Upticks: A Financial Planning & Investment Podcast
Planning for Elder Care, AI in Daily Life, Maximizing HSA Benefits, and Portfolio Rebalancing (Ep. 328)
December 19, 2024
On this episode of Upticks, Jake and Cory address a recent client question about planning for elder care, emphasizing the importance of communication and financial planning. They share insights on how
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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