Upticks: A Financial Planning & Investment Podcast

On this week's episode of Upticks, Cory Bitter, CRPC®, and Conner Hanlon, CFA®, join me to discuss our February Market Outlook.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, opti...

This week, Cory and two of our Financial Planners joined me on Upticks to discuss retiring in your 50s. The main takeaway - DON'T WAIT to start planning.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and ex...

This week, Cory and I discuss what to look for when choosing to work with a Wealth Advisor. If you or someone you know wants to have an in-depth discussion about the wonderful world of wealth management, please let me know.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charit...

This week on Upticks, Cory and I discuss what a Covered Call Writing Strategy entails. This is not something you should attempt on your own!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks...

On this week's episode, Cory and I give a thorough explanation of bonds. If you or someone you know has bond questions, please don't hesitate to let me know.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments an...

This week, Cory and I discuss the fundamentals of stocks and why we think they can make sense in a retirement portfolio. Please know, buying stocks does not come without risk and you should consult with a trained professional.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, cha...

One of the biggest concerns retirees face is running out of money. We get it! You've stopped working and now how are you supposed to live a comfortable life without earning a paycheck? This week, Cory and I breakdown ways we help clients succeed and retire with confidence.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topic...

This week on Upticks, Falcon Wealth Advisors Portfolio Manager, Conner Hanlon, CFA®, joins Cory to discuss the year that was 2022 in the markets, what we're doing for clients, and what we're watching as 2023 quickly approaches. If you would like us to review your investment strategy and financial plan, year-end is a great time to do so and we're here for you at Falcon Wealth Advisors.   Upticks is...

This week on Upticks, Cory and I go over the many ways that we help clients generate income that will sustain their lifestyle throughout their retirement years. And no, you don't need an annuity to do it!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. I...

This week, Cory and I jump on our soap boxes to explain three types of investment products. If you or someone you know is invested in advisor sold investment products, we should talk. Please feel free to share this episode and my contact information.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement,...

Many people don't know how to invest before or during retirement. Getting it wrong could potentially cost thousands, if not millions, of dollars. This week on Upticks, we discuss how we manage our clients' investments so they are properly aligned to set them up for success.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topi...

This week, Cory and I take a deep dive in the various types of company benefits that many of our clients are offered. It's not only important to fully understand what is available to you, it's equally important to understand how these benefits align with your financial plan.    Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning to...

This week, Caprice Black joins us on Upticks to discuss Health Insurance for individuals both prior to and after turning 65. Caprice has a wealth of knowledge, and this show could have gone on for hours. If you or someone you know wants to learn more about Health Insurance, please let me know. I'm happy to make an introduction to Caprice.    Upticks is a show about financial planning and investmen...

This week, Cory and I discuss the steps we go through when assisting clients in planning for a major purchase. Please know, you don't have to go at these important decisions alone.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives d...

This week on Upticks, Doug Frost joins Cory to talk about the business of wine, parallels to draw to the world of financial planning, the truth around health benefits associated with wine consumption, and what Midwesterner wine drinkers need to know!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement,...

This week on Upticks, Jake Cross, CFP®, joins me to discuss a variety of insurance products. We discuss the pros and cons of each and the potential pitfalls to be aware of. If you would like us to review your insurance, don't hesitate to contact us to schedule a time to meet.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning top...

This week on Upticks, Cory joins me to discuss several ways to potentially lower your taxes THIS YEAR. Now is the time to look at ways of reducing what you will owe come April.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep i...

2022 has been a tough year across most markets. With nowhere to hide, what are investors to do? This week on Upticks, Cory and I share some helpful tips to consider TODAY.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into i...

Approximately 70 million Americans are receiving Social Security benefits! Whether you're still working and paying into Social Security, awaiting to turn on your benefits, or already receiving, Social Security plays an important role in developing your financial plan. On this week's episode, we discuss some important points to understand.   Upticks is a show about financial planning and investment...

This week, Matthew Tomlin, CFP®, joins me to discuss optimizing your retirement accounts. In this episode, we define the different types of retirement accounts, discuss where to save, what to own, and ultimately where to pull from in retirement. As always, don't hesitate to contact me or my team with any questions!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRP...

This week on Upticks, Cory Bittner, CRPC® joins me to discuss - Why is money important to you? Whether you know this answer for yourself or not, this show is worth the time. We share common answers and provide topics to think about when you contemplate this important question.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning to...

On this week's episode of Upticks, Matthew Tomlin, CFP® joins me to discuss how to establish an encore career. Whether you're fast approaching retirement or already there, this week's show discusses important topics to consider as you think of what your next act will be.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics i...

This week on Upticks, I'm joined by Andy Greenstein to discuss the current interest rate environment and how it correlates with mortgages. If you or someone you know is interested in buying a home, please let us know. We can crunch the numbers for you!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement...

On this week's episode, Emily Sullivan joins me to breakdown the difference between Wills & Trusts. We discuss important considerations to make when reviewing your family dynamic and your assets. This is a show for everyone!   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charit...

This week, Cory joined me to discuss why retirement might not be all sunshine and rainbows.  We also discuss important questions everyone should consider whether they are planning for retirement or already there.   Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial planning topics including retirement, tax planning, debt, charitable giving,...