Asset Consolidation with Matthew Tomlin, CFP® (Ep 193)
Matthew Tomlin, CFP®, Associate Director of Financial Planning at Falcon Wealth Advisors, joins Jake to discuss asset consolidation on this week's episode of Upticks. In their discussion, Jake and Matthew dive into how working with a single wealth advisor has the potential to improve your portfolio's performance, lead…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from Upticks: A Financial Planning & Investment Podcast
See all episodes →
How Much Should Your Adult Kids Know About Your Money?
The Fed Raised Rates. Should You Change Your Financial Plan?
529 Plans, Trump Accounts, and Why the Financial System Feels Rigged
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.