Upticks: A Financial Planning & Investment Podcast cover art

Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

By: Jake Falcon
Listen for free

About this listen

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 AdviserAll rights reserved Economics Personal Finance
Episodes
  • This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups
    Aug 22 2025

    Explore the latest financial headlines with Jake and Cory as they break down the U.S. debt surge, inflation trends, potential Fed rate cuts, and major shifts in streaming and EV markets. Learn how these developments could impact your retirement planning and investment strategy.
    ---------------
    Complimentary ‘Retiring Right’ ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ---------------
    Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
    ---------------
    Connect with Jake Falcon, CRPC™
    https://www.facebook.com/jake.falcon.524       
    https://www.instagram.com/jake_falcon_crpc/?hl=en       
    https://twitter.com/jakefalconcrpc       
    https://www.linkedin.com/in/jakefalconfalconwealthadvisors    

    #FinanceNews #RetirementPlanning #Inflation2025 #InterestRates #NationalDebt #EVMarket #StreamingWars #UFCStreaming #EconomicUpdate #FalconWealthAdvisors

    Show More Show Less
    37 mins
  • Reasons to Retire in Your 50s (Before It’s Too Late)
    Aug 14 2025

    Thinking about retiring in your 50s? Jake and Cory break down ways it could be the best decision for you. From burnout and health risks to purpose-driven living, they share real stories, practical strategies, and a five-question framework to help you make your early retirement decision.
    ---------------

    Complimentary ‘Retiring Right’ ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri

    ---------------
    Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
    ---------------
    Connect with Jake Falcon, CRPC™
    https://www.facebook.com/jake.falcon.524        
    https://www.instagram.com/jake_falcon_crpc/?hl=en        
    https://twitter.com/jakefalconcrpc        
    https://www.linkedin.com/in/jakefalconfalconwealthadvisors     

    #earlyretirement #retireinyour50s #financialplanning #retirementplanning #wealthmanagement #falconwealthadvisors #uptickspodcast #retirementgoals #retirementtips

    Show More Show Less
    36 mins
  • 5 Things to Sell Before You Retire
    Aug 7 2025

    What should you sell before you retire—and why does it matter? From employer stock and rental properties to unused vehicles and old 401(k)s, Jake and Cory break down five key assets that could be dragging down your retirement plan. With practical examples, emotional insights, and a clear framework, they help you rethink what you’re holding onto and how selling strategically could simplify your retirement life.
    ---------------
    Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF
    Subscribe to our weekly newsletter: https://bit.ly/43RcVve
    Contact our team: https://bit.ly/43wksOJ
    ---------------
    Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
    ---------------
    Connect with Jake Falcon, CRPC™
    https://www.facebook.com/jake.falcon.524        
    https://www.instagram.com/jake_falcon_crpc/?hl=en        
    https://twitter.com/jakefalconcrpc        
    https://www.linkedin.com/in/jakefalconfalconwealthadvisors     

    #retirementplanning #financialfreedom #declutteryourlife #sellbeforeyouretire #retirementtips #personalfinance #retirewithclarity #investmentstrategy #simplifyretirement #wealthmanagement

    Show More Show Less
    30 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.