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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Getting the Most from Your 401(k) (Ep. 154) contributed by Lukas · Jul 29, 2021
How to Give More to Charity (Ep. 153) contributed by Lukas · Jul 26, 2021
Market Outlook 2021 (Ep. 152) contributed by Lukas · Jul 16, 2021
How We Pick Stocks (Ep.151) contributed by Lukas · Jul 8, 2021
Preventing Cybercrime & Fraud (Ep. 150) contributed by Lukas · Jul 1, 2021
Navigating an Unplanned Career Change (Ep. 149) contributed by Lukas · Jun 24, 2021
Five Retirement Secrets (Ep.148) contributed by Lukas · Jun 16, 2021
Managing Debt (Ep. 147) contributed by Lukas · Jun 9, 2021
Fear and Greed (Ep. 146) contributed by Lukas · Jun 3, 2021
Earnings Season with Brandon Reed, CFA® (Ep. 145) contributed by Lukas · May 26, 2021
Taxes on Investments (Ep. 144) contributed by Lukas · May 20, 2021
Preferred Stocks (Ep. 143) contributed by Lukas · May 13, 2021
Investing Fundamentals (Ep. 142) contributed by Lukas · May 5, 2021
Roth IRAs (Ep. 141) contributed by Lukas · Apr 29, 2021
Market Update with Brandon Reed, CFA® (Ep. 140) contributed by Lukas · Apr 23, 2021
Three Ways to Lower Taxes (Ep. 139) contributed by Lukas · Apr 16, 2021
Choosing Your Financial Advisor (Ep. 138) contributed by Lukas · Apr 9, 2021
Health Insurance with Caprice Black (Ep. 137) contributed by Lukas · Apr 1, 2021
Five Common Retirement Mistakes (Ep. 136) contributed by Lukas · Mar 25, 2021
Retirement Withdrawal Strategies (Ep. 135) contributed by Lukas · Mar 19, 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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