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Upticks: A Financial Planning & Investment Podcast — Planning for a Major Purchase with Cory Bittner, CRPC® (Ep. 219)
Not scored yet27m·2022-11-10·Money

Planning for a Major Purchase with Cory Bittner, CRPC® (Ep. 219)

Upticks: A Financial Planning & Investment Podcast

This week, Cory and I discuss the steps we go through when assisting clients in planning for a major purchase. Please know, you don't have to go at these important decisions alone. Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including…

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