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.
---------------
📘 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

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

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

The stock market is near all‑time highs—but consumer confidence is near historic lows.
So, what's really going on?

In this episode of Upticks, Jake and Cory break down the growing disconnect between Wall Street and Main Street—and reasons booming markets don't necessarily mean households feel financially secure.

If you've ever wondered why the market is up but your confidence feels down, this episode will help you understand the mechanics—and more importantly, how to think about your own financial structure in today's environment.
---------------
📘 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    

#financialliteracy #stockmarket #investing #economy #wealthmanagement #personalfinance #financialplanning #markets #inflation #investorpsychology

What if one of your biggest retirement risks isn't the market… but how you take income from your portfolio? In this episode of Upticks, Jake and Cory break down the retirement paycheck stress test—a smarter way to turn your nest egg into a reliable income stream without relying on guesswork, outdated rules, or flashy products.
---------------
📘 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 #retirementincome #financialplanning #socialsecurity #investingforretirement #annuities #wealthmanagement #financialeducation #retirementsavings #falconwealthadvisors

Most people focus on retiring as soon as possible — but what if waiting could improve your life and your financial plan? In this episode of Upticks, Jake and Cory break down the often-overlooked benefits and drawbacks of delaying retirement. From compounding returns and higher Social Security benefits to burnout, health uncertainty, and lost "go‑go" years.
---------------
📘 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 #financialindependence #workoptional #socialsecurityplanning #retirementsavings #financialliteracy #wealthmanagement #retiringright #personalfinance #uptickspodcast

Bitcoin has crashed. Gold and silver are surging. Headlines are loud—but what actually matters for long-term investors? Jake and Cory break down what's happening with Bitcoin, gold, and silver—and why chasing hype can quietly derail a solid financial plan.

We talk about:
• Why Bitcoin has no intrinsic value (and why that matters)
• What's really driving the surge in gold and silver prices
• The difference between speculation and smart diversification
• How professional investors think about "insurance assets"
• Why singles and doubles beat home runs in real-world investing

This conversation isn't about predictions or quick wins. It's about cutting through noise, understanding risk, and building a portfolio that can better withstand multiple economic cycles.
---------------
Complimentary 'Retiring Right' ebook:
https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook
---------------
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    

#bitcoin #goldinvesting #silverinvesting #financialplanning #investingeducation #portfolio diversification #wealthmanagement #marketvolatility #financialliteracy

We believe hot tips fade, but rules can endure. In this episode, Jake and Cory share principles that can actually drive results: how our analysts read earnings, how we construct portfolios (and ways diversification wins), what can really put markets at risk, and how policy headlines fit into the plan. If you want a durable, rules‑based way to invest, start here.
---------------
📘 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    

#investing #portfolio #diversification #financialliteracy #retirementplanning #wealthmanagement #earnings #marketrisk #federalreserve #falconwealthadvisors