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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Wills & Trusts with Jason Salinardi (Ep. 134) contributed by Lukas · Mar 12, 2021
Inflation, Bitcoin, Taxes & More Webinar Audio contributed by Lukas · Mar 4, 2021
Understanding Cryptocurrencies (Ep. 133) contributed by Lukas · Mar 4, 2021
Retirement Saving vs. Retirement Spending (Ep. 132) contributed by Lukas · Feb 25, 2021
Mortgages (Ep. 131) contributed by Lukas · Feb 18, 2021
How I Invest My Money (Ep. 130) contributed by Lukas · Feb 11, 2021
Market Madness (Ep. 129) contributed by Lukas · Feb 4, 2021
Our Financial Planning & Investment Process Explained (Ep. 128) contributed by Lukas · Jan 28, 2021
Financial Planning for Retirement (Ep. 127) contributed by Lukas · Jan 22, 2021
When Will the Stock Market Crash? (Ep. 126) contributed by Lukas · Jan 14, 2021
Intentional Spending (Ep. 125) contributed by Lukas · Jan 7, 2021
2021 Market Predictions (Ep. 124) contributed by Lukas · Dec 30, 2020
Maximizing Your Checking & Savings Accounts (Ep. 123) contributed by Lukas · Dec 22, 2020
Credit Card Information (Ep. 122) contributed by Lukas · Dec 17, 2020
Investor Behavior (Ep. 121) contributed by Lukas · Dec 10, 2020
Four Tax Planning Tips for 2020 (Ep. 120) contributed by Lukas · Dec 4, 2020
Your Questions Answered (Ep. 119) contributed by Lukas · Nov 25, 2020
How Not to Run Out of Money (Ep. 118) contributed by Lukas · Nov 19, 2020
Making Money Post-Election (Ep. 117) contributed by Lukas · Nov 12, 2020
Buying Low and Selling High (Ep. 116) contributed by Lukas · Nov 5, 2020
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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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