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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81–100 of 415
Chiefs' Playoff Hopes, Wall Street Myths, Portfolio Alternatives, and Budgeting Tips (Ep. 333) contributed by Lukas · Jan 24, 2025
Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332) contributed by Lukas · Jan 17, 2025
Stock Market Addiction, Retirement's Untold Truths, and Perfect Credit Scores (Ep. 331) contributed by Lukas · Jan 9, 2025
Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330) contributed by Lukas · Jan 3, 2025
Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329) contributed by Lukas · Dec 26, 2024
Planning for Elder Care, AI in Daily Life, Maximizing HSA Benefits, and Portfolio Rebalancing (Ep. 328) contributed by Lukas · Dec 19, 2024
Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327) contributed by Lukas · Dec 12, 2024
Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326) contributed by Lukas · Dec 6, 2024
Thanksgiving Reflections, Estate Planning, Tax Tips, and Modern Retirement Rules (Ep. 325) contributed by Lukas · Nov 28, 2024
Charitable Giving, Retirement Conversations, Buying Used Cars, and Home Equity Insights (Ep. 324) contributed by Lukas · Nov 21, 2024
Medicare Changes, Retirement Spending, Amish Lessons, and 401(k) Super Catch-Up (Ep. 323) contributed by Lukas · Nov 14, 2024
Million Dollar Mistake, I Bonds, Lottery Thoughts, Mood Stocks, and Cutting 2024 Taxes (Ep. 322) contributed by Lukas · Nov 7, 2024
2025 Tax Brackets, Lending to Loved Ones, Savers and Interest Rates, and Smart Money Moves (Ep. 321) contributed by Lukas · Oct 31, 2024
Guilty Spending, Know Your Fees, Retirement Side Hustle, and Risk Taker Tendencies (Ep. 320) contributed by Lukas · Oct 25, 2024
Money Buys Happiness, Income Inequality, Social Security Raise, and Cost of Insurance Kickbacks (Ep. 319) contributed by Lukas · Oct 17, 2024
No Plan B, The Boring Millionaire, Rural Retirement, and Are You Spending Too Much (Ep. 318) contributed by Lukas · Oct 11, 2024
Greed Inflation, Freedom vs. Security, Unrealized Gains, and Charting a Path Forward (Ep. 317) contributed by Lukas · Oct 4, 2024
Market Crash Worries, Car Buying vs. Leasing, Retirement Needs, and the State of America's Wallet (Ep. 316) contributed by Lukas · Sep 27, 2024
Monte Carlo Analysis, Stock Investing, Retirement Raises, Saving Tips and Macro Outlook (Ep. 315) contributed by Lukas · Sep 19, 2024
65: Young-Old Adult, Evolving Beliefs, Worried Money, and Political Spending Blame (Ep. 314) contributed by Lukas · Sep 13, 2024
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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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