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Upticks: A Financial Planning & Investment Podcast
Jake Falcon
376 episodes
2 days ago
Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
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Investing
Business
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All content for Upticks: A Financial Planning & Investment Podcast is the property of Jake Falcon and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
Show more...
Investing
Business
Episodes (20/376)
Upticks: A Financial Planning & Investment Podcast
5 Retirement Myths That Could Be Costing You Clarity
2 days ago
34 minutes 51 seconds

Upticks: A Financial Planning & Investment Podcast
Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)
1 week ago
34 minutes 22 seconds

Upticks: A Financial Planning & Investment Podcast
Scared to Retire Next Year? Watch This
2 weeks ago
36 minutes 12 seconds

Upticks: A Financial Planning & Investment Podcast
9 Financial Accounts Every Adult Should Master
3 weeks ago
20 minutes 46 seconds

Upticks: A Financial Planning & Investment Podcast
How This Wealth Advisor Invests His Own Money
1 month ago
16 minutes 37 seconds

Upticks: A Financial Planning & Investment Podcast
Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning
1 month ago
24 minutes 55 seconds

Upticks: A Financial Planning & Investment Podcast
Big Moves in Government, Real Estate, and Tech—Are You Ready?
1 month ago
34 minutes 27 seconds

Upticks: A Financial Planning & Investment Podcast
Fed Cuts Rates Again: What Could Be Next for Your Money?
1 month ago
38 minutes 3 seconds

Upticks: A Financial Planning & Investment Podcast
Mortgage Rates Drop and Tariff Turmoil: What You Should Know
1 month ago
31 minutes 41 seconds

Upticks: A Financial Planning & Investment Podcast
Job Market Jitters and Corporate Shakeups—Are You Prepared?
2 months ago
36 minutes 55 seconds

Upticks: A Financial Planning & Investment Podcast
Tariffs, Tech Trouble and The Great Stay – What You Should Know
2 months ago
42 minutes

Upticks: A Financial Planning & Investment Podcast
Rate Rumble, Ozempic's Price Plunge, & Retail Rift: What It Means for Your Money
2 months ago
40 minutes 38 seconds

Upticks: A Financial Planning & Investment Podcast
This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups
2 months ago
37 minutes 20 seconds

Upticks: A Financial Planning & Investment Podcast
Reasons to Retire in Your 50s (Before It's Too Late)
3 months ago
35 minutes 38 seconds

Upticks: A Financial Planning & Investment Podcast
5 Things to Sell Before You Retire
3 months ago
30 minutes 1 second

Upticks: A Financial Planning & Investment Podcast
What Should You Do with Your 401k When You Retire?
3 months ago
31 minutes 18 seconds

Upticks: A Financial Planning & Investment Podcast
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?
4 months ago
29 minutes 28 seconds

Upticks: A Financial Planning & Investment Podcast
The One Big Beautiful Bill Act: What it Could Mean for Your Money and Future
4 months ago
35 minutes 20 seconds

Upticks: A Financial Planning & Investment Podcast
4 Things to Know If You're Retiring with a Pension
4 months ago
30 minutes 56 seconds

Upticks: A Financial Planning & Investment Podcast
What Your Wealth Might Say About You
4 months ago
35 minutes 2 seconds

Upticks: A Financial Planning & Investment Podcast
Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser