エピソード

  • Untucked Episode 121
    2026/03/06

    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 分
  • Untucked Episode 120
    2026/02/09

    1. Advisor "matchmaking"

    2. Superbowl 60

    Thanks for listening!

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    52 分
  • Untucked Episode 119
    2025/12/16

    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 分
  • Untucked Episode 118
    2025/11/21

    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 分
  • Untucked Episode 117
    2025/11/03

    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 分
  • Untucked Episode 116
    2025/10/08

    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 分
  • Untucked Episode 115
    2025/07/18

    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 分
  • Untucked Episode 114
    2025/06/23

    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 分