466 episodes listed below
Retirement planning without the finance fog.
Upticks is a practical financial planning show built around retirement, investing, taxes, and the emotional side of wealth. Jake Falcon and Corey Bittner use client-style scenarios, everyday spending examples, and occasional side rants to make technical choices feel concrete.
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Upticks is a retirement-planning and investment show with a plain-spoken advisor-room feel. It does not treat money as just numbers on a statement. The conversations keep returning to the practical anxieties that show up when savings have to become income, markets are volatile, taxes are changing, or retirement suddenly feels permanent. Jake Falcon and Corey Bittner bring a loose, back-and-forth rhythm to topics that can otherwise sound stiff. A segment may begin with a car-buying article, a travel rant, a golf aside, or a client lunch story, but it usually lands on a concrete financial lesson. The show is especially strong on the psychological shift from earning a paycheck to withdrawing from investments. It explains why a diversified portfolio can feel less certain than a job even when the planning math supports retirement. It also spends time on the mechanics that can calm that fear, including short-term cash, bond ladders, portfolio construction, and realistic expectations about market declines. Tax episodes are similarly practical. Rather than chasing deductions for their own sake, the show pushes listeners to think about whether a purchase, charitable account, real estate property, or asset actually serves a real goal. Market commentary avoids prediction theater. The repeated point is that downturns, recessions, rallies, inflation pressure, and consumer anxiety can coexist, and nobody knows the timing with precision. Guest conversations add range, including Todd Latham on tax changes and John McGraw on performance mindset under pressure. The style is casual and occasionally digressive. That looseness is part of the appeal. Upticks suits listeners who want financial planning explained through everyday consequences rather than abstract formulas. It is built for people approaching retirement, recently retired households, high net worth individuals, and anyone trying to connect tax, market, and income decisions into one usable plan.
Made for: Upticks is for high net worth listeners who are approaching retirement, already retired, or trying to make better sense of taxes, portfolio income, and market risk. It also fits people who prefer advisor-style explanations in everyday language.
What sets it apart: The show pairs technical planning topics with candid behavioral reality: fear, uncertainty, spending habits, and the discomfort of living off investments. Its casual duo format makes complex retirement choices feel like a working conversation rather than a lecture.
Welcome 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
Based on 6 episodes we listened to · September 2026
Upticks makes retirement's financial mechanics and emotional pressures easier to understand through candid, example-driven conversations.
Upticks turns financial planning into a practical conversation about what changes when accumulated wealth has to support an actual retirement.
A retirement number can look reassuring while your stomach votes no; Jake Falcon and Corey Bittner take notice.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A practical look at why a paycheck can feel safer than diversified retirement income.
Retirement anxiety can outlast financial security, and Uptix gives that feeling a concrete pressure point: the belief that a corporate paycheck is safer than retirement income drawn from a diversified portfolio.
A grounded look at why market swings can feel more serious once retirement income depends on invested assets.
Retirement changes the feel of market swings because a falling balance is no longer just an investing issue. It becomes a question of how tomorrow's income will be funded.
A practical reminder that a tax deduction should not be the main reason to buy an airplane or fund a charitable account.
This single-episode review works best when it keeps the tax lesson close to the behavior behind it: once income rises, deductions can start to look like opportunities, but the expense still has to make sense on its own.
A grounded look at pressure as a daily practice of noticing threat, slowing down, and leaving room for ambition.
Uptix moves performance under pressure out of the football frame and into client conversations, ambition, and the body's early warning signs. Jake Falcon and Corey Bittner talk with John McGraw, a former NFL athlete whose company, Vision Pursue, anchors the episode in mindset…
A clear look at why record market highs can coexist with consumer financial unease.
This single-episode review is most useful when it treats market cheer and household worry as parts of the same economic picture. Jake Falcon and Corey Bittner keep the focus on the gap between record highs, AI-driven rallies, and earnings strength on one side, and low…
Five years before retirement, the nest egg becomes a paycheck question, and the plan has to catch up.
Retirement within five years changes what a portfolio has to do. Savings that were built inside a 401k soon need to behave more like a reliable paycheck, so Jake Falcon and Corey keep the focus on getting allocation in shape before that turn arrives.
A $3,000 refund and a tossed penny become sharp prompts for rethinking where money should sit.
A tax refund gives the episode its useful central question: is a big check a helpful forced-savings habit, or is it money left with Uncle Sam while debts and family priorities sit waiting?
Paul Haavardsrud unpacks Canadian money stories, from ski-hill VIP pricing to French butter tariffs.
Real-estate freedom, taught in plain numbers.
Jake Falcon and Cory Bittner discuss financial topics including tax refunds as interest-free loans to the government.
Jake Falcon and Corey Bittner, both Chartered Retirement Planning Counselors, discuss essential steps for individuals within five years of retirement.
Financial security does not erase retirement fear.
Upticks with Jake Falcon and Corey Bittner centers on why a $2 million portfolio can feel fragile when $10,000 a month starts coming out after retirement.
Jake Falcon and Corey Bittner frame Uptix's "The Hidden Tax Bill No One Plans For" around the gap between tax filing and tax planning.
Jake Falcon and Corey Bittner discuss how smart investors prepare for inevitable market downturns and debate the value of travel spending.
Jake Falcon and Corey Bittner discuss the founding and vision of Falcon Wealth Advisors, sharing their backgrounds and what sets their firm apart.
John McGraw says high performers need a “bottom up” system, not just mental toughness.
The stock market is not the economy, and it is definitely not the average household balance sheet.
Jake Falcon and Todd Laytham discuss five important tax changes for 2025/2026, with Todd sharing his background as a CPA.
Jake Falcon and Corey Bittner discuss how retirement is not just a financial event but a social one, and how to maintain your social life after retiring.
Pro golfer Chase Hanna discusses the business side of professional golf and managing finances as a business owner.
Jake and Corey discuss the critical decisions and potential pitfalls of managing a 401k upon retirement, emphasizing the importance of avoiding costly mistakes.
Jake and Corey discuss four critical things to know when retiring with a pension, emphasizing the financial impact of pension decisions.