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Upticks: A Financial Planning & Investment Podcast — Seizing Opportunity with Joe Ibarra, CPA (Ep. 199)
Not scored yet31m·2022-06-09·Money

Seizing Opportunity with Joe Ibarra, CPA (Ep. 199)

Upticks: A Financial Planning & Investment Podcast

On this episode of Upticks, Jake is joined by Joe Ibarra, CPA, one of the Financial Planners at Falcon Wealth Advisors to discuss how investors can seize opportunities during this market environment. Joe's Certified Public Accountant credential is useful when helping our clients with tax planning, as well as…

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