Upticks: A Financial Planning & Investment Podcast

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Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management...

Business 415 recordings 2017 → today Weekly updated 4 days ago

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529 Plans, Trump Accounts, and Why the Financial System Feels Rigged contributed by Lukas · 4 days ago

Socialism, the Fed, and the Hidden Costs of Real Estate Investing contributed by Lukas · Aug 19

401(k) Rollovers, Private Equity, and Roth Conversions contributed by Lukas · Aug 13

Leverage, Concentrated Stock, and Is Early Retirement Overrated? contributed by Lukas · Aug 7

20 Years of Retirement Planning Taught Me These 5 Things contributed by Lukas · Jul 30

When Money Stops Changing Your Life contributed by Lukas · Jul 24

What Can Really Put Retirement at Risk? contributed by Lukas · Jul 17

Smart People Can Make Terrible Investment Decisions contributed by Lukas · Jul 10

Reasons People Can Go Broke Trying to Look Rich contributed by Lukas · Jul 2

Does Spending Drop in Retirement? Here's What We Found contributed by Lukas · Jun 26

SpaceX, OpenAI, Anthropic: Will They Crash the Market? contributed by Lukas · Jun 18

Teach a Man to Fish contributed by Lukas · Jun 11

7 Popular Investment Strategies Put to the Test contributed by Lukas · May 29

Retirement Planning Myths Some Smart People Still Believe contributed by Lukas · May 21

The $2M Retirement Gap for Corporate Executives contributed by Lukas · May 14

Caring for Aging Parents with Don and Elaine Minter contributed by Lukas · May 8

Our Biggest Money Mistakes contributed by Lukas · Apr 30

Could a $10M Net Worth Leave You Broke in Retirement? contributed by Lukas · Apr 24

Reasons Financially Secure People May Be Afraid to Retire Anyway contributed by Lukas · Apr 17

Reasons Volatility Feels Different Once Withdrawals Begin contributed by Lukas · Apr 10

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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...

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