All Episodes
Upticks: A Financial Planning & Investment Podcast — 414 episodes
Socialism, the Fed, and the Hidden Costs of Real Estate Investing
401(k) Rollovers, Private Equity, and Roth Conversions
Leverage, Concentrated Stock, and Is Early Retirement Overrated?
20 Years of Retirement Planning Taught Me These 5 Things
When Money Stops Changing Your Life
What Can Really Put Retirement at Risk?
Smart People Can Make Terrible Investment Decisions
Reasons People Can Go Broke Trying to Look Rich
Does Spending Drop in Retirement? Here's What We Found
SpaceX, OpenAI, Anthropic: Will They Crash the Market?
Teach a Man to Fish
7 Popular Investment Strategies Put to the Test
Retirement Planning Myths Some Smart People Still Believe
The $2M Retirement Gap for Corporate Executives
Caring for Aging Parents with Don and Elaine Minter
Our Biggest Money Mistakes
Could a $10M Net Worth Leave You Broke in Retirement?
Reasons Financially Secure People May Be Afraid to Retire Anyway
Reasons Volatility Feels Different Once Withdrawals Begin
The Hidden Tax Bill No One Plans For
When (Not if) the Market Falls—Ways Smart Investors Stay Standing
Why We Built Falcon Wealth Advisors (And What Makes Us Different)
Performance Mindset Under Pressure with Jon McGraw
The Stock Market Feels Great—Many Americans Feel Broke
Will Your Retirement Paycheck Last…?
What Can Happen When You Delay Retirement?
How to Buy Bitcoin, Gold, and Silver
Beyond Hot Tips—The Rules We Use to Invest Your Money
Mortgage Rates Aren't the Problem—Indecision Is
Is Gen Z Giving Up on Money?
5 Important Tax Changes for 2025/2026 with Todd Laytham
7 Habits of the Quietly Wealthy Retiree
Is Inflation Cooling? The Data, Caveats and Next Moves
5 Year Retirement Runway
Organize Your Retirement in 30 Days—Actionable Steps
Retire Without Losing Your Social Life
Sports and Money with Chase Hanna
The Net Worth Reality: Where Do 50–60‑Year‑Olds Stand?
5 Retirement Myths That Could Be Costing You Clarity
Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)
Scared to Retire Next Year? Watch This
9 Financial Accounts Every Adult Should Master
How This Wealth Advisor Invests His Own Money
Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning
Big Moves in Government, Real Estate, and Tech—Are You Ready?
Fed Cuts Rates Again: What Could Be Next for Your Money?
Mortgage Rates Drop and Tariff Turmoil: What You Should Know
Job Market Jitters and Corporate Shakeups—Are You Prepared?
Tariffs, Tech Trouble and The Great Stay – What You Should Know
Rate Rumble, Ozempic's Price Plunge, & Retail Rift: What It Means for Your Money
This Week in Finance: Debt Surge, Rate Cut Rumors and Streaming Shakeups
Reasons to Retire in Your 50s (Before It's Too Late)
5 Things to Sell Before You Retire
What Should You Do with Your 401k When You Retire?
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?
The One Big Beautiful Bill Act: What it Could Mean for Your Money and Future
4 Things to Know If You're Retiring with a Pension
What Your Wealth Might Say About You
What to Know About the Retirement Tax "Time Bomb"
RSUs, ESPPs & Options: Keep, Sell, or Convert?
4 Signs You're Saving Too Much for Retirement
Ways to Optimize Your 401(k)
6 Retirement Surprises After 6 Months
Powerful Tax-Free Retirement Tools
5 Things to Buy Before You Retire… Or Do You?
Calculating the Age to Claim Social Security
Reasons Retirement Plans Fail and Ways to Avoid Them
4 Retirement Income Strategies
Tariffs…What They Could Mean for Your Retirement
Ready or Not It's Time to Retire
Can You Retire with $1,000,000?
Good News! Retired Living Can Be Cheaper
Simple Ways to Invest Your Money After You Retire
Time to Get Bearish?
Is Looking Poor Important?
Why Retirement Planning is NOT One-Size-Fits-All
Can You Really Retire at 50?
