Episodes

Tuesday Mar 18, 2025
Untucked Episode 111
Tuesday Mar 18, 2025
Tuesday Mar 18, 2025
Coach's Corner - Market volatility. No and in the past
https://www.wsj.com/finance/stocks/us-stocks-underperform-trade-war-9c68599d?mod=itp_wsj
https://www.morningstar.com/economy/what-weve-learned-150-years-stock-market-crashes
Daylight Saving's Time

Wednesday Feb 19, 2025
Untucked Episode 110
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
1. Coach's Corner - 401ks have improved but there's still work to be done
https://www.wsj.com/personal-finance/retirement/retirement-benefits-401k-workers-4e02f92f
2. Is going to eat worth it?
Thanks for listening!

Wednesday Jan 22, 2025
Untucked Episode 109
Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
1. Coach's Corner - Private investing
https://www.wsj.com/finance/investing/private-alternative-assets-etfs-cf987342?mod=itp_wsj
2. New Year's Resolutions
Thanks for listening!

Monday Dec 30, 2024
Untucked Episode 108
Monday Dec 30, 2024
Monday Dec 30, 2024
1. Coach's Corner - life insurance
https://www.newyorklife.com/resources/life-insurance-101
2. Holiday excitement and madness
Enjoy!

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.