Episodios

  • Untucked Episode 121
    Mar 6 2026

    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.

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    40 m
  • Untucked Episode 120
    Feb 9 2026

    1. Advisor "matchmaking"

    2. Superbowl 60

    Thanks for listening!

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    52 m
  • Untucked Episode 119
    Dec 16 2025

    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!

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    43 m
  • Untucked Episode 118
    Nov 21 2025

    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

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    49 m
  • Untucked Episode 117
    Nov 3 2025

    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!

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    40 m
  • Untucked Episode 116
    Oct 8 2025

    1. 401(k) rule changes

    2. Coach's Corner - The "permanent" portfolio

    3. Building travel itineraries and using travel agencies

    Enjoy!

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    46 m
  • Untucked Episode 115
    Jul 18 2025

    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

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    37 m
  • Untucked Episode 114
    Jun 23 2025

    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!

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    42 m