Upticks: A Financial Planning & Investment Podcast

Jake Falcon

Topics: Investing

No. 84 in Business▲8

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

Latest episode5 Common Financial Planning QuestionsOctober 28, 2026 · 35 min

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Latest episodes

1. 5 Common Financial Planning QuestionsOctober 28, 2026 · 35 min
2. How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market RisksOctober 21, 2026 · 36 min
3. Social Security Could Face Cuts in 2032. Should You Claim Early?October 16, 2026 · 40 min
4. 5% Treasuries, Higher Rates, and Is Your Home Really an Investment?October 7, 2026 · 37 min
5. How Much Should Your Adult Kids Know About Your Money?September 30, 2026 · 37 min
6. The Fed Raised Rates. Should You Change Your Financial Plan?September 23, 2026 · 38 min
7. 529 Plans, Trump Accounts, and Why the Financial System Feels RiggedSeptember 16, 2026 · 36 min
8. Socialism, the Fed, and the Hidden Costs of Real Estate InvestingAugust 19, 2026 · 38 min
9. 401(k) Rollovers, Private Equity, and Roth ConversionsAugust 13, 2026 · 28 min
10. Leverage, Concentrated Stock, and Is Early Retirement Overrated?August 7, 2026 · 32 min

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