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 4 days ago
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The Hidden Tax Bill No One Plans For contributed by Lukas · Apr 3
When (Not if) the Market Falls—Ways Smart Investors Stay Standing contributed by Lukas · Mar 27
Why We Built Falcon Wealth Advisors (And What Makes Us Different) contributed by Lukas · Mar 19
Performance Mindset Under Pressure with Jon McGraw contributed by Lukas · Mar 16
The Stock Market Feels Great—Many Americans Feel Broke contributed by Lukas · Mar 7
Will Your Retirement Paycheck Last…? contributed by Lukas · Feb 26
What Can Happen When You Delay Retirement? contributed by Lukas · Feb 20
How to Buy Bitcoin, Gold, and Silver contributed by Lukas · Feb 13
Beyond Hot Tips—The Rules We Use to Invest Your Money contributed by Lukas · Feb 6
Mortgage Rates Aren't the Problem—Indecision Is contributed by Lukas · Jan 30
Is Gen Z Giving Up on Money? contributed by Lukas · Jan 22
5 Important Tax Changes for 2025/2026 with Todd Laytham contributed by Lukas · Jan 15
7 Habits of the Quietly Wealthy Retiree contributed by Lukas · Jan 8
Is Inflation Cooling? The Data, Caveats and Next Moves contributed by Lukas · Dec 24, 2025
5 Year Retirement Runway contributed by Lukas · Dec 19, 2025
Organize Your Retirement in 30 Days—Actionable Steps contributed by Lukas · Dec 11, 2025
Retire Without Losing Your Social Life contributed by Lukas · Dec 5, 2025
Sports and Money with Chase Hanna contributed by Lukas · Nov 29, 2025
The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand? contributed by Lukas · Nov 20, 2025
5 Retirement Myths That Could Be Costing You Clarity contributed by Lukas · Nov 13, 2025
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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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