Upticks: A Financial Planning & Investment Podcast

Retirement Readiness, Compound Interest, and Career Happiness (Ep. 291)

01 Apr 2024

Contributed by Lukas

This week on Upticks, join Jake and Cory as they explore a multitude of topics that all could have an impact on your financial life. Jake and Cory dis...

Failed Predictions, Shielding Social Security, Billionaire Tax Tactics (Ep. 290)

22 Mar 2024

Contributed by Lukas

This week on Upticks, join Jake and Cory as they discuss listener questions, financial headlines, and more. Jake and Cory dissect the unpredictabilit...

ETF Wave, Americans Still Spending, Retiring Early (Ep. 289)

14 Mar 2024

Contributed by Lukas

This week on Upticks, join Jake and Cory as they engage in deeper conversations, starting with steps to help navigate the caregiver shortage and the c...

Bull Market Investing, Friends and Finances, Tax Talk (Ep. 288)

09 Mar 2024

Contributed by Lukas

On this episode of Upticks, join Jake and Cory as they thoroughly discuss a couple of listener suggestions before diving into the headlines of the sho...

Financial Nudists, Unveiling Scammers' Shadows, Trump vs Biden Economy (Ep. 287)

29 Feb 2024

Contributed by Lukas

This week on Upticks, Jake and Cory discuss a multitude of topics, ranging from financial nudists to comparing the economies under Trump and Biden. If...

Stay Sharp, Get Advice, Retire Right! (Ep. 286)

23 Feb 2024

Contributed by Lukas

Join us on Upticks this week for a jam-packed episode on multiple different topics! Jake and Cory discuss how much a financial advisor could help, the...

Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285)

16 Feb 2024

Contributed by Lukas

Tune in to this week's episode of Upticks as Jake and Cory talk about the Chiefs Superbowl win, how the early bird may not get the worm when it comes ...

Financial Advisor Warnings, Layoffs, and Healthcare in Retirement (Ep. 284)

09 Feb 2024

Contributed by Lukas

Join Jake and Cory's conversation this week on Upticks! Gain insights into warnings from financial advisors and what you can do if you're unexpectedly...

Supporting Adult Children, Loud Budgeting, and Flying Ring Bearers (Ep. 283)

01 Feb 2024

Contributed by Lukas

Tune into Upticks this week to hear Jake and Cory discuss how fast financial advisors are retiring and what to look for when searching for a new one. ...

Zero Taxes, Donating, 6 Tips You May Wish You Knew Sooner (Ep. 282)

26 Jan 2024

Contributed by Lukas

This week on Upticks, Jake and Cory discuss how some people don't pay taxes while most individuals do. They provide some hope by offering insights int...

Bitcoin is Back, Trump Wins Iowa, Taylor Swift for President? (Ep. 281)

18 Jan 2024

Contributed by Lukas

On this week's episode of Upticks Jake and Cory dig deep into subjects that hold significance for all of us. With an emphasis on educational viewpoint...

Time is Capital, Unpredictable Future, and Living on Social Security (Ep. 280)

12 Jan 2024

Contributed by Lukas

Join Jake and Cory in an engaging exploration as they discuss the concept of spending money to save time, treating it as an investment. Gain insights ...

Parents Risking Retirement, Brain Hacks, and a Personal Finance Checklist (Ep. 279)

04 Jan 2024

Contributed by Lukas

Listen in on this discussion with Jake and Cory as they explore a comprehensive personal finance checklist, unravel the intriguing rotations in the st...

Tax Credits, Homebuying in 2024, and More Tax Talk (Ep. 278)

29 Dec 2023

Contributed by Lukas

Join this discussion with Jake and Cory as they explore listener-suggested topics like school spending records and their opinions on flat taxes. Uncov...

2024 Market Outlook: What We Are Watching (Ep. 277)

21 Dec 2023

Contributed by Lukas

Explore the unknown future of the market with Jake and Cory on this special episode of Upticks! Join the conversation as they break down the 2024 mark...

Credit Card Debt, Investing Traps, and New Year's Resolutions (Ep. 276)

14 Dec 2023

Contributed by Lukas

Join Jake and Cory on this week's episode of Upticks as they dive into the world of personal finance! Discover money moves in a world of lower interes...

