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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Overcoming Inflation (Ep. 174) contributed by Lukas · Dec 16, 2021
How We Fix Your Financial Problems (Ep. 173) contributed by Lukas · Dec 9, 2021
2021 Year-End Tax Planning (Ep. 172) contributed by Lukas · Dec 2, 2021
Retirement Cycles (Ep. 171) contributed by Lukas · Nov 24, 2021
Riding the Market Waves (Ep. 170) contributed by Lukas · Nov 18, 2021
Falcon Wealth Advisors New Team Structure (Ep. 169) contributed by Lukas · Nov 11, 2021
Net Unrealized Appreciation (Ep. 168) contributed by Lukas · Nov 4, 2021
4th Quarter Market Update (Ep. 167) contributed by Lukas · Oct 28, 2021
Taxes in Retirement (Ep. 166) contributed by Lukas · Oct 21, 2021
Retirement Income (Ep. 165) contributed by Lukas · Oct 13, 2021
Buying a Second Home (Ep. 164) contributed by Lukas · Oct 8, 2021
Restricted Stock Units (Ep. 163) contributed by Lukas · Sep 30, 2021
Three Health Insurance Tips (Ep. 162) contributed by Lukas · Sep 23, 2021
Financial Planning with Scott Sturgeon, JD, MBA, CFP® (Ep. 161) contributed by Lukas · Sep 17, 2021
Net Unrealized Appreciation (Ep. 160) contributed by Lukas · Sep 9, 2021
Big Time Tax Planning (Ep. 159) contributed by Lukas · Sep 2, 2021
10 Retirement Mistakes to Avoid (Ep. 158) contributed by Lukas · Aug 27, 2021
Retiring In Your 50s (Ep.157) contributed by Lukas · Aug 19, 2021
Four Ways to Not Lose Money (Ep.156) contributed by Lukas · Aug 12, 2021
Inflation and You (Ep. 155) contributed by Lukas · Aug 6, 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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