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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201–220 of 415
Understanding Social Security with Jake Cross, CFP® (Ep. 214) contributed by Lukas · Sep 29, 2022
Optimizing Your Retirement Accounts with Matthew Tomlin, CFP® (Ep. 213) contributed by Lukas · Sep 22, 2022
Why is Money Important to You? with Cory Bittner, CRPC® (Ep. 212) contributed by Lukas · Sep 15, 2022
Establishing an Encore Career with Matthew Tomlin, CFP® (Ep. 211) contributed by Lukas · Sep 8, 2022
Mortgages with Andy Greenstein (Ep. 210) contributed by Lukas · Aug 31, 2022
Wills and Trusts with Emily Sullivan (Ep. 209) contributed by Lukas · Aug 25, 2022
Retirement Reality Check with Cory Bittner, CRPC® (Ep. 208) contributed by Lukas · Aug 18, 2022
How to Make Work Optional with Jake Cross (Ep. 207) contributed by Lukas · Aug 3, 2022
The Importance of Having a Financial Plan in Place with Matthew Tomlin, CFP® (Ep. 206) contributed by Lukas · Jul 28, 2022
Solving Unique Retirement Challenges for Corporate Employees (Ep. 205) contributed by Lukas · Jul 21, 2022
4 Things Every Investor Should Know Right Now with Matthew Navickas, AAMS® (Ep. 204) contributed by Lukas · Jul 13, 2022
Our Services with Cory Bittner, CRPC® (Ep. 203) contributed by Lukas · Jul 7, 2022
Is it Time to Buy, Sell or Hold? With Cory Bittner, CRPC® (Ep. 202) contributed by Lukas · Jun 30, 2022
LIV Tour with Jared Doerfler (Ep. 201) contributed by Lukas · Jun 23, 2022
Getting to Know Your Advisor - Jake Falcon, CRPC® (Ep. 200) contributed by Lukas · Jun 16, 2022
Seizing Opportunity with Joe Ibarra, CPA (Ep. 199) contributed by Lukas · Jun 9, 2022
Travel Time with Liane Lance (Ep. 198) contributed by Lukas · Jun 2, 2022
Retiring During Uncertainty with Cory Bittner, CRPC® (Ep 197) contributed by Lukas · May 26, 2022
Tax Myths with Jake Cross (Ep 196) contributed by Lukas · May 19, 2022
May Market Update with Matthew Navickas (Ep. 195) contributed by Lukas · May 12, 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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