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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401–415 of 415
The World is Changing... (Ep. 15) contributed by Lukas · May 22, 2018
What Your Advisor Can and Cannot Do (Ep. 14) contributed by Lukas · May 9, 2018
Juggling Your Interest (Ep. 13) contributed by Lukas · Apr 24, 2018
How To Replace Your Paycheck In Retirement (Ep. 12) contributed by Lukas · Apr 10, 2018
Two Ways to Manage Your Company Stock (Ep. 11) contributed by Lukas · Feb 21, 2018
How to Apply EI to Your Financial Plan, Buying Low & Selling High, Winter Olympics 2018 (Ep. 10) contributed by Lukas · Feb 13, 2018
Planning for Volatility & The Fed (Ep. 9) contributed by Lukas · Feb 6, 2018
Long-Term Care Insurance, Stocks vs. Products, Super Bowl LII (Ep. 8) contributed by Lukas · Jan 30, 2018
Episode 7 contributed by Lukas · Jan 22, 2018
Episode 6 contributed by Lukas · Jan 18, 2018
Episode 5 contributed by Lukas · Jan 8, 2018
Episode 4 contributed by Lukas · Jan 1, 2018
Episode 3 contributed by Lukas · Dec 20, 2017
Episode 2 contributed by Lukas · Dec 15, 2017
Episode 1 contributed by Lukas · Dec 11, 2017
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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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