Explore how tariffs, tech volatility, and shifting job trends are reshaping financial plans. Jake and Cory break down the Magnificent Seven’s momentum loss, Cracker Barrel’s branding reversal, and Meta’s AR leap—plus what it could mean for your money.
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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.
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