Upticks: A Financial Planning & Investment Podcast
Episodes
5 Health Tips for COVID-19 (Ep. 94)
25 May 2020
Contributed by Lukas
In this episode of Upticks, Cory Bittner is back this week to join Jake in discussing 5 Healthy Tips for COVID-19. Their 5 tips include nutrition, exe...
Bonds Explained (Ep. 92)
18 May 2020
Contributed by Lukas
In this episode of Upticks, Jake takes some time to explain the what, why, how, and when of bonds. Jake covers the definition of bonds, why he believe...
Planning During a Pandemic (Ep. 91)
11 May 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® discusses ways to plan during a pandemic. Jake covers health related, financial plan related, and inve...
Finances: Before, During, and After a Pandemic (Ep. 90)
04 May 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® continues to respect social distancing guidelines by recording this episode solo. This week Jake discu...
Active vs Passive Investments (Ep. 89)
27 Apr 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® discusses the hot topic of active vs passive investment. Jake talks about products that fall in the tw...
Embracing Uncertainty (Ep. 88)
20 Apr 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® discusses different tips for embracing uncertainty. Jake covers several tips and tricks for embracing ...
Dangerous Investment Products (Ep. 87)
14 Apr 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® talks about different types of dangerous investment products. He discusses the hazards of exchange tra...
COVID Crash FAQs (Ep. 86)
30 Mar 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss questions you may be thinking about but haven't asked anyone yet. The...
Investor Psychology(Ep. 85)
24 Mar 2020
Contributed by Lukas
In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about investor psychology. Jake and Cory discuss the idea of understandi...
Handling Volatility (Ep. 84)
16 Mar 2020
Contributed by Lukas
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss how to handle volatility. Jake and Cory talk about how to handle...
The Coronavirus (Ep. 83)
09 Mar 2020
Contributed by Lukas
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss The Coronavirus. Jake and Cory talk about how the market has bee...
Social Security Strategies (Ep. 82)
02 Mar 2020
Contributed by Lukas
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss some social security strategies. Jake and Cory take some time to...
Understanding Investments (Ep. 81)
24 Feb 2020
Contributed by Lukas
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss and help better explain investments. Jake and Cory take a deep d...
Navigating A Buyout Offer (Ep. 80)
18 Feb 2020
Contributed by Lukas
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to talk about 4 key considerations to make if your company were to offer yo...
3 Tips for a Successful Retirement (Ep. 79)
10 Feb 2020
Contributed by Lukas
On this episode of Upticks, Cory Bittner, CRPC joins Jake Falcon, CRPC to discuss "3 Tips for a Successful Retirement". Jake and Cory discuss the idea...
The SECURE Act 3.0 (Ep. 78)
03 Feb 2020
Contributed by Lukas
This week on Upticks, Matt Johnson, CTS™ joins Jake Falcon, CRPC® to discuss "The SECURE Act 3.0". Jake and Matt discuss two impacts of the SECURE ...
Should I Save or Should I Spend? (Ep. 77)
27 Jan 2020
Contributed by Lukas
This week on Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss "Should I Save or Should I Spend?". We recently ran a poll on Facebook...
SECURE Act Need-to-Knows (Ep. 76)
21 Jan 2020
Contributed by Lukas
In this episode of Upticks, "SECURE Act Need to Knows", Jake Falcon, CRPC® and Matt Johnson, CTS™ take a deeper look into a couple of the SECURE ac...
Market Outlook for 2020 (Ep. 75)
14 Jan 2020
Contributed by Lukas
In this episode of Upticks, "Market Outlook for 2020", Jake Falcon, CRPC® and Jesse Wilkins talk about their thoughts on the market for the upcoming ...
The Secure Act and Your IRA(Ep. 74)
06 Jan 2020
Contributed by Lukas
In this episode of Upticks, "The Secure Act and Your IRA", Jake Falcon, CRPC® and Matt Johnson, CTS™ discuss the Secure Act and the impact it could...
The New Years Episode (Ep. 73)
30 Dec 2019
Contributed by Lukas
In this episode of Upticks, "The New Year's Episode, Jake Falcon, CRPC® and Cory Bittner, CRPC® cover major events that happened during the past dec...
2019 Year In Review (Ep. 72)
20 Dec 2019
Contributed by Lukas
In this episode of Upticks, "2019 Year In Review", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk a look back over the past year and take about som...
4 Planning Tips for 2019 (Ep. 71)
16 Dec 2019
Contributed by Lukas
This week's episode of Upticks, "4 Planning Tips for 2019", Jake Falcon, CRPC® and Cory Bittner, CRPC® break down 4 tips to help better set up your ...
3 Investment Facts for 2019 (Ep. 70)
09 Dec 2019
Contributed by Lukas
On this episode of Upticks, "3 Investment Facts for 2019", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about three investment facts that they th...