Retirement in 5 Years? How to Prepare
4 Common Mistakes That Could Derail Your Retirement
Chiefs' Playoff Hopes, Wall Street Myths, Portfolio Alternatives, and Budgeting Tips (Ep. 333)
Spending Cleanse, Annuity Pitfalls, High-Yield Savings, and Inflation Insights (Ep. 332)
Stock Market Addiction, Retirement's Untold Truths, and Perfect Credit Scores (Ep. 331)
Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330)
Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329)
Planning for Elder Care, AI in Daily Life, Maximizing HSA Benefits, and Portfolio Rebalancing (Ep. 328)
Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327)
Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326)
Thanksgiving Reflections, Estate Planning, Tax Tips, and Modern Retirement Rules (Ep. 325)
Charitable Giving, Retirement Conversations, Buying Used Cars, and Home Equity Insights (Ep. 324)
Medicare Changes, Retirement Spending, Amish Lessons, and 401(k) Super Catch-Up (Ep. 323)
Million Dollar Mistake, I Bonds, Lottery Thoughts, Mood Stocks, and Cutting 2024 Taxes (Ep. 322)
2025 Tax Brackets, Lending to Loved Ones, Savers and Interest Rates, and Smart Money Moves (Ep. 321)
Guilty Spending, Know Your Fees, Retirement Side Hustle, and Risk Taker Tendencies (Ep. 320)
Money Buys Happiness, Income Inequality, Social Security Raise, and Cost of Insurance Kickbacks (Ep. 319)
No Plan B, The Boring Millionaire, Rural Retirement, and Are You Spending Too Much (Ep. 318)
Greed Inflation, Freedom vs. Security, Unrealized Gains, and Charting a Path Forward (Ep. 317)
Market Crash Worries, Car Buying vs. Leasing, Retirement Needs, and the State of America's Wallet (Ep. 316)
Monte Carlo Analysis, Stock Investing, Retirement Raises, Saving Tips and Macro Outlook (Ep. 315)
65: Young-Old Adult, Evolving Beliefs, Worried Money, and Political Spending Blame (Ep. 314)
The American Dream, Chiefs Predictions, Hucksters, and Healthy Retirement (Ep. 313)
10 Credit Cards, Pet Inheritance, Social Security Raise Shrinking (Ep. 312)
Helping People, Real Estate Commissions, and Say No to Products (Ep. 311)
Retiring a 401(k), IRS Ghosting, and Target Date Funds (Ep. 310)
Drug Costs, Hot Bonds, and Olympic Gold (Ep. 309)
Worthless Cash, Financial Peril, Don't Be Fooled (Ep. 308)
Financial Literacy Dilemma, Self-Inflated Returns, and Luxury Fast Food (Ep. 307)
Investing Boom, Cash Traps, and Backdoor Roths (Ep. 306)
Buyer Beware, Boomer Candy, and Retirement Crisis (Ep. 305)
Buying Happiness, Top 6% Get Richer, and Unfair 401(k) Plans (Ep. 304)
Annuity Opinions, 401(k) Loans, and Streaming Bundles (Ep. 303)
Retire with Purpose, Roth Rules, Good Medicare News! (Ep. 302)
Navigating Capital Gains, Investment Behavior, and America's Tax Showdown (Ep. 301)
Personal Inflation, Buyer's Remorse, and No-Show Fees (Ep. 300)
Gold Boom, Financial Mistakes, Keep Your Car? (Ep. 299)
Election Impacts, Index Opinions, and Your Mortgage Rate (Ep. 298)
Financial Tune-Up, Retire at 62, and Advice from Your Brother-in-Law (Ep. 297)
Index Fund Fumbles, Worrying about Money, and Investor Mental Health (Ep. 296)
