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 Fal...
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):
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Retirement isn’t a finish line—it’s the freedom to choose how you spend your time without obligation.
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Personal development is crucial for financial confidence; clarity about values provides the foundation for purpose-driven decisions.
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Defining your purpose starts with identifying your core values and building daily intentions around them.
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People who transition well into retirement often fill their calendars intentionally, creating structure and avoiding isolation.
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Investing with intention goes beyond finances—focus on being fully present and aligned with your goals.
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Coaching is a powerful tool to build awareness, address blind spots, and find fulfillment in both life and work.
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Leadership requires self-awareness; supporting your team’s goals alongside business objectives fosters alignment and growth.
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Without purpose, wealth alone can lead to unhappiness. Awareness and seeking guidance can break this cycle.
Connect with Jake Falcon:
Instagram: https://instagram.com/falconwadvisors
Website: Falcon Wealth Advisors
Podcast: Upticks
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