Making Big Bets (Ep. 69)
02 Dec 2019
Contributed by Lukas
On this episode of Upticks, "Making Big Bets", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about what the average investor should do with their ...
Thanksgiving Tips (Ep. 68)
25 Nov 2019
Contributed by Lukas
This week on Upticks, "Thanksgiving Tips", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about 4 Thanksgiving Day tips to help you survive the hol...
Solving Politics (Ep. 67)
15 Nov 2019
Contributed by Lukas
In this week's episode of Upticks, "Solving Politics", Jake Falcon, CRPC® and Cory Bittner, CRPC® address some topics that have been in a lot of hea...
Working with a CFP® November '19 Edition (Ep. 66)
08 Nov 2019
Contributed by Lukas
In this week's episode of Upticks, "Working with a CFP® November '19 Edition", Jake Falcon, CRPC® and James Lewis, CFP® take a deeper dive into sav...
How to Retire (Ep. 65)
01 Nov 2019
Contributed by Lukas
Tune in to this week's episode of Upticks, "How to Retire", where Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss 3 things to consider when plann...
4th Quarter Tax Planning (Ep. 64)
25 Oct 2019
Contributed by Lukas
This week's episode of Upticks, "4th Quarter Tax Planning", Jake Falcon, CRPC® and Matt Johnson talk about tips for lowering your taxes. As we approa...
The Truth Behind Mutual Funds (Ep. 63)
18 Oct 2019
Contributed by Lukas
On this week's episode of Upticks, "The Truth behind Mutual Funds", Jake Falcon, CRPC® and Jesse Wilkens have a candid conversation about mutual fund...
Prepping for a Market Crash (Ep. 62)
11 Oct 2019
Contributed by Lukas
Check out the latest episode of Upticks "Prepping for a Marketing Crash" where Jake Falcon, CRPC and Jesse Wilkens reflect on last year's 4th quarter,...
Understanding Your Options (Ep. 61)
04 Oct 2019
Contributed by Lukas
Check out the latest episode of Upticks "Understanding Your Options" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss the various options you ha...
Why Do You Work With Someone (Ep. 60)
23 Sep 2019
Contributed by Lukas
In episode 60 of "Upticks" Jake and Cory take a deep dive into why certain clients work with advisors and why advisors work with certain clients. Jake...
Retirement Tax Planning (EP. 59)
17 Sep 2019
Contributed by Lukas
In episode 59 of "Upticks" Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt's most recent blog serie...
Understanding Company Benefits (EP. 58)
10 Sep 2019
Contributed by Lukas
In episode 58 of "Upticks" Jake and Cory discuss company benefits and how they help their clients understand them as they approach retirement. Tune in...
Working with a CFP® (EP. 57)
20 Aug 2019
Contributed by Lukas
In episode 57 of "Upticks" Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam an...
Important Wealth Management Updates (EP. 56)
12 Aug 2019
Contributed by Lukas
Be sure to tune in to Episode 56 of Upticks "Important Wealth Management Updates" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth mana...
The Fed Lowers Rates (EP. 55)
05 Aug 2019
Contributed by Lukas
Be sure to tune in to Episode 55 of Upticks "The Fed Lowers Rates" where Jake Falcon, CRPC and Jesse Wilkins discuss timely market events. This week t...
Lower Your Taxes (EP. 54)
29 Jul 2019
Contributed by Lukas
In this episode, we talk about - Lowering Taxes - Bunching - Matt's Summer - And much more!
Advanced Planning (EP. 53)
16 Jul 2019
Contributed by Lukas
In this episode, we talk about - Advanced Planning - Matt's New Blog - Birds of Prey Lightning Round - And much more!
Money's Influence (EP. 52)
08 Jul 2019
Contributed by Lukas
In this episode, we talk about - Fear & Greed - Growth Stocks - Questions Worth Asking - And much more!
Midyear Market Update (EP. 51)
01 Jul 2019
Contributed by Lukas
In this episode, we talk about - Mid-year update - Where the stock market has been - Where we think the stock market is going - And much more!
Estate Planning with Jason Salinardi (EP. 50)
24 Jun 2019
Contributed by Lukas
In this episode we discuss: - Wills & Trusts - Estate Tax - Bird of Prey Lightning Round - And much more!
Tax Free Investments (Ep. 49)
17 Jun 2019
Contributed by Lukas
In this episode we discuss: - Team Structures - Tax Free Investments - Questions worth asking - And much more!
Timely Events (Ep. 48)
07 Jun 2019
Contributed by Lukas
In this episode we discuss: - The SECURE Act - The current market - Questions worth asking - And much more!
Scrooge McDuck (Ep. 47)
03 Jun 2019
Contributed by Lukas
In this episode we discuss: - Layering - Gold - Questions worth asking - And much more!
