Upticks: A Financial Planning & Investment Podcast
Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327)
December 12, 2024
On this episode of Upticks, Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors w
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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