Jake Falcon
Upticks: A Financial Planning & Investment Podcast
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
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Episodes
Understanding Company Benefits (EP. 58) 10.09.2019 36:55
In episode 58 of "Upticks" Jake and Cory discuss company benefits and how they help their clients understand them as they approach retirement. Tune in as Jake and Cory take a deep dive into a wide range of company benefits including 401(k) plans, employee stock purchase plans, health savings accounts, and much more! Jake and Cory discuss each one individually as to what they are and how they can b...
Working with a CFP® (EP. 57) 20.08.2019 22:16
In episode 57 of "Upticks" Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework...
Important Wealth Management Updates (EP. 56) 12.08.2019 23:39
Be sure to tune in to Episode 56 of Upticks "Important Wealth Management Updates" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth management and market update. This week they discuss how taxes are seen as a pain point and how we are helping our clients lower their taxes. The two also discuss the added value of offering tax planning to their clients, bond trades, and defensive stock...
The Fed Lowers Rates (EP. 55) 05.08.2019 14:09
Be sure to tune in to Episode 55 of Upticks "The Fed Lowers Rates" where Jake Falcon, CRPC and Jesse Wilkins discuss timely market events. This week they defined what the Federal Reserve is and what role it plays on the economy. The two also discuss potential impacts the Fed's recent decision to lower rates could have on investment portfolios. As always feel free to share our content with your col...
Lower Your Taxes (EP. 54) 29.07.2019 18:50
In this episode, we talk about - Lowering Taxes - Bunching - Matt's Summer - And much more!
Advanced Planning (EP. 53) 16.07.2019 18:17
In this episode, we talk about - Advanced Planning - Matt's New Blog - Birds of Prey Lightning Round - And much more!
Money's Influence (EP. 52) 08.07.2019 22:28
In this episode, we talk about - Fear & Greed - Growth Stocks - Questions Worth Asking - And much more!
Midyear Market Update (EP. 51) 01.07.2019 20:49
In this episode, we talk about - Mid-year update - Where the stock market has been - Where we think the stock market is going - And much more!
Estate Planning with Jason Salinardi (EP. 50) 24.06.2019 26:12
In this episode we discuss: - Wills & Trusts - Estate Tax - Bird of Prey Lightning Round - And much more!
Tax Free Investments (Ep. 49) 17.06.2019 33:30
In this episode we discuss: - Team Structures - Tax Free Investments - Questions worth asking - And much more!
Timely Events (Ep. 48) 07.06.2019 26:59
In this episode we discuss: - The SECURE Act - The current market - Questions worth asking - And much more!
Scrooge McDuck (Ep. 47) 03.06.2019 22:35
In this episode we discuss: - Layering - Gold - Questions worth asking - And much more!
Why Not To Hire An Advisor (Ep. 46) 28.05.2019 21:24
In this episode, we discuss: -Why you shouldn't hire a financial advisor -Emerging market stocks -Questions worth asking -And much more!
Understanding Mutual Funds (Ep. 45) 20.05.2019 18:58
In this episode, we discuss: -Why plan? -Mutual Funds -Questions worth asking -And much more!
Avoiding Risk (Ep. 44) 13.05.2019 24:59
In this episode, we discuss: -What sets us apart -Risky investments -Questions worth asking -And much more!
Introducing Matt Johnson (Ep. 43) 06.05.2019 13:52
In this episode, we discuss: -Matt Johnson -Questions worth asking -Game of Thrones -And much more!
Spring Time (Ep. 42) 29.04.2019 26:13
In this episode, we discuss: -Margin -The S&P 500 -Questions worth asking -And much more!
Retirement Mistakes to Avoid (Ep. 41) 18.04.2019 25:54
In this episode, we discuss: -Mistakes to avoid -Dividend paying stocks -Questions worth asking -The masters -And much more!
Knowledge Check (Ep. 40) 08.04.2019 33:48
In this episode, we discuss: -Retirement Tips -Hidden Fees -The Kansas City Royals -And much more!
Bond Voyage (Ep. 39) 29.03.2019 16:56
In this episode, we discuss: -Travel Tips -Bonds -March Madness -And much more!
Inspired Retirement (Ep. 38) 26.03.2019 22:41
In this episode, we discuss: -Client Conversations -The Federal Reserve and interest rates -Our busted brackets -And much more!
Bunching & Market Update (Ep. 37) 11.03.2019 18:41
In this episode, we discuss: -Bunching -Market update -And much more!
Things People Say (Ep. 36) 04.03.2019 28:51
In this episode, we discuss: -Three tips for retirement -Questions worth asking -Things people say -And much more!
If it Don't Make Dollars, It Don't Make Cents (Ep. 35) 19.02.2019 31:51
In this episode, we discuss: -What a financial plan is -Questions worth asking -Dividend paying stocks -And much more!
Cashing Checks (Ep. 34) 11.02.2019 23:01
In this episode we discuss: -Tax refunds -Questions worth asking -REITs -And much more!
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