Why Not To Hire An Advisor (Ep. 46)
28 May 2019
Contributed by Lukas
In this episode, we discuss: -Why you shouldn't hire a financial advisor -Emerging market stocks -Questions worth asking -And much more!
Understanding Mutual Funds (Ep. 45)
20 May 2019
Contributed by Lukas
In this episode, we discuss: -Why plan? -Mutual Funds -Questions worth asking -And much more!
Avoiding Risk (Ep. 44)
13 May 2019
Contributed by Lukas
In this episode, we discuss: -What sets us apart -Risky investments -Questions worth asking -And much more!
Introducing Matt Johnson (Ep. 43)
06 May 2019
Contributed by Lukas
In this episode, we discuss: -Matt Johnson -Questions worth asking -Game of Thrones -And much more!
Spring Time (Ep. 42)
29 Apr 2019
Contributed by Lukas
In this episode, we discuss: -Margin -The S&P 500 -Questions worth asking -And much more!
Retirement Mistakes to Avoid (Ep. 41)
18 Apr 2019
Contributed by Lukas
In this episode, we discuss: -Mistakes to avoid -Dividend paying stocks -Questions worth asking -The masters -And much more!
Knowledge Check (Ep. 40)
08 Apr 2019
Contributed by Lukas
In this episode, we discuss: -Retirement Tips -Hidden Fees -The Kansas City Royals -And much more!
Bond Voyage (Ep. 39)
29 Mar 2019
Contributed by Lukas
In this episode, we discuss: -Travel Tips -Bonds -March Madness -And much more!
Inspired Retirement (Ep. 38)
26 Mar 2019
Contributed by Lukas
In this episode, we discuss: -Client Conversations -The Federal Reserve and interest rates -Our busted brackets -And much more!
Bunching & Market Update (Ep. 37)
11 Mar 2019
Contributed by Lukas
In this episode, we discuss: -Bunching -Market update -And much more!
Things People Say (Ep. 36)
04 Mar 2019
Contributed by Lukas
In this episode, we discuss: -Three tips for retirement -Questions worth asking -Things people say -And much more!
If it Don't Make Dollars, It Don't Make Cents (Ep. 35)
19 Feb 2019
Contributed by Lukas
In this episode, we discuss: -What a financial plan is -Questions worth asking -Dividend paying stocks -And much more!
Cashing Checks (Ep. 34)
11 Feb 2019
Contributed by Lukas
In this episode we discuss: -Tax refunds -Questions worth asking -REITs -And much more!
Myth Busters (Ep. 33)
05 Feb 2019
Contributed by Lukas
In this episode we discuss: -Advisor Myths -Questions worth asking -January market update -And much more!
Look Out! (Ep. 32)
22 Jan 2019
Contributed by Lukas
In this episode, we discuss: -Red flags -Questions worth asking -The Callan Chart -And much more!
Your Account Is On Fire (Ep. 31)
16 Jan 2019
Contributed by Lukas
In this episode, we discuss: -Expanding your financial plan -Questions worth asking -Why the market is on fire -And much more!
Bird's Eye View (Ep. 30)
07 Jan 2019
Contributed by Lukas
In this episode we discuss: -2019 Goals and Steps to Take -Questions Worth Asking -Our new Robo-Advisor "Flight" -And much more!
Bad News Bears (Ep. 29)
02 Jan 2019
Contributed by Lukas
In this episode we discuss: -A bad year for your financial plan -Questions worth asking -Income investments -And much more!
All About Your Income (Ep. 28)
24 Dec 2018
Contributed by Lukas
In this episode, we discuss: -Social security -Questions worth asking -How to generate more income for your portfolio -And much more!
Is it time to panic? (Ep. 27)
18 Dec 2018
Contributed by Lukas
In this episode, we discuss: -When is it an appropriate time to panic? -Current Market Update -And much more!
Great Expectations (Ep. 26)
12 Dec 2018
Contributed by Lukas
In this episode we discuss: -What to expect in your financial planning process -Active vs. Passive investment management -And much more!
Important Decisions for 2019 (Ep. 25)
06 Dec 2018
Contributed by Lukas
In this episode we discuss: -Managing 401K decisions -DST & SS&C merger -Trade wars -Interest rates -And much more!
Sticking to the Plan (Ep. 24)
30 Nov 2018
Contributed by Lukas
In this episode we discuss: -Managing Return Expectations -Planning for Year End Expenses -Tax Gain Harvesting -Understanding Emotions -And Much More!
Year End Planning (Ep. 23)
16 Nov 2018
Contributed by Lukas
In this episode we discuss: -Charitable Giving - Donor Advised Funds -Capital Gains -Tax Loss Harvesting -And Much More!
