Loading…
Hosted by Jake Falcon · 🇺🇸 US · EN · 409 episodes
Established thought leaders with verified media credentials.
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
Jake Falcon hosts Upticks: A Financial Planning & Investment Podcast, a business show with 409 episodes published.
In this episode, Jake and Cory react to a listener-submitted article about proposed 401(k) changes that could make private equity and other alternative investments more accessible. They explain why they believe retiremen
In this episode, Jake and Cory dig into reasons smart, successful people still make bad investment decisions. Pointing to recency bias, overconfidence, and financial media that markets fear and greed instead of sound str
What does financial freedom really look like? Are we chasing wealth or just the appearance of it? In this episode, Jake and Cory dive into the psychology behind money decisions, from homeownership and lifestyle inflation
Are Roth conversions a smart tax strategy or one of the most overhyped ideas in retirement planning? Should retirees stay invested aggressively? Do most people really need an annuity? And when is the right time to claim
In this milestone 400th episode of Upticks, Jake and Cory celebrate how far the show has come and dive straight into what matters most: answering listener-driven questions shaping today's financial landscape. This episod
In this milestone 400th episode of Upticks, Jake and Cory celebrate how far the show has come and dive straight into what matters most: answering listener-driven questions shaping today's financial landscape. This episod
Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down
Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down
Most people follow "common sense" financial advice… But what if some of those rules are actually costing you money? In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and st
Are smart, successful professionals unknowingly making retirement planning mistakes? In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financial
Are you a corporate executive or high earner wondering if your nest egg is truly enough for retirement? In this episode of Upticks, Jake and Cory dive deep into the "$2 Million Retirement Gap" The hidden risks and blind
Caring for aging parents can be overwhelming—especially when families are forced to make big decisions during moments of crisis. In this episode of Upticks, Jake and Cory sit down with Don and Elaine Minter of Senior Car
What if learning to build wealth didn't start with perfect decisions—but with real mistakes? In this episode of Upticks, Jake and Cory pull back the curtain and share the biggest personal financial mistakes they've made—
Most people chase net worth—but few stop to ask whether it might actually pay them in retirement. In this episode of Upticks, Jake and Cory break down a mistake they see all the time: confusing a big balance sheet with s
Many people assume that once you're financially secure, retirement should feel easy. In reality, some of the most financially prepared people struggle the most with the decision to retire. In this episode of Upticks, Jak
Market drops feel very different once you retire—and that fear is real. If you're no longer contributing to your portfolio and instead relying on it for income, volatility doesn't just feel uncomfortable… it feels threat
Most retirees focus on how much they've saved but overlook the hidden tax bill that can quietly drain their income for decades. In this episode of Upticks, Jake and Cory break down reasons two people with the same net wo
We believe the market will fall again (someday) — the real question is whether your plan is built to survive it. In this episode of Upticks, Jake and Cory break down reasons trying to predict market crashes is a losing g
Why would two advisors walk away from big firms, turn down large offers, and start over from scratch? In this episode of Upticks, Jake and Cory share the real story behind Falcon Wealth Advisors — where they came from, w
High performers don't break under pressure—they adapt. In this episode of Upticks, Jake and Cory sit down with former NFL athlete Jon McGraw to unpack what it really takes to perform when the stakes are highest. From eli
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Upticks: A Financial Planning & Investment Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Upticks: A Financial Planning & Investment Podcast is hosted by Jake Falcon. The show is categorised under business (investing) and has published 409 episodes.
Upticks: A Financial Planning & Investment Podcast has published 409 episodes.
Upticks: A Financial Planning & Investment Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
Upticks: A Financial Planning & Investment Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Upticks: A Financial Planning & Investment Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Upticks: A Financial Planning & Investment Podcast average 38 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Upticks: A Financial Planning & Investment Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 6 days ago.