/falconwadvisorsWebsite: Falcon Wealth AdvisorsPodcast: Upticks

Want to be a guest on Healthy Mind, Healthy Life?DM on PodMatch: Send Me a Message Here

CHECK PODCAST SHOWS & BE A GUEST:

OUR SERVICES

FOLLOW US!

SHARE YOUR REVIEW

#podmatch #healthymind #healthymindbyavik #wellness #HealthyMindByAvik #MentalHealthAwareness #StorytellingAsMedicine #PodcastLife #PersonalDevelopment #ConsciousLiving #GrowthMindset #MindfulnessMatters #VoicesOfUnity #InspirationDaily #podcast #podcasting #podcaster #podcastlife #podcastlove #podcastshow #podcastcommunity #newpodcast #podcastaddict #podcastepisode #podcastinglife #podrecommendation #wellnesspodcast #healthpodcast #mentalhealthpodcast #wellbeing #selfcare #mentalhealth #mindfulness #healthandwellness #wellnessjourney #mentalhealthmatters #mentalhealthawareness #healthandwellnesspodcast #fyp #foryou #foryoupage #viral #trending #tiktok #tiktokviral #explore #trendingvideo #youtube #motivation #inspiration #positivity #mindset #selflove #success

Avsnitt(999)

The Gap Between Achievement and Fulfillment: Rethinking Men’s Mental Health with Maxim Shapiro

The Gap Between Achievement and Fulfillment: Rethinking Men’s Mental Health with Maxim Shapiro

In this heartfelt episode of Healthy Mind, Healthy Life, host Sayan dives deep with Maxim Shapiro, exploring the silent struggle many men face — appearing successful on the outside while feeling lost ...

1 Feb 21min

Flow, Not Force: Harnessing Your Hormonal Cycle for Sustainable Time Management with Renae Fieck

Flow, Not Force: Harnessing Your Hormonal Cycle for Sustainable Time Management with Renae Fieck

Most productivity advice assumes consistency is key—but what if your body tells a different story? In this enlightening episode of Healthy Mind, Healthy Life, host Sayan sits down with Renae Fieck, a ...

1 Feb 21min

Built to Break, Born to Heal: Understanding Protector Development and the Power of One Step at a Time with Ryan Reichert

Built to Break, Born to Heal: Understanding Protector Development and the Power of One Step at a Time with Ryan Reichert

In this deeply human and grounding conversation, guest host Sana sits down with Ryan Reichert to explore the concept of Protector Development—the inner armor we build to survive pain, trauma, and rele...

31 Jan 34min

Your Body Is Not a Machine: Relearning Movement in a Sedentary World with Pedro Wunderlich

Your Body Is Not a Machine: Relearning Movement in a Sedentary World with Pedro Wunderlich

As we have stepped into 2026, many of us are exhausted—not just mentally, but physically—from a world that rewards stillness and productivity over health. In this episode of Healthy Mind, Healthy Life...

31 Jan 39min

Moving from Survival-Driven Change to Compassionate Growth with Kerisma Vere

Moving from Survival-Driven Change to Compassionate Growth with Kerisma Vere

This episode explores the fundamental difference between change driven by survival instincts (which drains us) versus change built on safety and self-compassion (which sustains us). The conversation p...

31 Jan 24min

Protecting Mental Health in Male-Dominated Industries with Samantha Kaye Harris

Protecting Mental Health in Male-Dominated Industries with Samantha Kaye Harris

For many women, the hardest part of working in male-dominated industries isn't the work itself—it's the constant pressure to prove, tolerate, and stay quiet just to belong. In this powerful conversati...

31 Jan 26min

Slow Growth, Strong Foundations: Build a Life You Can Sustain with Jake Knox

Slow Growth, Strong Foundations: Build a Life You Can Sustain with Jake Knox

Fast wins feel good, but they often leave you burnt out and disconnected. In this episode of Healthy Mind, Healthy Life, host Yusuf talks with Jake Knox, author of Oak Logs and Gasoline, about why slo...

30 Jan 21min

Design Better Decisions: Cognitive Diversity, Wise Crowds, and Less Stress at Work with Kylee Ingram

Design Better Decisions: Cognitive Diversity, Wise Crowds, and Less Stress at Work with Kylee Ingram

In this episode of Healthy Mind, Healthy Life, host Sayan sits down with Kylee Ingram to unpack how better decision design can reduce stress, improve clarity, and rebuild self-trust at work. They expl...

29 Jan 20min

Populärt inom Hälsa

somna-med-henrik
rss-bara-en-till-om-missbruk-medberoende-2
rss-jossan-nina
inga-beiga-morsor
sova-med-dan-horning
alska-oss
vinterpasset
rss-sjalsligt-avkladd
sexnoveller-deluxe
johannes-hansen-podcast
brottarbroder
not-fanny-anymore
angestpodden
rss-the-house-podcast-3
sa-in-i-sjalen
rss-viktmedicinpodden
rss-basta-livet
smartare-fitness-podden
tyngre-radio
rss-activation-podcast