Upticks: A Financial Planning & Investment Podcast

podcast

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 5 days ago
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The Fed Lowers Rates (EP. 55) contributed by Lukas · Aug 5, 2019
Lower Your Taxes (EP. 54) contributed by Lukas · Jul 29, 2019
Advanced Planning (EP. 53) contributed by Lukas · Jul 16, 2019
Money's Influence (EP. 52) contributed by Lukas · Jul 8, 2019
Midyear Market Update (EP. 51) contributed by Lukas · Jul 1, 2019
Estate Planning with Jason Salinardi (EP. 50) contributed by Lukas · Jun 24, 2019
Tax Free Investments (Ep. 49) contributed by Lukas · Jun 17, 2019
Timely Events (Ep. 48) contributed by Lukas · Jun 7, 2019
Scrooge McDuck (Ep. 47) contributed by Lukas · Jun 3, 2019
Why Not To Hire An Advisor (Ep. 46) contributed by Lukas · May 28, 2019
Understanding Mutual Funds (Ep. 45) contributed by Lukas · May 20, 2019
Avoiding Risk (Ep. 44) contributed by Lukas · May 13, 2019
Introducing Matt Johnson (Ep. 43) contributed by Lukas · May 6, 2019
Spring Time (Ep. 42) contributed by Lukas · Apr 29, 2019
Retirement Mistakes to Avoid (Ep. 41) contributed by Lukas · Apr 18, 2019
Knowledge Check (Ep. 40) contributed by Lukas · Apr 8, 2019
Bond Voyage (Ep. 39) contributed by Lukas · Mar 29, 2019
Inspired Retirement (Ep. 38) contributed by Lukas · Mar 26, 2019
Bunching & Market Update (Ep. 37) contributed by Lukas · Mar 11, 2019
Things People Say (Ep. 36) contributed by Lukas · Mar 4, 2019
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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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