Taxes, Unique Gift Ideas, and a Hot Take on Elon Musk (Ep. 275)

07 Dec 2023

Contributed by Lukas

Dive into the world of personal finance with Jake and Cory on this week's episode of Upticks! Join the conversation as they dissect the recent failure...

Emergency Funds, Early Social Security, and a 50% Pay Raise (Ep. 274)

01 Dec 2023

Contributed by Lukas

This week on Upticks, Jake and Cory explore financial topics with insights that could impact your goals. Stick around for a compelling call to action....

Tax Bracket Changes, ESG Fading, Lease vs. Loan Dilemma (Ep. 273)

22 Nov 2023

Contributed by Lukas

This week on Upticks, join Jake and Cory as they discuss topics such as the 60/40 portfolio, changes in tax brackets, finding purpose in retirement, t...

Year-End Tax Planning, Corporate Earnings, Tipping Etiquette (Ep. 272)

17 Nov 2023

Contributed by Lukas

This week on Upticks, join Jake and Cory as they discuss important year-end financial planning, earnings updates, tipping, and much more. Be sure to s...

$40 Billion in Losses, Realtor Reform, Stock Market in Election Years (Ep. 271)

09 Nov 2023

Contributed by Lukas

This week, Jake and Cory discuss unrealized losses on banks' books, the recent real estate broker lawsuit, stocks during election years, and much more...

Retiring on a Boat, Overspending, and Diversification Delusion (Ep. 270)

02 Nov 2023

Contributed by Lukas

This week, join Jake and Cory as they discuss a different approach to retirement, why Americans say one thing and do another, and how much is too much...

IRS Cracks Down, WFH vs RTO, and Earnings Matter (Ep. 269)

26 Oct 2023

Contributed by Lukas

Join Jake and Cory this week on Upticks as they discuss the IRS, Work From Home vs Returning to Office, Social Security, Corporate Earnings, and much ...

Falcon Wealth Advisors - Signature Planning Webinar - 10/18/2023

25 Oct 2023

Contributed by Lukas

Our signature plan is the cornerstone of our financial planning process. Discover the details of our approach in this recorded webinar. Feel free to r...

Things You Might Not Know but Probably Should (Ep. 268)

19 Oct 2023

Contributed by Lukas

Please join Jake and Cory this week as they discuss Social Security, home prices, un-retiring, and much more. Be sure to subscribe so you don't miss a...

Americans Aren't Ready for Retirement (Ep. 267)

17 Oct 2023

Contributed by Lukas

This week, Jake and Cory discuss important topics to help you prepare for retirement, including how much cash to keep at home and whether intentionall...

Is Inflation Good or Bad? (Ep. 266)

05 Oct 2023

Contributed by Lukas

This week, Jake and Cory discuss loans, pensions, fees, inflation, and much more. Be sure to subscribe on your favorite content platform so you don't ...

You Might Be Paying Too Much (Ep. 265)

28 Sep 2023

Contributed by Lukas

This week, Jake and Cory discuss overpaying on your home insurance, advisor fees, property taxes, and much, much more! As always, if you think someone...

The Money Date (Ep. 264)

21 Sep 2023

Contributed by Lukas

This week on Upticks, join Jake and Cory as they discuss the 50/30/20 rule, working in your 80s, the money date, and much more. As always, if you thin...

Trump vs Biden (Ep. 263)

14 Sep 2023

Contributed by Lukas

Jake and Cory invite you to tune into this week's episode to listen to them discuss where to retire, where to save, charts, Trump vs Biden, and much m...

America's Latest (Ep. 262)

07 Sep 2023

Contributed by Lukas

NEW FORMAT ALERT! Join Jake and Cory this week as they discuss the latest headlines making rounds in American news outlets. Don't miss tuning in each ...

The Retirement Lifecycles (Ep. 261)

31 Aug 2023

Contributed by Lukas

This week, join Cory and Jake as they delve into the "go go," "slow go," and "no go" years! Stay tuned until the very end to catch updates about the s...

