Untucked

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!

Untucked Episode 113

1. Coach's Corner - Long term care. What it is, what it costs, and how to deal with it.

2. Tips to make our digital lives more analog.

Top 5 movie action scenes

Thanks for listening!

Untucked Episode 112

1. Coach's Corner - Memory banks and investing biases

https://www.wsj.com/finance/investing/the-mistake-youre-making-in-todays-stock-marketwithout-even-knowing-it-8549894e

2. Mediocrity and why it's really not that bad.

https://pmillerd.com/mediocre/

Top 5 most unbelievable sports moments

Thanks for listening!