Special Guest: Jake Falcon

catalina@falconwealthadvisors.com

Welcome back to another episode of Podcast Profits Unleashed, the show where I empower coaches and consultants to use podcasting as a way to grow influence, attract clients, and share their message with those who need it most.

In this episode, I had the pleasure of speaking with Jake Falcon, founder of Falcon Wealth Advisors, who brings over 20 years of experience in financial services. Jake is on a mission to enhance financial literacy and help people take control of their financial future, especially as they approach retirement.

What struck me most in our conversation is how little financial education most of us receive. As Jake shared, many people—even multimillionaires—struggle with fear and uncertainty around retirement simply because they don’t know how to manage their wealth to generate income for the long term. His passion for solving this problem came from two things: a childhood fascination with money (sparked by a video game called Wall Street Kid!) and a deep love for helping people create confidence and clarity around their finances.

We also talked about his Signature Planning Process, a two-step, highly personalized approach he uses with clients to uncover their true goals, address financial “pain points,” and build a flexible, ongoing plan that evolves with life’s changes.

Here are my key takeaways from this conversation:

• Financial literacy isn’t taught in schools, but it’s essential to living with freedom and confidence.
  
  
  
  


• Retirement isn’t just about money—it’s about purpose, lifestyle, and planning for how you’ll spend your time.
  
  
  
  


• Money should be seen as a tool, not a burden. It buys you time, freedom, and the ability to give back.
  
  
  
  


• Podcasting (yes!) is one of the most powerful ways to build trust with your audience and attract clients who already understand your values and approach.
  
  
  
  

Jake also shared his book, Retiring Right: Smart Steps for Exiting Corporate America, and explained why enhancing financial literacy drives everything he does.

This was a fascinating, inspiring conversation about money, purpose, and the power of getting your message out there.

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