Living Without a Budget (Ep. 260)

24 Aug 2023

Contributed by Lukas

This week on Upticks, Cory and Jake discuss the reasons many clients don't work off a budget and the factors you should or shouldn't consider when hav...

Early Retirement (Ep. 259)

17 Aug 2023

Contributed by Lukas

This week on Upticks, Jake and Cory discuss an intriguing topic: 5 considerations for those planning an early retirement. Tune in for insights that ma...

Women and Wealth (Ep. 258)

10 Aug 2023

Contributed by Lukas

On this week's episode of Upticks, join Jake and Cory as they discuss an ever-popular topic: Women and Wealth. Spoiler alert! This episode is for men,...

How to Manage Your Cash with Higher Fed Rates (Ep. 257)

03 Aug 2023

Contributed by Lukas

With the recent hike in interest rates reaching levels not seen in 22 years, Jake and Cory go over important investing opportunities individuals shoul...

How to Invest in AI (Ep. 256)

26 Jul 2023

Contributed by Lukas

We want to ensure our Upticks episodes are as relevant and timely as possible, and there are few hotter topics than artificial intelligence (AI). This...

Inflation and YOUR Portfolio (Ep. 255)

20 Jul 2023

Contributed by Lukas

This week on Upticks, Jake and Cory discuss the ins and outs of inflation and what we are doing in the current economic environment. As always, please...

Getting the Most from Your Wealth Advisor (Ep. 254)

13 Jul 2023

Contributed by Lukas

This week on Upticks, Cory and Jake discuss 5 important items to consider when working with your wealth advisor. If you know someone who may benefit f...

Wealth Management for High Income Earners (Ep. 253)

06 Jul 2023

Contributed by Lukas

This week on Upticks, Jake and Cory go over key considerations high income earnings must make when dealing with their financial plan. If you or some...

Roth Conversions (Ep. 252)

29 Jun 2023

Contributed by Lukas

This week Matthew Tomlin, CFP® joins me to discuss an advanced tax planning strategy. If you have an IRA or 401k with pre-tax dollars in it, please b...

Understanding Your Financial Plan (Ep. 251)

22 Jun 2023

Contributed by Lukas

This week on Upticks, Jake Cross, CFP® joins Cory to discuss the key components and often overlooked areas of a financial plan, what it means for a c...

Tracking Your Performance (Ep. 250)

15 Jun 2023

Contributed by Lukas

This week on Upticks, Cory and I discuss 5 important factors to understand when tracking your performance. It was great to be back on the show! If you...

The Retirement Portfolio Playbook with Conner Hanlon, CFA® (Ep. 249)

08 Jun 2023

Contributed by Lukas

This week on Upticks, Falcon Wealth Advisors Portfolio Manager Conner Hanlon, CFA®, joins Cory to discuss how we plan and invest for our clients. If ...

Cashing In: Liquidation Strategy and Your Financial Plan (Ep. 248)

01 Jun 2023

Contributed by Lukas

This week on Upticks, Joe Ibarra, CPA joins Cory to discuss an important topic for every financial plan: Liquidation Strategy. In Plain English, this...

Earning Interest on Your Cash with Conner Hanlon, CFA® (Ep. 247)

24 May 2023

Contributed by Lukas

This week on Upticks, Conner Hanlon, CFA®, our Portfolio Manager at Falcon Wealth Advisors, joins Cory to discuss ways people can earn more interest ...

Helpful Tips To Avoid Running Out Of Money (Ep. 246)

18 May 2023

Contributed by Lukas

This week, Cory and I discuss one of the most jarring fears retirees face - Will I run out of money? If you or someone you know needs help crunching t...

May Market Update (Ep. 245)

11 May 2023

Contributed by Lukas

This week, Cory and Conner join me to discuss the recent market rally and what investors should think. Don't hesitate to send me an email with any que...

Trustee Responsibilities with Samantha Shepherd (Ep. 244)

04 May 2023

Contributed by Lukas

This week on Upticks, Cory is joined by Samantha Shepherd to talk about trusts, estate planning, and the important responsibilities of a trustee. If y...

