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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.

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financial education
dividend investing
estate planning
retirement planning
career development
stocks
personal development
financial freedom
personal finance
how to retire early
roth ira
roth conversions
financial planning
retirement income
investing for beginners
financial literacy
estate plan
financial advisor
how to budget
financial independence
tax planning
how to invest
investing
social security
jake falcon
kansas city
falcon wealth advisors

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Featured video

Our 5-Step Signature Planning Process

Upticks

79 views

6 months ago

Upticks: A Financial Planning & Investment Podcast
Upticks
Why Retirement Planning is NOT One-Size-Fits-All
00:29:22
Why Retirement Planning is NOT One-Size-Fits-All

47 views

3 days ago

Upticks
Can You Really Retire at 50?
00:30:56
Can You Really Retire at 50?

846 views

10 days ago

Upticks
Retirement in 5 Years? How to Prepare
00:31:25
Retirement in 5 Years? How to Prepare

1,076 views

2 weeks ago

Upticks
4 Common Mistakes That Could Derail Your Retirement
00:33:24
4 Common Mistakes That Could Derail Your Retirement

1,491 views

3 weeks ago

Upticks
Chiefs' Playoff Hopes, Wall Street Myths, Portfolio Alternatives, and Budgeting Tips (Ep. 333)
00:32:41
Chiefs' Playoff Hopes, Wall Street Myths, Portfolio Alternatives, and Budgeting Tips (Ep. 333)

92 views

4 weeks ago

Upticks
Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332)
00:35:16
Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332)

1,233 views

1 month ago

Upticks
Stock Market Addiction, Retirement’s Untold Truths, and Perfect Credit Scores (Ep. 331)
00:35:21
Stock Market Addiction, Retirement’s Untold Truths, and Perfect Credit Scores (Ep. 331)

917 views

1 month ago

Upticks
Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330)
00:33:33
Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330)

1,725 views

1 month ago

Upticks
Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329)
00:33:31
Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329)

1,234 views

1 month ago

Upticks
Planning for Elder Care, AI in Daily Life, Maximizing HSAs, and Portfolio Rebalancing (Ep. 328)
00:32:27
Planning for Elder Care, AI in Daily Life, Maximizing HSAs, and Portfolio Rebalancing (Ep. 328)

1,323 views

2 months ago

Upticks
Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327)
00:31:00
Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327)

186 views

2 months ago

Upticks
Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326)
00:33:58
Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326)

1,777 views

2 months ago

Upticks Clips
Upticks
10 Things No One Tells You About Retirement
00:07:06
10 Things No One Tells You About Retirement

41 views

1 month ago

Upticks
Would Warren Buffett's Strategy Still Work Today?
00:06:48
Would Warren Buffett's Strategy Still Work Today?

106 views

1 month ago