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
When should you turn on Social Security? There may be more variables at play than you think. Jake and Cory discuss the complexities of Social Security, discussing strategies to help optimize your benefits and the impact of longevity, health, and working longer. Curious about how your financial plan and tax situation play into this decision? Tune in for insights to help you make more informed choices.
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Subscribe to our newsletter
https://bit.ly/upticksubscribe
Contact us
https://falconwealthadvisors.com/contact.html
Order 'Retiring Right'
https://bit.ly/orderretiringright
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#socialsecurityplanning #retirementstrategies #financialplanningtips #socialsecuritybenefits #retirementdecisions #taxplanning #longevityandhealth #workinglonger #optimizingretirement #financialplanning
Ever wondered why some retirement plans just don't work out? Jake and Cory are here to break down some reasons behind these failures. From underestimating expenses to dealing with market ups and downs, they share practical tips to help keep your retirement on track. Curious about how to avoid common pitfalls and make the most of your savings? Tune in for insights to help you avoid some retirement mistakes.
---------------
Subscribe to our newsletter
https://bit.ly/upticksubscribe
Contact us
https://falconwealthadvisors.com/contact.html
Order 'Retiring Right'
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialliteracy #retirementgoals #investmentstrategies #marketvolatility #financialadvisor #retirementtips #emergencyfund #lifestylecreep #purposeinretirement
In our experience, it takes some retirees over a year to get comfortable spending their retirement savings. These four retirement income strategies can help change your thinking around spending money in retirement. By aligning your spending with specific goals, you can feel better about using your hard-earned savings. Understanding how your savings continue to work for you in retirement is important. Jake and Cory provide some guidance on ways to manage your retirement income and make more informed decisions.
---------------
Subscribe to our newsletter
https://bit.ly/upticksubscribe
Contact us
https://falconwealthadvisors.com/contact.html
Order 'Retiring Right'
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialliteracy #retirementincome #investmentstrategies #financialfreedom #retirementtips #wealthmanagement #financialadvisor #retirementgoals #moneytips #retirementplanningtips #financialsecurity #retirementstrategy #personalfinance
Tariffs have seemingly taken over every headline imaginable. Let's take a step forward and try to understand the bigger picture of our emotional connection with money and what all of these headlines could mean for your retirement future. What can we control and what can we not control? What can history tell us? How are financial advisors feeling right now? Does this compare to previous market crises? Jake and Cory have a deep conversation about our relationship with money.
---------------
Subscribe to our newsletter
https://bit.ly/upticksubscribe
Contact us
https://falconwealthadvisors.com/contact.html
Order 'Retiring Right'
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #tariffs #retirement #moneytips #investmentstrategies #marketvolatility #financialliteracy #wealthmanagement #retirementgoals #financialadvisor
You endlessly think your way out of retirement. You don't want to regret your decision. You don't want to run out of money. Sound about right? Retiring is a big life decision, but it doesn't need to be a stressful one. Jake discusses a recent conversation he had with a client considering retirement and practical ideas to help you approach retirement from a fresh perspective.
---------------
Subscribe to our newsletter
https://bit.ly/upticksubscribe
Contact us
https://falconwealthadvisors.com/contact.html
Order 'Retiring Right'
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialindependence #retirementdecisions #retirementadvice #retirementtips #retirementstrategies #retirementgoals #retirementlife #retirementjourney #retirementconfidence #retirementpurpose #retirementidentity #retirementcoach #retirementstories #retirementinsights
Can you retire with a million dollars? Yes! Kind of… While $1,000,000 isn't what it used to be, it's important to understand what it means to you. Jake and Cory discuss cash flow in retirement and how different income sources contribute to your financial plan. Honesty and self-reflection are arguably as important as the dollars in your accounts. Tune in for scenarios and client stories from Jake and Cory.
---------------
Subscribe to our newsletter
https://bit.ly/upticksubscribe
Contact us
https://falconwealthadvisors.com/contact.html
Order 'Retiring Right'
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #financialplanning #cashflow #milliondollarretirement #honestyinfinance #selfreflection #financialadvisor #inflationimpact #retirementgoals #personalfinance #retirementsuccess #financialstability #investinginretirement #retirementstrategies #purposeinretirement
Retirement goals change over time, and so does spending. Jake and Cory dive into the go-go, slow-go, and no-go years, revealing how spending evolves throughout retirement. Discover why many retirees underestimate their initial expenses and overestimate later ones. Learn how some manage spending through each phase of retirement. Understand the importance of investing in your health and relationships, not just your financial accounts. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe
Contact us https://falconwealthadvisors.com/contact.html
Order 'Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementliving #gogoyears #slowgoyears #nogoyears #financialplanning #healthinvestment #relationshipinvestment #retirementexpenses #financialsecurity #financialliteracy #retirementgoals #retirementplanning #retirementtips #retirementadvice #affordableretirement
After retirement, investing may seem daunting. Especially if your account values start decreasing after years of increase. Jake and Cory explore simple ways to invest your money post-retirement by understanding the importance of risk tolerance, common pitfalls, and straightforward strategies. Learn the role of cash flow and how to weather market volatility. Investing in retirement might just be easier than you think! --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe
🌐 Contact us 🌐 https://falconwealthadvisors.com/contact.html
✅ Order 'Retiring Right' ✅ https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524 https://www.instagram.com/jake_falcon_crpc/?hl=en https://twitter.com/jakefalconcrpc https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#retirementplanning #investingafterretirement #financialfreedom #wealthmanagement #retirementinvesting #financialplanning #diversification #riskmanagement #cashflow #marketvolatility #investmentstrategies #professional #financialadvisor #retirementgoals
Before you sell, watch this. Bearish and bullish investing are not strategies. Market downturns often trigger panic among investors. But if we know the market is volatile, why does this panic happen? Jake and Cory discuss ways to remedy this panic through market psychology, true stories from clients, and intelligent investing strategies. Stay tuned until the end for a quick tip from Jake.
---------------
⭐️ Subscribe to our newsletter ⭐️
https://bit.ly/upticksubscribe
🌐 Contact us 🌐
https://falconwealthadvisors.com/contact.html
✅ Order 'Retiring Right' ✅
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#investing #stockmarket #marketvolatility #financialadvice #investmentstrategies #marketpsychology #financialplanning #tariffs #diversification #identitytheftprotection #cryptocurrency #inflation #economicoutlook #retirementplanning #wealthmanagement
Looking poor may be as bad as looking rich. Jake argues that both behaviors stem from a desire to impress others or avoid judgment. Jake and Cory talk about the psychology of money and share personal insights on authenticity and human emotions. Is it possible to align your spending with your values, avoid societal pressures, and build a healthy relationship with money?
---------------
⭐️ Subscribe to our newsletter ⭐️
https://bit.ly/upticksubscribe
🌐 Contact us 🌐
https://falconwealthadvisors.com/contact.html
✅ Order 'Retiring Right' ✅
https://bit.ly/orderretiringright
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524
https://www.instagram.com/jake_falcon_crpc/?hl=en
https://twitter.com/jakefalconcrpc
https://www.linkedin.com/in/jakefalconfalconwealthadvisors
#authenticity #financialwellbeing #psychologyofmoney #moneytips #financialfreedom #personalfinance #wealthmanagement #moneyadvice #financialplanning #uptickspodca
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