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Upticks: A Financial Planning & Investment Podcast

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, 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

Recent Episodes

  • Medicare Changes, Retirement Spending, Amish Lessons, and 401(k) Super Catch-Up (Ep. 323)

    2 days ago

  • Million Dollar Mistake, I Bonds, Lottery Thoughts, Mood Stocks, and Cutting 2024 Taxes (Ep. 322)

    1 week ago

  • 2025 Tax Brackets, Lending to Loved Ones, Savers and Interest Rates, and Smart Money Moves (Ep. 321)

    2 weeks ago

  • Guilty Spending, Know Your Fees, Retirement Side Hustle, and Risk Taker Tendencies (Ep. 320)

    3 weeks ago

  • Money Buys Happiness, Income Inequality, Social Security Raise, and Cost of Insurance Kickbacks (Ep. 319)

    4 weeks ago

  • No Plan B, The Boring Millionaire, Rural Retirement, and Are You Spending Too Much (Ep. 318)

    1 month ago

  • Greed Inflation, Freedom vs. Security, Unrealized Gains, and Charting a Path Forward (Ep. 317)

    1 month ago

  • Market Crash Worries, Car Buying vs. Leasing, Retirement Needs, and the State of America's Wallet (Ep. 316)

    2 months ago

  • Monte Carlo Analysis, Stock Investing, Retirement Raises, Saving Tips and Macro Outlook (Ep. 315)

    2 months ago

  • 65: Young-Old Adult, Evolving Beliefs, Worried Money, and Political Spending Blame (Ep. 314)

    2 months ago