On this episode of Upticks, Jake and Cory address a recent client question about planning for elder care, emphasizing the importance of communication and financial planning. They share insights on how

On this episode of Upticks, Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors w

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates. They discuss the positive

On this episode of Upticks, Jake and Cory share their Thanksgiving reflections and favorite dishes before diving into the rest of the show. They discuss important steps to simplify your estate for you

On this episode of Upticks, Jake and Cory discuss the benefits and potential pitfalls of charitable giving, including the concept of a "helper's high." They review individuals to consult before retiri

On this episode of Upticks, Jake and Cory discuss Vanguard's nearing settlement in a target-date fund case and what it means for investors. They also address the potential cancellation of Medicare Adv

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs potential for an undefeated season and share a cautionary tale about a million-dollar mistake. They revisit the hype around I-

On this episode of Upticks, Jake and Cory share their Halloween plans and discuss a listener's suggestion about the "Terminator Roth". They recap Jake's experience at the 15 and the Mahomies charity e

On this episode of Upticks, Jake and Cory begin by addressing a listeners question about feeling guilty when spending money in retirement. They discuss the undefeated Kansas City Chiefs, how some fin

On this episode of Upticks, Jake and Cory take a new perspective on money and happiness. Do you think money can buy happiness? They discuss income inequalities and the idea of hard work resulting in h