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Upticks: A Financial Planning & Investment Podcast

Jake Falcon

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…

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Upticks: A Financial Planning & Investment Podcast

How Much Should Your Adult Kids Know About Your Money?

The Fed Raised Rates. Should You Change Your Financial Plan?

529 Plans, Trump Accounts, and Why the Financial System Feels Rigged

Socialism, the Fed, and the Hidden Costs of Real Estate Investing

401(k) Rollovers, Private Equity, and Roth Conversions

Leverage, Concentrated Stock, and Is Early Retirement Overrated?

20 Years of Retirement Planning Taught Me These 5 Things

When Money Stops Changing Your Life

What Can Really Put Retirement at Risk?

Smart People Can Make Terrible Investment Decisions

Reasons People Can Go Broke Trying to Look Rich

Does Spending Drop in Retirement? Here's What We Found

SpaceX, OpenAI, Anthropic: Will They Crash the Market?

Teach a Man to Fish

7 Popular Investment Strategies Put to the Test

Retirement Planning Myths Some Smart People Still Believe

The $2M Retirement Gap for Corporate Executives

Caring for Aging Parents with Don and Elaine Minter

Our Biggest Money Mistakes

Could a $10M Net Worth Leave You Broke in Retirement?

Reasons Financially Secure People May Be Afraid to Retire Anyway

Reasons Volatility Feels Different Once Withdrawals Begin

The Hidden Tax Bill No One Plans For

When (Not if) the Market Falls—Ways Smart Investors Stay Standing

Why We Built Falcon Wealth Advisors (And What Makes Us Different)

Performance Mindset Under Pressure with Jon McGraw

The Stock Market Feels Great—Many Americans Feel Broke

Will Your Retirement Paycheck Last…?

What Can Happen When You Delay Retirement?

How to Buy Bitcoin, Gold, and Silver

Beyond Hot Tips—The Rules We Use to Invest Your Money

Mortgage Rates Aren't the Problem—Indecision Is

Is Gen Z Giving Up on Money?

5 Important Tax Changes for 2025/2026 with Todd Laytham

7 Habits of the Quietly Wealthy Retiree

Is Inflation Cooling? The Data, Caveats and Next Moves

5 Year Retirement Runway

Organize Your Retirement in 30 Days—Actionable Steps

Retire Without Losing Your Social Life

Sports and Money with Chase Hanna

The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand?

5 Retirement Myths That Could Be Costing You Clarity

Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)

Scared to Retire Next Year? Watch This

9 Financial Accounts Every Adult Should Master

How This Wealth Advisor Invests His Own Money

Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning

Big Moves in Government, Real Estate, and Tech—Are You Ready?

Fed Cuts Rates Again: What Could Be Next for Your Money?

Mortgage Rates Drop and Tariff Turmoil: What You Should Know

Job Market Jitters and Corporate Shakeups—Are You Prepared?

Tariffs, Tech Trouble and The Great Stay – What You Should Know

Rate Rumble, Ozempic's Price Plunge, & Retail Rift: What It Means for Your Money

This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups

Reasons to Retire in Your 50s (Before It's Too Late)

5 Things to Sell Before You Retire

What Should You Do with Your 401k When You Retire?

Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?

The One Big Beautiful Bill Act: What it Could Mean for Your Money and Future

4 Things to Know If You're Retiring with a Pension

What Your Wealth Might Say About You

What to Know About the Retirement Tax "Time Bomb"

RSUs, ESPPs & Options: Keep, Sell, or Convert?

4 Signs You're Saving Too Much for Retirement

Ways to Optimize Your 401(k)

6 Retirement Surprises After 6 Months

Powerful Tax-Free Retirement Tools

5 Things to Buy Before You Retire… Or Do You?

Calculating the Age to Claim Social Security

Reasons Retirement Plans Fail and Ways to Avoid Them

4 Retirement Income Strategies

Tariffs…What They Could Mean for Your Retirement

Ready or Not It's Time to Retire

Can You Retire with $1,000,000?

Good News! Retired Living Can Be Cheaper

Simple Ways to Invest Your Money After You Retire

Time to Get Bearish?

Is Looking Poor Important?

Why Retirement Planning is NOT One-Size-Fits-All