Upticks: Our Biggest Money Mistakes

By Luke Sullivan on April 30, 2026

What if learning to build wealth didn’t start with perfect decisions—but with real mistakes?

In this episode of Upticks, Jake and Cory pull back the curtain and share the biggest personal financial mistakes they’ve made—from early career missteps to hard‑earned lessons about investing, debt, and money mindset.

Despite advising hundreds of families and building a nationally recognized company, Jake and Cory remind us of a powerful truth: financial success is a path of learning, not perfection. They talk candidly about credit card debt, underfunding retirement early on, taking concentrated investment risks, and the realization that more money doesn’t automatically create fulfillment.

This episode is about humility, alignment, and using mistakes as fuel to become wiser—not just wealthier. If you’re in your 20s, 30s, or even further along and wondering whether you’re “doing it right,” this conversation will help you zoom out and maybe even course‑correct.


📘 Get Jake’s bestselling book — Retiring Right

📩 Have a question for Jake and Cory?

Email Luke directly → luke@falconwealthadvisors.com


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