Explorez tous les épisodes du podcast Upticks: A Financial Planning & Investment Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| How Much Should Your Adult Kids Know About Your Money? | 30 Sep 2026 | 00:36:50 | |
How much information should parents share with their adult children about money, estate plans, accounts, and a possible inheritance? In this episode of Upticks, Jake and Cory discuss how to prepare family members to step in without revealing every dollar or encouraging someone to depend on a future inheritance. They explore what a spouse or adult child should know, what may reasonably remain private, and why awareness of a financial plan is different from having legal authority to act. The complete conversation also covers what younger adults may need when they begin investing, when professional financial guidance may become appropriate, how inheritance expectations can affect behavior, and how a family meeting can create greater clarity. --------------- 📘 Get your complimentary guide to retirement
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| The Fed Raised Rates. Should You Change Your Financial Plan? | 23 Sep 2026 | 00:37:39 | |
What should someone approaching retirement do after the Federal Reserve raises interest rates? Jake and Cory agree that a single Fed decision should not automatically cause someone to abandon a thoughtfully constructed financial plan. They disagree, however, about how much influence monetary policy has over inflation, consumer behavior, housing prices, and broader financial conditions. In this episode of Upticks, they discuss what higher rates can mean for borrowers and savers, whether retirees may be tempted to hold too much cash, why the Fed does not directly determine every consumer interest rate, and why long-term financial decisions should not depend on a short-term rate prediction. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #retirementplanning #interestrates #federalreserve #investing #uptickspodcast | |||
| 529 Plans, Trump Accounts, and Why the Financial System Feels Rigged | 16 Sep 2026 | 00:36:01 | |
How can parents and grandparents give the next generation a stronger financial starting point? Is the financial system truly rigged—or does it simply reward people who already own assets? And should investors take extraordinary cryptocurrency and national-debt predictions seriously? In this episode of Upticks, Jake shares what he learned from opening a 529 plan and Trump Account for his newborn son. Jake and Cory also examine a speculative cryptocurrency theory and discuss why asset ownership, financial literacy, access to advice, and early action can significantly influence someone's future financial opportunities. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #529plan #trumpaccounts #financialliteracy #assetownership #uptickspodcast | |||
| Socialism, the Fed, and the Hidden Costs of Real Estate Investing | 19 Aug 2026 | 00:37:43 | |
Can the economics of socialism be discussed without becoming partisan? Should the Federal Reserve hold interest rates steady? And does residential real estate offer the returns many investors assume? In this episode of Upticks, Jake and Cory discuss why affordability has made simple political promises more appealing, how monetary policy and consumer behavior interact, and why real estate returns should be evaluated after accounting for leverage, expenses, taxes, concentration, and limited liquidity. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #economics #interestrates #realestateinvesting #financialliteracy #uptickspodcast | |||
| 401(k) Rollovers, Private Equity, and Roth Conversions | 13 Aug 2026 | 00:27:31 | |
What should you do with a 401(k) after leaving an employer? Should private equity be included in workplace retirement plans? And when does a Roth conversion deserve consideration? In this episode of Upticks, Jake and Cory discuss three financial decisions that are often treated as automatic answers. They explain why each choice should instead be evaluated within the context of an individual financial plan, including investment strategy, access to retirement funds, taxes, liquidity, and long-term goals. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #401k #retirementplanning #rothconversion #privateequity #uptickspodcast | |||
| Leverage, Concentrated Stock, and Is Early Retirement Overrated? | 07 Aug 2026 | 00:32:12 | |
What happens when leverage, confidence, and speculation collide? Jake and Cory begin this episode by discussing a highly leveraged hedge fund and the risks of investing with borrowed money. They also explain how options strategies may help executives manage concentrated company stock before turning to a deeper question: Is retiring as early as possible really the right goal? The conversation explores the difference between financial independence and leaving work, why purpose remains important in retirement, and why a complete retirement plan should address what you are retiring to—not only whether you can afford to stop working. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #retirementplanning #financialindependence #investing #stockoptions #uptickspodcast | |||
