by Jake Falcon
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
Language
🇺🇲
Publishing Since
12/11/2017
Email Addresses
1 available
Phone Numbers
0 available
April 17, 2025
<p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span lang="EN" style= "mso-fareast-font-family: 'Times New Roman';" xml:lang="EN">In our experience, it takes some retirees over a year to get comfortable spending their retirement savings. These four retirement income strategies can help change your thinking around spending money in retirement. By aligning your spending with specific goals, you can feel better about using your hard-earned savings. Understanding how your savings continue to work for you in retirement is important. Jake and Cory provide some guidance on ways to manage your retirement income and make more informed decisions.</span></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">---------------</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">Subscribe to our newsletter</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span lang="EN" xml:lang="EN"><a href= "https://bit.ly/upticksubscribe"><span lang="EN-US" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang= "EN-US">https://bit.ly/upticksubscribe</span></a></span><span lang= "EN" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang="EN"> </span></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span lang="EN" xml:lang= "EN">C</span><span style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;">ontact us</span></span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN"><a href= "https://falconwealthadvisors.com/contact.html"><span lang="EN-US" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang= "EN-US">https://falconwealthadvisors.com/contact.html</span></a></span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN">Order ‘Retiring Right’</span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN"><a href= "https://bit.ly/orderretiringright">https://bit.ly/orderretiringright</a></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">---------------</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">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.</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">---------------</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang="EN">Connect with Jake Falcon,</span></span> <span class="normaltextrun"><span lang= "EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">CRPC™</span></span> <span class="normaltextrun"><span lang= "EN" style="font-family: Arial, sans-serif;" xml:lang= "EN"> </span></span><span class="normaltextrun"><span style= "font-family: Arial, sans-serif;"> </span></span><span class= "eop"><span style= "font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.facebook.com/jake.falcon.524 </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.instagram.com/jake_falcon_crpc/?hl=en </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://twitter.com/jakefalconcrpc </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.linkedin.com/in/jakefalconfalconwealthadvisors </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN"><br /> #retirementplanning #financialliteracy #retirementincome #investmentstrategies #financialfreedom #retirementtips #wealthmanagement #financialadvisor #retirementgoals #moneytips #retirementplanningtips #financialsecurity #retirementstrategy #personalfinance</span></p>
April 10, 2025
<p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN">Tariffs have seemingly taken over every headline imaginable. Let’s take a step forward and try to understand the bigger picture of our emotional connection with money and what all of these headlines could mean for your retirement future. What can we control and what can we not control? What can history tell us? How are financial advisors feeling right now? Does this compare to previous market crises? Jake and Cory have a deep conversation about our relationship with money.</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">---------------</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">Subscribe to our newsletter</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span lang="EN" xml:lang="EN"><span lang="EN-US" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang="EN-US"><a href= "https://bit.ly/upticksubscribe">https://bit.ly/upticksubscribe</a></span></span><span lang="EN" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang="EN"> </span></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;"> Contact us</span></span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN"><a href= "https://falconwealthadvisors.com/contact.html"><span lang="EN-US" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang= "EN-US">https://falconwealthadvisors.com/contact.html</span></a></span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN">Order ‘Retiring Right’</span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN"><a href= "https://bit.ly/orderretiringright">https://bit.ly/orderretiringright</a></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">---------------</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">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.</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">---------------</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang="EN">Connect with Jake Falcon,</span></span> <span class="normaltextrun"><span lang= "EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">CRPC™</span></span> <span class="normaltextrun"><span lang= "EN" style="font-family: Arial, sans-serif;" xml:lang= "EN"> </span></span><span class="normaltextrun"><span style= "font-family: Arial, sans-serif;"> </span></span><span class= "eop"><span style= "font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.facebook.com/jake.falcon.524 </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.instagram.com/jake_falcon_crpc/?hl=en </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://twitter.com/jakefalconcrpc </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.linkedin.com/in/jakefalconfalconwealthadvisors </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt; font-family: 'Segoe UI', sans-serif;"> </span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">#retirementplanning #tariffs #retirement #moneytips #investmentstrategies #marketvolatility #financialliteracy #wealthmanagement #retirementgoals #financialadvisor</span></p>
April 3, 2025
<p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN">You endlessly think your way out of retirement. You don’t want to regret your decision. You don’t want to run out of money. Sound about right? Retiring is a big life decision, but it doesn’t need to be a stressful one. Jake discusses a recent conversation he had with a client considering retirement and practical ideas to help you approach retirement from a fresh perspective.</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;"> ---------------</span></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">Subscribe to our newsletter</span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span lang="EN" xml:lang="EN"><a href= "https://bit.ly/upticksubscribe"><span lang="EN-US" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang= "EN-US">https://bit.ly/upticksubscribe</span></a></span><span lang= "EN" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang="EN"> </span></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;"><span lang="EN" xml:lang= "EN">C</span><span style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;">ontact us</span></span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN"><a href= "https://falconwealthadvisors.com/contact.html"><span lang="EN-US" style= "mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US;" xml:lang= "EN-US">https://falconwealthadvisors.com/contact.html</span></a></span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN">Order ‘Retiring Right’</span></p> <p class="MsoNormal" style="line-height: normal;"><span lang="EN" style="font-size: 12pt;" xml:lang="EN"><a href= "https://bit.ly/orderretiringright">https://bit.ly/orderretiringright</a></span></p> <p class="MsoNormal" style="line-height: normal;"><span style= "font-size: 12pt;">---------------</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">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.</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">---------------</span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang="EN">Connect with Jake Falcon,</span></span> <span class="normaltextrun"><span lang= "EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">CRPC™</span></span> <span class="normaltextrun"><span lang= "EN" style="font-family: Arial, sans-serif;" xml:lang= "EN"> </span></span><span class="normaltextrun"><span style= "font-family: Arial, sans-serif;"> </span></span><span class= "eop"><span style= "font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.facebook.com/jake.falcon.524 </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.instagram.com/jake_falcon_crpc/?hl=en </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://twitter.com/jakefalconcrpc </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt;"><span class="normaltextrun"><span lang="EN" style="font-family: Arial, sans-serif;" xml:lang= "EN">https://www.linkedin.com/in/jakefalconfalconwealthadvisors </span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span></span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span style= "font-size: 12pt; font-family: 'Segoe UI', sans-serif;"> </span></p> <p class="paragraph" style= "margin: 0in; vertical-align: baseline;"><span lang="EN" style= "font-size: 12pt; font-family: Arial, sans-serif;" xml:lang= "EN">#retirementplanning #financialindependence #retirementdecisions #retirementadvice #retirementtips #retirementstrategies #retirementgoals #retirementlife #retirementjourney #retirementconfidence #retirementpurpose #retirementidentity #retirementcoach #retirementstories #retirementinsights</span></p>
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