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Upticks: A Financial Planning & Investment Podcast — Thanksgiving Reflections, Estate Planning, Tax Tips, and Modern Retirement Rules (Ep. 325)
Not scored yet32m·2024-11-28·Money

Thanksgiving Reflections, Estate Planning, Tax Tips, and Modern Retirement Rules (Ep. 325)

Upticks: A Financial Planning & Investment Podcast · 325

On this episode of Upticks, Jake and Cory share their Thanksgiving reflections and favorite dishes before diving into the rest of the show. They discuss important steps to simplify your estate for your heirs and explore tax planning ideas to potentially lower your 2024 tax bill. Cory presents Boldin's 18 retirement…

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