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Upticks: A Financial Planning & Investment Podcast

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

  1. How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market RisksOct 21, 2026 · 37m
  2. Social Security Could Face Cuts in 2032. Should You Claim Early?Oct 16, 2026 · 40m
  3. 5% Treasuries, Higher Rates, and Is Your Home Really an Investment?Oct 7, 2026 · 37m