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Upticks: A Financial Planning & Investment Podcast — 2021 Year-End Tax Planning (Ep. 172)
Not scored yet35m·2021-12-02·Money

2021 Year-End Tax Planning (Ep. 172)

Upticks: A Financial Planning & Investment Podcast

If you missed our recent webinar about year-end tax planning, this week's episode of Upticks is for you. Falcon Wealth Advisors co-founder Cory Bittner, CRPC, joined Jake to discuss year-end tax planning. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC as he discusses financial…

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