Teach a Man to Fish

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Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down the real trade-offs behind major financial decisions, including: • Is real estate better than stocks—or just more work? • How much international exposure could your portfolio need? • Are "boring bonds" still worth owning in today's market? • Should you retire the moment you can… or wait? • And one of the biggest debates of all: Do you spend your money… or leave it behind? From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation…