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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121–140 of 415
Investment Products, Magic Retirement Number, and Tax Refund Status (Ep. 293) contributed by Lukas · Apr 11, 2024
Don't Set and Forget, Home Buying Puzzle, Financial Health Day (Ep. 292) contributed by Lukas · Apr 5, 2024
Retirement Readiness, Compound Interest, and Career Happiness (Ep. 291) contributed by Lukas · Apr 1, 2024
Failed Predictions, Shielding Social Security, Billionaire Tax Tactics (Ep. 290) contributed by Lukas · Mar 22, 2024
ETF Wave, Americans Still Spending, Retiring Early (Ep. 289) contributed by Lukas · Mar 14, 2024
Bull Market Investing, Friends and Finances, Tax Talk (Ep. 288) contributed by Lukas · Mar 9, 2024
Financial Nudists, Unveiling Scammers' Shadows, Trump vs Biden Economy (Ep. 287) contributed by Lukas · Feb 29, 2024
Stay Sharp, Get Advice, Retire Right! (Ep. 286) contributed by Lukas · Feb 23, 2024
Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285) contributed by Lukas · Feb 16, 2024
Financial Advisor Warnings, Layoffs, and Healthcare in Retirement (Ep. 284) contributed by Lukas · Feb 9, 2024
Supporting Adult Children, Loud Budgeting, and Flying Ring Bearers (Ep. 283) contributed by Lukas · Feb 1, 2024
Zero Taxes, Donating, 6 Tips You May Wish You Knew Sooner (Ep. 282) contributed by Lukas · Jan 26, 2024
Bitcoin is Back, Trump Wins Iowa, Taylor Swift for President? (Ep. 281) contributed by Lukas · Jan 18, 2024
Time is Capital, Unpredictable Future, and Living on Social Security (Ep. 280) contributed by Lukas · Jan 12, 2024
Parents Risking Retirement, Brain Hacks, and a Personal Finance Checklist (Ep. 279) contributed by Lukas · Jan 4, 2024
Tax Credits, Homebuying in 2024, and More Tax Talk (Ep. 278) contributed by Lukas · Dec 29, 2023
2024 Market Outlook: What We Are Watching (Ep. 277) contributed by Lukas · Dec 21, 2023
Credit Card Debt, Investing Traps, and New Year's Resolutions (Ep. 276) contributed by Lukas · Dec 14, 2023
Taxes, Unique Gift Ideas, and a Hot Take on Elon Musk (Ep. 275) contributed by Lukas · Dec 7, 2023
Emergency Funds, Early Social Security, and a 50% Pay Raise (Ep. 274) contributed by Lukas · Dec 1, 2023
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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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