Upticks: A Financial Planning & Investment Podcast

Jake Falcon
  • 4.8 (53)
  • 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. 4d ago

    How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market Risks

    How do investment professionals evaluate individual stocks, and what matters most when deciding whether a company belongs in a portfolio? In this episode of Upticks, Jake Falcon is joined by Falcon Wealth Advisors' Chief Investment Officer, Conner Hanlon, CFA®, for a conversation about the financial markets and the research behind investment decisions. They discuss corporate earnings, AI infrastructure spending, inflation, higher interest rates, geopolitical developments, and the risks associated with concentrated market exposure. Conner also walks through how the investment team evaluates potential holdings, including diversification, financial performance, debt, management, and long-term business prospects. The discussion concludes with their outlook for 2027 and how AI-driven productivity could influence companies across different industries. --------------- 📘 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/   #stockmarket #fundamentalanalysis #investing #artificialintelligence #uptickspodcast

  2. Oct 16

    Social Security Could Face Cuts in 2032. Should You Claim Early?

    Should you begin collecting Social Security at 62 because you're concerned about future benefit cuts? In this episode of Upticks, Jake and Cory examine the projected Social Security funding shortfall and what it could mean for people approaching retirement. They discuss the trade-offs between claiming early and delaying benefits, why a future funding issue does not necessarily make early claiming the right decision, and how financial plans can account for uncertainty. The conversation also explores hypothetical benefit reductions, the importance of maintaining spending flexibility, potential changes to Social Security funding, and why predicting what Congress will do is not a substitute for financial preparation. --------------- 📘 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/   #socialsecurity #retirementincome #financialplanning #retirementplanning #uptickspodcast

  3. Oct 7

    5% Treasuries, Higher Rates, and Is Your Home Really an Investment?

    The 10-year Treasury yield is above 5%. Does that mean retirees should reduce stock exposure and rely more heavily on bonds? In this episode of Upticks, Jake and Cory discuss why an attractive Treasury yield does not automatically eliminate the need for diversification. They examine liquidity, interest-rate risk, bond ladders, long-term growth, and the different purposes served by stocks, bonds, and cash. The full conversation also explores what households should review in a higher-rate environment, including debt, cash management, borrowing assumptions, home purchases, and whether a primary residence should be evaluated like a traditional investment. The larger takeaway is that higher rates create more options—but each asset and liability still needs to support the complete financial plan. --------------- 📘 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/  #treasurybonds #retirementincome #interestrates #investing #uptickspodcast

  4. Sep 30

    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

  5. 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

  6. 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

  7. 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

  8. 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

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4.8
out of 5
53 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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