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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

  • Advisor Schemes, Homeownership Costs, and Using Your Tax Refund (Ep. 294)

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  • Investment Products, Magic Retirement Number, and Tax Refund Status (Ep. 293)

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  • Don’t Set and Forget, Home Buying Puzzle, Financial Health Day (Ep. 292)

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  • Retirement Readiness, Compound Interest, and Career Happiness (Ep. 291)

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  • Failed Predictions, Shielding Social Security, Billionaire Tax Tactics (Ep. 290)

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  • ETF Wave, Americans Still Spending, Retiring Early (Ep. 289)

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  • Bull Market Investing, Friends and Finances, Tax Talk (Ep. 288)

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  • Financial Nudists, Unveiling Scammers’ Shadows, Trump vs Biden Economy (Ep. 287)

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  • Stay Sharp, Get Advice, Retire Right! (Ep. 286)

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  • Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285)

    2 months ago