Retiring Right: Smart Steps for Exiting Corporate America

A practical, empowering guide to help you retire with confidence-financially, emotionally, and with purpose.

Every day brings you a step closer to retirement. Are you fully prepared for what comes next? With the changes in routines, colleagues, and the daily purpose shift, retirement can be both exciting and overwhelming. In Retiring Right, financial advisor Jake Falcon offers a comprehensive, relatable guide to navigating this major life transition.

Jake Falcon is the founder of Falcon Wealth Advisors, a leading wealth management firm specializing in financial planning and investment management. Recognized on Forbes' Top Next-Gen and Best-in-State Wealth Advisor lists, he holds the Chartered Retirement Planning Counselor designation, and has completed the Investment Strategies and Portfolio Management Executive Education Program at the University of Pennsylvania's Wharton School of Business.

Drawing on his extensive experience in retirement planning, Falcon breaks down the key questions many people face: Will my savings last? What about healthcare? How do I handle taxes, estate decisions, or the emotional changes that come with leaving the workforce? This easy-to-read resource demystifies each step and gives readers the tools they need to make informed decisions with clarity.

Inside, readers will learn how to:

• Prepare emotionally and psychologically for life after work
• Establish reliable, long-term income strategies
• Understand healthcare and insurance
• Optimize taxes and estate planning
• Avoid common financial pitfalls that derail retirement plans

Whether you're just starting to think about retirement or already preparing to leave the boardroom behind, Retiring Right equips you with knowledge, direction, and peace of mind.

Praise for Retiring Right

"This is a MUST read when planning for retirement! Jake's wealth of knowledge in the retirement/financial planning field is second to none... I gained so much awareness for what my financial goals mean to me!" - Amazon Customer

"Retiring Right is a great guide on how to embrace your retirement and the challenges that come with it... You will find that you do have purpose beyond your career, and that is what we all want-a purpose." - Amazon Customer

Author: Jake Falcon
Publisher: Houndstooth Press
Published: 05/28/2024
Pages: 150
Binding Type: Hardcover
Weight: 0.72lbs
Size: 8.50h x 5.50w x 0.50d
ISBN: 9781544545240

About the Author
Falcon, Jake: - Jake Falcon is the founder of Falcon Wealth Advisors, a Wealth Management firm that specializes in financial planning and investment management. He has consistently been ranked on Forbes' list of America's Top Next-Gen Wealth Advisors and Best-in-State Wealth Advisors for Kansas. A graduate of the University of Texas at San Antonio, Jake holds the Chartered Retirement Planning Counselor (CRPC) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at the University of Pennsylvania's Wharton School of Business. He also hosts the weekly financial planning podcast Upticks. He and his wife Rachel call Kansas City home.