4 Planning Tips for 2019 (Ep. 71)

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Recorded16 Dec 2019

Publisherfalconwealthadvisors.libsyn.com ↗

Handlerec:11711770

Show notes

This week's episode of Upticks, "4 Planning Tips for 2019", Jake Falcon, CRPC® and Cory Bittner, CRPC® break down 4 tips to help better set up your financial future. Jake and Cory discuss how it's not too late in the year! Make sure to watch this episode to hear Jake and Cory go in-depth about the importance of scheduling time to speak with your accountant now rather than later, why you should make sure your 401(k) and health savings accounts are fully funded, rolling up a mortgage payment, and the benefit of revisiting your financial goals.

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