Upticks: A Financial Planning & Investment Podcast
Thanksgiving Reflections, Estate Planning, Tax Tips, and Modern Retirement Rules (Ep. 325)
November 28, 2024
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
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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