Upticks
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 to help enhance your financial literacy.
The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand?
5 Retirement Myths That Could Be Costing You Clarity
Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)
Scared to Retire Next Year? Watch This
What Really Happens When the Fed Changes Rates?
How This Wealth Advisor Invests His Own Money
Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes & Estate Planning
Big Moves in Government, Real Estate, and Tech—Are You Ready?
Fed Cuts Rates Again: What Could Be Next for Your Money?
Mortgage Rates Drop and Tariff Turmoil: What You Should Know
Affordable Care Act Premium Tax Credit: Case Study
9 Financial Accounts Every Adult Should Master
Job Market Jitters and Corporate Shakeups—Are You Prepared?
Tariffs, Tech Trouble, and The Great Stay – What You Should Know
Rate Rumble, Ozempic’s Price Plunge, & Retail Rift: What It Could Means for Your Money
This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups
Reasons to Retire in Your 50s (Before It’s Too Late)
5 Things to Sell Before You Retire
What Should You Do with Your 401k When You Retire?
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?
The One Big Beautiful Bill Act: What it Could Mean for Your Money and Future
4 Things to Know If You're Retiring with a Pension
What Your Wealth Might Say About You
What to Know About the Retirement Tax "Time Bomb"
Restricted Stock Units, Employee Stock Purchase Plans & Options: Keep, Sell, or Convert?
Signature Planning Process: 5 Steps for Your Financial Future
4 Signs You're Saving Too Much for Retirement
Ways to Optimize Your 401(k)
6 Retirement Surprises After 6 Months
Powerful Tax-Free Retirement Tools