Rethink Your Refund, Social Security Gamble, and Throwing Away Money (Ep. 295)
Advisor Schemes, Homeownership Costs, and Using Your Tax Refund (Ep. 294)
Investment Products, Magic Retirement Number, and Tax Refund Status (Ep. 293)
Don't Set and Forget, Home Buying Puzzle, Financial Health Day (Ep. 292)
Retirement Readiness, Compound Interest, and Career Happiness (Ep. 291)
Failed Predictions, Shielding Social Security, Billionaire Tax Tactics (Ep. 290)
ETF Wave, Americans Still Spending, Retiring Early (Ep. 289)
Bull Market Investing, Friends and Finances, Tax Talk (Ep. 288)
Financial Nudists, Unveiling Scammers' Shadows, Trump vs Biden Economy (Ep. 287)
Stay Sharp, Get Advice, Retire Right! (Ep. 286)
Bank of Mom and Dad, HELOCs, and When to Delegate Money Management (Ep. 285)
Financial Advisor Warnings, Layoffs, and Healthcare in Retirement (Ep. 284)
Supporting Adult Children, Loud Budgeting, and Flying Ring Bearers (Ep. 283)
Zero Taxes, Donating, 6 Tips You May Wish You Knew Sooner (Ep. 282)
Bitcoin is Back, Trump Wins Iowa, Taylor Swift for President? (Ep. 281)
Time is Capital, Unpredictable Future, and Living on Social Security (Ep. 280)
Parents Risking Retirement, Brain Hacks, and a Personal Finance Checklist (Ep. 279)
Tax Credits, Homebuying in 2024, and More Tax Talk (Ep. 278)
2024 Market Outlook: What We Are Watching (Ep. 277)
Credit Card Debt, Investing Traps, and New Year's Resolutions (Ep. 276)
Taxes, Unique Gift Ideas, and a Hot Take on Elon Musk (Ep. 275)
Emergency Funds, Early Social Security, and a 50% Pay Raise (Ep. 274)
Tax Bracket Changes, ESG Fading, Lease vs. Loan Dilemma (Ep. 273)
Year-End Tax Planning, Corporate Earnings, Tipping Etiquette (Ep. 272)
$40 Billion in Losses, Realtor Reform, Stock Market in Election Years (Ep. 271)
Retiring on a Boat, Overspending, and Diversification Delusion (Ep. 270)
IRS Cracks Down, WFH vs RTO, and Earnings Matter (Ep. 269)
Falcon Wealth Advisors - Signature Planning Webinar - 10/18/2023
Things You Might Not Know but Probably Should (Ep. 268)
Americans Aren't Ready for Retirement (Ep. 267)
Is Inflation Good or Bad? (Ep. 266)
You Might Be Paying Too Much (Ep. 265)
The Money Date (Ep. 264)
Trump vs Biden (Ep. 263)
America's Latest (Ep. 262)
The Retirement Lifecycles (Ep. 261)
Living Without a Budget (Ep. 260)
Early Retirement (Ep. 259)
Women and Wealth (Ep. 258)
How to Manage Your Cash with Higher Fed Rates (Ep. 257)
How to Invest in AI (Ep. 256)
Inflation and YOUR Portfolio (Ep. 255)
Getting the Most from Your Wealth Advisor (Ep. 254)
Wealth Management for High Income Earners (Ep. 253)
Roth Conversions (Ep. 252)
Understanding Your Financial Plan (Ep. 251)
Tracking Your Performance (Ep. 250)
The Retirement Portfolio Playbook with Conner Hanlon, CFA® (Ep. 249)
Cashing In: Liquidation Strategy and Your Financial Plan (Ep. 248)
Earning Interest on Your Cash with Conner Hanlon, CFA® (Ep. 247)
Helpful Tips To Avoid Running Out Of Money (Ep. 246)
May Market Update (Ep. 245)
Trustee Responsibilities with Samantha Shepherd (Ep. 244)
Protecting Your Assets with Billy Knabe (Ep. 243)
