EPISODE · Nov 30, 2018 · 27 MIN

Sticking to the Plan (Ep. 24)

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

In this episode we discuss: -Managing Return Expectations -Planning for Year End Expenses -Tax Gain Harvesting -Understanding Emotions -And Much More!

Episode metadata supplied by the publisher feed · Published Nov 30, 2018

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Sticking to the Plan (Ep. 24)

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