What should you do with your 401(k) when you retire—and what should you avoid? From tax traps and Roth conversions to income planning and investment flexibility, they walk through a four-step framework to help you make smarter, more confident 401k retirement decisions. With real-world examples and practical insights, this episode helps you protect your hard-earned nest egg.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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