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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RSUs, ESPPs & Options: Keep, Sell, or Convert? contributed by Lukas · Jun 12, 2025
4 Signs You're Saving Too Much for Retirement contributed by Lukas · Jun 5, 2025
Ways to Optimize Your 401(k) contributed by Lukas · May 30, 2025
6 Retirement Surprises After 6 Months contributed by Lukas · May 21, 2025
Powerful Tax-Free Retirement Tools contributed by Lukas · May 15, 2025
5 Things to Buy Before You Retire… Or Do You? contributed by Lukas · May 8, 2025
Calculating the Age to Claim Social Security contributed by Lukas · May 1, 2025
Reasons Retirement Plans Fail and Ways to Avoid Them contributed by Lukas · Apr 25, 2025
4 Retirement Income Strategies contributed by Lukas · Apr 17, 2025
Tariffs…What They Could Mean for Your Retirement contributed by Lukas · Apr 10, 2025
Ready or Not It's Time to Retire contributed by Lukas · Apr 3, 2025
Can You Retire with $1,000,000? contributed by Lukas · Mar 27, 2025
Good News! Retired Living Can Be Cheaper contributed by Lukas · Mar 20, 2025
Simple Ways to Invest Your Money After You Retire contributed by Lukas · Mar 13, 2025
Time to Get Bearish? contributed by Lukas · Mar 7, 2025
Is Looking Poor Important? contributed by Lukas · Feb 28, 2025
Why Retirement Planning is NOT One-Size-Fits-All contributed by Lukas · Feb 20, 2025
Can You Really Retire at 50? contributed by Lukas · Feb 13, 2025
Retirement in 5 Years? How to Prepare contributed by Lukas · Feb 6, 2025
4 Common Mistakes That Could Derail Your Retirement contributed by Lukas · Jan 30, 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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