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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Bond Markets with Cory Bittner, CRPC® (Ep 194) contributed by Lukas · May 5, 2022
Asset Consolidation with Matthew Tomlin, CFP® (Ep 193) contributed by Lukas · Apr 28, 2022
How to Invest in Stocks with Cory Bittner (Ep 192) contributed by Lukas · Apr 20, 2022
Real Client Questions with Cory Bittner (Ep 191) contributed by Lukas · Apr 13, 2022
Real Estate Investing with Joe Nelson (Ep. 190) contributed by Lukas · Apr 7, 2022
Market Update with Cory Bittner, CRPC® (Ep. 189) contributed by Lukas · Mar 31, 2022
Perfect Putt with Jared Doerfler (Ep. 188) contributed by Lukas · Mar 24, 2022
Love Your Retirement with Samantha Lane (Ep. 187) contributed by Lukas · Mar 17, 2022
Roth IRAs with Jake Cross (Ep. 186) contributed by Lukas · Mar 10, 2022
March Market Update (Ep. 185) contributed by Lukas · Mar 3, 2022
Kansas City Real Estate with Linda Hammer (Ep. 184) contributed by Lukas · Feb 24, 2022
Pro Golfer Andy Spencer (Ep. 183) contributed by Lukas · Feb 17, 2022
Beating Inflation with Matthew Navickas (Ep. 182) contributed by Lukas · Feb 10, 2022
Tax Planning with Jake Cross (Ep. 181) contributed by Lukas · Feb 3, 2022
Understanding Market Risk (Ep. 180) contributed by Lukas · Jan 27, 2022
Client Operations with Samantha Waters (Ep. 179) contributed by Lukas · Jan 20, 2022
2022 Market Outlook (Ep. 178) contributed by Lukas · Jan 13, 2022
How to Spend Your Money (Ep. 177) contributed by Lukas · Jan 6, 2022
Managing Your Company Stock (Ep. 176) contributed by Lukas · Dec 30, 2021
What To Do When Your Company Gets Acquired (Ep. 175) contributed by Lukas · Dec 23, 2021
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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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