エピソード

  • Untucked Episode 127
    2026/09/21

    1. Coach's Corner - We're discussing bonds and some of the common client questions/concerns we're navigating

    https://www.wsj.com/personal-finance/wealth-management-has-a-3-trillion-problem-investors-are-keeping-too-much-cash-ba18dbaf?mod=personal-finance_trendingnow_article_pos1

    2. Are children getting dumber?

    https://www.wsj.com/opinion/yes-children-really-are-getting-dumber-fa4cb20c?mod=itp_wsj

    Thanks for listening!

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    48 分
  • Untucked Episode 126
    2026/08/17

    1. Coach's Corner - IPOs. SpaceX, Anthropic, OpenAI. What are IPOs and how we talk about this topic with clients.

    2. Casualness at work - Have things gotten too casual?

    https://www.msn.com/en-us/money/savingandinvesting/my-husband-and-i-are-retired-our-financial-adviser-who-is-in-his-30s-called-us-you-guyses-is-that-unprofessional/ar-AA27SMEB?ocid=hpmsn&cvid=6a5f885ede3a4642907fe034526ae6aa&ei=26

    Thanks for listening!

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    52 分
  • Untucked Episode 125
    2026/07/20

    1. Coach's Corner - Qualified plan rollover discussion

    2. Driver monitoring camera laws - https://www.carscoops.com/2026/07/eu-driver-monitoring-mandate/

    Enjoy!

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    43 分
  • Untucked Episode 124
    2026/06/05

    1. Coach's Corner - A week in the life of financial advisors

    2. Cosmetic procedures

    Top 5 comedies with two word titles.

    Thanks for listening!

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    52 分
  • Untucked Episode 123
    2026/05/04

    1. Coach's Corner - Irregular cash flow planning

    2. Credit cards - points, perks, and annual membership fees

    Thanks for listening!

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    48 分
  • Untucked Episode 122
    2026/04/17

    1. Coach's Corner - Young professionals and the things the decisions they should consider when they get their first job (or a new job).

    2. How do we cover expenses on our home or cars, or healthcare related costs, when we're not experts in those fields

    Top 5 movies with names in the title

    Enjoy!

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    41 分
  • 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