『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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  • 7 Habits of the Quietly Wealthy Retiree
    2026/01/08

    Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity.

    "Organize Your Retirement in 30 Days—Actionable Steps" https://youtu.be/AaSQ6qITr0s
    ---------------
    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    

    #retirementplanning #wealthmanagement #financialwellness #investing #healthyhabits #charitablegiving #longevityplanning #financialliteracy #quietwealth #falconwealthadvisors

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    34 分
  • Is Inflation Cooling? The Data, Caveats and Next Moves
    2025/12/24

    Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what "cooling" inflation really means—plus listener questions on future Fed leadership and more.
    ---------------
    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    

    #inflation #financialplanning #retirement #fedpolicy #markettrends #costofliving #assetallocation #wealthmanagement #economicupdate #falconwealthadvisors

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    36 分
  • 5 Year Retirement Runway
    2025/12/19

    Ready for retirement in five years? Jake and Cory break down the essential steps for your "5 Year Retirement Runway"—from choosing the right advisor and planning major purchases to building your professional team and organizing your finances.
    ---------------
    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 

    続きを読む 一部表示
    35 分
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