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by Jake Falcon
Upticks: A Financial Planning & Investment Podcast
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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Latest episodes
- How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market Risks
- Social Security Could Face Cuts in 2032. Should You Claim Early?
- 5% Treasuries, Higher Rates, and Is Your Home Really an Investment?