Untucked

Untucked Episode 123

1. Coach's Corner - Irregular cash flow planning

2. Credit cards - points, perks, and annual membership fees

Thanks for listening! 

Untucked Episode 122

1. Coach's Corner - Young professionals and the things the decisions they should consider when they get their first job (or a new job).

2. How do we cover expenses on our home or cars, or healthcare related costs, when we're not experts in those fields

Top 5 movies with names in the title

Enjoy!

Untucked Episode 121

1. Coach's Corner - Beginning around the 11 minute mark, the team discusses primary real estate transactions and how complex they can be from an emotional and financial standpoint.

2. Feelings before or after larger purchases - The team discusses the array of feelings we personally experience, or don't, when it comes to making big purchases. Whether it's remorse or regret afterwards or excitement or contentment, there tends to be emotional impacts of large purchases. 

Untucked Episode 120

1. Advisor "matchmaking"

2. Superbowl 60

Thanks for listening!

Untucked Episode 119

1. Coach's Corner - AI

AI stocks | Outlook for 2026 | Fidelity

 

2. The best things we've watched, listened to, or read in 2026

Top 5 places you least like to be.

Thanks for listening! 

Untucked Episode 118

1. Coach's Corner - 50 year mortgages

https://www.wsj.com/personal-finance/mortgages/will-a-50-year-mortgage-make-homes-more-affordable-heres-how-it-would-work-9f9a1b2e?mod=itp_wsj

2. Streaming sucks 

Untucked Episode 117

1. Coach's Corner (15:15) - annuities in 401(k) plans - https://www.wsj.com/personal-finance/annuities-retirement-savings-6c047d32?st=Sjfg3f&reflink=desktopwebshare_permalink

2. Prenups - https://www.thefp.com/p/whys-everyone-getting-a-prenup-gen-z-marriage-love

Thanks for listening!

Untucked Episode 116

1. 401(k) rule changes  

2. Coach's Corner - The "permanent" portfolio

3. Building travel itineraries and using travel agencies 

Enjoy!

Untucked Episode 115

1. Coach's Corner - Big Beautiful Bill

https://www.cnbc.com/guide/what-trumps-one-big-beautiful-bill-means-for-your-money/#medicaid-funding-cuts

https://advisors.vanguard.com/insights/article/reference-guide-for-advisors-on-the-one-big-beautiful-bill?cmpgn=FAS:EM:SSCRBE:850740947465&suid=CONT0961113&crd=%%Advisor_CRD_Number%%&guid=%%Contact_GUID%%

2. Wearables - are we obsessed?

https://thenodmag.com/content/wearable-wellness-tech-smart-watches-obsession

Untucked Episode 114

1. Coach's Corner - new child checklist & trump accounts

https://www.pbs.org/newshour/politics/what-experts-think-about-the-1000-trump-accounts-for-babies

2. Handiness.

Thanks for listening!