Upticks: A Financial Planning & Investment Podcast
Hosted by Jake and Cory and Jake Falcon and Cory Bittner · Jake Falcon
4.8from 45 ratings
- 420
- Episodes
- 35
- Transcribed
- 45
- Ratings
- Weekly
- Cadence
- 2017
- First episode
About Upticks: A Financial Planning & Investment Podcast
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
- Publisher
- Jake Falcon
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 11 Dec 2017
- Latest episode
- 21 Oct 2026
Latest episodes
35 of 420 episodes have a transcript.
21 Oct 2026TRANSCRIPT
How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market Risks
16 Oct 2026TRANSCRIPT
Social Security Could Face Cuts in 2032. Should You Claim Early?
7 Oct 2026TRANSCRIPT
5% Treasuries, Higher Rates, and Is Your Home Really an Investment?
Inside a recent episode
How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market Risks
Published 21 Oct 2026 · Transcript excerpt
[…] How does inflation get to 2%? How come the Fed hasn't gotten it there is Corey's argument. Yeah, that's a good question. And they are finally starting to do something about it. after we saw the new Fed Chairman Warsh talk about how committed they were to getting it down to target for two meetings without taking really any action. So we finally did see that rate hike. Which should help, right? It should. This is what people don't understand, is that rates are higher. They may hurt people that are looking to borrow money, but it can and should help cool inflation. So if you're worried about, you know, groceries and cost of goods and services going up, you should celebrate a rate hike because that means hopefully inflation slows. […]
Read the full transcript with a Pod Engine plan.
See plansReach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.8 / 5
- 38 ratings
- Spotify
- 5.0 / 5
- 7 ratings
Podcast Authority Score: 70 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 86
- Social presence
- 91
- YouTube
- 0
- Engagement
- 90
Contact Upticks: A Financial Planning & Investment Podcast
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Shows with a similar audience
Questions about Upticks: A Financial Planning & Investment Podcast
Who hosts Upticks: A Financial Planning & Investment Podcast?
Jake and Cory and Jake Falcon and Cory Bittner host the show. Published by Jake Falcon.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Upticks: A Financial Planning & Investment Podcast take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
35 of 420 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Upticks: A Financial Planning & Investment Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine