Jake Falcon

Upticks: A Financial Planning & Investment Podcast

Categories

Investing, Business

Number of episodes

346

Published on

2025-04-03 20:32:00

Language

English

Upticks: A Financial Planning & Investment Podcast

What’s This Podcast
About?

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

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