| 20 Years of Retirement Planning Taught Me These 5 Things | 30 Jul 2026 | 00:17:35 | |
What separates a successful retirement plan from one that's simply invested? In this solo episode of Upticks, Jake shares five practical lessons he's learned from more than 20 years of helping clients prepare for retirement. He explains why financial organization, tax planning, flexibility, and aligning your investments with your personal goals often matter more than chasing market performance. Whether you're approaching retirement or simply looking to improve your financial plan, this episode offers practical ideas you can apply today. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake | |||
| When Money Stops Changing Your Life | 24 Jul 2026 | 00:39:13 | |
In this episode, Jake and Cory begin by revisiting the growing conversation around private investments inside 401(k) plans and why they remain skeptical of the trend. They also discuss the rise of index investing and understanding what you own. They debate whether high earners should own vacation homes, when renting may make more sense than buying, and ways lifestyle decisions can have a bigger impact than financial projections alone. Finally, at what point does money stop changing your life? Drawing from years of client experience, they discuss the differences between financial security, purpose, cash flow, and happiness. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #retirementplanning #networth #401k #financialindependence #wealthmanagement | |||
| What Can Really Put Retirement at Risk? | 17 Jul 2026 | 00:31:35 | |
In this episode, Jake and Cory react to a listener-submitted article about proposed 401(k) changes that could make private equity and other alternative investments more accessible. They explain why they believe retirement plans should stay simple and discuss the risks of adding complexity to long-term investing. The conversation then turns to retirement planning, including a debate on the biggest risks retirees face, the challenge of "golden handcuffs," and why decisions about retirement can often involve more than just money. They wrap up with a discussion on mega backdoor Roth contributions and when they may—or may not—make sense. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory | |||
| Smart People Can Make Terrible Investment Decisions | 10 Jul 2026 | 00:38:14 | |
In this episode, Jake and Cory dig into reasons smart, successful people still make bad investment decisions. Pointing to recency bias, overconfidence, and financial media that markets fear and greed instead of sound strategy. They break down their belief of compound interest (not stock picking) being a better path to retirement, and ways "save first, spend second" can solve more money problems than people realize. The conversation wraps with a candid look at money in relationships. Reasons joint vs. separate accounts matter less than actually talking about finances, and ways couples can get aligned instead of avoiding the conversation altogether. Get Jake's weekly blog Question for Jake and Cory? Watch clips of this episode on YouTube Follow Jake and Cory #investingwisely #wealthbuilding #financialfreedom #retiresooner #smartmoneymoves | |||
| Reasons People Can Go Broke Trying to Look Rich | 02 Jul 2026 | 00:34:46 | |
What does financial freedom really look like? Are we chasing wealth or just the appearance of it? In this episode, Jake and Cory dive into the psychology behind money decisions, from homeownership and lifestyle inflation to raising financially independent children and resisting the urge to keep up with the Joneses. The conversation also tackles a question many parents wrestle with: when does helping your children become enabling them? Jake and Cory share perspectives on teaching financial responsibility, setting healthy boundaries, and preparing the next generation for independence. Plus, they examine why some multimillionaires still feel broke, how consumer culture influences spending habits, and reasons your most valuable asset may not be your money but your time. #financialplanning #retirementplanning #personalfinance #wealthbuilding #financialfreedom #moneymindset #investing #financialeducation #moneymanagement #uptickspodcast | |||
| Does Spending Drop in Retirement? Here's What We Found | 26 Jun 2026 | 00:42:28 | |
Are Roth conversions a smart tax strategy or one of the most overhyped ideas in retirement planning? Should retirees stay invested aggressively? Do most people really need an annuity? And when is the right time to claim Social Security? In this episode of Upticks, Jake and Cory tackle some of the biggest debates in retirement and financial planning. Drawing from decades of combined experience working with retirees, they break down popular financial strategies and explain reasons the right answer often depends on your personal goals, cash flow needs, and long-term plan. The discussion covers the pros and cons of Roth conversions, the myth that age should determine your investment allocation, reasons annuities remain controversial, and key factors to consider when deciding when to start Social Security benefits. Jake and Cory also explore a topic that affects nearly every retiree: spending habits. They discuss why retirement spending doesn't always decrease as expected Whether you're preparing for retirement, already retired, or simply looking to make more intentional financial decisions, this episode offers practical insights designed to help you think differently about your money. #retirementplanning #financialplanning #rothconversions #socialsecurity #investmentstrategy #wealthmanagement #taxplanning #retirementincome #personalfinance #falconwealthadvisors | |||
