Upticks: The $2M Retirement Gap for Corporate Executives

By Luke Sullivan on May 14, 2026

Are you a corporate executive or high earner wondering if your nest egg is truly enough for retirement? In this episode of Upticks, Jake and Cory dive deep into the “$2 Million Retirement Gap”

The hidden risks and blind spots that can derail even the most well-funded retirement plans. Discover reasons net worth isn’t the whole story, ways income structure and tax efficiency shape your financial future, and the critical mistakes to avoid with employer stock and withdrawal sequencing.

Packed with examples and real client stories, actionable takeaways, and questions you could ask yourself before making the leap, this episode is your guide to retiring with more clarity.


📘 Get Jake’s bestselling book — Retiring Right

📩 Have a question for Jake and Cory?

Email Luke directly → luke@falconwealthadvisors.com


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