エピソード

  • 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.
    ---------------
    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
  • Job Market Jitters and Corporate Shakeups—Are You Prepared?
    2025/09/11

    Explore the latest financial headlines with Jake and Cory as they unpack job market jitters, Google’s antitrust ruling, Kraft Heinz’s brand breakup, rising Treasury yields, Nestlé’s CEO scandal, and surging gold prices. Learn how these developments could impact your portfolio and retirement strategy.
    ---------------
    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 #economy #retirementplanning #financialliteracy #investing #jobmarket #google #gold #stocks #wealthmanagement

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    37 分
  • Tariffs, Tech Trouble and The Great Stay – What You Should Know
    2025/09/05

    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.
    ---------------
    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 #retirementplanning #tariffs #techstocks #magnificentseven #crackerbarrel #metaglasses #jobmarket #economictrends

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    42 分
  • Rate Rumble, Ozempic’s Price Plunge, & Retail Rift: What It Means for Your Money
    2025/08/28

    Fed tensions, Ozempic’s price drop, and Target’s retail shakeup—what do they mean for your money? Jake and Cory unpack the latest headlines, including the U.S. credit rating outlook, Google’s AI-powered Pixel 10, and the CME–FanDuel betting partnership. Discover how these shifts could impact 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    

    #interestrates #fedwatch #ozempic #retailnews #targetceo #ulta #creditrating #aiupdate #pixel10 #financialplanning

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    41 分
  • This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups
    2025/08/22

    Explore the latest financial headlines with Jake and Cory as they break down the U.S. debt surge, inflation trends, potential Fed rate cuts, and major shifts in streaming and EV markets. Learn how these developments could impact your retirement planning and investment strategy.
    ---------------
    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    

    #FinanceNews #RetirementPlanning #Inflation2025 #InterestRates #NationalDebt #EVMarket #StreamingWars #UFCStreaming #EconomicUpdate #FalconWealthAdvisors

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    37 分
  • Reasons to Retire in Your 50s (Before It’s Too Late)
    2025/08/14

    Thinking about retiring in your 50s? Jake and Cory break down ways it could be the best decision for you. From burnout and health risks to purpose-driven living, they share real stories, practical strategies, and a five-question framework to help you make your early retirement decision.
    ---------------

    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     

    #earlyretirement #retireinyour50s #financialplanning #retirementplanning #wealthmanagement #falconwealthadvisors #uptickspodcast #retirementgoals #retirementtips

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    36 分