Ever wondered how a wealth advisor invests their own money? In this episode, Jake Falcon pulls back the curtain on his personal investment strategies—covering financial planning, cash flow, retirement accounts, and more.
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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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How This Wealth Advisor Invests His Own Money

Upticks: A Financial Planning & Investment Podcast