Five Financial Pitfalls to Avoid (Ep. 242)
Mortgages with Brooks Kelly (Ep. 241)
Tax Time is Here, Now What? (Ep. 240)
Health Insurance with Caprice Black (Ep. 239)
March Market Update (Ep. 238)
Good Money Habits Pt. 2 (Ep. 237)
Pro Golfer Chase Hanna (Ep. 236)
How to Find Planning Opportunities on Your Tax Return (Ep. 235)
Maximizing Your 401(k) (Ep. 234)
Good Money Habits (Ep. 233)
February Market Outlook (Ep. 232)
Retiring in Your 50s (Ep. 231)
What to Look for in an Advisor (Ep. 230)
Understanding Options (Ep. 229)
Understanding Bonds (Ep. 228)
Understanding Stocks (Ep. 227)
How to Not Run Out of Money in Retirement (Ep. 226)
2022 Review and 2023 Preview with Conner Hanlon, CFA® (Ep. 225)
How to Turn Your Retirement Savings into Income (Ep. 224)
Understanding Investment Products (Ep. 223)
How to Invest for Success in Retirement (Ep. 222)
Maximizing Your Company Benefits (Ep. 221)
Healthcare as You Plan for Retirement with Caprice Black (Ep. 220)
Planning for a Major Purchase with Cory Bittner, CRPC® (Ep. 219)
The Business of Wine with Doug Frost (Ep. 218)
Managing Risk with Jake Cross, CFP® (Ep. 217)
How to Lower Your Taxes with Cory Bittner, CRPC® (Ep. 216)
Your Account is Down—Now What? with Cory Bittner, CRPC® (Ep. 215)
Understanding Social Security with Jake Cross, CFP® (Ep. 214)
Optimizing Your Retirement Accounts with Matthew Tomlin, CFP® (Ep. 213)
Why is Money Important to You? with Cory Bittner, CRPC® (Ep. 212)
Establishing an Encore Career with Matthew Tomlin, CFP® (Ep. 211)
Mortgages with Andy Greenstein (Ep. 210)
Wills and Trusts with Emily Sullivan (Ep. 209)
Retirement Reality Check with Cory Bittner, CRPC® (Ep. 208)
How to Make Work Optional with Jake Cross (Ep. 207)
The Importance of Having a Financial Plan in Place with Matthew Tomlin, CFP® (Ep. 206)
Solving Unique Retirement Challenges for Corporate Employees (Ep. 205)
4 Things Every Investor Should Know Right Now with Matthew Navickas, AAMS® (Ep. 204)
Our Services with Cory Bittner, CRPC® (Ep. 203)
Is it Time to Buy, Sell or Hold? With Cory Bittner, CRPC® (Ep. 202)
LIV Tour with Jared Doerfler (Ep. 201)
Getting to Know Your Advisor - Jake Falcon, CRPC® (Ep. 200)
Seizing Opportunity with Joe Ibarra, CPA (Ep. 199)
Travel Time with Liane Lance (Ep. 198)
Retiring During Uncertainty with Cory Bittner, CRPC® (Ep 197)
Tax Myths with Jake Cross (Ep 196)
May Market Update with Matthew Navickas (Ep. 195)
Bond Markets with Cory Bittner, CRPC® (Ep 194)
Asset Consolidation with Matthew Tomlin, CFP® (Ep 193)
How to Invest in Stocks with Cory Bittner (Ep 192)
Real Client Questions with Cory Bittner (Ep 191)
Real Estate Investing with Joe Nelson (Ep. 190)
Market Update with Cory Bittner, CRPC® (Ep. 189)
Perfect Putt with Jared Doerfler (Ep. 188)
Love Your Retirement with Samantha Lane (Ep. 187)
Roth IRAs with Jake Cross (Ep. 186)
March Market Update (Ep. 185)
Kansas City Real Estate with Linda Hammer (Ep. 184)
Pro Golfer Andy Spencer (Ep. 183)
Beating Inflation with Matthew Navickas (Ep. 182)
Tax Planning with Jake Cross (Ep. 181)
Understanding Market Risk (Ep. 180)
