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
On this episode of Upticks, Cory Bittner, CRPC joins Jake Falcon, CRPC to discuss "3 Tips for a Successful Retirement". Jake and Cory discuss the idea of retiring to something not from something, being wary of hidden fees, and spending money on things you enjoy, cutting out things that you don't. Make sure you watch this episode to hear the great advice Jake and Cory have to offer.
This week on Upticks, Matt Johnson, CTS™ joins Jake Falcon, CRPC® to discuss "The SECURE Act 3.0". Jake and Matt discuss two impacts of the SECURE Act that will impact a younger generation. They discuss how the SECURE Act impacts 529 Plans, which is a tax favorable way to save for education. They also discuss a recent poll we ran in regard to cruise ships. Make sure to watch until the end to hear the results, they may just shock you!
This week on Upticks, Cory Bittner, CRPC® joins Jake Falcon, CRPC® to discuss "Should I Save or Should I Spend?". We recently ran a poll on Facebook asking people if they consider themselves a saver or a spender. Jake and Cory discuss the results of the poll, as well as some small tips for helping you become more of a saver! They also talked about Cory's newest blog series Real Questions, Real Answers. Be sure to watch until the end to hear about Cory's recent trip to New York City.
In this episode of Upticks, "SECURE Act Need to Knows", Jake Falcon, CRPC® and Matt Johnson, CTS™ take a deeper look into a couple of the SECURE act rulings. Jake and Matt discuss how it may impact your plan and what we're doing to compensate accordingly. They cover qualified charitable contributions, 401(k) options, and much more. If you've had some questions about the SECURE act, check out this episode!
In this episode of Upticks, "Market Outlook for 2020", Jake Falcon, CRPC® and Jesse Wilkins talk about their thoughts on the market for the upcoming year. Jake and Jesse discuss rebalancing your portfolio, a possible asset to keep your eye on, and the conflict between the US and Iran. If you're curious about what the outlook might be for 2020, make sure to check out this episode.
In this episode of Upticks, "The Secure Act and Your IRA", Jake Falcon, CRPC® and Matt Johnson, CTS™ discuss the Secure Act and the impact it could have on your IRA. Jake and Matt cover required minimum distributions, IRA contributions, and beneficiary designations. If you've had questions about the Secure Act, you'll want to check out this episode. Jake and Matt do a great job taking a deep dive into three aspects that are impacted.
In this episode of Upticks, "The New Year's Episode, Jake Falcon, CRPC® and Cory Bittner, CRPC® cover major events that happened during the past decade. Jake and Cory talk about major electronical advances, natural disasters that have occurred, sports that have won, and much more! Tune in to this week's episode to hear what Jake and Cory had to say about the past decade.
In this episode of Upticks, "2019 Year In Review", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk a look back over the past year and take about some of the most memorable points. Jake and Cory cover everything from what happened to our company this year to big events in the market to even sports! If you're curious about what they have to say for a year in review, make sure to check out this episode.
This week's episode of Upticks, "4 Planning Tips for 2019", Jake Falcon, CRPC® and Cory Bittner, CRPC® break down 4 tips to help better set up your financial future. Jake and Cory discuss how it's not too late in the year! Make sure to watch this episode to hear Jake and Cory go in-depth about the importance of scheduling time to speak with your accountant now rather than later, why you should make sure your 401(k) and health savings accounts are fully funded, rolling up a mortgage payment, and the benefit of revisiting your financial goals.
On this episode of Upticks, "3 Investment Facts for 2019", Jake Falcon, CRPC® and Cory Bittner, CRPC® talk about three investment facts that they think are important to note for the year. They talk about not being fooled by your returns, rebalance, rebalance, rebalance, and don't let taxes lead your investment decisions. Make sure to watch this episode to hear Jake and Cory go in-depth about these three important investment facts!
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