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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Dividend Paying Stocks (Ep. 95) contributed by Lukas · Jun 8, 2020
Buying Stocks (Ep. 93) contributed by Lukas · May 26, 2020
5 Health Tips for COVID-19 (Ep. 94) contributed by Lukas · May 25, 2020
Bonds Explained (Ep. 92) contributed by Lukas · May 18, 2020
Planning During a Pandemic (Ep. 91) contributed by Lukas · May 11, 2020
Finances: Before, During, and After a Pandemic (Ep. 90) contributed by Lukas · May 4, 2020
Active vs Passive Investments (Ep. 89) contributed by Lukas · Apr 27, 2020
Embracing Uncertainty (Ep. 88) contributed by Lukas · Apr 20, 2020
Dangerous Investment Products (Ep. 87) contributed by Lukas · Apr 14, 2020
COVID Crash FAQs (Ep. 86) contributed by Lukas · Mar 30, 2020
Investor Psychology(Ep. 85) contributed by Lukas · Mar 24, 2020
Handling Volatility (Ep. 84) contributed by Lukas · Mar 16, 2020
The Coronavirus (Ep. 83) contributed by Lukas · Mar 9, 2020
Social Security Strategies (Ep. 82) contributed by Lukas · Mar 2, 2020
Understanding Investments (Ep. 81) contributed by Lukas · Feb 24, 2020
Navigating A Buyout Offer (Ep. 80) contributed by Lukas · Feb 18, 2020
3 Tips for a Successful Retirement (Ep. 79) contributed by Lukas · Feb 10, 2020
The SECURE Act 3.0 (Ep. 78) contributed by Lukas · Feb 3, 2020
Should I Save or Should I Spend? (Ep. 77) contributed by Lukas · Jan 27, 2020
SECURE Act Need-to-Knows (Ep. 76) contributed by Lukas · Jan 21, 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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