Upticks: A Financial Planning & Investment Podcast

Jake Falcon
  • 4.8 (35)
  • 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. 2d ago

    How Much Should Your Adult Kids Know About Your Money?

    How much information should parents share with their adult children about money, estate plans, accounts, and a possible inheritance? In this episode of Upticks, Jake and Cory discuss how to prepare family members to step in without revealing every dollar or encouraging someone to depend on a future inheritance. They explore what a spouse or adult child should know, what may reasonably remain private, and why awareness of a financial plan is different from having legal authority to act. The complete conversation also covers what younger adults may need when they begin investing, when professional financial guidance may become appropriate, how inheritance expectations can affect behavior, and how a family meeting can create greater clarity. --------------- 📘 Get your complimentary guide to retirement https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook    📩 Question for Jake and Cory? Email Luke → luke@falconwealthadvisors.com   📰 Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake   📱Follow Jake and Cory https://www.instagram.com/jake_falcon_crpc/ https://www.instagram.com/corybittnerkc/ #familyfinances #financialplanning #inheritanceplanning #generationalwealth #uptickspodcast

  2. Sep 23

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

    What should someone approaching retirement do after the Federal Reserve raises interest rates? Jake and Cory agree that a single Fed decision should not automatically cause someone to abandon a thoughtfully constructed financial plan. They disagree, however, about how much influence monetary policy has over inflation, consumer behavior, housing prices, and broader financial conditions. In this episode of Upticks, they discuss what higher rates can mean for borrowers and savers, whether retirees may be tempted to hold too much cash, why the Fed does not directly determine every consumer interest rate, and why long-term financial decisions should not depend on a short-term rate prediction. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook   Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake   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 #interestrates #federalreserve #investing #uptickspodcast

  3. Sep 16

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

    How can parents and grandparents give the next generation a stronger financial starting point? Is the financial system truly rigged—or does it simply reward people who already own assets? And should investors take extraordinary cryptocurrency and national-debt predictions seriously? In this episode of Upticks, Jake shares what he learned from opening a 529 plan and Trump Account for his newborn son. Jake and Cory also examine a speculative cryptocurrency theory and discuss why asset ownership, financial literacy, access to advice, and early action can significantly influence someone's future financial opportunities. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake 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/ #529plan #trumpaccounts #financialliteracy #assetownership #uptickspodcast

  4. Aug 19

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

    Can the economics of socialism be discussed without becoming partisan? Should the Federal Reserve hold interest rates steady? And does residential real estate offer the returns many investors assume? In this episode of Upticks, Jake and Cory discuss why affordability has made simple political promises more appealing, how monetary policy and consumer behavior interact, and why real estate returns should be evaluated after accounting for leverage, expenses, taxes, concentration, and limited liquidity. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake 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/    #economics #interestrates #realestateinvesting #financialliteracy #uptickspodcast

  5. Aug 13

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

    What should you do with a 401(k) after leaving an employer? Should private equity be included in workplace retirement plans? And when does a Roth conversion deserve consideration? In this episode of Upticks, Jake and Cory discuss three financial decisions that are often treated as automatic answers. They explain why each choice should instead be evaluated within the context of an individual financial plan, including investment strategy, access to retirement funds, taxes, liquidity, and long-term goals. --------------- Get your complimentary guide to retirement https://falconwealthadvisors.com/retiring-right-e-book.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=rr_ebook  Get Jake's weekly blog https://falconwealthadvisors.com/notes-from-jake.html?utm_source=libsyn&utm_medium=podcast&utm_campaign=notes_from_jake  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/   #401k #retirementplanning #rothconversion #privateequity #uptickspodcast

  6. Aug 7

    Leverage, Concentrated Stock, and Is Early Retirement Overrated?

    What happens when leverage, confidence, and speculation collide? Jake and Cory begin this episode by discussing a highly leveraged hedge fund and the risks of investing with borrowed money. They also explain how options strategies may help executives manage concentrated company stock before turning to a deeper question: Is retiring as early as possible really the right goal? The conversation explores the difference between financial independence and leaving work, why purpose remains important in retirement, and why a complete retirement plan should address what you are retiring to—not only whether you can afford to stop working. --------------- 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 #financialindependence #investing #stockoptions #uptickspodcast

  7. Jul 30

    20 Years of Retirement Planning Taught Me These 5 Things

    What separates a successful retirement plan from one that's simply invested? In this solo episode of Upticks, Jake shares five practical lessons he's learned from more than 20 years of helping clients prepare for retirement. He explains why financial organization, tax planning, flexibility, and aligning your investments with your personal goals often matter more than chasing market performance. Whether you're approaching retirement or simply looking to improve your financial plan, this episode offers practical ideas you can apply today. --------------- 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 https://www.instagram.com/jake_falcon_crpc/?hl=en  #retirementplanning #financialplanning #retirement #investing #uptickspodcast

  8. Jul 24

    When Money Stops Changing Your Life

    In this episode, Jake and Cory begin by revisiting the growing conversation around private investments inside 401(k) plans and why they remain skeptical of the trend. They also discuss the rise of index investing and understanding what you own. They debate whether high earners should own vacation homes, when renting may make more sense than buying, and ways lifestyle decisions can have a bigger impact than financial projections alone. Finally, at what point does money stop changing your life? Drawing from years of client experience, they discuss the differences between financial security, purpose, cash flow, and happiness. --------------- 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 #networth #401k #financialindependence #wealthmanagement

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4.8
out of 5
35 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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