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 we discuss: - Team Structures - Tax Free Investments - Questions worth asking - And much more!
In this episode we discuss: - The SECURE Act - The current market - Questions worth asking - And much more!
In this episode we discuss: - Layering - Gold - Questions worth asking - And much more!
In this episode, we discuss: -Why you shouldn't hire a financial advisor -Emerging market stocks -Questions worth asking -And much more!
In this episode, we discuss: -Why plan? -Mutual Funds -Questions worth asking -And much more!
In this episode, we discuss: -What sets us apart -Risky investments -Questions worth asking -And much more!
In this episode, we discuss: -Matt Johnson -Questions worth asking -Game of Thrones -And much more!
In this episode, we discuss: -Margin -The S&P 500 -Questions worth asking -And much more!
In this episode, we discuss: -Mistakes to avoid -Dividend paying stocks -Questions worth asking -The masters -And much more!
In this episode, we discuss: -Retirement Tips -Hidden Fees -The Kansas City Royals -And much more!
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