Client Operations with Samantha Waters (Ep. 179)
2022 Market Outlook (Ep. 178)
How to Spend Your Money (Ep. 177)
Managing Your Company Stock (Ep. 176)
What To Do When Your Company Gets Acquired (Ep. 175)
Overcoming Inflation (Ep. 174)
How We Fix Your Financial Problems (Ep. 173)
2021 Year-End Tax Planning (Ep. 172)
Retirement Cycles (Ep. 171)
Riding the Market Waves (Ep. 170)
Falcon Wealth Advisors New Team Structure (Ep. 169)
Net Unrealized Appreciation (Ep. 168)
4th Quarter Market Update (Ep. 167)
Taxes in Retirement (Ep. 166)
Retirement Income (Ep. 165)
Buying a Second Home (Ep. 164)
Restricted Stock Units (Ep. 163)
Three Health Insurance Tips (Ep. 162)
Financial Planning with Scott Sturgeon, JD, MBA, CFP® (Ep. 161)
Net Unrealized Appreciation (Ep. 160)
Big Time Tax Planning (Ep. 159)
10 Retirement Mistakes to Avoid (Ep. 158)
Retiring In Your 50s (Ep.157)
Four Ways to Not Lose Money (Ep.156)
Inflation and You (Ep. 155)
Getting the Most from Your 401(k) (Ep. 154)
How to Give More to Charity (Ep. 153)
Market Outlook 2021 (Ep. 152)
How We Pick Stocks (Ep.151)
Preventing Cybercrime & Fraud (Ep. 150)
Navigating an Unplanned Career Change (Ep. 149)
Five Retirement Secrets (Ep.148)
Managing Debt (Ep. 147)
Fear and Greed (Ep. 146)
Earnings Season with Brandon Reed, CFA® (Ep. 145)
Taxes on Investments (Ep. 144)
Preferred Stocks (Ep. 143)
Investing Fundamentals (Ep. 142)
Roth IRAs (Ep. 141)
Market Update with Brandon Reed, CFA® (Ep. 140)
Three Ways to Lower Taxes (Ep. 139)
Choosing Your Financial Advisor (Ep. 138)
Health Insurance with Caprice Black (Ep. 137)
Five Common Retirement Mistakes (Ep. 136)
Retirement Withdrawal Strategies (Ep. 135)
Wills & Trusts with Jason Salinardi (Ep. 134)
Inflation, Bitcoin, Taxes & More Webinar Audio
Understanding Cryptocurrencies (Ep. 133)
Retirement Saving vs. Retirement Spending (Ep. 132)
Mortgages (Ep. 131)
How I Invest My Money (Ep. 130)
Market Madness (Ep. 129)
Our Financial Planning & Investment Process Explained (Ep. 128)
Financial Planning for Retirement (Ep. 127)
When Will the Stock Market Crash? (Ep. 126)
Intentional Spending (Ep. 125)
2021 Market Predictions (Ep. 124)
Maximizing Your Checking & Savings Accounts (Ep. 123)
Credit Card Information (Ep. 122)
Investor Behavior (Ep. 121)
Four Tax Planning Tips for 2020 (Ep. 120)
Your Questions Answered (Ep. 119)
How Not to Run Out of Money (Ep. 118)
Making Money Post-Election (Ep. 117)
Buying Low and Selling High (Ep. 116)
Building Wealth (Ep. 115)
Bonds vs. Stocks (Ep. 114)
The Election & Your Portfolio (Ep. 113)
Donor Advised Funds (Ep. 112)
5 Retirement Pitfalls to Avoid (Ep. 111)
Restricted Stock Units (Ep. 110)
Stocks for Beginners (Ep. 109)
Retirement Withdrawal Strategy (Ep. 108)
Net Unrealized Appreciation (Ep. 107)
Retirement Income Planning (Ep. 106)
Options Trading 101 (Ep. 105)
Election 2020 Predictions (Ep. 104)
Retirement Housing (Ep. 103)
5 Retirement Mistakes to Avoid (Ep. 102)
Reviewing Your Financial Plan (Ep. 101)
Mid-Year Market Update (Ep. 100)
Lowering Your Taxes (Ep. 99)
Financial Advisors Explained (Ep. 98)
