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 literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser

4 Things to Know If You're Retiring with a Pension 07/02/2025

What Your Wealth Might Say About You 06/27/2025

What to Know About the Retirement Tax "Time Bomb" 06/18/2025

RSUs, ESPPs & Options: Keep, Sell, or Convert? 06/12/2025

4 Signs You're Saving Too Much for Retirement 06/05/2025

Ways to Optimize Your 401(k) 05/30/2025

6 Retirement Surprises After 6 Months 05/21/2025

Powerful Tax-Free Retirement Tools 05/15/2025

5 Things to Buy Before You Retire… Or Do You? 05/08/2025

Calculating the Age to Claim Social Security 05/01/2025

Reasons Retirement Plans Fail and Ways to Avoid Them 04/25/2025

4 Retirement Income Strategies 04/17/2025

Tariffs…What They Could Mean for Your Retirement 04/10/2025

Ready or Not It’s Time to Retire 04/03/2025

Can You Retire with $1,000,000? 03/27/2025

Good News! Retired Living Can Be Cheaper 03/20/2025

Simple Ways to Invest Your Money After You Retire 03/13/2025

Time to Get Bearish? 03/07/2025

Is Looking Poor Important? 02/28/2025

Why Retirement Planning is NOT One-Size-Fits-All 02/20/2025

Can You Really Retire at 50? 02/13/2025

Retirement in 5 Years? How to Prepare 02/06/2025

4 Common Mistakes That Could Derail Your Retirement 01/30/2025

Chiefs' Playoff Hopes, Wall Street Myths, Portfolio Alternatives, and Budgeting Tips (Ep. 333) 01/24/2025

Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332) 01/17/2025

Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332) On this episode of Upticks, Jake and Cory introduce the concept of a "spending cleanse" to promote financial mindfulness. They share a cautionary tale about annuities and a fraudulent investment scheme. The hosts debate the pros and cons of chasing the highest-yield savings accounts. They also discuss the implications of sustained higher inflation and the Federal Reserve's role. Finally, Jake shares his personal experience with private placements and the rise of private alternative asset ETFs. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at and I’ll be sure to ask them to bring it up on the show! to subscribe to our newsletter! to contact us! to order ‘Retiring Right’! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode! 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     Connect with us: https://www.falconwealthadvisors.com/        https://falconwealthadvisors.com/insights.html?page=1     Follow us on social media: https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/        #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning /episode/index/show/falconwealthadvisors/id/34897380

Stock Market Addiction, Retirement’s Untold Truths, and Perfect Credit Scores (Ep. 331) 01/09/2025

Stock Market Addiction, Retirement’s Untold Truths, and Perfect Credit Scores (Ep. 331) On this episode of Upticks, Jake and Cory share listener suggestions on avoiding porch pirates and discuss Warren Buffett's biography, "Snowball." They dive into one man's quest for a perfect 850 credit score and explore tax avoidance strategies now accessible to the average investor. The conversation turns to the addictive nature of stock market trading apps and their impact on mental health. Stick around for ten surprising insights about retirement, emphasizing the importance of planning beyond just the financial aspects. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at and I’ll be sure to ask them to bring it up on the show! to subscribe to our newsletter! to contact us! to order ‘Retiring Right’! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/        https://www.falconwealthadvisors.com/content.html           Follow us on social media: https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/            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     #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning /episode/index/show/falconwealthadvisors/id/34793535

Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330) 01/03/2025

Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330) On this episode of Upticks, Jake and Cory look into lessons from young Warren Buffett's early investments, discuss the rising costs of homeownership due to insurance and taxes, and explore the U.S. retirement crisis with insights on how to save $4.5 million. They finish up with opinionated debate on guilt-free spending and ‘tightwads’. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at and I’ll be sure to ask them to bring it up on the show! to subscribe to our newsletter! to contact us! to order ‘Retiring Right’! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/        https://www.falconwealthadvisors.com/content.html           Follow us on social media: https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/            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     #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning /episode/index/show/falconwealthadvisors/id/34715675

Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329) 12/26/2024

Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329) On this episode of Upticks, Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at and I’ll be sure to ask them to bring it up on the show! to subscribe to our newsletter! to contact us! to order ‘Retiring Right’! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/        https://www.falconwealthadvisors.com/content.html           Follow us on social media: https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/            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     #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning /episode/index/show/falconwealthadvisors/id/34592810

Planning for Elder Care, AI in Daily Life, Maximizing HSA Benefits, and Portfolio Rebalancing (Ep. 328) 12/19/2024

Planning for Elder Care, AI in Daily Life, Maximizing HSA Benefits, and Portfolio Rebalancing (Ep. 328) On this episode of Upticks, Jake and Cory address a recent client question about planning for elder care, emphasizing the importance of communication and financial planning. They share insights on how WSJ readers are integrating AI into their daily lives, discussing both the potential benefits and pitfalls. They explore potential untapped benefits of Health Savings Accounts (HSAs) for retirement savings, highlighting the triple tax benefits and the need for better education on their use. Finally, they address the importance of rebalancing investment portfolios, especially after significant market movements, to help maintain a well-diversified and balanced investment strategy. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at and I’ll be sure to ask them to bring it up on the show! to subscribe to our newsletter! to contact us! to order ‘Retiring Right’! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/        https://www.falconwealthadvisors.com/content.html           Follow us on social media: https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/            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     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site. #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning /episode/index/show/falconwealthadvisors/id/34539700

Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327) 12/12/2024

Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327) On this episode of Upticks, Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors who continue to work past traditional retirement ages, discussing the personal fulfillment and health benefits they experience. The duo explores the ambitious salary goals of Gen Z, revealing the high financial aspirations of young Americans. Finally, they address the frequency of retirement withdrawals and its potential impact on long-term portfolio sustainability. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at and I’ll be sure to ask them to bring it up on the show! to subscribe to our newsletter! to contact us! to order ‘Retiring Right’! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/        https://www.falconwealthadvisors.com/content.html           Follow us on social media: https://www.facebook.com/FalconWAdvisors/        https://www.instagram.com/falconwadvisors/        https://twitter.com/FalconWAdvisors        https://www.linkedin.com/company/falcon-wealth-advisors/            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     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site. #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning /episode/index/show/falconwealthadvisors/id/34417880

Upticks: A Financial Planning & Investment Podcast

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