Upticks: A Financial Planning & Investment Podcast
Charitable Giving, Retirement Conversations, Buying Used Cars, and Home Equity Insights (Ep. 324)
November 21, 2024
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
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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