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Untucked is a podcast hosted by three financial advisors who discuss investing, markets, and a bunch of other stuff.
Episodes
Friday May 19, 2023
Friday May 19, 2023
1. Coach's Corner - Gifting
2. Jeopardy!
Top 5 non-human characters. Thanks for listening!
Friday Apr 28, 2023
Friday Apr 28, 2023
1. Coach's Corner - What different generations value in financial advisors https://institutional.fidelity.com/app/literature/white-paper/9907600/its-time-to-change-your-mind-about-young-investors.html
2. Things men shouldn't wear - https://graze.beehiiv.com/p/things-man-never-wear
Top 5 most versatile things
Enjoy!
Monday Apr 03, 2023
Monday Apr 03, 2023
1. Coach's Corner - Empathy and having difficult conversations with clients and friends
2. Sleep - https://newsinhealth.nih.gov/2021/04/good-sleep-good-health
Top 5 TV dads
Enjoy!
Monday Mar 20, 2023
Monday Mar 20, 2023
1. Coach's Corner - SVB
2. Bare Minimum Mondays - https://www.businessinsider.com/i-do-bare-minimum-mondays-at-work-curb-burnout-stress-2023-2?_gl=1%2Aw1d16q%2A_ga%2AOTIwODQ1Njk3LjE2NjY4Nzc5NTU.%2A_ga_E21CV80ZCZ%2AMTY3NzUzMzUzNC4xNjguMS4xNjc3NTM0MjAxLjAuMC4w
Top 5 crime movies not related to the Mob
Enjoy!
Friday Mar 03, 2023
Friday Mar 03, 2023
Our 80th Episode!
1. Coach's Corner - Scott Galloway interviewing Morgan Housel
https://open.spotify.com/episode/1vTAdxdUqbZ4Yw82QMZ04Q?si=jrC65QFYREWcSU7z47Hb8g
2. Don't be a Doomer - https://noahpinion.substack.com/p/dont-be-a-doomer?utm_campaign=mwk&utm_medium=newsletter&utm_source=morning_brew
Top 5 songs from a movie
Thursday Feb 09, 2023
Thursday Feb 09, 2023
1. Coach's Corner - When should kids be "off the payroll"?
2. Modern etiquette rules from the Cut - https://www.thecut.com/article/tipping-rules-etiquette-rules.html?utm_medium=s1&utm_source=tw&utm_campaign
Thursday Jan 26, 2023
Thursday Jan 26, 2023
Episode 78
1. Coach's Corner - Comparing your financial status to your friends https://moneywithkatie.com/blog/why-your-friends-are-usually-the-worst-place-to-compare-your-financial-habits
2. Sports broadcasters - https://www.inquirer.com/eagles/cbs-tony-romo-bengals-chiefs-ron-jaworski-jaws-nbc-sports-philadelphia-20230123.html
Top 5 red flags.
Enjoy!
Friday Jan 13, 2023
Friday Jan 13, 2023
First one of 2023!
1. Coach's Corner - The opportunities and difficulties in working with people close to you. Also, a brief overview of Secure Act 2.0 - https://prudential.assetserv.com/prudential/download/file?assetId=8305775&external=true&trk=organization_guest_main-feed-card_feed-article-content
2. Couples splitting their finances - https://www.youtube.com/watch?v=UPYIJEnab3c
Top 5 things we don't give a damn about
Enjoy!
Sunday Dec 18, 2022
Sunday Dec 18, 2022
1. Coach's Corner - Client sentiment at the end of a tough year in the market
3. Remakes in Hollywood
Top 5 sports records that won't be broken
Enjoy!
Friday Nov 11, 2022
Friday Nov 11, 2022
1. Coach's Corner - What to consider when hiring a financial advisor https://www.wsj.com/buyside/personal-finance/how-to-choose-financial-advisor-01664977079
2. Tweets https://twitter.com/DividendGrowth/status/1587036672130134017
3. Daylight Savings https://cheddar.com/media/status-update-on-daylight-saving-time-ahead-of-americans-rolling-back-clocks?utm_source=n2k&utm_medium=email