Protecting Your Assets with Billy Knabe (Ep. 243)

27 Apr 2023

Contributed by Lukas

This week, Billy Knabe joins us to discuss property and casualty insurance. It's an important topic and a show you don't want to skip.   Upticks is a...

Five Financial Pitfalls to Avoid (Ep. 242)

20 Apr 2023

Contributed by Lukas

This week, Matthew Tomlin, CFP®, joins me to discuss five common pitfalls we help people avoid. If you or someone you know needs help with their fina...

Mortgages with Brooks Kelly (Ep. 241)

13 Apr 2023

Contributed by Lukas

This week, Brooks Kelly joins Cory and I to discuss the current interest rate environment and what home shoppers should do.   Upticks is a show about...

Tax Time is Here, Now What? (Ep. 240)

06 Apr 2023

Contributed by Lukas

This week, Jake Cross, CFP® joins Cory to talk about what clients should pay attention to when filing their taxes, the tax planning process at Falcon...

Health Insurance with Caprice Black (Ep. 239)

30 Mar 2023

Contributed by Lukas

This week, Caprice joins Cory and I to discuss the ins and outs of health insurance, both before Medicare and during. This show is geared for anyone a...

March Market Update (Ep. 238)

23 Mar 2023

Contributed by Lukas

This week, Conner and Cory join me to discuss the fallout of Silicon Valley Bank and what it could mean for investors. Additionally, we discuss what's...

Good Money Habits Pt. 2 (Ep. 237)

16 Mar 2023

Contributed by Lukas

This week on Upticks, Cory and I share "Good Money Habits" that a member from our audience sent us. What are some of your good money habits? Feel free...

Pro Golfer Chase Hanna (Ep. 236)

09 Mar 2023

Contributed by Lukas

This week, Pro Golfer Chase Hanna joins Cory and I on Upticks to share what it's like playing golf all over the world. We are proud supporters of Chas...

How to Find Planning Opportunities on Your Tax Return (Ep. 235)

02 Mar 2023

Contributed by Lukas

This week on Upticks, Joe Ibarra, CPA from the Financial Planning team at Falcon Wealth Advisors joins Cory to talk about how we find tax planning opp...

Maximizing Your 401(k) (Ep. 234)

23 Feb 2023

Contributed by Lukas

This week, Cory joins me to discuss the potential mistakes you could be making in your 401(k), and steps to avoid them. We are also excited to roll-ou...

Good Money Habits (Ep. 233)

16 Feb 2023

Contributed by Lukas

On this week's episode of Upticks, Cory and I share good money habits that we've learned from having literally thousands of client meetings. Do you ha...

February Market Outlook (Ep. 232)

09 Feb 2023

Contributed by Lukas

On this week's episode of Upticks, Cory Bitter, CRPC®, and Conner Hanlon, CFA®, join me to discuss our February Market Outlook.   Upticks is a show...

Retiring in Your 50s (Ep. 231)

02 Feb 2023

Contributed by Lukas

This week, Cory and two of our Financial Planners joined me on Upticks to discuss retiring in your 50s. The main takeaway - DON'T WAIT to start planni...

What to Look for in an Advisor (Ep. 230)

26 Jan 2023

Contributed by Lukas

This week, Cory and I discuss what to look for when choosing to work with a Wealth Advisor. If you or someone you know wants to have an in-depth discu...

Understanding Options (Ep. 229)

19 Jan 2023

Contributed by Lukas

This week on Upticks, Cory and I discuss what a Covered Call Writing Strategy entails. This is not something you should attempt on your own!   Uptick...

Understanding Bonds (Ep. 228)

12 Jan 2023

Contributed by Lukas

On this week's episode, Cory and I give a thorough explanation of bonds. If you or someone you know has bond questions, please don't hesitate to let m...

Understanding Stocks (Ep. 227)

05 Jan 2023

Contributed by Lukas

This week, Cory and I discuss the fundamentals of stocks and why we think they can make sense in a retirement portfolio. Please know, buying stocks do...

How to Not Run Out of Money in Retirement (Ep. 226)

29 Dec 2022

Contributed by Lukas

One of the biggest concerns retirees face is running out of money. We get it! You've stopped working and now how are you supposed to live a comfortabl...

