What can you learn from your wealth? Jake and Cory reveal how your financial decisions reflect your values, fears, and ambitions—and ways to help make sure your money is aligned with what matters most. Learn ways to identify blind spots, avoid emotional spending, and use a simple framework to help bring clarity to your financial life. Real stories, practical strategies, and a mindset shift to help you build a more intentional future.
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Subscribe to our weekly newsletter: https://bit.ly/43RcVve
Contact our team: https://bit.ly/43wksOJ
Order Jake's Amazon best-selling book ‘Retiring Right’: https://bit.ly/4mD2EKw
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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    

#financialplanning #wealthmanagement #moneyandvalues #retirementplanning #financialfreedom #purposefulwealth #moneymindset #financialliteracy #investingwisely #valuesbasedplanning

Think your taxes will drop in retirement? Not always. Jake and Cory reveal how Required Minimum Distributions, taxes on Social Security, and IRMAA can trigger a retirement tax time bomb. Help defuse it by learning about Roth conversions, smart withdrawals, and tax-efficient planning. Real stories, practical tips, and a clear framework to help you retire with more of your money.
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Complimentary tax guide and more: https://bit.ly/45pkE53
Subscribe to our weekly newsletter: https://bit.ly/43RcVve
Contact our team: https://bit.ly/43wksOJ
Order Jake's Amazon best-selling book ‘Retiring Right’: https://bit.ly/4mD2EKw
---------------
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 #taxstrategies #rothconversion #financialfreedom #requiredminimumdistributions #socialsecuritytax #medicareplanning #taxefficientinvesting #retirementtaxes #wealthmanagement

Sitting on a pile of company stock and not sure what to do with it? Jake and Cory unpack the four biggest pitfalls employees face with RSUs, ESPPs, and stock options—from tax confusion to emotional attachment—and share a simple framework to help you make more informed decisions. With real-life stories, practical strategies, and a dose of myth-busting, this episode will help you turn your equity compensation into a powerful part of your retirement plan.
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Subscribe to our weekly newsletter: https://bit.ly/43RcVve

Contact our team: https://bit.ly/43wksOJ

Order Jake's Amazon best selling book ‘Retiring Right’: https://bit.ly/4mD2EKw
---------------
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    

#rsus #stockoptions #equitycompensation #financialplanning #retirementplanning #wealthmanagement #employeestock #investingstrategy #taxplanning #uptickspodcast