Upticks: A Financial Planning & Investment Podcast podcast artwork
Business

Upticks: A Financial Planning & Investment Podcast

by Jake Falcon

Today: #199 in Business on our combined chart.

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DateApple Podcasts
Oct 3#185

About the show

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 episodes

  • How Much Should Your Adult Kids Know About Your Money?

    September 30, 2026 · 37 min

    How much information should parents share with their adult children about money, estate plans, accounts, and a possible inheritance? In this episode of Upticks, Jake and Cory discuss how to prepare family members to step in without…

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

    September 23, 2026 · 38 min

    What should someone approaching retirement do after the Federal Reserve raises interest rates? Jake and Cory agree that a single Fed decision should not automatically cause someone to abandon a thoughtfully constructed financial plan…

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

    September 16, 2026 · 36 min

    How can parents and grandparents give the next generation a stronger financial starting point? Is the financial system truly rigged—or does it simply reward people who already own assets? And should investors take extraordinary…

  • Socialism, the Fed, and the Hidden Costs of Real Estate Investing

    August 19, 2026 · 38 min

    Can the economics of socialism be discussed without becoming partisan? Should the Federal Reserve hold interest rates steady? And does residential real estate offer the returns many investors assume? In this episode of Upticks, Jake and…

  • 401(k) Rollovers, Private Equity, and Roth Conversions

    August 13, 2026 · 28 min

    What should you do with a 401(k) after leaving an employer? Should private equity be included in workplace retirement plans? And when does a Roth conversion deserve consideration? In this episode of Upticks, Jake and Cory discuss three…

  • Leverage, Concentrated Stock, and Is Early Retirement Overrated?

    August 7, 2026 · 32 min

    What happens when leverage, confidence, and speculation collide? Jake and Cory begin this episode by discussing a highly leveraged hedge fund and the risks of investing with borrowed money. They also explain how options strategies may help…

  • 20 Years of Retirement Planning Taught Me These 5 Things

    July 30, 2026 · 18 min

    What separates a successful retirement plan from one that's simply invested? In this solo episode of Upticks, Jake shares five practical lessons he's learned from more than 20 years of helping clients prepare for retirement. He explains…

  • When Money Stops Changing Your Life

    July 24, 2026 · 39 min

    In this episode, Jake and Cory begin by revisiting the growing conversation around private investments inside 401(k) plans and why they remain skeptical of the trend. They also discuss the rise of index investing and understanding what you…