『Upticks: A Financial Planning & Investment Podcast』のカバーアート

Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

著者: Jake Falcon
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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 AdviserAll rights reserved 個人ファイナンス 経済学
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  • Big Moves in Government, Real Estate, and Tech—Are You Ready?
    2025/10/02

    Jake and Cory break down surging home sales, Disney’s streaming price hike, the $100K H-1B visa debate, Amazon’s FTC battle, Pfizer’s obesity drug deal, and T-Mobile’s CEO shakeup. Discover ways these developments could impact your financial plan.
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    Complimentary ‘Retiring Right’ ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ------
    ---------------
    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    

    #markets #retirementplanning #investing #realestate #streaming #technology #biotech #leadership #personalfinance #financialliteracy

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    34 分
  • Fed Cuts Rates Again: What Could Be Next for Your Money?
    2025/09/26

    Explore the latest financial headlines with Jake and Cory as they break down Fed rate cuts, a mortgage refinancing boom, resilient retail sales, TikTok’s uncertain future, Apple’s U.S. manufacturing push, and a major shift in corporate reporting. What could these changes mean for your financial plan?
    ---------------
    Complimentary ‘Retiring Right’ ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ---------------
    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    

    #finance #investing #federalreserve #mortgage #refinance #retailsales #tiktok #apple #economicnews #wealthmanagement

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    38 分
  • Mortgage Rates Drop and Tariff Turmoil: What You Should Know
    2025/09/19

    Mortgage rate drops, the widening gender wage gap, a $50B mining merger, labor market surprises, tariff turmoil, and a major tech whistleblower case. Discover how these shifts could impact your investments, retirement, and financial plan. Don’t miss these insights and actionable takeaways for more clarity in today’s market.
    ---------------
    Complimentary ‘Retiring Right’ ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ---------------
    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    

    #mortgagerates #housingmarket #genderwagegap #miningmerger #laborstatistics #tariffnews #cybersecurity #financialplanning #investmentstrategy #marketinsights

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    32 分
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