Falcon Wealth Advisors - The Fountain Of Wealth

Retire with Purpose, Roth Rules, Good Medicare News! (Ep. 302)

Informações:

Synopsis

This week on Upticks, join Jake and Cory for an information-packed episode! Jake and Cory discuss good social security and Medicare news, new Roth rules, and how money doesn’t always stay between the lines. Financial planning isn’t all about the numbers and retirement isn’t, either. Learn how finding a purpose could help you in retirement. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I’ll be sure to ask them to bring it up on the show!   To subscribe to our newsletter, please email luke@falconwealthadvisors.com If you would like to contact us, please visit our website at: https://falconwealthadvisors.com/contact.html   Order ‘Retiring Right’ Today: https://a.co/d/geeSRDy Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, product