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 5 days ago
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If it Don't Make Dollars, It Don't Make Cents (Ep. 35) contributed by Lukas · Feb 19, 2019
Cashing Checks (Ep. 34) contributed by Lukas · Feb 11, 2019
Myth Busters (Ep. 33) contributed by Lukas · Feb 5, 2019
Look Out! (Ep. 32) contributed by Lukas · Jan 22, 2019
Your Account Is On Fire (Ep. 31) contributed by Lukas · Jan 16, 2019
Bird's Eye View (Ep. 30) contributed by Lukas · Jan 7, 2019
Bad News Bears (Ep. 29) contributed by Lukas · Jan 2, 2019
All About Your Income (Ep. 28) contributed by Lukas · Dec 24, 2018
Is it time to panic? (Ep. 27) contributed by Lukas · Dec 18, 2018
Great Expectations (Ep. 26) contributed by Lukas · Dec 12, 2018
Important Decisions for 2019 (Ep. 25) contributed by Lukas · Dec 6, 2018
Sticking to the Plan (Ep. 24) contributed by Lukas · Nov 30, 2018
Year End Planning (Ep. 23) contributed by Lukas · Nov 16, 2018
Stop the Insanity (Ep. 22) contributed by Lukas · Oct 31, 2018
Managing Life's Transitions (Ep. 21) contributed by Lukas · Oct 22, 2018
Wealth Management 101 (Ep. 20) contributed by Lukas · Oct 10, 2018
Making Good Decisions (Ep. 19) contributed by Lukas · Sep 21, 2018
The Road Ahead (Ep. 18) contributed by Lukas · Jun 19, 2018
Change is Good (Ep. 17) contributed by Lukas · Jun 12, 2018
Rethinking Retirement (Ep. 16) contributed by Lukas · Jun 5, 2018
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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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