Important Wealth Management Updates (EP. 56)

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

Be sure to tune in to Episode 56 of Upticks "Important Wealth Management Updates" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss a wealth management and market update. This week they discuss how taxes are seen as a pain point and how we are helping our clients lower their taxes. The two also discuss the added value of offering tax planning to their clients, bond trades, and defensive stocks. As always feel free to share our content with your colleagues or reach out to us directly with any questions. Have a great week!

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This episode is 23 minutes long.

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This episode was published on August 12, 2019.

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