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 6 days ago
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Maximizing Your 401(k) (Ep. 234) contributed by Lukas · Feb 23, 2023
Good Money Habits (Ep. 233) contributed by Lukas · Feb 16, 2023
February Market Outlook (Ep. 232) contributed by Lukas · Feb 9, 2023
Retiring in Your 50s (Ep. 231) contributed by Lukas · Feb 2, 2023
What to Look for in an Advisor (Ep. 230) contributed by Lukas · Jan 26, 2023
Understanding Options (Ep. 229) contributed by Lukas · Jan 19, 2023
Understanding Bonds (Ep. 228) contributed by Lukas · Jan 12, 2023
Understanding Stocks (Ep. 227) contributed by Lukas · Jan 5, 2023
How to Not Run Out of Money in Retirement (Ep. 226) contributed by Lukas · Dec 29, 2022
2022 Review and 2023 Preview with Conner Hanlon, CFA® (Ep. 225) contributed by Lukas · Dec 21, 2022
How to Turn Your Retirement Savings into Income (Ep. 224) contributed by Lukas · Dec 15, 2022
Understanding Investment Products (Ep. 223) contributed by Lukas · Dec 8, 2022
How to Invest for Success in Retirement (Ep. 222) contributed by Lukas · Dec 1, 2022
Maximizing Your Company Benefits (Ep. 221) contributed by Lukas · Nov 23, 2022
Healthcare as You Plan for Retirement with Caprice Black (Ep. 220) contributed by Lukas · Nov 17, 2022
Planning for a Major Purchase with Cory Bittner, CRPC® (Ep. 219) contributed by Lukas · Nov 10, 2022
The Business of Wine with Doug Frost (Ep. 218) contributed by Lukas · Nov 3, 2022
Managing Risk with Jake Cross, CFP® (Ep. 217) contributed by Lukas · Oct 27, 2022
How to Lower Your Taxes with Cory Bittner, CRPC® (Ep. 216) contributed by Lukas · Oct 20, 2022
Your Account is Down—Now What? with Cory Bittner, CRPC® (Ep. 215) contributed by Lukas · Oct 6, 2022
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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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