After 15 years in corporate America, Alex Reed decided it was time to pursue something different. But leaving a successful career to build a business required more than a promising idea.

In this episode of Upticks, Jake Falcon welcomes Alex, Co-Founder and CEO of GolfTRK, to discuss how he prepared financially and personally for the transition into entrepreneurship.

Alex shares why he began planning years before leaving his corporate position, how two years of living expenses helped provide financial flexibility, and how conversations with his wife shaped the decision. He also explains how a side project among friends developed into GolfTRK and eventually expanded through franchising.

Jake and Alex discuss the skills that carry over from corporate America, the responsibilities of business ownership, maintaining boundaries between work and family, and why having a clear purpose matters when making a major career change.

---------------

📘 Get your complimentary guide to retirement

https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook

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

📰 Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake

📱Follow Jake and Cory

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

https://www.instagram.com/corybittnerkc/

#entrepreneurship #careerchange #businessownership #financialplanning #uptickspodcast

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.
---------------

📘 Get your complimentary guide to retirement
https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook

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

📰 Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake

📱Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/
https://www.instagram.com/corybittnerkc/

#retirementplanning #financialplanning #retirementincome #wealthmanagement #uptickspodcast

How do investment professionals evaluate individual stocks, and what matters most when deciding whether a company belongs in a portfolio?

In this episode of Upticks, Jake Falcon is joined by Falcon Wealth Advisors' Chief Investment Officer, Conner Hanlon, CFA®, for a conversation about the financial markets and the research behind investment decisions.

They discuss corporate earnings, AI infrastructure spending, inflation, higher interest rates, geopolitical developments, and the risks associated with concentrated market exposure. Conner also walks through how the investment team evaluates potential holdings, including diversification, financial performance, debt, management, and long-term business prospects.

The discussion concludes with their outlook for 2027 and how AI-driven productivity could influence companies across different industries.
---------------

📘 Get your complimentary guide to retirement
https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook

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

📰 Get Jake's weekly blog

https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake

📱Follow Jake and Cory
https://www.instagram.com/jake_falcon_crpc/
https://www.instagram.com/corybittnerkc/

#stockmarket #fundamentalanalysis #investing #artificialintelligence #uptickspodcast