How-To > Business > Finance > Finance General

Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

by

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

  • The One Big Beautiful Bill Act: What it Could Mean for Your Money and Future

    1 week ago

  • 4 Things to Know If You're Retiring with a Pension

    2 weeks ago

  • What Your Wealth Might Say About You

    3 weeks ago

  • What to Know About the Retirement Tax "Time Bomb"

    1 month ago

  • RSUs, ESPPs & Options: Keep, Sell, or Convert?

    1 month ago

  • 4 Signs You're Saving Too Much for Retirement

    1 month ago

  • Ways to Optimize Your 401(k)

    2 months ago

  • 6 Retirement Surprises After 6 Months

    2 months ago

  • Powerful Tax-Free Retirement Tools

    2 months ago

  • 5 Things to Buy Before You Retire… Or Do You?

    2 months ago