Upticks: A Financial Planning & Investment Podcast
Medicare Changes, Retirement Spending, Amish Lessons, and 401(k) Super Catch-Up (Ep. 323)
November 14, 2024
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
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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