Upticks: A Financial Planning & Investment Podcast

Jake Falcon
  • 4.7 (27)
  • Investing
  • Updated Weekly

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

  1. 6d ago

    What Can Really Put Retirement at Risk?

    In this episode, Jake and Cory react to a listener-submitted article about proposed 401(k) changes that could make private equity and other alternative investments more accessible. They explain why they believe retirement plans should stay simple and discuss the risks of adding complexity to long-term investing. The conversation then turns to retirement planning, including a debate on the biggest risks retirees face, the challenge of "golden handcuffs," and why decisions about retirement can often involve more than just money. They wrap up with a discussion on mega backdoor Roth contributions and when they may—or may not—make sense. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM  Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4  Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en https://www.instagram.com/corybittnerkc/  #retirementplanning #goldenhandcuffs #401k #rothira #financialfreedom

  2. Jul 10

    Smart People Can Make Terrible Investment Decisions

    In this episode, Jake and Cory dig into reasons smart, successful people still make bad investment decisions. Pointing to recency bias, overconfidence, and financial media that markets fear and greed instead of sound strategy.  They break down their belief of compound interest (not stock picking) being a better path to retirement, and ways "save first, spend second" can solve more money problems than people realize.  The conversation wraps with a candid look at money in relationships. Reasons joint vs. separate accounts matter less than actually talking about finances, and ways couples can get aligned instead of avoiding the conversation altogether. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Get Jake's weekly blog https://falconwealthadvisors.com/index.html?utm_source=youtube&utm_medium=video&utm_campaign=upticks#ID2GUSO1Sj8Upy1QWdqVxHOM   Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com  Watch clips of this episode on YouTube https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4   Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/?hl=en  https://www.instagram.com/corybittnerkc/  #investingwisely #wealthbuilding #financialfreedom #retiresooner #smartmoneymoves

  3. Jul 2

    Reasons People Can Go Broke Trying to Look Rich

    What does financial freedom really look like? Are we chasing wealth or just the appearance of it? In this episode, Jake and Cory dive into the psychology behind money decisions, from homeownership and lifestyle inflation to raising financially independent children and resisting the urge to keep up with the Joneses.  The conversation also tackles a question many parents wrestle with: when does helping your children become enabling them? Jake and Cory share perspectives on teaching financial responsibility, setting healthy boundaries, and preparing the next generation for independence. Plus, they examine why some multimillionaires still feel broke, how consumer culture influences spending habits, and reasons your most valuable asset may not be your money but your time. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- 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     #financialplanning #retirementplanning #personalfinance #wealthbuilding #financialfreedom #moneymindset #investing #financialeducation #moneymanagement #uptickspodcast

  4. Jun 26

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

    Are Roth conversions a smart tax strategy or one of the most overhyped ideas in retirement planning? Should retirees stay invested aggressively? Do most people really need an annuity? And when is the right time to claim Social Security? In this episode of Upticks, Jake and Cory tackle some of the biggest debates in retirement and financial planning. Drawing from decades of combined experience working with retirees, they break down popular financial strategies and explain reasons the right answer often depends on your personal goals, cash flow needs, and long-term plan. The discussion covers the pros and cons of Roth conversions, the myth that age should determine your investment allocation, reasons annuities remain controversial, and key factors to consider when deciding when to start Social Security benefits. Jake and Cory also explore a topic that affects nearly every retiree: spending habits. They discuss why retirement spending doesn't always decrease as expected Whether you're preparing for retirement, already retired, or simply looking to make more intentional financial decisions, this episode offers practical insights designed to help you think differently about your money. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- 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 #financialplanning #rothconversions #socialsecurity #investmentstrategy #wealthmanagement #taxplanning #retirementincome #personalfinance #falconwealthadvisors

  5. Jun 18

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

    In this milestone 400th episode of Upticks, Jake and Cory celebrate how far the show has come and dive straight into what matters most: answering listener-driven questions shaping today's financial landscape. This episode is packed with sharp insights on one of the biggest themes in investing right now: the surge of AI-related IPOs. With companies like SpaceX, OpenAI, and Anthropic dominating headlines, Jake and Cory go beyond the hype to help investors explore whether these record-breaking debuts could actually move the market or simply fuel speculation. They tackle the growing "democratization" of IPO investing, questioning whether easier access is empowering investors or exposing them to unnecessary risk. From market concentration and index inclusion to the realities of profitability versus excitement, this discussion is grounded in experience-based perspective. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com

  6. Jun 11

    Teach a Man to Fish

    Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down the real trade-offs behind major financial decisions, including: •    Is real estate better than stocks—or just more work? •    How much international exposure could your portfolio need? •    Are "boring bonds" still worth owning in today's market? •    Should you retire the moment you can… or wait? •    And one of the biggest debates of all: Do you spend your money… or leave it behind? From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation challenges many investor questions. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- 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 #financialplanning #investing #retirementplanning #wealthbuilding #realestateinvesting #stockmarket #personalfinance #financialliteracy #wealthmanagement #upticks

  7. May 29

    7 Popular Investment Strategies Put to the Test

    Most people follow "common sense" financial advice… But what if some of those rules are actually costing you money? In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and strategies—and challenge whether they make sense. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- 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 #financialadvice #wealthmanagement #investingstrategy #moneymistakes #mortgagetips #indexfunds #financialfreedom #retirementtips #moneyeducation

  8. May 21

    Retirement Planning Myths Some Smart People Still Believe

    Are smart, successful professionals unknowingly making retirement planning mistakes? In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan. They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or accessible as it sounds. --------------- 📘 Get Jake's bestselling book — Retiring Right https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- 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 #financialliteracy #retirementmyths #wealthmanagement #financialstrategy #personalfinance #retirementincome #investingsmart #moneydecisions #falconwealthadvisors

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4.7
out of 5
27 Ratings

About

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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