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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Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End) contributed by Lukas · Nov 7, 2025
Scared to Retire Next Year? Watch This contributed by Lukas · Oct 31, 2025
9 Financial Accounts Every Adult Should Master contributed by Lukas · Oct 23, 2025
How This Wealth Advisor Invests His Own Money contributed by Lukas · Oct 16, 2025
Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning contributed by Lukas · Oct 9, 2025
Big Moves in Government, Real Estate, and Tech—Are You Ready? contributed by Lukas · Oct 2, 2025
Fed Cuts Rates Again: What Could Be Next for Your Money? contributed by Lukas · Sep 26, 2025
Mortgage Rates Drop and Tariff Turmoil: What You Should Know contributed by Lukas · Sep 19, 2025
Job Market Jitters and Corporate Shakeups—Are You Prepared? contributed by Lukas · Sep 11, 2025
Tariffs, Tech Trouble and The Great Stay – What You Should Know contributed by Lukas · Sep 5, 2025
Rate Rumble, Ozempic's Price Plunge, & Retail Rift: What It Means for Your Money contributed by Lukas · Aug 28, 2025
This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups contributed by Lukas · Aug 22, 2025
Reasons to Retire in Your 50s (Before It's Too Late) contributed by Lukas · Aug 14, 2025
5 Things to Sell Before You Retire contributed by Lukas · Aug 7, 2025
What Should You Do with Your 401k When You Retire? contributed by Lukas · Jul 31, 2025
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement? contributed by Lukas · Jul 17, 2025
The One Big Beautiful Bill Act: What it Could Mean for Your Money and Future contributed by Lukas · Jul 10, 2025
4 Things to Know If You're Retiring with a Pension contributed by Lukas · Jul 2, 2025
What Your Wealth Might Say About You contributed by Lukas · Jun 27, 2025
What to Know About the Retirement Tax "Time Bomb" contributed by Lukas · Jun 18, 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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