Upticks: A Financial Planning & Investment Podcast
Jake FalconWelcome 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 FI... more
| Publishes | Weekly | Episodes | 422 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
After 15 years in corporate America, Alex Reed decided it was time to pursue something different. But leaving a successful career to build a business required more than a promising idea.
In this episode of Upticks, Jake Falcon welcomes Alex, Co-Fo... more
How do you know whether you have enough money to retire? And what questions should you be asking your financial advisor?
In this episode of Upticks, Jake Falcon is joined by Jake Cross, CFP®, Director of Financial Planning and Partner at Falcon Wea... more
How do investment professionals evaluate individual stocks, and what matters most when deciding whether a company belongs in a portfolio?
In this episode of Upticks, Jake Falcon is joined by Falcon Wealth Advisors' Chief Investment Officer, Conner ... more
Should you begin collecting Social Security at 62 because you're concerned about future benefit cuts?
In this episode of Upticks, Jake and Cory examine the projected Social Security funding shortfall and what it could mean for people approaching re... more
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- Great podcast!
Insightful, sharp, and consistently relevant. A must-listen for anyone!
Apple Podcasts5JSJA18
United Statesa year ago - A Must-Listen for Future Retirees!
This show is an outstanding resource for anyone planning to retire someday. I appreciate how it blends practical financial and investment strategies with the emotional and psychological aspects of retirement that most don’t consider. Highly recommended!
Apple Podcasts5Finfluence44United Statesa year ago - Informative
Great information and helps provide people clarity and confidence for their retirement.
Apple Podcasts5Jake C7United Statesa year ago - Lies
Either they don’t understand financial laws or they’re just trying to to get people to buy their products. For instance, if an insurance company goes out of businesses, no, you don’t lose all your money. There are laws in place to protect insurance policies.
Apple Podcasts1Song8!United States2 years ago - Amazing podcast!
This podcast is a great resource for all things finance and investing! Jake is a knowledgeable host and each of his conversations with guests reveals valuable insights.
Apple Podcasts5maddie@podcastingyouUnited States4 years ago
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Chart Rankings
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Apple Podcasts | #10 | United States/Business/Investing |
Apple Podcasts | #79 | United States/Business |
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Audience Metrics
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Upticks focuses on practical retirement planning, wealth management philosophy, and tax-aware investing, often weighing complex strategies (like Roth conversions, 401(k) rollovers, and private equity in portfolios) against fiduciary responsibilities and client goals. The hosts blend real-world client scenarios with actionable tips, emphasizing disciplined planning, tax diversification, and a purposeful approach to wealth that goes beyond chasing hot markets. A standout trait is their clear stance on fiduciary duty and their readiness to challenge conventional wisdom, making it useful for listeners who want a durable, framework-based view of retirement and investment planning.
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
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What are the audience demographics for this podcast?
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How many subscribers and views does this podcast have?
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Ramsey Show
2. Financial Advisor Success
3. Motley Fool Hidden Gems Investing
4. Barron's Advisor
5. The Rundown
How many episodes of this podcast are there?
this podcast launched 9 years ago and published 422 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
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Where can I see ratings and reviews for this podcast?
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How do I access podcast episode transcripts for this podcast?
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Jake Cross
2. Conner Hanlon
3. Don Minter
4. Elaine Minter
5. Jon McGraw
6. Todd Laytham
7. Chase Hanna
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.