Upticks: A Financial Planning & Investment Podcast

Publicly listed emails

communications@falconwealthadvisors.com

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5 Common Financial Planning Questions

October 28, 2026

How do you know whether you have enough money to retire? And what questions should you be asking your financial advisor? In this episode of Upticks, Jake Falcon is joined by Jake Cross, CFP®, Director of Financial Planning and Partner at Falcon Wealth Advisors, to answer common financial planning questions. They discuss why comparing your savings with others can be misleading, how to determine retirement readiness using spending and cash flow, and why a financial plan should guide investment ...

How We Pick Stocks: Falcon's CIO on AI, Earnings, and Market Risks

October 21, 2026

How do investment professionals evaluate individual stocks, and what matters most when deciding whether a company belongs in a portfolio? In this episode of Upticks, Jake Falcon is joined by Falcon Wealth Advisors' Chief Investment Officer, Conner Hanlon, CFA®, for a conversation about the financial markets and the research behind investment decisions. They discuss corporate earnings, AI infrastructure spending, inflation, higher interest rates, geopolitical developments, and the risks associ...

Social Security Could Face Cuts in 2032. Should You Claim Early?

October 16, 2026

Should you begin collecting Social Security at 62 because you're concerned about future benefit cuts? In this episode of Upticks, Jake and Cory examine the projected Social Security funding shortfall and what it could mean for people approaching retirement. They discuss the trade-offs between claiming early and delaying benefits, why a future funding issue does not necessarily make early claiming the right decision, and how financial plans can account for uncertainty. The conversation also ex...

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A Wiser Retirement® · Low booking difficulty · 1,000 - 10,000 listeners

FIN-LYT by EWA® · Medium booking difficulty · 1,000 - 10,000 listeners

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing · Medium booking difficulty · 1,000 - 10,000 listeners

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How do I get in touch with Upticks: A Financial Planning & Investment Podcast?

Upticks: A Financial Planning & Investment Podcast is hosted by Jake Falcon and Cory Bittner. Its publicly listed email is communications@falconwealthadvisors.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Upticks: A Financial Planning & Investment Podcast?

The publicly listed email for Upticks: A Financial Planning & Investment Podcast: communications@falconwealthadvisors.com.

How many listeners does Upticks: A Financial Planning & Investment Podcast have?

Podseeker estimates Upticks: A Financial Planning & Investment Podcast reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Upticks: A Financial Planning & Investment Podcast?

Upticks: A Financial Planning & Investment Podcast typically books working professionals with real expertise. Typical guest background: The featured guest is a chief investment officer and CFA charterholder, indicating a fit for investment or financial-planning professionals with relevant subject-matter expertise. Common among recent guests: Senior investment or wealth-management leadership; Recognized professional credentials such as the CFA charter. Recent guests include Conner Hanlon.

How hard is it to get booked on Upticks: A Financial Planning & Investment Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Upticks: A Financial Planning & Investment Podcast cover?

Recent episodes cover Finance, Financial Planning, Retirement Planning, Investing, and Tax Planning. Pitch an idea tied to one of these topics and mention a recent episode.

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