Managing Concentrated Stock (Ep. 97)
Maximizing Social Security (Ep. 96)
Dividend Paying Stocks (Ep. 95)
Buying Stocks (Ep. 93)
5 Health Tips for COVID-19 (Ep. 94)
Bonds Explained (Ep. 92)
Planning During a Pandemic (Ep. 91)
Finances: Before, During, and After a Pandemic (Ep. 90)
Active vs Passive Investments (Ep. 89)
Embracing Uncertainty (Ep. 88)
Dangerous Investment Products (Ep. 87)
COVID Crash FAQs (Ep. 86)
Investor Psychology(Ep. 85)
Handling Volatility (Ep. 84)
The Coronavirus (Ep. 83)
Social Security Strategies (Ep. 82)
Understanding Investments (Ep. 81)
Navigating A Buyout Offer (Ep. 80)
3 Tips for a Successful Retirement (Ep. 79)
The SECURE Act 3.0 (Ep. 78)
Should I Save or Should I Spend? (Ep. 77)
SECURE Act Need-to-Knows (Ep. 76)
Market Outlook for 2020 (Ep. 75)
The Secure Act and Your IRA(Ep. 74)
The New Years Episode (Ep. 73)
2019 Year In Review (Ep. 72)
4 Planning Tips for 2019 (Ep. 71)
3 Investment Facts for 2019 (Ep. 70)
Making Big Bets (Ep. 69)
Thanksgiving Tips (Ep. 68)
Solving Politics (Ep. 67)
Working with a CFP® November '19 Edition (Ep. 66)
How to Retire (Ep. 65)
4th Quarter Tax Planning (Ep. 64)
The Truth Behind Mutual Funds (Ep. 63)
Prepping for a Market Crash (Ep. 62)
Understanding Your Options (Ep. 61)
Why Do You Work With Someone (Ep. 60)
Retirement Tax Planning (EP. 59)
Understanding Company Benefits (EP. 58)
Working with a CFP® (EP. 57)
Important Wealth Management Updates (EP. 56)
The Fed Lowers Rates (EP. 55)
Lower Your Taxes (EP. 54)
Advanced Planning (EP. 53)
Money's Influence (EP. 52)
Midyear Market Update (EP. 51)
Estate Planning with Jason Salinardi (EP. 50)
Tax Free Investments (Ep. 49)
Timely Events (Ep. 48)
Scrooge McDuck (Ep. 47)
Why Not To Hire An Advisor (Ep. 46)
Understanding Mutual Funds (Ep. 45)
Avoiding Risk (Ep. 44)
Introducing Matt Johnson (Ep. 43)
Spring Time (Ep. 42)
Retirement Mistakes to Avoid (Ep. 41)
Knowledge Check (Ep. 40)
Bond Voyage (Ep. 39)
Inspired Retirement (Ep. 38)
Bunching & Market Update (Ep. 37)
Things People Say (Ep. 36)
If it Don't Make Dollars, It Don't Make Cents (Ep. 35)
Cashing Checks (Ep. 34)
Myth Busters (Ep. 33)
Look Out! (Ep. 32)
Your Account Is On Fire (Ep. 31)
Bird's Eye View (Ep. 30)
Bad News Bears (Ep. 29)
All About Your Income (Ep. 28)
Is it time to panic? (Ep. 27)
Great Expectations (Ep. 26)
Important Decisions for 2019 (Ep. 25)
Sticking to the Plan (Ep. 24)
Year End Planning (Ep. 23)
Stop the Insanity (Ep. 22)
Managing Life's Transitions (Ep. 21)
Wealth Management 101 (Ep. 20)
Making Good Decisions (Ep. 19)
The Road Ahead (Ep. 18)
Change is Good (Ep. 17)
Rethinking Retirement (Ep. 16)
The World is Changing... (Ep. 15)
What Your Advisor Can and Cannot Do (Ep. 14)
Juggling Your Interest (Ep. 13)
How To Replace Your Paycheck In Retirement (Ep. 12)
Two Ways to Manage Your Company Stock (Ep. 11)
How to Apply EI to Your Financial Plan, Buying Low & Selling High, Winter Olympics 2018 (Ep. 10)
Planning for Volatility & The Fed (Ep. 9)
Long-Term Care Insurance, Stocks vs. Products, Super Bowl LII (Ep. 8)
Episode 7
Episode 6
Episode 5
Episode 4
Episode 3
Episode 2
Episode 1