2022 Review and 2023 Preview with Conner Hanlon, CFA® (Ep. 225)

21 Dec 2022

Contributed by Lukas

This week on Upticks, Falcon Wealth Advisors Portfolio Manager, Conner Hanlon, CFA®, joins Cory to discuss the year that was 2022 in the markets, wha...

How to Turn Your Retirement Savings into Income (Ep. 224)

15 Dec 2022

Contributed by Lukas

This week on Upticks, Cory and I go over the many ways that we help clients generate income that will sustain their lifestyle throughout their retirem...

Understanding Investment Products (Ep. 223)

08 Dec 2022

Contributed by Lukas

This week, Cory and I jump on our soap boxes to explain three types of investment products. If you or someone you know is invested in advisor sold inv...

How to Invest for Success in Retirement (Ep. 222)

01 Dec 2022

Contributed by Lukas

Many people don't know how to invest before or during retirement. Getting it wrong could potentially cost thousands, if not millions, of dollars. This...

Maximizing Your Company Benefits (Ep. 221)

23 Nov 2022

Contributed by Lukas

This week, Cory and I take a deep dive in the various types of company benefits that many of our clients are offered. It's not only important to fully...

Healthcare as You Plan for Retirement with Caprice Black (Ep. 220)

17 Nov 2022

Contributed by Lukas

This week, Caprice Black joins us on Upticks to discuss Health Insurance for individuals both prior to and after turning 65. Caprice has a wealth of k...

Planning for a Major Purchase with Cory Bittner, CRPC® (Ep. 219)

10 Nov 2022

Contributed by Lukas

This week, Cory and I discuss the steps we go through when assisting clients in planning for a major purchase. Please know, you don't have to go at th...

The Business of Wine with Doug Frost (Ep. 218)

03 Nov 2022

Contributed by Lukas

This week on Upticks, Doug Frost joins Cory to talk about the business of wine, parallels to draw to the world of financial planning, the truth around...

Managing Risk with Jake Cross, CFP® (Ep. 217)

27 Oct 2022

Contributed by Lukas

This week on Upticks, Jake Cross, CFP®, joins me to discuss a variety of insurance products. We discuss the pros and cons of each and the potential p...

How to Lower Your Taxes with Cory Bittner, CRPC® (Ep. 216)

20 Oct 2022

Contributed by Lukas

This week on Upticks, Cory joins me to discuss several ways to potentially lower your taxes THIS YEAR. Now is the time to look at ways of reducing wha...

Your Account is Down—Now What? with Cory Bittner, CRPC® (Ep. 215)

06 Oct 2022

Contributed by Lukas

2022 has been a tough year across most markets. With nowhere to hide, what are investors to do? This week on Upticks, Cory and I share some helpful ti...

Understanding Social Security with Jake Cross, CFP® (Ep. 214)

29 Sep 2022

Contributed by Lukas

Approximately 70 million Americans are receiving Social Security benefits! Whether you're still working and paying into Social Security, awaiting to t...

Optimizing Your Retirement Accounts with Matthew Tomlin, CFP® (Ep. 213)

22 Sep 2022

Contributed by Lukas

This week, Matthew Tomlin, CFP®, joins me to discuss optimizing your retirement accounts. In this episode, we define the different types of retiremen...

Why is Money Important to You? with Cory Bittner, CRPC® (Ep. 212)

15 Sep 2022

Contributed by Lukas

This week on Upticks, Cory Bittner, CRPC® joins me to discuss - Why is money important to you? Whether you know this answer for yourself or not, this...

Establishing an Encore Career with Matthew Tomlin, CFP® (Ep. 211)

08 Sep 2022

Contributed by Lukas

On this week's episode of Upticks, Matthew Tomlin, CFP® joins me to discuss how to establish an encore career. Whether you're fast approaching retire...

Mortgages with Andy Greenstein (Ep. 210)

31 Aug 2022

Contributed by Lukas

This week on Upticks, I'm joined by Andy Greenstein to discuss the current interest rate environment and how it correlates with mortgages. If you or s...

Wills and Trusts with Emily Sullivan (Ep. 209)

25 Aug 2022

Contributed by Lukas

On this week's episode, Emily Sullivan joins me to breakdown the difference between Wills & Trusts. We discuss important considerations to make when r...

