Untucked

Untucked Episode 107

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!

Untucked Episode 106

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.

Untucked Episode 105

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!

Untucked Episode 104

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.usatoday.com/story/tech/2024/08/17/social-security-hack-national-public-data-confirms/74843810007/

https://www.identitytheft.gov/Steps

Thanks for listening!

Untucked Episode 103

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

Untucked Episode 102

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.

Untucked Episode 101

1. Coach's Corner - Investment related taxes

2. Salary transparency

Enjoy!

Untucked Episode 100

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!

Untucked Episode 99

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!

Untucked Episode 98

1. Coach's Corner - Advice for young advisors 

2. Restaurant cancellation fees, no shows, etc

Enjoy!