Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

Por: Jake Falcon
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
379 episodios disponibles

Latest episodes of the podcast Upticks: A Financial Planning & Investment Podcast

Retire Without Losing Your Social Life 05/12/2025
Sports and Money with Chase Hanna 29/11/2025
The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand? 20/11/2025
5 Retirement Myths That Could Be Costing You Clarity 13/11/2025
Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End) 07/11/2025
Scared to Retire Next Year? Watch This 31/10/2025
9 Financial Accounts Every Adult Should Master 23/10/2025
How This Wealth Advisor Invests His Own Money 16/10/2025
Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning 09/10/2025
Big Moves in Government, Real Estate, and Tech—Are You Ready? 02/10/2025
Fed Cuts Rates Again: What Could Be Next for Your Money? 26/09/2025
Mortgage Rates Drop and Tariff Turmoil: What You Should Know 19/09/2025
Job Market Jitters and Corporate Shakeups—Are You Prepared? 11/09/2025
Tariffs, Tech Trouble and The Great Stay – What You Should Know 05/09/2025
Rate Rumble, Ozempic's Price Plunge, & Retail Rift: What It Means for Your Money 28/08/2025
This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups 22/08/2025
Reasons to Retire in Your 50s (Before It's Too Late) 14/08/2025
5 Things to Sell Before You Retire 07/08/2025
What Should You Do with Your 401k When You Retire? 31/07/2025
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement? 17/07/2025
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