| SpaceX, OpenAI, Anthropic: Will They Crash the Market? | 18 Jun 2026 | 00:37:20 | |
In this milestone 400th episode of Upticks, Jake and Cory celebrate how far the show has come and dive straight into what matters most: answering listener-driven questions shaping today's financial landscape. This episode is packed with sharp insights on one of the biggest themes in investing right now: the surge of AI-related IPOs. With companies like SpaceX, OpenAI, and Anthropic dominating headlines, Jake and Cory go beyond the hype to help investors explore whether these record-breaking debuts could actually move the market or simply fuel speculation. They tackle the growing "democratization" of IPO investing, questioning whether easier access is empowering investors or exposing them to unnecessary risk. From market concentration and index inclusion to the realities of profitability versus excitement, this discussion is grounded in experience-based perspective. | |||
| Teach a Man to Fish | 11 Jun 2026 | 00:41:16 | |
Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down the real trade-offs behind major financial decisions, including: From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation challenges many investor questions. #financialplanning #investing #retirementplanning #wealthbuilding #realestateinvesting #stockmarket #personalfinance #financialliteracy #wealthmanagement #upticks | |||
| 7 Popular Investment Strategies Put to the Test | 29 May 2026 | 00:38:35 | |
Most people follow "common sense" financial advice… But what if some of those rules are actually costing you money? In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and strategies—and challenge whether they make sense. #retirementplanning #financialadvice #wealthmanagement #investingstrategy #moneymistakes #mortgagetips #indexfunds #financialfreedom #retirementtips #moneyeducation | |||
| Retirement Planning Myths Some Smart People Still Believe | 21 May 2026 | 00:32:28 | |
Are smart, successful professionals unknowingly making retirement planning mistakes? In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan. They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or accessible as it sounds. #retirementplanning #financialliteracy #retirementmyths #wealthmanagement #financialstrategy #personalfinance #retirementincome #investingsmart #moneydecisions #falconwealthadvisors | |||
| The $2M Retirement Gap for Corporate Executives | 14 May 2026 | 00:34:32 | |
Are you a corporate executive or high earner wondering if your nest egg is truly enough for retirement? In this episode of Upticks, Jake and Cory dive deep into the "$2 Million Retirement Gap" The hidden risks and blind spots that can derail even the most well-funded retirement plans. Discover reasons net worth isn't the whole story, ways income structure and tax efficiency shape your financial future, and the critical mistakes to avoid with employer stock and withdrawal sequencing. #retirementplanning #financialliteracy #wealthadvisors #corporateexecutives #taxstrategy #incomeplanning #stockmarketrisk #falconwealth #financialconfidence #uptickspodcast | |||
| Caring for Aging Parents with Don and Elaine Minter | 08 May 2026 | 00:36:34 | |
Caring for aging parents can be overwhelming—especially when families are forced to make big decisions during moments of crisis. In this episode of Upticks, Jake and Cory sit down with Don and Elaine Minter of Senior Care Authority to unpack the real challenges families face when navigating senior care, assisted living, memory care, and long-term planning. 👉 Want help or resources for your family? Email luke@falconwealthadvisors.com and we'll connect you with the right people. #agingparents #sandwichgeneration #seniorcareplanning #retirementplanning #familyfinance #memorycare #assistedliving #financialplanning #eldercare #longtermcare | |||
| Our Biggest Money Mistakes | 30 Apr 2026 | 00:38:28 | |
What if learning to build wealth didn't start with perfect decisions—but with real mistakes? In this episode of Upticks, Jake and Cory pull back the curtain and share the biggest personal financial mistakes they've made—from early career missteps to hard‑earned lessons about investing, debt, and money mindset. #financialmistakes #personalfinance #moneylessons #financialplanning #wealthmanagement #investingmistakes #retirementplanning #financialliteracy #moneyhabits #fiduciary | |||
| Could a $10M Net Worth Leave You Broke in Retirement? | 24 Apr 2026 | 00:44:58 | |
