How to Retire Right: Insider Wealth & Tax Strategies for Corporate Execs
The Mike Litton Experience
Mike Litton
5.0 • 1.2K Ratings
🗓️ 9 October 2025
⏱️ 66 minutes
🧾️ Download transcript
Summary
Welcome to The Mike Litton Experience!
In this powerful episode, Mike sits down with Jake Falcon, founder & CEO of Falcon Wealth Advisors, to discuss retirement strategies, investment planning, and high-level tax optimization for corporate executives and business owners.
Jake shares his incredible journey—from Wall Street broker to independent fiduciary advisor—and reveals how his firm helps clients eliminate financial uncertainty and retire with confidence. He also discusses his new book, “Retiring Right: Smart Steps for Exiting Corporate America”, and how he created it using podcast content—an inspiring story for content creators and professionals alike!
What You’ll Learn in This Episode:
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The difference between a broker and a fiduciary (and why it matters) -
How to optimize RSUs, stock options, and equity compensation
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When and how to turn on Social Security the smart way
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The real-world impact of earning a CFP® or CFA® designation
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How a Wharton executive program shaped Jake’s investing strategy
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Pro tips on donor-advised funds, tax mitigation, and legacy planning
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How to know if you need a financial advisor—or just a solid plan
Whether you’re a corporate executive, a business owner, or someone looking to take control of your financial future, this episode will open your eyes to new possibilities.
Grab Jake Falcon’s Book:
Retiring Right: Smart Steps for Exiting Corporate America
Available on Amazon in eBook, hardcover, paperback, and audiobook formats (narrated by Jake himself!)
Connect with Jake Falcon:
Instagram ➤ @jake_falcon_crpc
Email ➤ jake@falconwealthadvisors.com
Website ➤ https://www.falconwealthadvisors.com/
Want a free financial plan or second opinion?
Jake’s team offers a complimentary, confidential 2-meeting planning process to help you uncover financial blind spots and build your path forward. Details inside the episode!
Subscribe to The Mike Litton Experience for more powerful conversations with top entrepreneurs, investors, authors, and thought leaders!
Your support helps us grow and bring you more life-changing insights.
Like, comment, and hit the bell so you never miss an episode!
Transcript
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| 0:00.0 | That's where still to this day, our core foundation for the way that we invest our clients' money is still, believe it or not derived from what we learned at that course. They've been teaching it that way. I absolutely believe it. Yeah. They've been teaching that way for decades and decades and decades. So it's very foundational to our strategy. And so we've actually even built out an investment management group within it. That's what sparked the whole thing. I couldn't find one that I felt confident sending to a client. |
| 0:23.9 | So I was like, you know what? |
| 0:24.6 | I'm just going to write it myself. I'm just going to do, I'm just going to put in paper what I would want to tell things I've told clients over 19 years now over and over and over again. I'm going to put it in a book. And that's what sparked it. So I was a new broker trying to open a new office. |
| 0:38.8 | And I was out there literally going door to door pitching mutual funds, right, to people, |
| 0:44.3 | literally knocking, like I would knock on your door and pitch this. |
| 0:48.0 | I did it a lot. |
| 0:49.6 | And credit, by the way, credit to Edward Jones broker because the people that do that are |
| 0:53.7 | extremely hard workers to make that happen. Can you talk about sort of, credit, by the way, credit to Edward Jones broker because the people that do that are extremely |
| 0:54.2 | hard workers to make that happen. Can you talk about sort of what your typical sort of ideal |
| 1:02.1 | client is? In other words, where do they come from? What have they experienced? Just so the people |
| 1:07.6 | that are listening to this can go, oh, well, that sounds like me. |
| 1:11.5 | Yep. |
| 1:13.0 | We alleviate the pain. |
| 1:18.0 | So we like to look at where somebody is today and where they want to be. |
| 1:24.3 | And it's that nasty, messy middle where they don't know how to get there, Mike, where they have question marks. |
| 1:32.4 | Did you know there's a technology that's actually an app on your phone that uses sound waves to tell your brain what you want your brain to do? |
| 1:38.6 | We had a young man that was a guest on our podcast, the Mike Litton experience, who had a traumatic brain injury. |
| 1:40.3 | He was sleeping three hours a night. |
| 1:42.7 | He's using Newcom now and he's sleeping more. |
| 1:46.3 | Go to Newcom.com. Mike 15 promo code. |
| 1:54.0 | Newcom promo code Mike 15 for an extra 15% off. Go today. Welcome to the Mike Litton Experience podcast. Everyone has a story and our passion is to help them tell it. Mike is passionate about being a father, |
| 2:02.7 | a teacher, a realtor, an investor, and a leader. And now, introducing the host of the |
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