Upticks: A Financial Planning & Investment Podcast
Million Dollar Mistake, I Bonds, Lottery Thoughts, Mood Stocks, and Cutting 2024 Taxes (Ep. 322)
November 07, 2024
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-
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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