Australia
Brazil
Canada
Germany
India
Ireland
Japan
Mexico
New Zealand
Philippines
South Africa
United Kingdom
Money Matters by Allworth Financial
Similar topics: retirement and conversions
Business
Upticks: A Financial Planning & Investment Podcast
by Jake Falcon
Today: #130 in Business on our combined chart.
Chart positions today · United States
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · United States
Latest daily rankings: Oct 27. New rankings will appear after the next update.
Position on the Business combined chart over the last 14 days. Toggle platforms to compare their positions. Lower rank numbers are better.
Episode releases
View as table
| Date | Combined Rank | Apple Podcasts | Castbox |
|---|---|---|---|
| Oct 27 | #130 | #111 | #89 |
| Oct 26 | #108 | #84 | #84 |
| Oct 25 | #107 | #87 | #91 |
| Oct 24 | #107 | #91 | #96 |
| Oct 23 | #125 | #109 | — |
| Oct 22 | #137 | #122 | — |
| Oct 21 | #149 | #135 | — |
| Oct 20 | #126 | #110 | — |
| Oct 19 | #124 | #107 | — |
| Oct 18 | #130 | #114 | — |
| Oct 17 | #147 | #133 | — |
| Oct 16 | #136 | #121 | — |
| Oct 15 | #138 | #124 | — |
| Oct 14 | #141 | #128 | — |
Latest episodes
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5% Treasuries, Higher Rates, and Is Your Home Really an Investment?
October 7, 2026 · 37 minThe 10-year Treasury yield is above 5%. Does that mean retirees should reduce stock exposure and rely more heavily on bonds? In this episode of Upticks, Jake and Cory discuss why an attractive Treasury yield does not automatically…
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How Much Should Your Adult Kids Know About Your Money?
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September 23, 2026 · 38 minWhat 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…
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Socialism, the Fed, and the Hidden Costs of Real Estate Investing
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401(k) Rollovers, Private Equity, and Roth Conversions
August 13, 2026 · 28 minWhat 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…
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Leverage, Concentrated Stock, and Is Early Retirement Overrated?
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20 Years of Retirement Planning Taught Me These 5 Things
July 30, 2026 · 18 minWhat 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…
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What Can Really Put Retirement at Risk?
July 17, 2026 · 32 minIn this episode, Jake and Cory react to a listener-submitted article about proposed 401(k) changes that could make private equity and other alternative investments more accessible. They explain why they believe retirement plans should stay…
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