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Upticks: A Financial Planning & Investment Podcast podcast artwork

Upticks: A Financial Planning & Investment Podcast

By Jake FalconBusiness, InvestingEnglish

New episode weekly, latest 1 day ago, since Dec 2017

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episodes in the feed
421
From the feed Oct 30
on air, since Dec 2017
9 years
From the feed Oct 30

About

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 FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser

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Episodes 421 episodes in the feed

  1. 5 Common Financial Planning Questions

    Episode 41634 min

  2. How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market Risks

    Episode 41536 min

  3. Social Security Could Face Cuts in 2032. Should You Claim Early?

    Episode 41439 min

  4. 5% Treasuries, Higher Rates, and Is Your Home Really an Investment?

    Episode 41336 min

  5. How Much Should Your Adult Kids Know About Your Money?

    Episode 41236 min

  6. The Fed Raised Rates. Should You Change Your Financial Plan?

    Episode 41137 min

  7. 529 Plans, Trump Accounts, and Why the Financial System Feels Rigged

    Episode 41036 min

  8. Socialism, the Fed, and the Hidden Costs of Real Estate Investing

    Episode 40937 min

  9. 401(k) Rollovers, Private Equity, and Roth Conversions

    Episode 40827 min

  10. Leverage, Concentrated Stock, and Is Early Retirement Overrated?

    Episode 40732 min

Show 40 older episodes

  1. 20 Years of Retirement Planning Taught Me These 5 Things

    Episode 40617 min

  2. When Money Stops Changing Your Life

    Episode 40539 min

  3. What Can Really Put Retirement at Risk?

    Episode 40431 min

  4. Smart People Can Make Terrible Investment Decisions

    Episode 40338 min

  5. Reasons People Can Go Broke Trying to Look Rich

    Episode 40234 min

  6. Does Spending Drop in Retirement? Here's What We Found

    Episode 40142 min

  7. SpaceX, OpenAI, Anthropic: Will They Crash the Market?

    Episode 40037 min

  8. Teach a Man to Fish

    Episode 39941 min

  9. 7 Popular Investment Strategies Put to the Test

    Episode 39838 min

  10. Retirement Planning Myths Some Smart People Still Believe

    Episode 39732 min

  11. The $2M Retirement Gap for Corporate Executives

    Episode 39334 min

  12. Caring for Aging Parents with Don and Elaine Minter

    Episode 39536 min

  13. Our Biggest Money Mistakes

    Episode 39438 min

  14. Could a $10M Net Worth Leave You Broke in Retirement?

    Episode 39344 min

  15. Reasons Financially Secure People May Be Afraid to Retire Anyway

    Episode 39236 min

  16. Reasons Volatility Feels Different Once Withdrawals Begin

    Episode 39137 min

  17. The Hidden Tax Bill No One Plans For

    Episode 39034 min

  18. When (Not if) the Market Falls—Ways Smart Investors Stay Standing

    Episode 38939 min

  19. Why We Built Falcon Wealth Advisors (And What Makes Us Different)

    Episode 38841 min

  20. Performance Mindset Under Pressure with Jon McGraw

    Episode 38742 min

  21. The Stock Market Feels Great—Many Americans Feel Broke

    Episode 38640 min

  22. Will Your Retirement Paycheck Last…?

    Episode 38536 min

  23. What Can Happen When You Delay Retirement?

    Episode 38434 min

  24. How to Buy Bitcoin, Gold, and Silver

    Episode 38335 min

  25. Beyond Hot Tips—The Rules We Use to Invest Your Money

    Episode 38233 min

  26. Mortgage Rates Aren't the Problem—Indecision Is

    Episode 38132 min

  27. Is Gen Z Giving Up on Money?

    Episode 38032 min

  28. 5 Important Tax Changes for 2025/2026 with Todd Laytham

    Episode 37932 min

  29. 7 Habits of the Quietly Wealthy Retiree

    Episode 37833 min

  30. Is Inflation Cooling? The Data, Caveats and Next Moves

    Episode 37736 min

  31. 5 Year Retirement Runway

    Episode 37634 min

  32. Organize Your Retirement in 30 Days—Actionable Steps

    Episode 37532 min

  33. Retire Without Losing Your Social Life

    Episode 37441 min

  34. Sports and Money with Chase Hanna

    Episode 37328 min

  35. The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand?

    Episode 37237 min

  36. 5 Retirement Myths That Could Be Costing You Clarity

    Episode 37134 min

  37. Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)

    Episode 37034 min

  38. Scared to Retire Next Year? Watch This

    Episode 36936 min

  39. 9 Financial Accounts Every Adult Should Master

    20 min

  40. How This Wealth Advisor Invests His Own Money

    16 min

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