Couverture de Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

De : Jake Falcon
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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 Economie Finances privées
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    Épisodes
    • Is Gen Z Giving Up on Money?
      Jan 22 2026

      In this episode, Jake and Cory discuss the concept of financial nihilism, particularly among Gen Z, who feel disillusioned with traditional economic systems. They explore the psychology behind gambling behaviors in younger generations, the impact of student debt, and the importance of investing versus gambling. The conversation emphasizes the need for financial literacy and the power of compounding in building wealth, while also addressing the cultural shift towards gambling as a perceived solution to financial instability.
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      Complimentary 'Retiring Right' ebook:
      https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
      Subscribe to Jake's blog: 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

      Afficher plus Afficher moins
      33 min
    • 5 Important Tax Changes for 2025/2026 with Todd Laytham
      Jan 15 2026

      Discover the 5 major tax changes hitting in 2025/2026—and what they could mean for your money. Todd Laytham, CPA joins us to break down new deductions, side‑hustle rules, retirement updates, and important IRS changes.
      ---------------
      Complimentary 'Retiring Right' ebook:
      https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
      ---------------
      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    

      Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.

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      33 min
    • 7 Habits of the Quietly Wealthy Retiree
      Jan 8 2026

      Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity.

      "Organize Your Retirement in 30 Days—Actionable Steps" https://youtu.be/AaSQ6qITr0s
      ---------------
      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    

      #retirementplanning #wealthmanagement #financialwellness #investing #healthyhabits #charitablegiving #longevityplanning #financialliteracy #quietwealth #falconwealthadvisors

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      34 min
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