Episodes
Monday Nov 11, 2024
Untucked Episode 107
Monday Nov 11, 2024
Monday Nov 11, 2024
1. Coach's Corner - Gifting 101. We discuss the most common questions or concerns we get about this topic and offer specific examples of our clients experiences gifting.
2. Our favorite ways to spectate sports.
Enjoy!
Tuesday Oct 22, 2024
Untucked Episode 106
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
1. Coach's Corner - We’ve come across a fair amount of skepticism about Vanguard, Black Rock, and State Street’s “ownership” in the largest publicly traded companies in the country so today we're going to talk about it.
2. Die with Zero, again.
Monday Sep 30, 2024
Untucked Episode 105
Monday Sep 30, 2024
Monday Sep 30, 2024
1. Coach's Corner - Investments that seem too good to be true are
https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d?mod=itp_wsj
2. Was legalizing gambling a bad idea?
https://www.theguardian.com/commentisfree/2024/apr/22/us-sports-gambling-far-from-progressive
Thanks for listening!
Tuesday Sep 03, 2024
Untucked Episode 104
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
1. Coach's Corner - investing during an election year
https://www.optimisticallie.com/p/politics-and-your-portfolio
2. What to do when there's a data breach
https://www.identitytheft.gov/Steps
Thanks for listening!
Friday Jul 26, 2024
Untucked Episode 103
Friday Jul 26, 2024
Friday Jul 26, 2024
1. Coach's Corner - Rebalancing
https://x.com/charliebilello/status/1813925675176526096
2. Venmo/CashApp/PayPal - https://www.wsj.com/personal-finance/if-a-friend-bills-you-4-for-a-favor-are-they-really-a-friend-d1b17dce?mod=hp_featst_pos4
Monday Jun 17, 2024
Untucked Episode 102
Monday Jun 17, 2024
Monday Jun 17, 2024
1. Coach's Corner - the team discusses inheritances and the
opportunities and challenges we experience.
2. Entry level job postings look much different these days, from the WSJ
Top 5 musical acts we'd like to see deleted from the archives.
Friday May 10, 2024
Untucked Episode 101
Friday May 10, 2024
Friday May 10, 2024
1. Coach's Corner - Investment related taxes
2. Salary transparency
Enjoy!
Thursday Apr 25, 2024
Untucked Episode 100
Thursday Apr 25, 2024
Thursday Apr 25, 2024
1. Coach's Corner - Things you shouldn't focus on in financial planning
2. Decluttering - Why it's so challenging to get rid of stuff
Top 5 titles (movies, songs, tv shows) with good or bad in the title
Enjoy!
Friday Apr 12, 2024
Untucked Episode 99
Friday Apr 12, 2024
Friday Apr 12, 2024
1. Coach's Corner - Investing at all time highs - https://awealthofcommonsense.com/2020/12/what-if-you-only-invested-at-market-peaks/?utm_source=www.downtownjoshbrown.com&utm_medium=referral&utm_campaign=five-reasons-to-ignore-magazine-cover-commentary
2. Planning and budgeting for your next vacation - https://www.artofmanliness.com/living/leisure/how-much-should-you-spend-on-vacation/
Top 5 best sports logos.
Enjoy!
Thursday Mar 21, 2024
Untucked Episode 98
Thursday Mar 21, 2024
Thursday Mar 21, 2024
1. Coach's Corner - Advice for young advisors
2. Restaurant cancellation fees, no shows, etc
Enjoy!