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Episodes
Untucked is a podcast hosted by three financial advisors who discuss investing, markets, and a bunch of other stuff.
FC Advisory LLC is a registered investment adviser dba Financial Coach and New Wealth Project (collectively, “FCADV”). Disclaimers apply: www.financialcoachgroup.com/disclaimer.
Views and opinions expressed or implied are not intended as recommendation or offer of any specific advice or services and are subject to change. FCADV does not endorse any third-party content, services, individuals, or companies discussed on this podcast. Third party comments found on this page do not reflect the views of FCADV and have not been reviewed as to accuracy or completeness. Please refrain from posting reviews or comments regarding your experience (no testimonials).
Past performance does not guarantee future results. Investing involves risk, including the potential loss of principal. Consult the appropriate investment, legal, or tax professional before considering or implementing any options presented or inferred.
Episodes
Oct 22, 2024
Oct 22, 2024
38 min
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.
Sep 30, 2024
Sep 30, 2024
45 min
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!
Sep 3, 2024
Sep 3, 2024
37 min
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!
Jul 26, 2024
Jul 26, 2024
42 min
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
Jun 17, 2024
Jun 17, 2024
44 min
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.
May 10, 2024
May 10, 2024
38 min
1. Coach's Corner - Investment related taxes
2. Salary transparency
Enjoy!
Apr 25, 2024
Apr 25, 2024
46 min
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!
Apr 12, 2024
Apr 12, 2024
42 min
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!
Mar 21, 2024
Mar 21, 2024
47 min
1. Coach's Corner - Advice for young advisors
2. Restaurant cancellation fees, no shows, etc
Enjoy!
Feb 29, 2024
Feb 29, 2024
47 min
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!