Upticks: 7 Popular Investment Strategies Put to the Test

By Luke Sullivan on May 29, 2026

Most people follow “common sense” financial advice…

But what if some of those rules are actually costing you money?

In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and strategies—and challenge whether they make sense.

  • Should you ever pay off a low-interest mortgage early?
  • Are index funds really a good long-term strategy?
  • Can you rely on the 4% rule in retirement?
  • Is keeping cash actually a smart move—or just a drag on returns?

This episode is all about thinking critically about your financial plan—not blindly following generic advice. Because the truth is, there’s no one-size-fits-all strategy when it comes to retirement planning.


📘 Get Jake’s bestselling book — Retiring Right

📩 Have a question for Jake and Cory?

Email Luke directly → luke@falconwealthadvisors.com


Falcon Wealth Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

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