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Retirement in 5 Years? How to Prepare
- 2025/02/06
- 再生時間： 33 分
- ポッドキャスト
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サマリー
あらすじ・解説
In episode 335 of Upticks, Jake and Cory discuss engaging with a fiduciary wealth advisor, planning for health insurance, accurately estimating your financial needs, defining your retirement lifestyle, the importance of tax planning, and aligning your investment portfolio with your financial plan.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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