Most people chase net worth—but few stop to ask whether it might actually pay them in retirement. In this episode of Upticks, Jake and Cory break down a mistake they see all the time: confusing a big balance sheet with sustainable retirement income. Using real‑world examples (and an unexpected stroller analogy), they explain why a high net worth might not automatically mean financial freedom—and how it could create a false sense of security as retirement approaches. #retirementplanning #retirementincome #financialliteracy #networth #wealthstrategy #taxplanning #socialsecurity #financialindependence #retirementready #moneyeducation | |||
| Reasons Financially Secure People May Be Afraid to Retire Anyway | 17 Apr 2026 | 00:36:30 | |
Many people assume that once you're financially secure, retirement should feel easy. In reality, some of the most financially prepared people struggle the most with the decision to retire. In this episode of Upticks, Jake and Cory break down the real psychological reasons financially secure individuals might be afraid to retire—even when the numbers say they're ready. #retirementplanning #financialindependence #wealthmindset #retirementfear #financialsecurity #retirementpsychology #financialliteracy #investmentplanning #falconwealthadvisors #uptickspodcast | |||
| Reasons Volatility Feels Different Once Withdrawals Begin | 10 Apr 2026 | 00:37:14 | |
Market drops feel very different once you retire—and that fear is real. If you're no longer contributing to your portfolio and instead relying on it for income, volatility doesn't just feel uncomfortable… it feels threatening. In this episode of Upticks, Jake and Cory break down reasons market swings hit harder in retirement and what can help retirees regain confidence during uncertain markets. #retirementplanning #marketvolatility #retirementincome #financialplanning #investorpsychology #cashflowplanning #wealthmanagement #bondstrategy #financialeducation #uptickspodcast | |||
| The Hidden Tax Bill No One Plans For | 03 Apr 2026 | 00:34:18 | |
Most retirees focus on how much they've saved but overlook the hidden tax bill that can quietly drain their income for decades. In this episode of Upticks, Jake and Cory break down reasons two people with the same net worth can have wildly different retirements, all because of how, and when, they pay taxes. From required minimum distributions (RMDs) and Social Security taxation to Medicare IRMAA surcharges, they explain ways poor tax planning can turn the IRS into your biggest retirement expense. Checkout Upticks 379: https://youtu.be/i6IqYOMt1Zg #retirementplanning #taxplanning #financialplanning #retirementtaxes #wealthmanagement #rmds #rothconversion #socialsecuritytaxes #medicareirmaa #falconwealthadvisors Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions. | |||
| When (Not if) the Market Falls—Ways Smart Investors Stay Standing | 27 Mar 2026 | 00:39:14 | |
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. #retirementplanning #investingwisdom #marketvolatility #financialconfidence #wealthmanagement #downsideprotection #financialliteracy #retirementincome #longterminvesting #smartinvesting | |||
| Why We Built Falcon Wealth Advisors (And What Makes Us Different) | 19 Mar 2026 | 00:41:12 | |
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. #financialplanning #wealthmanagement #retirementplanning #financialeducation #independentadvisors #longtermplanning #taxplanning #investingwisely #uptickspodcast #falconwealthadvisors | |||
| Performance Mindset Under Pressure with Jon McGraw | 16 Mar 2026 | 00:42:43 | |
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. #performancemindset #investormindset #highperformance #resilience #mentalstrength #leadershipdevelopment #financialpsychology #decisionmaking #pressureperformance #uptickspodcast | |||
| The Stock Market Feels Great—Many Americans Feel Broke | 07 Mar 2026 | 00:40:42 | |
The stock market is near all‑time highs—but consumer confidence is near historic lows. 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. 📩 Have a question for Jake and Cory? Email Luke directly → luke@falconwealthadvisors.com --------------- #financialliteracy #stockmarket #investing #economy #wealthmanagement #personalfinance #financialplanning #markets #inflation #investorpsychology | |||
| Will Your Retirement Paycheck Last…? | 26 Feb 2026 | 00:36:11 | |
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. #retirementplanning #retirementincome #financialplanning #socialsecurity #investingforretirement #annuities #wealthmanagement #financialeducation #retirementsavings #falconwealthadvisors | |||
| What Can Happen When You Delay Retirement? | 20 Feb 2026 | 00:34:06 | |
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. 📩 Have a question for Jake and Cory? --------------- #retirementplanning #financialindependence #workoptional #socialsecurityplanning #retirementsavings #financialliteracy #wealthmanagement #retiringright #personalfinance #uptickspodcast | |||
| How to Buy Bitcoin, Gold, and Silver | 13 Feb 2026 | 00:35:38 | |
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: 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. #bitcoin #goldinvesting #silverinvesting #financialplanning #investingeducation #portfolio diversification #wealthmanagement #marketvolatility #financialliteracy | |||
