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Untucked is a podcast hosted by three financial advisors who discuss investing, markets, and a bunch of other stuff.
Episodes
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
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
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
Friday May 10, 2024
1. Coach's Corner - Investment related taxes
2. Salary transparency
Enjoy!
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
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
Thursday Mar 21, 2024
1. Coach's Corner - Advice for young advisors
2. Restaurant cancellation fees, no shows, etc
Enjoy!
Thursday Feb 29, 2024
Thursday Feb 29, 2024
1. Coach's Corner - Different ways advisors get paid
2. The Scam that went viral - https://www.thecut.com/article/amazon-scam-call-ftc-arrest-warrants.html
Top 5 people, dead or alive, you'd want to have a beer with.
Enjoy!
Friday Feb 02, 2024
Friday Feb 02, 2024
1. Coach's Corner - Parents financially helping and supporting their adult children
2. Quitting
Top 5 perfectly cast TV characters
Enjoy!
Friday Jan 26, 2024
Friday Jan 26, 2024
1. Coach's Corner - tracking your spending and budgets
2. Tip fatigue
top 5 iconic images from a movie
Enjoy!