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
In this episode of Upticks, Jake Falcon, CRPC® discusses the hot topic of active vs passive investment. Jake talks about products that fall in the two groups, positive and negatives, as well as what we do at Falcon Wealth Advisors. Jake's fun topic this week includes talking about the new ESPN documentary and our latest poll results!
In this episode of Upticks, Jake Falcon, CRPC® discusses different tips for embracing uncertainty. Jake covers several tips and tricks for embracing uncertainty in your day to day life, as well as within your portfolio. Stick around to the end of the video to hear Jake's fun topic of the week. It's one you won't want to miss!
In this episode of Upticks, Jake Falcon, CRPC® talks about different types of dangerous investment products. He discusses the hazards of exchange traded portfolios and bond mutual funds, as well as discusses what we use instead of products. Stick around to the end of the video to hear Jake's fun topic of the week. It's one you won't want to miss!
In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® discuss questions you may be thinking about but haven't asked anyone yet. They discuss questions related to your financial plan or investments. Stick around through the whole video to listen to Jake talk about the 3 phases of retirement and his thoughts for people in each phase.
In this episode of Upticks, Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about investor psychology. Jake and Cory discuss the idea of understanding and recognizing your emotions. They discuss embracing your emotions during the good and the bad. If you've been curious about the psychology behind investments during the good and the bad, this is a great episode to watch.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss how to handle volatility. Jake and Cory talk about how to handle volatility from two different points of few, one as a retiree and another as a younger clientele. They wrap up this episode talking about a recent Facebook poll we ran. Make sure to watch until the end to see what the poll was and how the results ended.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss The Coronavirus. Jake and Cory talk about how the market has been impacted, why it's been impacted, how we've prepped for the volatility, and what we are doing now to handle the volatility. Stick around until the end of the video to hear Cory's story about how he lost, and found, his wedding ring.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss some social security strategies. Jake and Cory take some time to discuss the benefits of taking social security at 62 and waiting until 70, what factors play into the decision to turn on social security, and making sure your plan to take social security aligns with your retirement plan. Make sure you watch until the end to hear about our latest Facebook poll! Jake and Cory have a lot to say about.
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss and help better explain investments. Jake and Cory take a deep dive into why you need investments and what type of investments are out there. Make sure you stick around and watch the entire episode to hear about some recent polls we've run on Facebook. You won't want to miss out!
In this episode of Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to talk about 4 key considerations to make if your company were to offer you a buyout. Jake and Cory do a great job dive into each key consideration, elaborating on why they consider each one important. Make sure you watch this episode to the end to hear their thoughts on the STL Blackhawks and the XFL.
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