| Beyond Hot Tips—The Rules We Use to Invest Your Money | 10 Feb 2026 | 00:33:57 | |
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. --------------- #investing #portfolio #diversification #financialliteracy #retirementplanning #wealthmanagement #earnings #marketrisk #federalreserve #falconwealthadvisors | |||
| Mortgage Rates Aren't the Problem—Indecision Is | 31 Jan 2026 | 00:32:48 | |
Most people in today's housing market are asking the wrong question and it could be costing them thousands. Jake and Cory break down the real math behind mortgages, refinancing, downsizing, renting out homes, and reasons your cash flow—not interest rates—should drive big housing decisions. If you've ever wondered: #mortgagerates #refinance #housingmarket #retirementplanning #cashflow #financialplanning #downsizing #realestate2026 #wealthbuilding #upticks | |||
| Is Gen Z Giving Up on Money? | 22 Jan 2026 | 00:32:49 | |
In this episode, Jake and Cory discuss the concept of financial nihilism, particularly among Gen Z, who feel disillusioned with traditional economic systems. They explore the psychology behind gambling behaviors in younger generations, the impact of student debt, and the importance of investing versus gambling. The conversation emphasizes the need for financial literacy and the power of compounding in building wealth, while also addressing the cultural shift towards gambling as a perceived solution to financial instability. | |||
| 5 Important Tax Changes for 2025/2026 with Todd Laytham | 15 Jan 2026 | 00:32:55 | |
Discover the 5 major tax changes hitting in 2025/2026—and what they could mean for your money. Todd Laytham, CPA joins us to break down new deductions, side‑hustle rules, retirement updates, and important IRS changes. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions. | |||
| 7 Habits of the Quietly Wealthy Retiree | 08 Jan 2026 | 00:33:54 | |
Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity. "Organize Your Retirement in 30 Days—Actionable Steps" https://youtu.be/AaSQ6qITr0s --------------- #retirementplanning #wealthmanagement #financialwellness #investing #healthyhabits #charitablegiving #longevityplanning #financialliteracy #quietwealth #falconwealthadvisors | |||
| Is Inflation Cooling? The Data, Caveats and Next Moves | 24 Dec 2025 | 00:36:16 | |
Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what "cooling" inflation really means—plus listener questions on future Fed leadership and more. #inflation #financialplanning #retirement #fedpolicy #markettrends #costofliving #assetallocation #wealthmanagement #economicupdate #falconwealthadvisors | |||
| 5 Year Retirement Runway | 19 Dec 2025 | 00:34:51 | |
Ready for retirement in five years? Jake and Cory break down the essential steps for your "5 Year Retirement Runway"—from choosing the right advisor and planning major purchases to building your professional team and organizing your finances. | |||
| Organize Your Retirement in 30 Days—Actionable Steps | 11 Dec 2025 | 00:32:26 | |
Unlock a step-by-step plan to organize your retirement in just 30 days! Jake and Cory reveal actionable strategies for gathering documents, building your master list, consolidating accounts, and setting up systems that can keep you on track. Download our complimentary short guide for retirement: https://falconwealthadvisors.com/resources/2025-guide-for-retirement-planning.pdf #retirementplanning #financialorganization #falconwealthadvisors #uptickspodcast #retirementtips #financialwellness #wealthmanagement #retirementchecklist #financialliteracy #retirementgoals | |||
| Retire Without Losing Your Social Life | 05 Dec 2025 | 00:41:06 | |
Discover tips to retire without losing your social life! Jake and Cory cover strategies to maintain purpose, connection, and community after leaving the workforce. Learn ways to build a balanced social portfolio, avoid isolation, and create a more fulfilling retirement lifestyle. --------------- #retirementplanning #socialwellness #financialliteracy #falconwealthadvisors #uptickspodcast #retirementtips #communityconnection #purposefulretirement #healthyaging #lifebalance | |||
| Sports and Money with Chase Hanna | 29 Nov 2025 | 00:28:24 | |
Have you ever wondered how the business side of pro golf works? Explore honest financial realities, career transitions, and personal insights from a touring professional, Chase Hanna. Learn ways planning, discipline, and a strong support network help shape success on and off the course. Use code "Hanna25" for discounts at B Draddy and Zero Restriction --------------- Connect with Jake Falcon, CRPC™ #golfbusiness #sportsandmoney #progolfer #financialplanning #athletelife #falconwealthadvisors #retirementplanning #investinyourself #golftour #wealthmanagement | |||
| The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand? | 20 Nov 2025 | 00:37:26 | |
What are the real net worth benchmarks for Americans in their 50s and 60s? Learn why averages can be misleading, how lifestyle impacts financial health, and actionable steps to improve your retirement outlook. Explore key personas, planning tips, and the importance of liquidity in building lasting wealth. #networth #retirementplanning #financialwellness #wealthmanagement #personalfinance #investing #financialliteracy #falconwealthadvisors #upticks #financialgoals | |||
