A sweeping new tax law is here—and it’s packed with changes that could reshape your financial plan. Jake and Cory break down the most impactful updates from the 870-page “One Big Beautiful Bill,” including tax bracket changes, new deductions, retirement perks, and even a government-funded account for newborns. They cover what matters most with practical insights, smart planning tips, and a few opinions, too.

All information sourced from Congress.gov as of July 10, 2025
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Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF
Subscribe to our weekly newsletter: https://bit.ly/43RcVve
Contact our team: https://bit.ly/43wksOJ
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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    

#bigbeautifulbill taxlaw #2025taxchanges #financialplanning #retirementplanning #healthcarecosts #standarddeduction #taxbrackets #estateplanning #529plans #acaupdates

Think pensions are simple? Think again. Jake and Cory break down four important things to know before making your pension decision. They cover payout options, tax implications, survivorship benefits, and ways to align your pension with your overall financial plan. They break it all down with real stories, smart strategies, and a few laughs.
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Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF
Subscribe to our weekly newsletter: https://bit.ly/43RcVve
Contact our team: https://bit.ly/43wksOJ
---------------
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 #pensionoptions #financialfreedom #wealthmanagement #retirewithconfidence #moneytips #financialliteracy #lumpsumvsannuity #taxplanning #personalfinance

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
---------------
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    

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