Upticks: A Financial Planning & Investment Podcast Podcast Por Jake Falcon arte de portada

Upticks: A Financial Planning & Investment Podcast

Upticks: A Financial Planning & Investment Podcast

De: Jake Falcon
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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 that empower your financial literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment AdviserAll rights reserved Economía Finanzas Personales
Episodios
  • When (Not if) the Market Falls—Ways Smart Investors Stay Standing
    Mar 27 2026

    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 game and what can truly separate investors who panic from those who stay standing.

    They discuss reasons timing the market doesn't work, ways portfolio construction and cash flow planning matter more than predictions and understanding what you own and why you own it can be critical when volatility hits.
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    📘 Get Jake's bestselling book — Retiring Right
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    📩 Have a question for Jake and Cory?
    Email Luke directly → luke@falconwealthadvisors.com
    ---------------
    Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
    ---------------
    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    

    #retirementplanning #investingwisdom #marketvolatility #financialconfidence #wealthmanagement #downsideprotection #financialliteracy #retirementincome #longterminvesting #smartinvesting

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    39 m
  • Why We Built Falcon Wealth Advisors (And What Makes Us Different)
    Mar 19 2026

    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, why they built the firm the way they did, and how their philosophy puts long‑term client relationships first.
    This conversation goes beyond credentials and performance.
    ---------------
    Complimentary 'Retiring Right' ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
    ---------------
    Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
    ---------------
    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    

    #financialplanning #wealthmanagement #retirementplanning #financialeducation #independentadvisors #longtermplanning #taxplanning #investingwisely #uptickspodcast #falconwealthadvisors

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    41 m
  • Performance Mindset Under Pressure with Jon McGraw
    Mar 16 2026

    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 elite sports to investing, Jon shares how the brain and body respond under pressure—and why mindset alone isn't enough.
    ---------------
    Complimentary 'Retiring Right' ebook:
    https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
    Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM
    Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri
    ---------------
    Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
    ---------------
    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    

    #performancemindset #investormindset #highperformance #resilience #mentalstrength #leadershipdevelopment #financialpsychology #decisionmaking #pressureperformance #uptickspodcast

    Más Menos
    43 m
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