Upticks: A Financial Planning & Investment Podcast
No Plan B, The Boring Millionaire, Rural Retirement, and Are You Spending Too Much (Ep. 318)
October 11, 2024
On this episode of Upticks, Jake and Cory engage in a discussion about not having a Plan B, challenging listeners to consider: if you do have one, why not make it your Plan A? They explore test-drivin
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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