Upticks: A Financial Planning & Investment Podcast
Helping People, Real Estate Commissions, and Say No to Products (Ep. 311)
August 22, 2024
This week on Upticks, Jake and Cory are open and honest about investment products. One of Falcon Wealth Advisors foundational elements is not believing in investment products like mutual funds and ET
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 conc
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