Retirement Reality Check with Cory Bittner, CRPC® (Ep. 208)

18 Aug 2022

Contributed by Lukas

This week, Cory joined me to discuss why retirement might not be all sunshine and rainbows.  We also discuss important questions everyone should cons...

How to Make Work Optional with Jake Cross (Ep. 207)

03 Aug 2022

Contributed by Lukas

On this week's episode, Jake Cross joins me to discuss 5 steps you can take to set yourself up to make WORK OPTIONAL. Helping clients become financial...

The Importance of Having a Financial Plan in Place with Matthew Tomlin, CFP® (Ep. 206)

28 Jul 2022

Contributed by Lukas

On this week's episode of Upticks, Jake is joined by Matthew Tomlin, CFP®, to discuss why everyone should have a financial plan. Matthew is a CERTIFI...

Solving Unique Retirement Challenges for Corporate Employees (Ep. 205)

21 Jul 2022

Contributed by Lukas

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, to discuss how our team can help solve s...

4 Things Every Investor Should Know Right Now with Matthew Navickas, AAMS® (Ep. 204)

13 Jul 2022

Contributed by Lukas

On this week's episode of Upticks, Jake is joined by associate director of Research & Trading, Matthew Navickas, AAMS®. They discuss four things ever...

Our Services with Cory Bittner, CRPC® (Ep. 203)

07 Jul 2022

Contributed by Lukas

On this episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®. They discuss what Falcon Wealth Advisors...

Is it Time to Buy, Sell or Hold? With Cory Bittner, CRPC® (Ep. 202)

30 Jun 2022

Contributed by Lukas

With the stock market declining into bear market territory, clients ask if they should become more aggressive with their investments. Others ask if th...

LIV Tour with Jared Doerfler (Ep. 201)

23 Jun 2022

Contributed by Lukas

On this week's episode of Upticks, Jared Doerfler, the author of a newsletter called Perfect Putt that covers the intersection of golf and business, j...

Getting to Know Your Advisor - Jake Falcon, CRPC® (Ep. 200)

16 Jun 2022

Contributed by Lukas

As a celebration for the 200th episode of Upticks, Jake is joined by Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, for an interview ...

Seizing Opportunity with Joe Ibarra, CPA (Ep. 199)

09 Jun 2022

Contributed by Lukas

On this episode of Upticks, Jake is joined by Joe Ibarra, CPA, one of the Financial Planners at Falcon Wealth Advisors to discuss how investors can se...

Travel Time with Liane Lance (Ep. 198)

02 Jun 2022

Contributed by Lukas

As the world continues to reopen and many Falcon Wealth Advisors clients express interest in traveling, Jake is joined by Liane Lance, the co-owner of...

Retiring During Uncertainty with Cory Bittner, CRPC® (Ep 197)

26 May 2022

Contributed by Lukas

Falcon Wealth Advisors Co-Founder and COO Cory Bittner, CRPC®, recently joined Jake on Upticks to discuss retiring during uncertain times, which is t...

Tax Myths with Jake Cross (Ep 196)

19 May 2022

Contributed by Lukas

Jake Cross, a member of our Financial Planning Group at Falcon Wealth Advisors, recently joined Jake on Upticks to discuss myths around taxes. While w...

May Market Update with Matthew Navickas (Ep. 195)

12 May 2022

Contributed by Lukas

On this episode of Upticks, Jake is joined by Matthew Navickas from Falcon Wealth Advisors' Research & Trading team for a market update. They discuss ...

Bond Markets with Cory Bittner, CRPC® (Ep 194)

05 May 2022

Contributed by Lukas

Bonds are an important piece of a diversified portfolio, particularly for retirees and pre-retirees. Falcon Wealth Advisors Co-Founder and COO Cory Bi...

Asset Consolidation with Matthew Tomlin, CFP® (Ep 193)

28 Apr 2022

Contributed by Lukas

Matthew Tomlin, CFP®, Associate Director of Financial Planning at Falcon Wealth Advisors, joins Jake to discuss asset consolidation on this week's ep...