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 episode 59 of "Upticks" Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt's most recent blog series about relocating and the taxes involved. Matt's blogs cover property tax planning, income taxes, and much more! Jake and Matt also discuss the idea of using Roth IRAs as a barbell strategy to help with tax planning.
In episode 58 of "Upticks" Jake and Cory discuss company benefits and how they help their clients understand them as they approach retirement. Tune in as Jake and Cory take a deep dive into a wide range of company benefits including 401(k) plans, employee stock purchase plans, health savings accounts, and much more! Jake and Cory discuss each one individually as to what they are and how they can be beneficial to employees.
In episode 57 of "Upticks" Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework.
Be sure to tune in to Episode 56 of Upticks "Important Wealth Management Updates" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth management and market update. This week they discuss how taxes are seen as a pain point and how we are helping our clients lower their taxes. The two also discuss the added value of offering tax planning to their clients, bond trades, and defensive stocks. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!
Be sure to tune in to Episode 55 of Upticks "The Fed Lowers Rates" where Jake Falcon, CRPC and Jesse Wilkins discuss timely market events. This week they defined what the Federal Reserve is and what role it plays on the economy. The two also discuss potential impacts the Fed's recent decision to lower rates could have on investment portfolios. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!
In this episode, we talk about - Lowering Taxes - Bunching - Matt's Summer - And much more!
In this episode, we talk about - Advanced Planning - Matt's New Blog - Birds of Prey Lightning Round - And much more!
In this episode, we talk about - Fear & Greed - Growth Stocks - Questions Worth Asking - And much more!
In this episode, we talk about - Mid-year update - Where the stock market has been - Where we think the stock market is going - And much more!
In this episode we discuss: - Wills & Trusts - Estate Tax - Bird of Prey Lightning Round - And much more!
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