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 6 days ago
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141–160 of 415
Tax Bracket Changes, ESG Fading, Lease vs. Loan Dilemma (Ep. 273) contributed by Lukas · Nov 22, 2023
Year-End Tax Planning, Corporate Earnings, Tipping Etiquette (Ep. 272) contributed by Lukas · Nov 17, 2023
$40 Billion in Losses, Realtor Reform, Stock Market in Election Years (Ep. 271) contributed by Lukas · Nov 9, 2023
Retiring on a Boat, Overspending, and Diversification Delusion (Ep. 270) contributed by Lukas · Nov 2, 2023
IRS Cracks Down, WFH vs RTO, and Earnings Matter (Ep. 269) contributed by Lukas · Oct 26, 2023
Falcon Wealth Advisors - Signature Planning Webinar - 10/18/2023 contributed by Lukas · Oct 25, 2023
Things You Might Not Know but Probably Should (Ep. 268) contributed by Lukas · Oct 19, 2023
Americans Aren't Ready for Retirement (Ep. 267) contributed by Lukas · Oct 17, 2023
Is Inflation Good or Bad? (Ep. 266) contributed by Lukas · Oct 5, 2023
You Might Be Paying Too Much (Ep. 265) contributed by Lukas · Sep 28, 2023
The Money Date (Ep. 264) contributed by Lukas · Sep 21, 2023
Trump vs Biden (Ep. 263) contributed by Lukas · Sep 14, 2023
America's Latest (Ep. 262) contributed by Lukas · Sep 7, 2023
The Retirement Lifecycles (Ep. 261) contributed by Lukas · Aug 31, 2023
Living Without a Budget (Ep. 260) contributed by Lukas · Aug 24, 2023
Early Retirement (Ep. 259) contributed by Lukas · Aug 17, 2023
Women and Wealth (Ep. 258) contributed by Lukas · Aug 10, 2023
How to Manage Your Cash with Higher Fed Rates (Ep. 257) contributed by Lukas · Aug 3, 2023
How to Invest in AI (Ep. 256) contributed by Lukas · Jul 26, 2023
Inflation and YOUR Portfolio (Ep. 255) contributed by Lukas · Jul 20, 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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