Stop the Insanity (Ep. 22)
31 Oct 2018
Contributed by Lukas
In this episode we discuss: - Stock Market Volatility - Revisiting Your Plan - Asset Allocation - Covered Calls - Halloween - And much more!
Managing Life's Transitions (Ep. 21)
22 Oct 2018
Contributed by Lukas
In this episode we discuss: - Retirement Planning - Becoming an Empty Nester - Getting through a Divorce - Current Stock Market Volatility - Interest ...
Wealth Management 101 (Ep. 20)
10 Oct 2018
Contributed by Lukas
Wealth Management 101 (Ep. 20) by Jake Falcon
Making Good Decisions (Ep. 19)
21 Sep 2018
Contributed by Lukas
Why Hire an Advisor Client Relationships Your Investment Performance Year-to-Date Chiefs
The Road Ahead (Ep. 18)
19 Jun 2018
Contributed by Lukas
- Why Are You Retiring? - The Go-Go Years - Individual Stocks - World Cup 2018
Change is Good (Ep. 17)
12 Jun 2018
Contributed by Lukas
- KCP&L and Westar Energy merger - Preparing for a merger as an employee - Federal Open Market Committee (FOMC) - What do higher interest rates mean? ...
Rethinking Retirement (Ep. 16)
05 Jun 2018
Contributed by Lukas
In Episode 16, Jake and Cory discuss the following: -Barron's "Retirement Rethink" Cover Story -Rule of Thumb: 4% -Social Security -Annuities for Reti...
The World is Changing... (Ep. 15)
22 May 2018
Contributed by Lukas
In Episode 15, Jake and Cory discuss the DST Systems and SS&C merger, new bond pricing disclosures for brokers, and legalized sports gambling. The blo...
What Your Advisor Can and Cannot Do (Ep. 14)
09 May 2018
Contributed by Lukas
In this week's podcast, we discuss how we add value at Falcon Wealth Advisors, along with things we can't and won't do for our clients. We also discus...
Juggling Your Interest (Ep. 13)
24 Apr 2018
Contributed by Lukas
Managing good debt vs. bad debt, and the state of the bond market.
How To Replace Your Paycheck In Retirement (Ep. 12)
10 Apr 2018
Contributed by Lukas
In Episode 12, Jake and Cory discuss Social Security and its future, how to generate income off your stocks, and answer a listener question from Faceb...
Two Ways to Manage Your Company Stock (Ep. 11)
21 Feb 2018
Contributed by Lukas
Tune in to Episode 11 to hear Jake and Cory discuss two ways to manage your company stock, an appropriate amount of your portfolio that company stock ...
How to Apply EI to Your Financial Plan, Buying Low & Selling High, Winter Olympics 2018 (Ep. 10)
13 Feb 2018
Contributed by Lukas
Tune into Episode 10 to listen to our discussion on applying Emotional Intelligence to your financial plan, buying low & selling high, and the 2018 Wi...
Planning for Volatility & The Fed (Ep. 9)
06 Feb 2018
Contributed by Lukas
Tune in to Episode 9 to hear our take on why it is critical to stick to your financial plan in good times and bad, the return of volatility to the mar...
Long-Term Care Insurance, Stocks vs. Products, Super Bowl LII (Ep. 8)
30 Jan 2018
Contributed by Lukas
Tune in to Episode 8 to hear our take on Long-Term Care Insurance and important considerations associated with it, Stocks vs. Products, and Super Bowl...
Episode 7
22 Jan 2018
Contributed by Lukas
In Episode 7, we discuss the pros and cons of prepaid funeral arrangements, why our diversified stock portfolio doesn't move in tandem with the Dow Jo...
Episode 6
18 Jan 2018
Contributed by Lukas
In Episode 6, we discuss the often-asked question of "How Much Do You Need to Retire?", where bonds belong in a diversified portfolio and the most eff...
Episode 5
08 Jan 2018
Contributed by Lukas
In Episode 5, we discuss individual target rates of return, where gold belongs in a diversified portfolio, and Eric Hosmer's Free Agency.
Episode 4
01 Jan 2018
Contributed by Lukas
In Episode 4, we discuss Social Security, hidden expenses associated with mutual funds, and our 2018 New Years Resolutions.
Episode 3
20 Dec 2017
Contributed by Lukas
In Episode 3, we share tips on how to access your retirement funds before 59.5, give our take on the market for 2018, and discuss tax reform.
Episode 2
15 Dec 2017
Contributed by Lukas
In Episode 2, we define asset allocation, discuss the difference between stocks and bonds, and give our two cents about bitcoin.
Episode 1
11 Dec 2017
Contributed by Lukas
In Episode 1, we define what it means to work with a Fiduciary, what it means to be fully transparent with your fees, and how a relationship should wo...