Upticks: A Financial Planning & Investment Podcast

podcast

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
Search in Upticks: A Financial Planning & Investment Podcast →

All episodes

101–120 of 415
The American Dream, Chiefs Predictions, Hucksters, and Healthy Retirement (Ep. 313) contributed by Lukas · Sep 6, 2024
10 Credit Cards, Pet Inheritance, Social Security Raise Shrinking (Ep. 312) contributed by Lukas · Aug 29, 2024
Helping People, Real Estate Commissions, and Say No to Products (Ep. 311) contributed by Lukas · Aug 22, 2024
Retiring a 401(k), IRS Ghosting, and Target Date Funds (Ep. 310) contributed by Lukas · Aug 15, 2024
Drug Costs, Hot Bonds, and Olympic Gold (Ep. 309) contributed by Lukas · Aug 8, 2024
Worthless Cash, Financial Peril, Don't Be Fooled (Ep. 308) contributed by Lukas · Jul 30, 2024
Financial Literacy Dilemma, Self-Inflated Returns, and Luxury Fast Food (Ep. 307) contributed by Lukas · Jul 25, 2024
Investing Boom, Cash Traps, and Backdoor Roths (Ep. 306) contributed by Lukas · Jul 18, 2024
Buyer Beware, Boomer Candy, and Retirement Crisis (Ep. 305) contributed by Lukas · Jul 11, 2024
Buying Happiness, Top 6% Get Richer, and Unfair 401(k) Plans (Ep. 304) contributed by Lukas · Jul 3, 2024
Annuity Opinions, 401(k) Loans, and Streaming Bundles (Ep. 303) contributed by Lukas · Jun 28, 2024
Retire with Purpose, Roth Rules, Good Medicare News! (Ep. 302) contributed by Lukas · Jun 20, 2024
Navigating Capital Gains, Investment Behavior, and America's Tax Showdown (Ep. 301) contributed by Lukas · Jun 14, 2024
Personal Inflation, Buyer's Remorse, and No-Show Fees (Ep. 300) contributed by Lukas · Jun 7, 2024
Gold Boom, Financial Mistakes, Keep Your Car? (Ep. 299) contributed by Lukas · May 31, 2024
Election Impacts, Index Opinions, and Your Mortgage Rate (Ep. 298) contributed by Lukas · May 23, 2024
Financial Tune-Up, Retire at 62, and Advice from Your Brother-in-Law (Ep. 297) contributed by Lukas · May 9, 2024
Index Fund Fumbles, Worrying about Money, and Investor Mental Health (Ep. 296) contributed by Lukas · May 3, 2024
Rethink Your Refund, Social Security Gamble, and Throwing Away Money (Ep. 295) contributed by Lukas · Apr 26, 2024
Advisor Schemes, Homeownership Costs, and Using Your Tax Refund (Ep. 294) contributed by Lukas · Apr 19, 2024
page 6 of 21 «« ← Prev Next → »»

Activity

module · podcast

1 episodes · last 30 days

Fri 21Thu 20Wed 3

Episodes per week over the last six months.

About

module · podcast

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...

Jake Falcon sites.libsyn.com/257984/site RSS Apple