Upticks: A Financial Planning & Investment Podcast
Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326)
December 06, 2024
On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates. They discuss the positive
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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