Stay ConnectedWelcome 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
This week Jake discusses Donor Advised Funds as a strategy to potentially lower your taxes. He breaks down what a Donor Advised Fund is and who should be using one.
Cory is back this week to join Jake in a discussion about financial advisors. They talk about who should work with an advisor, who shouldn't, and why. They also identify red flags to be aware of if you're currently working with an advisor.
On this week's episode, Jake discusses what concentrated stock is, who has it, and how we manage it. Jake's fun topic this week is his dog Einstein's 1st birthday.
Cory is back this week to discuss maximizing social security. Jake and Cory dive into how social security works, ways to collect it, and how to maximize it. If you have had questions about social security, make sure to check out this episode. Jake and Cory also discuss Cory's 31st birthday and shows they've been watching recently.
In this episode of Upticks, Jake breaks down dividend paying stocks. He defines what a dividend paying stock is and explains how they work. Jake provides an example to help the listener better understand. He also discusses our opinion for the most efficient way to get into dividend paying stocks and how to know what stocks to get into. Stick around for the whole episode to hear Jake talk about a new show he and Rachel are watching!
In this episode of Upticks, Jake discusses the what, why, how, and when of stocks. Jake defines what a stock is, why he believes they're beneficial and much more! Stick around for Jake's fun topic, The Last Dance. Jake talks about his thoughts on Michael Jordan's new documentary.
In this episode of Upticks, Cory Bittner is back this week to join Jake in discussing 5 Healthy Tips for COVID-19. Their 5 tips include nutrition, exercise, meditate, social distance, and pick up a new activity or hobby. Make sure to check this episode out to hear how Jake and Cory have been taking care of themselves during this pandemic.
In this episode of Upticks, Jake takes some time to explain the what, why, how, and when of bonds. Jake covers the definition of bonds, why he believes they're beneficial and much more! Stick around for Jake's fun topic, his anniversary! Jake discusses how long he and Rachel have been together as well as their possible gift ideas.
In this episode of Upticks, Jake Falcon, CRPC® discusses ways to plan during a pandemic. Jake covers health related, financial plan related, and investment related ways to plan. He covers some ways he's been planning and how our company has been planning. Stick around for Jake's fun topic, Einstein! You won't want to miss this adorable pooch.
In this episode of Upticks, Jake Falcon, CRPC® continues to respect social distancing guidelines by recording this episode solo. This week Jake discusses finances before, during, and after a pandemic. He talks about ways to prepare for a pandemic beforehand, ways to evaluate your situation during, and lessons that can be learned after.
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