Upticks: A Financial Planning & Investment Podcast

When it is time to retire, many have a hard time accepting the 180 flip that your mindset regarding finances must make. Once you have become so used to putting money into savings to prepare for retirement, it is hard to just start spending it instead. While many retirees worry about running out of money, Jake spends this episode of Upticks discussing how to avoid that mistake, while still being ab...

Net Unrealized Appreciation is a unique tax planning strategy that we believe is the most effective for a specific type of client but may not be suitable for everyone. In this episode of Upticks, Jake educates us on NUA and what benefits it may provide.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal...

Many pre-retirees worry whether they have enough money saved to sustain their lifestyle throughout retirement. On this episode of Upticks, Jake talks us through the four things Falcon Wealth Advisors looks at when determining your income and planning for your retirement.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement...

Options trading isn't for every investor to try themselves. There is a lot of risk that comes with this type of stock management, so it is best to have a trained professional assist with, or take on this strategy. On this episode of Upticks, Jake talks about options trading in an educational way to share the risks, benefits, and different options an investor has. Upticks is a show/podcast sponsore...

It is no secret that every four years, the presidential election takes place and has the opportunity to shift the dynamic of our country. This decision made by Americans can affect many aspects of life, including the economy. In this episode, Jake talks about potential scenarios he thinks could play out this November and how Falcon Wealth Advisors plans to react.   Upticks is a show/podcast sponso...

This week on Upticks, Jake continues the conversation of retirement planning by discussing retirement housing. What makes sense for you and your financial plan? What type of environment would you like to live in? Jake discusses some things you should keep in mind as retirement grows near.   Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedica...

Retirement is something to look forward to, but for some people, they get there and realize it isn't all sunshine and rainbows like they expected. Planning for retirement ahead of time is an important factor in preparing for a happy and comfortable transition. In this episode, Jake goes through five common retirement mistakes you want to avoid. Upticks is a show/podcast sponsored by Falcon Wealth...

As the saying goes, the only constant in life is change. That is true for the stock market and financial circumstances as well. In this episode, Jake discusses reviewing your financial plan. How often should you review your plan? What considerations should be made? Why should you review it? These are all questions answered by Jake Falcon, Founder and CEO of Falcon Wealth Advisors, on this episode...

On the 100th episode of Upticks, Jake and Cory give a mid-year market update.

This week Jake discusses Donor Advised Funds as a strategy to potentially lower your taxes. He breaks down what a Donor Advised Fund is and who should be using one.

Cory is back this week to join Jake in a discussion about financial advisors. They talk about who should work with an advisor, who shouldn't, and why. They also identify red flags to be aware of if you're currently working with an advisor.

On this week's episode, Jake discusses what concentrated stock is, who has it, and how we manage it. Jake's fun topic this week is his dog Einstein's 1st birthday.

Cory is back this week to discuss maximizing social security. Jake and Cory dive into how social security works, ways to collect it, and how to maximize it. If you have had questions about social security, make sure to check out this episode. Jake and Cory also discuss Cory's 31st birthday and shows they've been watching recently.

In this episode of Upticks, Jake breaks down dividend paying stocks. He defines what a dividend paying stock is and explains how they work. Jake provides an example to help the listener better understand. He also discusses our opinion for the most efficient way to get into dividend paying stocks and how to know what stocks to get into. Stick around for the whole episode to hear Jake talk about a n...

In this episode of Upticks, Jake discusses the what, why, how, and when of stocks. Jake defines what a stock is, why he believes they're beneficial and much more! Stick around for Jake's fun topic, The Last Dance. Jake talks about his thoughts on Michael Jordan's new documentary. 

In this episode of Upticks, Cory Bittner is back this week to join Jake in discussing 5 Healthy Tips for COVID-19. Their 5 tips include nutrition, exercise, meditate, social distance, and pick up a new activity or hobby. Make sure to check this episode out to hear how Jake and Cory have been taking care of themselves during this pandemic.

In this episode of Upticks, Jake takes some time to explain the what, why, how, and when of bonds. Jake covers the definition of bonds, why he believes they're beneficial and much more! Stick around for Jake's fun topic, his anniversary! Jake discusses how long he and Rachel have been together as well as their possible gift ideas.

In this episode of Upticks, Jake Falcon, CRPC® discusses ways to plan during a pandemic. Jake covers health related, financial plan related, and investment related ways to plan. He covers some ways he's been planning and how our company has been planning. Stick around for Jake's fun topic, Einstein! You won't want to miss this adorable pooch.

In this episode of Upticks, Jake Falcon, CRPC® continues to respect social distancing guidelines by recording this episode solo. This week Jake discusses finances before, during, and after a pandemic. He talks about ways to prepare for a pandemic beforehand, ways to evaluate your situation during, and lessons that can be learned after.

In this episode of Upticks, Jake Falcon, CRPC® discusses the hot topic of active vs passive investment. Jake talks about products that fall in the two groups, positive and negatives, as well as what we do at Falcon Wealth Advisors. Jake's fun topic this week includes talking about the new ESPN documentary and our latest poll results!

In this episode of Upticks, Jake Falcon, CRPC® discusses different tips for embracing uncertainty. Jake covers several tips and tricks for embracing uncertainty in your day to day life, as well as within your portfolio. Stick around to the end of the video to hear Jake's fun topic of the week. It's one you won't want to miss!

In this episode of Upticks, Jake Falcon, CRPC® talks about different types of dangerous investment products. He discusses the hazards of exchange traded portfolios and bond mutual funds, as well as discusses what we use instead of products. Stick around to the end of the video to hear Jake's fun topic of the week. It's one you won't want to miss!

In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss questions you may be thinking about but haven't asked anyone yet. They discuss questions related to your financial plan or investments. Stick around through the whole video to listen to Jake talk about the 3 phases of retirement and his thoughts for people in each phase.

In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about investor psychology. Jake and Cory discuss the idea of understanding and recognizing your emotions. They discuss embracing your emotions during the good and the bad. If you've been curious about the psychology behind investments during the good and the bad, this is a great episode to watch.

In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss how to handle volatility. Jake and Cory talk about how to handle volatility from two different points of few, one as a retiree and another as a younger clientele. They wrap up this episode talking about a recent Facebook poll we ran. Make sure to watch until the end to see what the poll was and how the results ende...