| 5 Retirement Myths That Could Be Costing You Clarity | 13 Nov 2025 | 00:34:51 | |
Discover the truth behind five common retirement myths with Jake and Cory. Learn why Social Security, Medicare, taxes, investment strategies, and estate planning may not be what you expect—and ways to plan for more clarity and confidence in retirement. Complimentary 'Retiring Right' 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. #retirementplanning #financialliteracy #socialsecurity #medicare #taxplanning #investing #estateplanning #wealthmanagement #falconwealthadvisors #financialwellness | |||
| Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End) | 07 Nov 2025 | 00:34:22 | |
Explore the 2026 charitable giving changes with Jake and Cory: the new 0.5% AGI floor, the 35% deduction cap, the universal deduction for non itemizers, and when to use donor advised funds or QCDs. Learn smart 2025 moves—accelerate gifts, bunch with appreciated stock, and avoid common ROI mistakes—so your generosity can go further in retirement. #charitablegiving #taxplanning #donoradvisedfund #qcd #retirementplanning #financialliteracy #agifloor #standarddeduction #wealthmanagement #falconwealthadvisors | |||
| Scared to Retire Next Year? Watch This | 31 Oct 2025 | 00:36:12 | |
Discover actionable retirement planning strategies and learn ways to overcome retirement fears with Jake and Cory from Falcon Wealth Advisors. They unpack the emotional and financial challenges of leaving the workforce, discuss retirement income planning, portfolio diversification, 401(k) catch-up contribution changes, and share tips for adapting along the way. --------------- #retirementplanning #financialliteracy #wealthadvisors #401k #adaptability #investing #financialwellness #moneytips #retirementfear #personalfinance | |||
| 9 Financial Accounts Every Adult Should Master | 23 Oct 2025 | 00:20:46 | |
Mastering your finances starts with understanding the key accounts that help support your financial health. In this video, Jake breaks down 9 financial accounts—from checking and savings to retirement and investment accounts. Whether you're just starting out or refining your financial plan, this guide will help you build a strong foundation for long-term success. | |||
| How This Wealth Advisor Invests His Own Money | 16 Oct 2025 | 00:16:37 | |
Ever wondered how a wealth advisor invests their own money? In this episode, Jake Falcon pulls back the curtain on his personal investment strategies—covering financial planning, cash flow, retirement accounts, and more. Complimentary 'Retiring Right' ebook: Subscribe to our weekly newsletter: Contact our team: --------------- 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 #wealthadvisor #investingstrategies #financialplanning #retirementaccounts #personalfinance #cashflowmanagement #highyieldsavings #brokerageaccount #charitablegiving #financialtips | |||
| Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning | 09 Oct 2025 | 00:24:55 | |
Check out the latest insights on the One Big Beautiful Bill Act (OBBBA) and its impact on retirement planning, taxes, estate strategies, and market trends. Presented by Falcon Wealth Advisors, this educational event covers key provisions of OBBBA, including tax bracket changes, new deductions for seniors, Trump Accounts for children, estate planning updates, charitable giving opportunities, and industry implications. --------------- | |||
| Big Moves in Government, Real Estate, and Tech—Are You Ready? | 02 Oct 2025 | 00:34:27 | |
Jake and Cory break down surging home sales, Disney's streaming price hike, the $100K H-1B visa debate, Amazon's FTC battle, Pfizer's obesity drug deal, and T-Mobile's CEO shakeup. Discover ways these developments could impact your financial plan. #markets #retirementplanning #investing #realestate #streaming #technology #biotech #leadership #personalfinance #financialliteracy | |||
| Fed Cuts Rates Again: What Could Be Next for Your Money? | 26 Sep 2025 | 00:38:03 | |
Explore the latest financial headlines with Jake and Cory as they break down Fed rate cuts, a mortgage refinancing boom, resilient retail sales, TikTok's uncertain future, Apple's U.S. manufacturing push, and a major shift in corporate reporting. What could these changes mean for your financial plan? #finance #investing #federalreserve #mortgage #refinance #retailsales #tiktok #apple #economicnews #wealthmanagement | |||
| Mortgage Rates Drop and Tariff Turmoil: What You Should Know | 19 Sep 2025 | 00:31:41 | |
Mortgage rate drops, the widening gender wage gap, a $50B mining merger, labor market surprises, tariff turmoil, and a major tech whistleblower case. Discover how these shifts could impact your investments, retirement, and financial plan. Don't miss these insights and actionable takeaways for more clarity in today's market. #mortgagerates #housingmarket #genderwagegap #miningmerger #laborstatistics #tariffnews #cybersecurity #financialplanning #investmentstrategy #marketinsights | |||