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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Getting the Most from Your Wealth Advisor (Ep. 254) contributed by Lukas · Jul 13, 2023
Wealth Management for High Income Earners (Ep. 253) contributed by Lukas · Jul 6, 2023
Roth Conversions (Ep. 252) contributed by Lukas · Jun 29, 2023
Understanding Your Financial Plan (Ep. 251) contributed by Lukas · Jun 22, 2023
Tracking Your Performance (Ep. 250) contributed by Lukas · Jun 15, 2023
The Retirement Portfolio Playbook with Conner Hanlon, CFA® (Ep. 249) contributed by Lukas · Jun 8, 2023
Cashing In: Liquidation Strategy and Your Financial Plan (Ep. 248) contributed by Lukas · Jun 1, 2023
Earning Interest on Your Cash with Conner Hanlon, CFA® (Ep. 247) contributed by Lukas · May 24, 2023
Helpful Tips To Avoid Running Out Of Money (Ep. 246) contributed by Lukas · May 18, 2023
May Market Update (Ep. 245) contributed by Lukas · May 11, 2023
Trustee Responsibilities with Samantha Shepherd (Ep. 244) contributed by Lukas · May 4, 2023
Protecting Your Assets with Billy Knabe (Ep. 243) contributed by Lukas · Apr 27, 2023
Five Financial Pitfalls to Avoid (Ep. 242) contributed by Lukas · Apr 20, 2023
Mortgages with Brooks Kelly (Ep. 241) contributed by Lukas · Apr 13, 2023
Tax Time is Here, Now What? (Ep. 240) contributed by Lukas · Apr 6, 2023
Health Insurance with Caprice Black (Ep. 239) contributed by Lukas · Mar 30, 2023
March Market Update (Ep. 238) contributed by Lukas · Mar 23, 2023
Good Money Habits Pt. 2 (Ep. 237) contributed by Lukas · Mar 16, 2023
Pro Golfer Chase Hanna (Ep. 236) contributed by Lukas · Mar 9, 2023
How to Find Planning Opportunities on Your Tax Return (Ep. 235) contributed by Lukas · Mar 2, 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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